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Bulk Email and Phone Reveal + Export to CSV
Bulk Email and Phone Reveal + Export to CSV

Looking to reveal contact information like emails and phone numbers in bulk? We've got a new product feature making this easy!

Arbee avatar
Written by Arbee
Updated over a year ago

If you're using RecruitBot for searching and sourcing candidates in bulk, then you'll be thrilled we just launched a new feature to save you time: Bulk Email/Phone export.

Let's walk through how to reveal candidate contact information in bulk and export CSV's you can use in your outreach process.

Revealing Emails + Phones in Bulk and Exporting

Step 1 - Searching and Sourcing for Candidates

The first step in revealing candidate information is to search RecruitBot for the candidates you'd like to find contact information for. Head to the 'Search' section of RecruitBot, then run any search to get a list of candidates, just as shown below. Or, go to your 'Qualified' queue where you have your shortlisted candidates. Once you have a list of candidates you'd like to export contact/phone information for, you're ready for Step 2.

Step 2 - Choosing your Candidates

Once you've completed a search, choose the candidates you want to reveal/export by clicking the checkbox next to their name. You can choose a single candidate, or multiple candidates, or use the 'Select All' option at the top to choose 50 candidates at a time.

If you want to choose more than 50 candidates, once candidates are selected, you'll get the option to choose more candidates on the right pane.

You can choose a MAXIMUM of 200 candidates at a time to bulk reveal + export, up to the number of credits you have remaining for your account each month (click here to see how many credits you have remaining, as shown in your Company account section).

Step 3 - Exporting and choosing your data

Once the maximum number of candidates is selected (in this case, 118), click 'Export' to begin the exporting process.

If you have enough email/phone credits, choose the checkboxes for which information you'd like to reveal (emails or phones), then click 'Export'. In the image below, we're selecting to reveal the emails AND phone numbers for 111 and 114 candidates that you previously didn't have contact information for. If ALL candidates are revealed, this would use up 225 credits (111 + 114). Remember, RecruitBot attempts to locate and validate all email addresses in real-time once you choose to export, so if it's a 'bad' email, you won't get charged a credit for the reveal or export.

If you don't have enough email credits to reveal all the candidates you've selected, you have two options. First, you can remove some of the candidates you've chosen to equal the amount of credits you have remaining, or two, you can contact us at support@recruitbot.com and inquire about how to obtain more credits.

Step 4 - Downloading the CSV and Candidate Data

Once you choose to export candidate email/phone data, you'll get a confirmation message on the screen, as shown below.

Then, RecruitBot will send you an email with a link to click and download the CSV file. Check your email for an email from RecruitBot with the subject line, "Your CSV export...":

Click the link to download, and open in your favorite spreadsheet reader! You should now have candidate contact information and phone numbers, depending on what information you selected.

Step 5 - Locating Exported Candidates

Once you successfully export candidates from RecruitBot into a CSV, we move those candidates into a new section, appropriately called "Exported". On the left side navigation, click on Exported to find those candidates.

You'll see that each candidate in this section is now marked as 'Exported'. You can use the same filter options you're familiar with from search results to filter your candidate list, or, use the Status menu to change the status of any candidates (move them back into Qualified, Reach Out, etc).

Also, if you somehow lose or misplace the CSV for the exported candidates, no worries, you can export them again via your entire pipeline. Head to the 'All' section, and use the 'To CSV' button located in the upper right to export all your candidates for a specific position. You'll get columns showing the status of each candidate, and any revealed email/phone information will be included.

Q&A

Q: Can I export multiple lists of candidates with contact/phone information?

A: Yes! While we only allow downloading of ONE group of candidates at a time, you can export as many candidates as you have email/phone credits for. You'll just need to wait until your current export is completed, then you can export/download another set of candidates

Q: What if there isn't contact information for a candidate? Am I still 'charged' an email or phone credit?

A: If RecruitBot can't find an email or phone number address for a candidate, you aren't charged for the email credit.

Q: I want more credits, how do I get more?

A: To get more email or phone credits, just reach out to support@recruitbot.com and we'll provide pricing information and get you set up!

Q: Why can I only export 200 candidates at a time?

A: While you might have more email credits, the process is system intensive, so we only allow you to export candidates in groups of 200.

Q: I exported a group of candidates awhile ago, but I never got the email with a clickable link to download the CSV. What happened?

A: Please ensure you did export the candidates, and check the 'Exported' section of your RecruitBot position to make sure you have candidates in that section. If you do, then check your junk/spam folder, the email sometimes hides in there. If still nothing, reach out to us here at support@recruitbot.com and we'll look into it!

Q: Can I export candidate information or resumes as Microsoft Word or .doc files?

A: Currently, no, but you can export the resumes/profiles as PDF files, then open those in Microsoft Word!

Any questions, issues, or feedback? Contact support@recruitbot.com.

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