Note: messaging campaigns are an add-on, currently in closed Beta release. If you don't see the option in your TalentLynk app, reach out to your account manager to buy credits and have the feature enabled.
Campaigns allow you to send personalised SMS or WhatsApp messages to groups of contacts simultaneously. Whether you're announcing new roles, following up with candidates, or managing talent pools, campaigns streamline your high-volume outreach.
This guide provides a comprehensive walkthrough of how to create, launch, and manage your messaging campaigns in TalentLynk.
1. Creating a New Campaign
To start a new campaign, navigate to Campaigns in the sidebar and click New Campaign.
The creation process follows a three-step wizard.
Step 1: Campaign Details
Name: Give your campaign a descriptive name (e.g., "Software Engineer Outreach").
This is for internal use only; recipients will not see it.Channel: Choose between SMS or WhatsApp.
Phone Number: Select the number from which messages will be sent.
Message: Write out your message (SMS only) or select a pre-defined template (SMS and WhatsApp).
Step 2: Selecting Contacts
Add recipients to your campaign using any of the following methods:
Manual Selection: Search and select individual contacts from your TalentLynk database.
CSV Import: Upload a CSV file to quickly add a large list of contacts.
CRM Import: Import contacts directly from your CRM (currently only Bullhorn hotlists and Mercury vacancy shortlists are supported). See steps and instructions below.
Notes:
If one or more contacts are showing as "skipped" after import and not added to the campaign, the most likely reasons are:
The contacts have invalid phone numbers, or phone numbers that do not support the selected messaging channel (for example, adding contacts with landline/non-mobile phone numbers to an SMS campaign).
The contacts are already part of the campaign and cannot be added twice.
Step 3: Review
Review your campaign details so far, then click Save Campaign to proceed.
2. Launching Your Campaign
Once the draft campaign is saved, it enters Pending state. Before it is sent, you can review the details once more on the Overview page.
Contacts with multiple numbers
If any contacts with multiple numbers available are included in the campaign, you will see a notice on this page. You can select the correct numbers for these contacts on the Contacts page.
Cost (credit) calculator
TalentLynk calculates the credits required to send the campaign based on the channel, the number of contacts and their phone numbers (messaging costs vary by country), and, in case of SMS, the message length (long messages can be split into multiple segments). A detailed breakdown of the credit usage by country can be viewed by clicking the Show breakdown toggle.
If there are insufficient credits, the Launch button will be disabled and a notice will be displayed.
Final Review & Launch
Launching the campaign will disable the editing functionality for it and immediately start messaging your contacts.
Important:
Make sure to review the details carefully (especially the sending number, the message preview, and the contacts selected).
It's your responsibility to ensure the recipients are expecting communications from you in order to prevent your messages or number being flagged as spam and/or blocked.
When sending SMS to US numbers, the sending number must be an approved, 10DLC US number. Otherwise, because of local regulations, the messaging provider will refuse sending.
3. Monitoring Campaigns
Once a campaign is launched, the Overview tab shows near real-time statistics, including number of messages sent, delivered, read (WhatsApp only), or failed, and the number of contacts who have replied.
Monitoring and managing contacts
In the Contacts tab, you can view the status of each individual contact (Active or Removed), the activities for that contact in a timeline, and any available actions.
Contacts that have not been messaged yet can be deleted from the campaign on this page by clicking on the red trash can icon.
Once messaged, contacts can be manually removed from a campaign, and are automatically removed by the system when they reply to a message sent to them from the selected campaign number.
You can add new contacts to a campaign, even after it's finished, by clicking Add Contacts. New contacts added to a Finished campaign will appear in a "New Contacts" section on the Overview tab, where you can review the credit cost and trigger sending messages only for them.
Importing contacts from Bullhorn
On the campaign Contacts screen, click on CRM Import, then click on Bullhorn.
Note: an active Bullhorn connection is required for the button to appear.
Select the list you wish to import from, then click Load contacts.
Choose the contacts to import from the list, and click Import X contacts.
By default all contacts will be pre-selected, up to the maximum number of allowed contacts in the campaign. Both candidate and client contact types are supported.
Review the contact import, then click Continue.
Some contacts may be marked skipped if already existing in TalentLynk, or failed if an error occurs during import. In those cases they will be displayed on this screen, along with the reason. Skipped contacts will still be added to the campaign.
You will be taken back to the CRM Import screen, where you can either press Next to proceed with adding the imported contacts to the campaign, or perform another import from a different list.
Importing contacts from Mercury
On the campaign Contacts screen, click on CRM Import, then click on Mercury.
Note: an active Mercury connection is required for the button to appear.
Follow steps 2-5 from the Bullhorn section above - after selecting the CRM, the process for importing is the same.