Email Campaign Exit Criteria

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Overview

Within Evolve Recruitment Marketing (RM), there are several scenarios in which an email campaign should be terminated for some recipients. For example, when recipients apply for a job or their Lifecycle State is changed to Hired, they should no longer receive the following emails in a sourcing campaign.

Audience 

All Users 

Must have User or Administrator privileges in Campaigns

Exit Criteria

Exit criteria can be configured for each email campaign individually. The options to select include:

  • Candidate applied for a job or joined an event during the campaign.
  • The candidate joined a talent network during the campaign.
  • Candidate’s Lifecycle State is as selected (Select from the list of Lifecycle States configured for the account. This condition can be added multiple times with a different Lifecycle State each time).

Each condition will apply only when it occurs between the candidate's enrollment in the email campaign and the last email sent to that candidate.

  • Example 1: If a person receives the first email from a campaign inviting them to Join a Talent Network and joins, the campaign will be terminated for that individual, and they will not receive additional emails associated with that campaign.
  • Example 2: If a person applies for a job and later is added to an email campaign, the exit condition will not be used because the job application happened before the enrollment in the email campaign.

Exit rules only apply to the email campaigns where they are configured. If a recipient is removed from one campaign, it will not affect other campaigns they have been added to.

Configure Exit Criteria

Navigate to Campaigns > Messages > Email Campaigns.

access email campaigns list.png

Click the campaign name

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Click the Exit Rules tab.

Exit Rules.png

Click Add Condition.

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Select an option from the Select Condition dropdown.

select condition.png

If the selected condition requires an additional value (e.g., Lifecycle State), choose the value of the second dropdown displayed for that exit condition.

select condition value.png

Click Save.

NOTE: An exit rule can be removed by selecting Delete in the corresponding line. An exit rule can be edited by clicking Edit and updating the rule.

Edit Exit Rules

Navigate to the Email Campaigns screen and locate the campaign you want to edit. Make sure the email campaign status is New, Scheduled, or Paused.

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Click the campaign name

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Select the Exit Rules tab.

Exit Rules.png

Make any changes to the exit rules, such as Edit, Delete, or Add Condition.

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