How to Run an Email Campaign in SmoothHiring

Email Campaigns in SmoothHiring allow you to send targeted, bulk email communications to candidates across your jobs. Whether you are notifying applicants about a hiring event, sharing company updates, or re-engaging past candidates, email campaigns provide the tools to compose, manage, and track mass communications.

Overview

An email campaign is a one-time or recurring email sent to a group of candidates. Campaigns are managed centrally and can be associated with specific jobs or sent across your entire candidate pool.

Key features include:

• Campaign creation with rich text email composition
• Recipient management with To, CC, and BCC fields
• Campaign editing for draft or scheduled campaigns
• Send Now to immediately dispatch a campaign
• Preview to review the full campaign before sending
• Delete to remove unwanted campaigns
• Analytics including open rates, click rates, and unsubscribe counts
• Job-level and account-level campaigns with a unified management view

Navigating to Email Campaigns

Method 1 — Via sidebar:

1. Click Productivity in the left sidebar.
2. Expand Communication.
3. Click Email Campaigns.

Method 2 — Via Settings:

1. Navigate to Settings → Tools & Automation.
2. Click Email Campaigns.

Both methods take you to /employer/settings/tools/campaigns.

The All Campaigns Page

The campaigns page displays all email campaigns in a table view with the following information:

Creating an Email Campaign

Email campaigns can be created from the job-level campaign page or the all campaigns page.

From the All Campaigns Page

1. Navigate to /employer/settings/tools/campaigns.
2. The campaign creation dialog allows you to fill in:

3. Compose the email body using the rich text editor with full formatting support.
4. Click Save Campaign to save.

Warning: If you use CC, you will receive a separate email for every applicant. Use BCC for bulk sends where individual visibility is not needed.

From a Job Page

Email campaigns can also be created at the job level, which automatically targets candidates who applied to that specific job. These campaigns appear in the all campaigns view with the associated job name.

Editing a Campaign

1. On the campaigns table, click Edit on the campaign row.
2. The campaign dialog opens pre-populated with the existing values.
3. Modify any fields as needed.
4. Click Save Campaign to update.

Note: Only campaigns that have not yet been sent can be fully edited. Sent campaigns retain their content for historical reference.

Previewing a Campaign

1. Click on a campaign row or click the Preview button.

2. A preview dialog opens showing:

   • Campaign name and subject
   • Status and type
   • Associated job (if any)
   • From email and reply-to address
   • BCC and CC recipients
   • Recipient count
   • Open and click rates (for sent campaigns)
   • Full rendered email body

3. Close the dialog when done reviewing.

Sending a Campaign

Send Now

1. Click Send Now on the campaign row.
2. A confirmation dialog appears: "Are you sure you want to send the campaign [name] now? This action cannot be undone."
3. Click Send Now to dispatch immediately.
4. The campaign status updates to "Sent" and analytics begin tracking.

Deleting a Campaign

1. Click Delete on the campaign row.
2. A confirmation dialog appears: "Are you sure you want to delete the campaign [name] with subject [subject]? This action cannot be undone."
3. Click Delete to permanently remove the campaign.

Campaign Analytics

After a campaign is sent, the following metrics are tracked:

These metrics appear in both the campaigns table and the campaign preview dialog.

Best Practices

• Write clear subject lines. Subject lines determine open rates more than any other factor.
• Use preview text effectively. The preview text appears in email clients after the subject line — use it to add context.
• Preview before sending. Always check the rendered email in the preview dialog before clicking Send Now.
• Segment your audience. Use job-level campaigns to target specific applicant pools rather than sending generic messages to everyone.
• Track your metrics. Monitor open and click rates to understand what messaging resonates with candidates.
• Use BCC over CC for bulk emails. CC sends a separate email per recipient and exposes all recipients' addresses to each other.
• Don't over-communicate. Excessive emails lead to unsubscribes. Focus on high-value communications.

Related Pages

• Email Templates
• Email Inbox
• Rejection Letters
• Interview Letters
• Automations