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CANDIDATE OUTREACH · Workflow idea

Keep candidate contact timely, measured, and permission-aware.

Work through candidate outreach that has already been planned and approved. Respect each person’s local contact window, apply sending limits, and keep opt-outs and delivery outcomes connected to the campaign record.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Approved outreach due
Produces
A recorded contact attempt with the next eligible step scheduled when appropriate, or the sequence stopped for an opt-out or permanent failure.
Category
Meetings & scheduling

01 / The starting point

A clear request.
A useful direction.

A candidate contact task with its approved channel, timing, and message context

“Send due text or voice outreach according to the candidate’s approved sequence, while observing contact permissions, quiet hours, and retry limits.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Reviews due candidate contact tasks, selects the planned text or voice action, respects local quiet hours and weekend rules, and records the result with controlled retry handling.

  1. Review contact tasks that are due

    Gather approved candidate outreach tasks that have reached their planned contact time.

  2. Check permission and contact limits

    Confirm the candidate is not opted out and the planned attempt stays within the agreed sequence and sending cap.

  3. Respect local contact hours

    Use the candidate’s local quiet hours and weekend rules to determine whether contact should wait.

  4. Use the planned contact method

    Send the approved text or begin the approved voice contact using the context selected for that candidate.

  5. Record the contact outcome

    Keep a record of each attempt and update the next planned contact based on whether the result was successful, temporary, or final.

  6. Stop when a candidate opts out

    Record a valid opt-out and suppress future outreach to that candidate.

03 / The result

Something useful.
Something to build on.

A recorded contact attempt with the next eligible step scheduled when appropriate, or the sequence stopped for an opt-out or permanent failure.

AmbactiWorkflow folio · 6 steps

Send approved candidate outreach on schedule

Meetings & scheduling · Example outcome

The handoff

A recorded contact attempt with the next eligible step scheduled when appropriate, or the sequence stopped for an opt-out or permanent failure.

Keep in mind

Only contact candidates with documented permission for the planned channel and purpose. Honor opt-outs immediately, apply quiet hours and contact caps, and require human review of enrollment and message content before sending begins.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Prepare outreach records and sequence rules

Define the candidate contact tasks, approved messages, channels, and next steps for each campaign.

Set permission and suppression records

Choose how consent, opt-outs, contact history, and active enrollment are recorded and checked before every attempt.

Choose quiet hours and sending caps

Set candidate-local time rules, weekend handling, per-period limits, and how temporary failures are retried.

Test before contacting candidates

Review a safe test route and verify enrollment approval, message content, opt-out handling, and outcome records before live use.

Put your next idea to work.

Start with your brief. Make the process your own.

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