New in Source & Pool | Budget Automations and Campaign Improvements

Over the past month, we’ve introduced new automation and workflow improvements across Source and Pool to help teams protect budgets, reduce manual effort, and streamline campaign setup.

What’s new in Source

Automatic budget management

Campaigns can now automatically pause when the hiring target budget reaches 100%, and automatically resume if the budget is increased.

Users also receive early warning indicators at 80% of budget usage.

Improved spend visibility

We now display a clear breakdown of:

• Actual Spend

• Committed Spend

This helps clarify spend on channels where funds are locked upfront.

Lock indicator for non-pausable channels

Certain channels (such as ZipRecruiter and Boost) display a lock icon to indicate funds cannot be paused, refunded, or reallocated mid-campaign.

Hiring goal automation

When a hiring goal period ends, eligible integrated campaigns automatically pause to prevent unnecessary spend.

When a new hiring goal is created, users are prompted to resume relevant paused campaigns.

Global automation controls

A new Settings page in Source allows admins to toggle budget, funnel, and hiring automations on or off across openings.

Actionable recommendations

Recommendation cards now include direct call-to-action buttons, allowing users to act on performance suggestions immediately.

What’s new in Pool

Quick-copy for campaigns

Users can now copy the Audience and Message from one opening to all other openings within a campaign in a single click.

Personalized outreach with merge keys

Pool campaigns now support dynamic merge keys (such as Candidate First Name and Email) in email and SMS messages for more personalized communication.

Customer impact

These updates help teams:

• Prevent accidental overspending on integrated channels

• Better understand committed vs. flexible spend

• Reduce time spent manually monitoring budgets

• Streamline campaign setup across multiple openings

• Improve candidate engagement with personalized messaging

Who this is for: Sourcing Managers, Recruiters, and Admins using Source and Pool.

Availability

These updates have been rolled out over the past month and are now live for applicable Source and Pool customers.

Behavior notes

• Integrated channels will auto-pause at 100% budget or when a hiring goal ends.

• Non-pausable channels will display committed spend and a lock indicator.

• Non-integrated channels require manual pausing.

• Quick-copy in Pool must be triggered manually.

Questions?

If you would like support preparing your team for this change, please contact your Customer Success Manager or reach out to Support.