June 2020 Release adds an ability for recruiters to Search and Filter contacts within Custom Folders as well as an easy way to search and import relevant talent in CRM. Also, all candidates who opt-in to receive SMS communication now get confirmation of their SMS subscription.
Contact Search and Filtering within Custom Folders in CRM
Searching and Filtering within Folders is now upgraded to allow for all use cases currently supported with Contacts search. Additionally, Custom Fields added/removed from the Search Panel inside a Folder or on the Contacts Page will persist through the product thereby giving the user consistent search experience.
Users can search within a Folder using all the parameters available on the Contacts page - Keywords (Inclusion and Exclusion), Location and Geo Radius, Tags, Contact Type, Join Date, and other Standard and Custom fields. Users will find a Search Panel in Custom Folders which is exactly similar to the Search Panel on the Contacts page enabling complete searching/filtering in Custom folders.
Users can use Searching and Filtering in the same manner as used on the Contacts page. Some snapshots below show Keyword Search, Location Search, and searching using Custom Fields.
Folder Metrics, Associated Messages, and Landing Pages are visible below the Search Panel.
Users will also be able to search contacts on the Contacts page by one or more Folders where Contact belongs to any one of the folders chosen (OR), or Contact belongs to all of the folders chosen (AND).
Open Web Search & Import in CRM
Sourcers and Recruiters have to spend a lot of time searching and acquiring the right candidates from the web in order to source for their pipeline (folder) or job. Open Web Search gives the user an easy way to search and import relevant talent.
New manual Open Web Search and Import functionality lets sourcers and recruiters easily look for talent relevant to their jobs and folders. Sourcers can search Google for relevant talent from within the CRM and then import profiles that fit their needs. This helps Sourcers to manage their time by searching for talent outside the CRM, from within the CRM experience.
CRM users can have the ability to Search OpenWeb from folders and jobs and also import selected contacts wherever matches are found.
To use this feature, go to a Job or Folder, and under Actions, click Fetch from OpenWeb.
Select source options from the dropdown to search all of Google, or select LinkedIn to search LinkedIn via Google. Keywords and Location are pre-populated using the Job’s attributes. The search string is filled in as you type. Once all details are completed, click Search to initiate Google search for your pipeline. Users can click the URL to open the public profile in another tab. After reviewing the profiles, make a selection of people you’d like to import.
Clicking Import sends the name and URL of selected people to ST’s partner contact database. If any of the selected profiles are found with at least email (and at best work and education details) in the partner database, they are brought in as non-opted-in contacts (unsubscribed from email and SMS) into the Talent Network, and into the Leads section of the folder, you were working on. An automated, one-time email goes out to the contact, inviting them to opt-in. Sourcers and Recruiters may meanwhile work these contacts manually.
Search on the Contacts or Folder page using ‘referral_source : auto*’ boolean query to get all contacts who were imported using OpenWeb import. Please reach out to your account lead to discuss any questions and costs associated with this feature.
SMS Subscription Confirmation for Candidates
For clients who have enabled reaching out to the contacts via SMS communication method, contacts who are part of the talent network can opt-in to receive communication via SMS through registration or apply the process, where SMS opt-in, is asked. The candidates who have logged in to their talent profile can also provide their opt-in choice under Preferences. Also, candidates are able to send START to the client SMS number to provide their consent to receive SMS communication. Landing pages or microsites can be shared with contacts to receive consent as well.
By any of these methods, once the candidate opts in, now he/she gets confirmation of SMS subscription. The welcome message that goes out has a default copy but it is configurable to reflect the client's language if so desired. Please raise a ticket for customizing the message, and the Solutions team can set it up.