Q: How do I get started?

<h6 id="herearethebasics">Here are the basics:</h6> <ul> <li>Install our <a href="https://chrome.google.com/webstore/detail/topfunnel/jdbmepidjajmfacgjogkajclcgijooae">Chrome extension</a>.</li> <li>Create a campaign. TopFunnel uses campaigns to group candidates into hiring strategies. You can use our example campaigns for some ideas to get you started.</li> <li>Navigate to any profile on the web (LinkedIn, GitHub, Hired, Entelo, etc.) and click “Create Draft” from the extension.</li> <li>That’s it! We’ll message the candidate, manage the thread, and you can relax until the candidate is ready to proceed to the next level.</li> </ul> Related Articles <ul> <li><a href="/en/article/how-can-i-add-my-team-members-1sr4r4s/">How can I add my team members?</a></li> <li><a href="/en/article/which-websites-are-compatible-with-topfunnel-1gh4479/">Which websites are compatible with TopFunnel?</a></li> <li><a href="/en/article/do-you-integrate-with-greenhouselevermy-ats-1rc7c3y/">Do you integrate with Greenhouse/Lever/my ATS?</a></li> </ul>

Q: First Message Questions

| How do I create my first message? You can create your first message under the campaigns tab. Get creative! We have a list of variables that you can use and some sample templates for inspiration. | Do I get to review messages before they are sent? In the campaign, if 'Send As - Me' is selected, then the messages will be automatically sent out. If you select "Send As Me - preview email in 'Drafts'" all drafts will be returned to your drafts folder for review. | How long does it take for TopFunnel to create a message? It takes between fifteen minutes to an hour to create your messages. | What happens if an email bounces? If an email bounces, we automatically identify it and attempt to find a better email address for that candidate. | Can you send the first message in a campaign at a later date? At this time, you cannot schedule the initial outreach in campaign. However, you can start a project here and add candidates to a campaign whenever you are ready. Once you create a project, it will be in the dropdown in your extension. <img src="https://storage.crisp.chat/users/helpdesk/website/1e5fcedb0bc3f500/image_10yhc1.png" alt="" /> Related Articles <ul> <li><a href="/en/article/follow-up-message-questions-35xd2n/">Follow-up Message Questions</a></li> <li><a href="/en/article/how-can-i-bulk-source-a-large-number-of-candidates-rkk8f6/">How can I bulk source a large number of candidates?</a></li> <li>[Do you integrate with Greenhouse/Lever/my ATS?](/en/article/do-you-integrate-with-greenhouselevermy-ats-1rc7c3y/</li> </ul>

Question 1

How do I get started?

Accepted Answer

Here are the basics:

Install our Chrome extension.
Create a campaign. TopFunnel uses campaigns to group candidates into hiring strategies. You can use our example campaigns for some ideas to get you started.
Navigate to any profile on the web (LinkedIn, GitHub, Hired, Entelo, etc.) and click “Create Draft” from the extension.
That’s it! We’ll message the candidate, manage the thread, and you can relax until the candidate is ready to proceed to the next level.

Related Articles

Question 2

First Message Questions

Accepted Answer

| How do I create my first message? You can create your first message under the campaigns tab. Get creative! We have a list of variables that you can use and some sample templates for inspiration.

| Do I get to review messages before they are sent? In the campaign, if 'Send As - Me' is selected, then the messages will be automatically sent out. If you select "Send As Me - preview email in 'Drafts'" all drafts will be returned to your drafts folder for review.

| How long does it take for TopFunnel to create a message? It takes between fifteen minutes to an hour to create your messages.

| What happens if an email bounces? If an email bounces, we automatically identify it and attempt to find a better email address for that candidate.

| Can you send the first message in a campaign at a later date? At this time, you cannot schedule the initial outreach in campaign. However, you can start a project here and add candidates to a campaign whenever you are ready. Once you create a project, it will be in the dropdown in your extension.

Related Articles

Follow-up Message Questions
How can I bulk source a large number of candidates?
[Do you integrate with Greenhouse/Lever/my ATS?](/en/article/do-you-integrate-with-greenhouselevermy-ats-1rc7c3y/

Question 3

If I send a message as my teammate, who do the responses go to?

Accepted Answer

| The responses will go to the inbox of the sender (not the sourcer). We will also help you categorize the responses. Check out our article on how we handle responses for more details.

Related Articles

Question 4

How do I send candidates to a teammate for review?

Accepted Answer

| When setting up your campaign, you can choose your teammate to review the candidate by selecting the 'Reviewer' drop-down arrow.

|| If you already have a campaign, click on the 'Settings' tab of the campaign and click on the 'Candidate Reviewer' drop-down arrow.

Related Articles

Question 5

How do I remove my information from TopFunnel?

Accepted Answer

If you're a current TopFunnel user, you can delete your account and all associated data by visiting your Profile settings page.

For anyone else, please use our Opt Out form, or send us an email at support@topfunnel.com.

Related Articles

Question 6

How can I integrate TopFunnel with my Greenhouse account?

Accepted Answer

TO SET UP YOUR INTEGRATION: Integrating Greenhouse with TopFunnel allows for a more seamless candidate management experience. TopFunnel will automatically push candidates to Greenhouse as you source them and will deduplicate outreach against candidates you already know.

SET UP THE HARVEST API:

Greenhouse admins can do this via their API Management Settings in Greenhouse.

Click on the configurations icon at the top right of your Greenhouse page:

Go to Dev Center on the side menu, then select API Credential Management:

Go to API Credentials on the side menu, then click on ‘Create New API Key’ button at the upper right:

Select ‘Harvest’ in the API Type dropdown menu and ‘TopFunnel’ in the Partner menu:

The partner API key automatically selects the right permissions for seamless integration.

Go to 'settings' at the upper right of your TopFunnel page, copy and paste your Greenhouse API key under 'team' settings:

ADD DATA TO GREENHOUSE:

You can easily link Greenhouse Jobs to TopFunnel Campaigns in t

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