- Candidate Relationship Management Email Campaigns enable recruiters to send bulk email campaigns to up to 2 million candidates with high deliverability.
- Email campaigns can be sent to both external and internal candidates.
- Brand consistency is maintained through email layouts and email campaign content templates.
- Email layouts can contain logos for all emails from SAP SuccessFactors Recruiting, except auto-generated emails.
- Email content templates are typically created by the organization’s external marketing group. They can be added to an email campaign and edited before sending it.
- Email recipients can be added in a variety of ways.
- Campaign emails are sent only to recipients who have opted to receive marketing emails.
- With custom replies to addresses, recruiters can get candidate replies in their inbox.
- Email Campaign information is reportable through the Report Center, allowing companies to improve candidate marketing on an ongoing basis.
- An Email Campaign can only be sent once.
Explaining Email Campaigns
Objective
After completing this lesson, you will be able to explain email campaigns including layout management and reporting.
Intro to Email Campaigns
Email Layouts
- Email Layouts manage the branding and layout of HTML or text emails so that non-technical users can create Email Campaigns, and the company can be assured that their branding guidelines are followed.
- With the exception of the Configurable Text Area, all components for Email Layouts are configured within CSB.
- The components available for Email Layouts:
- Header – Includes a logo to the left or right of text.
- Configurable Text Area – Customizable for each Email Campaign.
- Text – Multiple Text components can be added.
- HTML – Can be used like the Custom Plugin component on other pages: create two columns for the email, add images, and so on.
- Footer – Contains text.
- Email layouts cannot be deleted but can be deactivated.
Email Layout Example
Use Email Layouts for Branded Manual Emails
- An Email Layout can be used for Email Campaigns or when manually sending email to one or more candidates.
- Manual emails can be sent from:
- Candidates →Search →Select candidate(s)→Send Mail
- Candidate Profile→Email
- Candidate Summary→Select candidate(s)→Action →Email candidate
- Application→Email
- Offer Letter→Send via email
Note
Currently, branded email cannot be used when sending email associated with a candidate status or a Recruiting email trigger.
Email Campaign Content Templates
- Email campaign content templates contain the text to be inserted into the branded emails sent to candidates via email campaigns.
- Permission to create content templates is typically restricted (not granted to all recruiters).
- The content can be edited before an email is sent.
Add Recipients to an Email Campaign
- Email Campaign Recipients are not added directly from the Email Campaign page.
- Recipients can be added in several ways:
- Add an entire Talent Pool
- Add selected members of a Talent Pool
- Add from a Candidate Search
- Add from the Candidate Profile
Marketing Email Consent Management
- Email Campaigns can only be sent to candidates who have opted in to receive marketing email campaigns.
- With the Marketing Email Consent feature, a candidate can opt in or out of marketing emails.
Initial Consent Opt-in Email Campaign
- To invite recipients to participate in email campaigns, create initial consent opt-in email campaigns.
- Unlike regular email campaigns, opt-in campaigns can be sent to recipients who have neither opted in nor opted out of email campaigns. It will not be sent to candidates who have already opted-out.
- This step will be especially important for existing customers. Sending an opt-in email is not necessary for new customers who have always had this option enabled from Admin Center→Manage Recruiting Settings: Enable selection of the Marketing Emails checkbox by default on account creation.
- Remember that you may need to create multiple Initial Consent Email Campaigns, considering the different locales and other segmentation requirements.
- If desired, from Candidate Search, you can filter to add only candidates who have opted-in to marketing emails.
Send Test Email Campaigns / Send at a Future Date/Time
- You have the option to send a Test email. Note that, from Stage instances, test emails are only delivered to @sap.com email addresses. Test emails are sent to all email addresses from Production.
- You can also schedule a future date and time to send an email campaign.
Email Campaign Details
- Views – Number of recipients who viewed the email.
- Clicks – Number of recipients who clicked on the link in the email.
- Unsubscribed – Number of recipients who clicked ‘Unsubscribe.’
- Undeliverable – Number of recipients who could not receive the email as their email address was invalid.
- Not Sent – Number of recipients who were not sent the email either because of missing consent or refused consent.
Talent Pool and Email Campaign Reporting
- Talent Pool and Email Campaign information are now reportable via the Report Center:
- Details of a talent pool.
- Candidates in a talent pool.
- Details of an email campaign.
- Candidates in an email campaign.
- List of talent pools with details including Name, Description, Sharing, Owner, and Status.
- The reports are available in Recruiting V2 reports, not Recruiting V2 Secured reports.
- Ensure that users who generate the report have permission to do so:
- Admin Center→Manage Permissions Roles→Permissions→Reports Permission→Create Report: Recruiting V2.
- Users who run the report must have that permission:
- Admin Center→Manage Permissions Roles→Permissions→Reports Permission→Run Report: Recruiting V2.
- See Setting Up and Using Candidate Relationship Management for details.
Summary
- Email Campaigns in Candidate Relationship Management: Enable recruiters to send large-scale, branded emails to candidates, ensuring high deliverability and adherence to company branding through customizable email layouts and content templates created by external marketing teams.
- Campaign Recipients: Recipients for email campaigns can be added from various sources like Talent Pools and Candidate Profiles, but campaigns are only sent to those who opt-in for marketing emails; the initial consent opt-in campaign can solicit participation from candidates who have not opted out.
- Metric Reporting: Email Campaigns offer reporting capabilities on metrics like views, clicks, and unsubscribes, and provide options for sending test emails or scheduling campaigns for future dates, helping companies refine their outreach strategies.
- Branding: Email Layouts ensure consistent branding in HTML or text emails, allowing non-technical users to create campaigns while following company branding guidelines; components, except Configurable Text Area, are set up in CSB.
- Layouts: Email Layouts can be applied for both automated Email Campaigns and manual emails to candidates; however, they can't be used for candidate status-related emails or Recruiting email triggers.
- Content Templates: Email campaign content templates hold the text for branded emails, with permissions typically restricted; content can be customized before sending.
- Reporting Capabilities: Talent Pool and Email Campaign information can now be reported through the Report Center, specifically within Recruiting V2 reports. Reports include details of talent pools, candidates in talent pools, and email campaigns.
- Reporting Control: Permissions are required for users to create and run reports, accessible via the Admin Center.