Sourcing candidates

Overview

Sourcing is how you find candidates yourself and email them from Dover. Open a job and click its Sourcing tab. The tab has two parts: Campaigns, where you write the outreach emails and follow-ups, and Leads, where the candidates you source appear. To keep in touch with people across all your jobs, see CRM.

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Set up an outreach campaign

A campaign defines who the email comes from, what it says, and any follow-ups. You need an active campaign to source a candidate.

Connect your email

Campaigns send from a connected email account. If you see To send campaigns, your email must be connected to Dover, follow the link in the banner to connect it, or go to Account settings → Email Connection.

Create a campaign

1. Open the job and click its Sourcing tab, then click Campaigns.
2. Click + Campaign.
3. Enter a Campaign Name.
4. Under Who will send outreach emails, choose Hiring manager or Someone else on my team. If you choose a teammate, pick them from the list. The teammate must have connected their email in Dover.
5. Create the campaign, then click Edit campaign to write it.

Edit a campaign

Click Edit campaign on a campaign to change its name, sender, subject, and email body. Click + Followup to add a follow-up email that is sent when a candidate doesn’t reply. You can turn follow-ups on or off and choose when each one is sent.

Use Duplicate to copy a campaign, or Delete to remove it. If a campaign has already sent messages, changing its sender affects any follow-ups that are still waiting to send.

Turn a campaign on

In the Campaigns table, use the Status switch to turn a campaign on. A campaign must be active before you can source a candidate with it. The table also shows each campaign’s Title, who Started by it, and its Total contacted.

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Source candidates

There are three ways to source. Each candidate you source is added to the job’s Leads tab, and Dover sends them your campaign’s emails.

Source one candidate

1. On the Campaigns tab, find an active campaign and click Source candidate.
2. Choose Single candidate.
3. On Candidate details, enter the First name and Last name.
4. Answer Do you have the candidate’s email?. Choose Yes and enter it, or choose No (find it for me) and enter the candidate’s LinkedIn URL. Dover looks up an email address.
5. Click Next to open Preview and send email.
6. Edit the message if you want, and click Send.

Source many candidates from a CSV

1. On the Campaigns tab, find an active campaign and click Source candidate.
2. Choose Multiple candidates.
3. Drag and drop your CSV file, or click to select it. Click Download Sample CSV if you need a template.
4. Dover checks the file and shows how many candidates are valid and any errors. Fix errors in your file and upload it again.
5. Click Upload, which shows how many candidates it will add.

Your CSV needs First Name, Last Name, and Email. LinkedIn URL is optional. Bulk uploads can take some time, depending on the file size, and you can’t edit the message for each person.

Source from LinkedIn

Use the Dover Sourcing Extension to source candidates directly from their LinkedIn profiles. See Dover Sourcing Extension.

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Review your leads

Click Leads on the Sourcing tab to see the candidates you have sourced for the job, laid out by stage. Click a candidate to open their profile.

To see how many candidates you sourced over time, click the chart icon (View Sourcing Analytics) next to the tabs. It opens the Sourced Candidates Over Time chart in Reporting & Analytics. See Reporting & Analytics.

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Frequently asked questions

Where do sourced candidates appear?

On the job’s Sourcing tab, under Leads, and in the job’s candidates list.

What if I don’t have a candidate’s email address?

Add their LinkedIn URL and choose No (find it for me). Dover looks for an email address. If it can’t find one, it can’t send the outreach, so reach the candidate another way.

Can I edit the message before it’s sent?

Yes, when you source one candidate, you can edit the message on Preview and send email. For a CSV upload, the message comes from the campaign.

Why is the Source candidate button turned off?

The campaign must be on. Turn it on with the Status switch. If the button is still off, you may not have the Sourcing permission for the job. Point to the button to see who can give you access.

How is this different from the CRM?

A job’s campaign contacts new leads for that job. A CRM campaign works on anyone in Dover and isn’t tied to a job.

Where can I see pricing and plan details?

Some sourcing options, such as bulk sourcing from a CSV and additional follow-ups, depend on your plan. See dover.com/pricing for what each plan includes.