RAKUNA

Rakuna Support

Here you will find instructions for all CRM-related resources such as Sourcing, Tracking, and Managing your prospects.

RECRUITING CRM

How do I add a single prospect?

How to add multiple prospects?

For the purpose of file management, users can check the history and status of individual CSV file by following these steps:

How to track your import progress?

How to acquire new prospects from offline source

1. Sourcing & Attraction

How to edit prospects’ information?

How to archive a prospect profile?

It is possible to create different talent pools to better classify and manage different candidates. Simply follow the steps:

How to create a new talent pool?

How to add existing prospects to a talent pool?

How to archive talent pools?

2. Tracking & Management

How to start a new campaign?

How to Duplicate an Email Campaign in Rakuna CRM

Each email campaign contains multiple email touches. This guide will show you how to view detailed information of each touch.

How to view the details of an email touch

Want to use a customized email from a previous touch but hate to input everything again? You can now duplicate email with a single click!

Email Touches Duplication

How to view email campaign statistics?

How to abort an email campaign?

How to archive an email campaign?

How to send/schedule bulk email messages to prospects?

How to send/schedule 1-on-1 email messages to a prospect?

Modify Email Content and Recipients in an Active Email Campaign

How to Check the Email Status of Individual Recipients in a Sent Email Touch

How to Use Signatures in Rakuna Email

Using Rakuna AI to Create Email Templates

3. Email Engagement

How to invite new users with the right permission?

How to edit a user's roles & permissions?

4. Team Collaboration

Rakuna Recruit Dashboard

Rakuna Website

Book a demo/onboarding call

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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