# Sourcing candidates

> Source candidates into Dover using individual outreach, bulk uploads, or the Chrome sourcing extension.

This guide explains how to source candidates in Dover and how each method works from start to finish.

## Creating and managing outreach campaigns

Before sourcing candidates, you must select an active outreach campaign. Campaigns define who the email is sent from, the email content, and any follow-ups.

In the **Sourcing** tab, you can use a default campaign or create your own.

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### Use an existing outreach campaign

1. Go to the **Sourcing** tab
2. Click an existing campaign to open it

### Edit campaign details

In the **Edit** tab, you can update:

- Campaign name
- Email subject
- Email body

You can also manage follow-up emails:

- Toggle follow-up emails on or off
- Set when follow-ups are sent if there is no reply
- Click **+New Followup** to add additional follow-ups

Additional actions:

- Click **Duplicate** to copy a campaign
- Click **Delete** to remove a campaign

### Preview emails

- Go to the **Preview** tab to see what candidates will receive

When finished, click **Save**.

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### Create a new outreach campaign

1. In the **Sourcing** tab, click **+Campaign**
2. Enter a campaign name
3. Choose who the outreach email is sent from:
   - **Hiring manager**
   - **Someone else on my team**
     - Select a team member from the dropdown
       - The selected sender must have authorized their email in Dover. Email authorization can be completed here:  
         **[https://app.dover.com/settings/account/email-connection](https://app.dover.com/settings/account/email-connection)**
4. Click **Create**
5. Click the new campaign to edit it
6. Configure the subject, email body, and follow-ups (same steps as editing an existing campaign)
7. Click **Save**

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### Activate an outreach campaign

To use a campaign for sourcing, it must be active.

- Toggle the campaign **On** to activate it

Each campaign tracks:

- How long the campaign has been active
- Total number of contacted candidates
- Email open rate

Only active campaigns can be used when sourcing candidates.

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## Sourcing candidates

There are 3 ways to source candidates in Dover.

### Method 1: Source an individual candidate

Use this option when sourcing one candidate at a time.

1. Go to the **Sourcing** tab
2. Choose an active email outreach campaign
3. Click **Source candidate**
4. Select **Single candidate**
5. Enter the required information:
   - First name (required)
   - Last name (required)
   - Email address
     - If you don’t have an email, add the candidate’s LinkedIn URL and Dover will attempt to find one
6. Click **Next to** preview the outreach message
7. Make any edits if needed and click **Send**

The candidate will be added as a **New Lead** in the **Candidates** tab and be queued to receive the email outreach sequence.

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### Method 2: Source multiple candidates (bulk upload)

Use this option to source multiple candidates at once using a CSV file.

1. Go to the **Sourcing** tab
2. Choose an email outreach campaign
3. Click **Source candidate**
4. Select **Multiple candidates**
5. Drag and drop your completed CSV file
   1. Dover will parse the file to check for required information
   2. If errors are found, fix them and re-upload the file

1. Preview the candidate information and click **Upload Candidates**

### CSV format requirements

Your CSV must follow this column order:

1. First Name
2. Last Name
3. Email Address
4. LinkedIn URL (optional)

All candidates will be added as **New Leads** in the **Candidates** tab.

Note: Bulk sourcing may take some time to complete, depending on file size.

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### Method 3: Source candidates using the Dover Chrome extension

Use the Chrome extension to source candidates directly from LinkedIn.

### How to source using the Dover sourcing extension

1. Open Chrome and navigate to a candidate’s LinkedIn profile
2. Click the **Dover** Chrome extension
3. Click **More** under the candidate profile
4. Click **Save to PDF**
5. Select a **Job** and **Email Campaign** from the dropdown menus
6. Review and customize the outreach email
7. Click **Send Outreach**

The candidate is sourced and added as a **New Lead** in the **Candidates** tab.

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## Frequently Asked Questions

### Where do sourced candidates appear?

All sourced candidates are added to the **Candidates** tab as **New Leads**.

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

If you provide a LinkedIn URL, Dover will attempt to find an email address automatically. If it cannot find one, then the outreach sequence cannot be sent.

### Can I edit the outreach message before sending?

Yes. You can preview and customize the message before sending for single candidate sourcing methods. For bulk sourcing, the outreach message cannot be edited.

### Why is my bulk upload taking time?

Bulk uploads may take longer depending on the number of candidates and email enrichment required.

### Do I need the Chrome extension to source candidates?

No. The Chrome extension is optional, but it allows you to source candidates directly from LinkedIn more quickly.