The Marketing tools in Outcomes allow you to communicate with applicants and contacts through email, text, and voice messages. You can configure your marketing settings, create and manage email templates, and build campaigns to support automated outreach. Review the information below for an overview of the primary marketing features, watch our Getting Started with the Marketing Features webinar, or see the Marketing in Liaison Outcomes section of the help center.
This overview guide will help you get started with:
Before sending messages, you'll need to confirm your settings are correct. To do so, from the Marketing section of the Settings Menu, check the following:
If applicable, consider warming up your sending domain. Periodically review the Suppressed Items list to determine who has opted out of email, text, or phone communications.
Read more about configuring your Marketing settings.
When sending messages in Outcomes, email templates ensure consistency and save time. There are a few different types:
These email templates feature a built in a drag-and-drop editor where you can add text, images, buttons, and formatting to create polished emails. Templates can also be customized with different sender details for specialized offices or programs.
Use Quick Messages when you need to send a one-time, bulk communication outside of a campaign. Quick Messages can be:
Quick Messages can be targeted by audience type (e.g., applicants, contacts, or specific contact types) and refined using segments to include or exclude groups. Messages can be sent immediately or scheduled for later.
Campaigns are a powerful tool for structuring and automating your Marketing communications.
Campaigns are communication plans that dictate how you’ll interact with a specific audience. They allow you to send a coordinated series of messages across different stages of the recruitment and application funnel. For example, you might establish a campaign for prospective applicants.
Depending on your communication goals, you can create different types of campaigns:
Campaigns are made up of tracks, and each track is made up of steps.
Tracks are series of communications you want to send, each tied to a specific goal. Within the campaign for prospective applicants, for example, you can create multiple tracks of communications, such as:
Within each track, you can schedule multiple steps. For example, in a reminder track you might include:
Each step in a campaign can include different message types, including emails, text messages, and voice messages.
In the case of Contact-based Campaigns, you can also tailor your campaign steps using engagement-based rules. For example, you can:
This ensures that your audience only receives relevant communications.
To create and manage Campaigns, click Campaigns in the Marketing section of the Navigation Menu. Each campaign allows you to configure its name, active dates, audience, and other information.
Once a campaign is created, you can:
You can measure your campaign's performance by reviewing its analytics. To do so, click Analytics in the More Options menu of the Campaign Builder. From here you can review detailed statistics, including:
Charts and visualizations are also available to help you quickly assess engagement and trends.
Here are some things to consider when building campaigns:
Review the Best Practices for Strategic and Technical Campaigns and Emails PowerPoint, which contains information to help you launch your recruitment cycle with confidence using a strategic communication plan.