Once you have saved and launched your sequence on Kula Flows, you're taken to the 'add to candidates' stage. The three options available here are:
Let's go through each option individually:
Add Manually
When you choose to add candidates to a Kula Flow manually, you can add candidates one by one from your pre-existing contacts or create a new contact on the fly.
To add an existing contact, simply type two or more letters and select your preferred contact from the dropdown.
Once you choose the contact of your choice, click on the Add to Kula Flow button
The newly created contact will be saved under contacts on Kula and will be added to the Kula Flow at the same time.
Add from Circles
When you click Add from Circles, you're taken to 'Circles' in Kula. You can then filter and find candidates from your own Circle or the Org Circle, depending on your access level and Kula workspace role.
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Import from CSV
If you have bulk downloads from data sources that are outside of Kula, you can format them in a certain way (format shared at this step as well) and upload them to Kula here. All the candidates will be uploaded in bulk and will be added to the particular Kula Flow at once.
What's next? Measuring the performance of your Kula Flows