Exclusions stop Hyre from reaching people you don't want to reach: a client, a candidate who is already interviewing with a client, or someone who asked not to be contacted again.
Before you start
Everyone can view the list. Setting rules, adding people or companies and Apply now are for an Owner or Admin only.
Two levels
For the whole organization: under Settings › Exclusions. Applies to every campaign of every recruiter.
Per campaign: the Exclude switches in a campaign's Targeting step.
Organization-wide: Settings › Exclusions
Go to Settings › Exclusions.
Choose your rules (Owner or Admin):
Keep candidates who are in a process out of LinkedIn campaigns: tick the stages in your ATS that mean "in process", for example presented, first interview, placed. Click Save. A candidate in such a stage is taken out of every campaign within 30 minutes, and stays out while they remain in that stage. Pick the stages by hand: "has an application" is usually too broad.
Exclude every ATS/CRM contact: everyone with a contact record in your ATS or CRM.
Exclude every ATS/CRM company: everyone who currently works at a company in your ATS or CRM. Handy to protect your clients.
Add individual people or companies with Add person (a LinkedIn link, or a name and company) or Add company (a name and a domain or LinkedIn company page).
Click Apply now if it can't wait. Otherwise Hyre applies changes to your running campaigns within 30 minutes. After Apply now you see what changed, for example "Removed 3 people from 2 campaigns".
The People and Companies tables show the reason for each row: In process: , Do not contact, ATS contact, Added by hand, Added by an agent or ATS company.
Letting someone back in
Click Remove on a row added by hand or by an agent. Hyre asks whether to also put back the people this rule took out of campaigns (Also put N people back in M campaigns). Rows from your ATS have no Remove: they leave on their own when the ATS changes.
Per campaign: the Exclude switches
In a campaign's Targeting step: - Existing connections: skip people who are already a connection. - People already in a campaign: skip people already in another campaign. Without this switch they move to the new campaign and stop in the old one. - People I've talked to: skip people you already have a conversation with. - People already on another pipeline: skip people already on another board. - Only people with no message since: skip people you exchanged LinkedIn messages with since a given date (1, 3 or 6 months, 1 year or a date you pick).
All switches are off by default. The recipient count under the switches updates right away.
Good to know
Someone who is excluded shows in Manage members with a label such as In ATS process: or Excluded company: . You can't put them back by hand.
There is a short delay. At a new campaign's first fill, or just after a new rule, someone can slip in for a moment. The next check (every 30 minutes) takes them out again, usually before anything was sent. Use Apply now to be sure.
Removing someone from one campaign is not an exclusion. If someone must never get a message again, add them under Settings › Exclusions.
Watch the video
Video: Campagne maken met de Campaign Agent in the Hyre Academy (10 min, Dutch).
Related

