Campaigns: Create and Manage a Campaign

Only one job posting can be attached to a campaign regardless of the location.

If the job is posted in Handshake, click the downright arrow to the far right of the Related job field to select the job from a list of active postings. 

• If the job isn't posted in Handshake (but is active in an applicant tracking system or CRM), click the box to the left of My job is not available above, then enter the Job URL (required), Job title (required), and Job location (optional) in the provided spaces.
  • Note: when external URL's are added, Handshake will not report on the individual candidate that clicks to be referred to your job because there is no post available. For tracking purposes, we recommend posting your job on Handshake and adding it from the Related job field.  

When you select an event campaign type, you'll be able to select the Related Event if it's posted in Handshake. Click the downright arrow to the far right of the Related Event field to select the event. 

If the event is hosted outside of Handshake, select In external system under Event posting type, and enter the Event posting URL, Event title, and Event location. If your event is hosted externally, click the box to the left of "This event is virtual (no location)". 

To successfully send an event via a campaign that isn't targeting specific schools, click the box to the left of “Allow any Handshake student with a link to this event to view and RSVP” in your event settings.

• If this field does not display in the event form, make sure that your external video link is only included in the Web Host URL field and not in both the Web Host URL and Non-Handshake Registration URL fields. 

Note: this type is intended exclusively for virtual fairs hosted on Handshake. The attachments in these campaigns will redirect students to sign-up for available group and/or 1:1 sessions. Please use Career fair - Other if the fair is virtual and facilitated outside of Handshake, or if the fair is an in-person fair.

When you select the Career fair- Handshake Virtual campaign type, you'll be able to select the Related virtual career fair. Click the downright arrow to the far right of the Related virtual career fair field to select from a list of virtual fairs you've registered for.

Note: if a career fair is hosted virtually but is not facilitated in Handshake (is hosted on a third party site), or is hosted in-person, you should use this campaign type. 

When you select the Career fair- Other campaign type, you'll be able to select the Related career fair. Click the downright arrow to the far right of the Related career fair field to select from a list of fairs you've registered for. 

If you select Other, you will be able to complete the same form as for the other campaign types. However, you will not be able to tag a specific job, event or fair. 

After selecting the campaign type, you will be prompted to complete the following fields: 

• Campaign Name (only visible to you and your teammates)
• Related teammate (optional)
  • Provide an additional point of contact for students who want to learn more about your brand.
  • Note: all user role types can be tagged with the relevant permission (tagged in message intros or campaigns) except for Representative and Recruiter (Standard). 
• Send to segment (choose segment)
  • Learn How to Build a Segment
• Maximum audience size (optional)
  • Limit the number of students in your segment who will receive your message. 
• Exclusions (optional)  
  • Note: select/deselect exclusions as applicable.
    • Applied to a job at your company "in the last 1, 3, 6, or 12 months"
    • Received a message from you or anyone at your company "in the last 1, 3, 6, or 12 months"
    • Students who aren't seeking job opportunities 
    • Has these labels (select labels from the dropdown)

When completed, click the blue button Continue in the lower-right corner of the page to proceed. 

The next step is to compose your message. The following details must be provided to complete your message: 

• Schedule (select a time frame to send your campaign)
  • Job: send ahead of application deadline or send on date
  • Event & Fairs: send before event/fair, send after event/fair, or send on date
    • Tip: if you're promoting the event or sending an event reminder on the day-of, select Send on date to send your campaign that day.
• Subject (if you do not enter a subject, the default text displayed will be the message subject)
• Message
  • Tip: Learn more about Campaigns: Create, Save, and Use Templates.

If you've attached an item and/or a teammate to your campaign, the cards will be located below the message text box. 

Click Preview Message to view how the message (and any cards) will appear to students, or click Continue to proceed. 

If you'd like to send a follow-up message, use this section to compose your message. From here, you can schedule your email (select a specific time and date) and students that should receive the message. 

• Exclude students who replied to this Campaign is checked by default, so if you'd like to message all recipients again, uncheck this option. 
• Attached jobs, events, and fairs will automatically be included. Select Remove Attachment to not include this card. 

Note: unless you choose to send a follow-up message, you can't message the same students within 48 hours of the original campaign sent date.  If you'd like to connect with the same students in less than 48 hours, a follow-up message will need to be created. 

Before sending your campaign, you may preview your follow-up message by clicking Preview Message on this page. When ready, click Continue in the lower right corner of the page to set the schedule. 

Review the selected send date(s) and make any necessary adjustments. If you're ready to schedule the campaign, click the blue button Schedule Campaign in the lower-right corner of the page. 

Campaigns only be edited if they are scheduled or in progress. For additional guidance, refer to Campaigns: Editing a Campaign.

Campaigns can only be cancelled if they are scheduled or in progress.

1. To cancel a campaign, navigate to the Scheduled tab, then locate the campaign you'd like to cancel.

2. From here, click the circle-backslash icon to the far right of the campaign row. 

3. Confirm the action in the pop-up modal, then click the blue button OK to cancel the campaign. Alternatively, click the button Cancel to keep the campaign. 

4. Once cancelled, a green banner with the message "Campaign was successfully cancelled." will display in the lower-right corner of the page.  

Campaigns can only be archived if they are not scheduled.

Note: campaigns cannot be deleted. They can only be archived. 

1. To archive a campaign, navigate to the Unscheduled tab, then locate the campaign you'd like to archive. 

2. From here, click the bin icon to the far right of the campaign row. 

3.  Once archived, a green banner with the message "Campaign was successfully archived" will display in the lower-right corner of the page.