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Campaign Guide

Track and manage staffing requests, client engagements, statuses, and AI-assisted candidate matching.

Purpose

The campaign feature makes it easy to track and manage staffing requests from clients. Ongoing campaigns can be assigned sales and sourcing statuses, while past campaigns can be labeled won, lost, or cancelled. Oomple’s AI agent can automatically match candidates who align with the campaign requirements.

01

Open Campaigns

Click the ‘Campaigns’ tab on the left, then click the ‘Create Campaign’ button in the top right.

02

Enter campaign details

Fill out the required campaign details, then click ‘next’. You can choose to hide the client name from candidates.

03

Enter campaign requirements

Fill out the required campaign requirements, then click ‘generate’.

04

Review the AI-generated description

Review the campaign description generated from the information provided. Make any desired changes, then click ‘next’.

05

Configure the account team and status

Set the client presentation and onboarding date, select organization members for each account-team role, choose the appropriate sales and sourcing status, then click ‘next’.

06

Enter commercial details

Enter contract length, hours per day, and either the target client hourly rate or target consultant hourly rate. Entering the markup percentage automatically calculates the other value. Verify the details, then click ‘create’.

07

Enable AI matching

When prompted, choose whether to enable the AI matching agent. If enabled, Oomple automatically adds candidates whose profiles align with the campaign content.

08

Complete the campaign

Verify the information, then click ‘back’ to return to the campaign page.

Return to the main guide

Use the link above to return to the complete Oomple staffing workflow.