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> <p><strong>Related Articles</strong></p> <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>

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.

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Question 2

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

How can I add my team members?
How do I send on behalf of or send as my hiring manager, co-worker, CEO, or VP?
Can I have multiple senders on the same campaign?
How do I send candidates to a teammate for review?

Question 3

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 a Greenhouse job requisition to a TopFunnel

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.

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Question 5

Can I add/upload/import candidate profiles from a LinkedIn Recruiter CSV file?

Accepted Answer

| Yes! You can export a large number of profiles from LinkedIn Recruiter and bulk upload them to TopFunnel.

Select the desired candidates from a LinkedIn Recruiter project.
Click on 'Save to CSV'; This will save your candidate data into a separate file that will be automatically downloaded to your computer.

| Next, you can upload your CSV file to a TopFunnel project or Campaign. Article below:

Can I add/upload/import candidates from a CSV file?

Related Articles Can I download/export a list of candidates from TopFunnel? Is there a way to delete campaigns or remove candidates from a campaign?

Question 6

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.

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