Campaigns

Campaigns reach many prospects at once. There are two kinds:

	One-time send	Sequence
What it is	One text or one email to everyone who matches your filters	Up to 12 texts, emails, and tasks spread over days or weeks
When it goes out	At the date and time you schedule (drafts wait until you schedule them)	Each step after its wait, inside a sending window you set
Who gets it	Everyone matching the filters when it sends, plus anyone you add by hand	People who join automatically by rules, or that you add
Stops when	It has sent	Each person replies, books a meeting, hits an exit stage or label, finishes, or texts a stop word
Best for	Announcements, event invites, a monthly update	Following up with new leads until they respond

Path: main nav → Campaigns

Who can use Campaigns

Role	Access
Admin / Owner	See, edit, and delete every campaign. Audiences can include any prospect in the account.
Manager / User	Create campaigns. Audiences only include prospects they own or that belong to their offices. They see and edit only campaigns they created.
View Only	No access. The page says "Access Restricted".

The Campaigns page

• New Campaign — choose One-time send or Sequence.
• Counts of Drafts, Scheduled, Sending, and Finished one-time sends.
• Search campaigns… and status tabs: All, Drafts, Scheduled, Sending, Finished, Sequences.

Each one-time send row shows its status, channel, estimated audience (click it to see who's in it), sending identity, scheduled time, a preview of the message, and sent / failed counts you can click to see each recipient. Row buttons: Preview, Duplicate (makes a "(Copy)" draft), Edit, and Delete. Finished one-time sends can't be edited or deleted.

Sequence rows show the sequence's status (Draft, On, Paused, Archived), its steps, whether it Adds people automatically, and buttons to open, edit, or delete it.

Create a one-time send

1. Click New Campaign → One-time send. The Campaign Builder opens with four steps.

1. Audience

2. Enter a Campaign Name that teammates will recognize.
3. Pick the Channel: Text or Email. The channel decides who is eligible (a phone number for text, an email address for email) and drives the audience estimate.
4. Under Prospect Filters, click Add Filter. Choose Source, Office, Owner, Stage, License Status, Company, Labels, Import (a past import), or Created Date (before, after, or between). For multi-value filters choose Any or All. Prospects must match every filter.
5. Check Estimated Audience. A one-time send can go to at most 5,000 prospects, or 50 when sending from a connected Gmail or Outlook mailbox. Narrow your filters if you're over.

2. Message

6. Choose Send From SMS Identity or Send From Email Identity. For email, pick the HiringCenter address or the identity's linked mailbox.
7. Write the message. Use merge tags such as {Prospect First Name} and {Office}, or Use Text Template / Use Email Template.
   • Text: optionally attach one image or PDF (up to 5 MB). Links can be shortened for click tracking.
   • Email: add a subject, write the body (the full email editor, including Style email and Customize with AI; see Styled Emails), insert a signature from the chosen identity, and add attachments (up to 10 MB each).
8. Under Add Conversation Members, pick teammates (users assigned to the chosen identity) to be members of the conversations this send creates, so they get unread alerts for replies. With nobody selected, replies aren't assigned to anyone.

3. Delivery

9. Choose a Delivery Option:
   • Save as Draft — finish now, schedule later.
   • Schedule Campaign — pick a date and time to send automatically.

4. Review

10. Check the Campaign Summary (audience, channel, delivery, filters, members), then click Create Campaign (or Update Campaign when editing).

Who actually receives it

• Everyone matching the filters at send time, plus anyone added by hand (see below).
• Prospects who unsubscribed from that channel (or from everything) are skipped.
• Email sends include an unsubscribe link at the bottom.
• Replies land in the prospect's conversation on the sending identity, like any other message.

Create a sequence

1. Click New Campaign → Sequence.
2. Optional: describe it in plain words in Set it up with HiringCenter AI, for example "Three texts and an email over two weeks for newly licensed agents who haven't booked an interview." HiringCenter AI fills in the draft below. Nothing is saved until you save.
3. Work through the four steps:
   • Basics — name, Who it's for (one description HiringCenter AI reads before every send), the Send from identity, and Shorten links.
   • Steps — add Text, Email, and Task steps (up to 12), each with a Wait before it. Calls go in tasks, assigned to the prospect owner, the campaign creator, or a specific user.
   • Schedule — the Sending window: which days and hours (in the account time zone) steps may go out. Default is Monday–Friday, 9 AM–5 PM.
   • Join & leave — whether people join automatically when they start matching your rules, and the exit rules: They reply (on text, email, or call), A meeting is booked with them, plus optional exit stages, exit labels, and labels to add when people join, leave, or finish.
4. Click Save draft, or Save and turn on.

Before each text or email, HiringCenter AI checks that the message still fits that person. If it isn't sure (below 60%), it holds the step, takes them out, and gives the prospect owner a task to keep them out or put them back in.

Full guide, including adding people from a CSV or the pipeline, pausing, and the Taken out by AI tab: Sequences.

You can also ask the AI Assistant to "set up a sequence for…". It shows an Open in sequence builder card with the draft.

Campaigns on a prospect

In Prospect Details, two cards show where a prospect stands:

• One-time sends — scheduled sends this person will get. Click + (Add to a one-time send) to add them to an upcoming scheduled send even if they don't match its filters; it doesn't add them to any sequence. Use Remove to take them out so they won't get it.
• Sequences — sequences they're in (with the next step and when), plus past ones. Click + (Add to a sequence) to enroll them, or Remove to stop further steps.

Click any row, or the one-time send / sequence pill above the message box in Conversations, to open its details: the message or steps, how the person got in (Matches its filters or Added by hand), where they are, and a link to Open sequence.

From the Pipeline, select prospects and click Add to sequence to enroll many at once.

Opt-outs

• A text of only STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT unsubscribes them from texts and calls and ends every sequence they're in. One-time text sends skip them. They can reply START to resubscribe.
• Clicking an email's unsubscribe link unsubscribes them from emails and cancels their scheduled messages. One-time email sends skip them; in a sequence only the email steps are skipped.
• Someone unsubscribed from all communication is left out of one-time sends. In a sequence they stay in, their text and email steps are skipped, and task steps still run.
• An email that hard-bounces or is marked as spam stops future emails to that address.

Common questions

Why is my audience smaller than expected? Managers and users only include prospects they own or that are in their offices. Prospects without a phone (text) or email (email), or who unsubscribed, aren't counted.

Why don't I see a teammate's campaign? Managers and users only see campaigns they created. Ask an admin or owner.

Why is Campaigns missing or restricted? You're View Only.

Can I change the channel of a one-time send? Pick the channel on the Audience step. To send the same message on the other channel, Duplicate it and switch the channel on the copy.

Can I send right away? Schedule it for a few minutes from now. Drafts never send on their own.

Do campaign sends count toward usage? Yes. Texts and emails from a HiringCenter identity count toward your plan's usage. See Billing.