summit 2013 - sourcing2: best practices for organizing a talent community

#jobvite13

Best Practices for Organizing a Talent CommunityFrom Collaboration to Trends & MetricsCarlos TeranJobvite, Director of Product Management

#jobvite13

Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

#jobvite13

Customization to Meet Your Organization’s Needs

1. Contact Record Fields

2. Join Us App

#jobvite13

Custom Field Options

Admin users can create unlimited additional fields beyond the standard set available in the CRM, including:

Text Field

Dropdown List

Date Field

Check Box

Multi-Line Text

Number Field

Dollar Amount

Employee (Employee Name)Admin controls are available in Admin > Contacts > Custom

Fields

#jobvite13

Custom Field Examples

Dollar Amount

Dropdown List

Text Field

Date

Checkbox

Multi-line Tex

Number Field

Employee

#jobvite13

Customize the Join Us App

#jobvite13

Customize the Join Us App

Customize it in My Account > Plugins > Join Us

App

1 2

#jobvite13

Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

#jobvite13

Organize Your Talent Community1. Email Campaigns

2. Saved Searches

3. Tags

#jobvite13

Organize with Email Campaigns

Create an Email Campaign in Campaigns > “Add Campaign”

1

2

3

#jobvite13

Organize with Saved Searches

1 2

3

#jobvite13

Jobvite Trivia….

What are the top 10 tags in the Jobvite system?

#jobvite13

Top 10 Tags

1. marketing2. human resources 3. sales 4. administrative 5. business development 6. information technology 7. other 8. finance 9. executive management 10. engineering Top Tags since 2009

#jobvite13

Organize with Tags

1Start at Contact Creation

Join Us AppCommunityBuildler

Bulk ImportingSingle Contact

2

3

#jobvite13

Organize with Tags

Tip: Devise a shorthand plan

#jobvite13

Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

#jobvite13

Collaborate in one system:1. Tasks, Notes, & Tags

2. Campaigns

3. Share Contact (coming soon!)

#jobvite13

Collaborate with Tasks1

3

2

#jobvite13

Tasks Email NotificationsReassigned Task

Completed Task

Incomplete Task

Overdue Task

Assigned Task

Overdue Task for You

Incomplete Task for You

(Emails are sent hourly and reminders for overdue tasks have a maximum of three emails)

Customize the standard messages in Admin >

Communication > Tasks

#jobvite13

Collaborate with Notes1

2

#jobvite13

Collaborate with Campaigns1

Email Campaigns

2

Web Page Campaigns

Social Media Campaigns

3

#jobvite13

For More On Campaigns…

Be sure to check out the 4 o’clock session on Web Page Campaign designs!

#jobvite13

Share a Contact – Coming Soon!

1

2

3

#jobvite13

RecapOrganize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

#jobvite13

Q & A

#jobvite13

Thank You!Carlos TeranJobvite, Director of Product Management