Note: there are specific articles in the support site on creating contacts, searching, and other more specific actions referred to in this article.
This article discusses the different sections of the Contact Profile that Recruiters see and manage. The profiles are created by people applying to jobs through career websites and job portals, or people signing up through the career website to be in the company system. If a company ATS is tied to SmashFlyX, contacts can also enter through the integration. Recruiters also have the ability to add contacts to the pool.
You can find contacts by going to the Contacts section of SmashFlyX
In the upper right there is are three buttons that will open the ability to Create Contact or Bulk Import contacts. If you select a contact, the Actions allow you to add to a folder, add to a job, send an email, or mass update.
Each contact in the list has a column-style information grid. Selecting the icon in the upper right allows you to adjust these column headings. You can also sort the results by clicking on the headings.
The search filters can be used to narrow down the contacts you see.
If you select a candidate and open the profile, you will see their profile information.
Each section is listed with information, such as contact information, recent apply history, and work history.
There is also a section of radio buttons where you can mark the contact as an employee or designate them in other ways.
If you select the box in the upper right, you can also take action on this profile, such as adding the contact to a job or a folder.
The contact profile has arrows to view Previous and Next contacts in the pool you are viewing.
Contact Timeline is also a feature of the contact record and allows users to view a contact's entire history of relevant recruitment marketing behavioral "touchpoints" in chronological order from when the contact first joined the talent community.
The feature is located at the top of every Contact profile page, in the form of a clickable link.
Clicking the link will then open an overlay box.
These "touchpoints" pertain to all of a contact's relevant interactions concerning recruitment marketing efforts (e.g. actively looking for jobs, submitting a job application etc.), lined up and displayed in chronological order in the timeline showing the most recent touchpoint first by default.
With this feature, recruiters and talent marketers will be able to understand where the engagement and relevance scores come from for every contact in the CRM, allowing them to harness touchpoint data to increase their chances of success when drafting communications for contacts.