Step 013 min guide
Getting started with CandidatePulse
Set up your CandidatePulse account, choose interface and outreach languages, create a first mandate, and prepare the recruitment pipeline safely.
CandidatePulse Knowledge Base
Product guides and implementation workflows.
Step-by-step documentation to set up your mandates, configure automated stage sequences, and connect your mailbox for reliable delivery.
Phase 01 · Pipeline & Candidates
Core recruitment workflow
Step 023 min guide
Create and organize a recruitment mandate
Create CandidatePulse job mandates, keep client roles searchable, understand active and archived states, and open the candidate pipeline for each search.
Step 033 min guide
Add candidates and move them through the pipeline
Add candidate records to a CandidatePulse mandate, maintain useful contact context, move cards between recruitment stages, and review automation effects.
Phase 02 · Outreach & Delivery
Email sequences & deliverability
Step 043 min guide
Configure stage-triggered candidate email sequences
Create CandidatePulse sequence templates, assign them to recruitment stages, add delayed message steps, use supported variables, and activate delivery safely.
Step 053 min guide
Connect Gmail, Microsoft 365, or SMTP delivery
Connect a supported mailbox to CandidatePulse, understand OAuth and SMTP choices, test delivery settings, and avoid unsafe credential or endpoint configuration.
Step 063 min guide
Understand scheduled email delivery and activity
Review pending, sent, and failed CandidatePulse messages, understand the separate email worker, and investigate delivery exceptions without exposing sensitive data.
Phase 03 · Subscription & Admin
Account & team management
Step 072 min guide
Manage CandidatePulse plans and Stripe billing
Compare live plan prices, start authenticated Stripe Checkout, confirm activation, and manage CandidatePulse invoices or cancellation in the billing portal.