NOTE: Requires ATS integration
Do you want to reach out to candidates that you have identified with a tag as “Gold Medalist” in your ATS?🥇 Do you want to reach out to only candidates that are tagged within a certain geographical region? 🗺️
Grayscale offers you the ability to filter via your ATS tags to help you drill down to the very best candidates to contact.
Find a step by step guide for Bulk Messaging and Automations tagging below.
Bulk Messaging Tag Filters
Never set up a Bulk Message? Check out this article
Select a Job, List, or Prospect Pool (only for customers with a Greenhouse integration) as the Audience type
Once you’ve made the audience selections for the Bulk message, click Filter with ATS tags
When a tag is added, anyone who does NOT have that tag on their candidate profile within your ATS, will not receive the message. Multiple tags can be added - ALL tags must match to be included in the audience. Continue to set up and schedule your Bulk Message.
Automations Tag Filters
Never set up an Automation? Check out this article
With our new Automation UI, the Tag filter has been replaced the the Audience Segment. This allows you to create a new (or select an existing) set of filters to apply, Tag being one of them.
Choose Select Audience Segment
Click Select Candidate Segment
Select the segment you want to apply. If you need to create a new Segment, click the New Segment button
Enter a name and description for the segment. Choose whether to share with everyone or keep private, and then click the Add Condition button
Select the condition you want to filter by (Tag, in this case)
Click the down arrow next to the condition you just added
Select all the tags you want to include. You may also specify tags to exclude. Then click the Select X button ('X' will be the number of tags you selected)
Once done, click the Save Segment button
The segment you've selected will show up, with a brief summary of its conditions ("3 Tag" in this case)
Still confused by Segments? Not to worry! Check out this video demonstration!
That's it! Away you go! 🚀