I don't know how to figure it out at the moment. My HR department wants to use Hubspot for recruiting but they need to filter employees - applicants by "company drivers" and "contractors", I know that is possible with applying filters in Hubspot CRM. But how can each HR manager send single emails to applicants?
So our applicants are drivers, and all they need to see is an email with CTA to go to the application form. Or do I only design template for Outlook office because that is what we use for everyday messaging.
I want to send pre-built email offers to my drivers with the CTA to each person individually.
Yes, filtering is easy. I would add a Custom Property to your Contacts to filter by the Employee type.
Depending on what version of HubSpot you use you could use a Smart Email Template to change the CTA. Or, create different emails with the CTA for your target audience. Both are easy and will work well for you.
If you prefer using Outlook (PC only - Mac doesn't allow plugins in Outlook) you could set up a few email templates with the different CTAs.
One of the good things about HubSpot is you have lots of different ways of doing things - so it's about figuring out the easiest way for you.
Yes, filtering is easy. I would add a Custom Property to your Contacts to filter by the Employee type.
Depending on what version of HubSpot you use you could use a Smart Email Template to change the CTA. Or, create different emails with the CTA for your target audience. Both are easy and will work well for you.
If you prefer using Outlook (PC only - Mac doesn't allow plugins in Outlook) you could set up a few email templates with the different CTAs.
One of the good things about HubSpot is you have lots of different ways of doing things - so it's about figuring out the easiest way for you.
Hey Mike! I know this was years ago, but are you still using this process for recruiting? I just joined an org that started using Hubspot, but they're recruiting in a funnel - no pipelines. It's organised chaos. Would love to know if you're still doing this and what you've found to be the best path for evaluating candidates.
We created a full system, based in HubSpot. If you'd like to see what we built then please send me a message with your calendar link so I can book a meeting with you.
Cheers
Mike
Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a Gold HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.
I am wondering if anyone has good idease on a simple template for tracking companies and candidates to jobs that companies/clients have and the progress of candidates - CV reviewd, CV good, CV forwarded to Client, Interview etc
Then when you send a client to a new company their deal would probably start at Forwarded CV.
Tip: make all the name of the Deal Stages a "completed" event (not a to do) so you know when the CV has been approved the deal moves down the pipeline.
Let us know if that works for you, or if you have any questions.
I have a similar situation but we use Deals for sales deals. So, came up with the idea to create a separate Pipeline for 'Candidates' . The challenge is the Deal 'card' already has sales relevant info on it so there is a bit of a 'square peg round hole' thing going on. I wonder if any partner out there has used the basic deal record functionality (we love the card view and progressing through the stages idea for candidates) but with a separate record type (so we don't have to interfere with the sales deal record).
Based on what you described we'd recommend using Service Hub and creating a Pipeline for post sales processes e.g. Onboarding, or in your case "Candidates".
In our system when a Deal is Closed Won it creates a new Ticket (using a Workflow) in our Onboarding Pipeline and assigns to our Business Manager (@catarina). This means the Onboarding Process is progressed in a similar way to Deals and it doesn't double count your Deals (which can throw off your reporting).
Ultimately I would love to be able to create Custom Objects to manage the process but – disappointingly – Custom Objects are only available in Enterprise.
Documents tool has tracking feature but in your case I think the rep would need to manually input the status into a custom property. For example, creating a custom property called "Candidate status" then each rep would change the status whenever they move the candidate from one status to another.
