Contacts on multiple campaigns simultaneously | Voters

Contacts on multiple campaigns simultaneously

under review

Lacie Marshall

We often run campaigns for different jobs that target the same contacts. Our campaigns are very specific and we highlight details of the position in our outreach. Because of this, we often have contacts in active campaigns that we want to include in a new campaign. It would be great if there was an option to acknowledge that someone is already on an active campaign, but then be able to add them to another active campaign. And this should apply across the organization (or have the option to apply across the org) so even if my colleague is running a campaign where a contact is assigned, I could run a separate campaign with that same person.

Laura Phillips

marked this post as

under review

Laura Phillips

Hi all, 
Thank you all so much for your input here!
I'd like to share an update regarding the status of this request. Given its scale, the proposal is presently undergoing a thorough review. Implementing it involves substantial innovation and testing because it represents a significant shift from the existing principles that guide the SourceWhale app.
We'll continue to keep you informed about any developments. Thank you once again for your invaluable input!
Thanks,
Laura

Joy Fullerton

A few examples for us:
Evergreen campaigns, where you want to stay in contact with contacts and keep them informed of new jobs that open or holiday/promotional campaigns. 
For BD purposes we make our current and potentials clients aware on a regular basis what new candidates we have in the area. This is typically a 3 or 4 email campaign.
For Recruitment purposes, of making candidates aware of new jobs in the area. We get new jobs on a regular basis and it's ideal to have candidates on multiple campaigns. (ie.. evergreen campaigns to remain in contact and then job alert campaigns)
It all comes down to, if you aren't contacting them someone else is and when you can't keep in a consistent contact they forget who you are. 
When you can't add contacts to multiple campaigns the contact might be missing out on a job or candidate that suits their needs.
We are told by SourceWhale and other marketing companies that you should have campaigns that have 7-9 touches, which is great and we do that, but when someone is on step 5 and they still haven't responded, I want to add them to a new campaign, because this job or candidate in the new campaign might be better suited to them. 
It would be good to either add them to the new and stop them in the old one automatically or in the pop-up that comes up that already, tell us they are in a campaign and will be removed from the campaign. Expand on that to say these candidates are in campaigns on step number, then give an option to Select All or checkboxes to select the ones to add. You have to know the step number though.
This is more complex option:
I'm not sure with any other company, but our campaigns within the first 2 reach outs typically will get the low hanging fruit. What if one pop-up was - these candidates are on Step 3 or more - Do you want to add them to this campaign and stop their current campaign?
Then another pop-up would come up that said these candidates are in Step 1 and 2 of their current campaign, do you want to add them now or automatically have them added after Step 2 of their current campaign is completed?

Dana Lugoboi

Within our sourcing team, we are working with many clients at the same time. Very often, we work on similar positions and would like to contact the same person (via different clients - different aliases). This option is not possible at the moment and it makes our work way less effective because I cannot contact many relevant candidates as long as they are on another active campaign.

Amelia Scotney

Thanks for your feature suggestion Lacie and providing details of your use case.

Dana Lugoboi Alexey Geht Katinka Fekete - it would be great if you could provide some more information on what occasion you would need to add a contact to multiple campaigns at the same time? Thanks

Dana Lugoboi

Amelia Scotney Within our sourcing team, we are working with many clients at the same time. Very often, we work on similar positions and would like to contact the same person (via different clients - different aliases). This option is not possible at the moment and it makes our work way less effective because I cannot contact many relevant candidates as long as they are on another active campaign.

Lacie Marshall

Amelia Scotney, just checking back on this one as it's becoming ever more critical for us to effectively utilize SourceWhale. I'm experiencing a specific use case right now, which I've described below in hopes of providing the most detail possible.
We are working on three super hot, time-sensitive jobs that target the exact same ~200 people. Each job is unique and the demographic we solicit requires very highly detailed outreach, so sending a general outreach with top-level highlights on each job would not be effective. I've had to come up with a workaround whereby we continually pause/unpause campaigns so that we can run steps to candidates on multiple campaigns. It's cumbersome and bound to involve some user error along the way.
Any updates on when this feature might be addressed? Sounds like others really need this ability, too.
Many thanks for your continued attention here!

Dan Wells

Amelia Scotney I like to have very long campaigns that send out a message every 3 months. This means if a good candidate comes up in between and we want to message them we can't.

Dana Lugoboi

This one IS A MUST!

Alexey Geht

Yes!! It's a must. We run similar campaigns for different clients and very much missing this feature

Katinka Fekete

YES! super important for our team too, as currently we are having to skip so many good candidates as we work on similar projects