Create a segment
On the Segments page in the sidebar, click New segment and give it a name.Add candidates to a segment
There are two ways, and you can use both on the same segment:- By hand. Add the people you pick.
- With Intake. Set a segment’s Intake to one or more jobs. Everyone moved to Qualified on those jobs joins the segment automatically, including people who qualified before you set it up.
The Segments page
The Segments page lists every segment in your workspace. Its columns:
Created by and Created are hidden by default. Turn columns on or off under Display. Filter by intake job, engagement or who created the segment.
Engagement is the share of a segment’s members who did something themselves in the last 30 days, like replying to a message or completing a step. Nothing your team does counts toward it. It’s the same idea as Engagement in the talent pool, measured for the whole segment.
A segment’s own page
Click a segment to open its page, with an overview and the candidates in it. In the talent pool, each candidate’s segments show on their row. See Talent pool.What segments don’t do
A segment doesn’t message anyone, and there’s no way to send one message to a whole segment. It keeps the right people together so you can find them when a new job opens.Common questions
Can a candidate be in more than one segment?
Can a candidate be in more than one segment?
Yes, in as many as you like.
Does Intake add people who qualified before I set it up?
Does Intake add people who qualified before I set it up?
Yes. Everyone already at Qualified on the jobs you pick joins, as well as anyone moved there later.
Does adding someone to a segment tell them?
Does adding someone to a segment tell them?
No. Adding someone to a segment doesn’t send them anything.
Talent pool
Everyone your workspace has worked with, across jobs.
Change a candidate's stage
Move strong candidates to Qualified so Intake picks them up.