Sourcing Automation is an add-on product in Greenhouse Recruiting that makes outbound sourcing your superpower by helping you find, reach, and engage top talent quickly and effectively.
Sourcing Automation provides the following benefits:
- Looks up and retrieves accurate contact information for identified prospects
- Bolsters recruiter outreach through personalized and automated email campaigns
- Tracks prospect engagement and centralizes sourcing activities within Greenhouse Recruiting
- Provides robust reports to measure sourcing efficacy and talent pipeline health
Get started with Sourcing Automation
Follow these steps to get started with Sourcing Automation:
Configure Sourcing Automation settings
|Assign Sourcing Automation seats to relevant users||Admin||View and manage Sourcing Automation seats|
|Configure permissions to send on behalf of others||Admin||Send on behalf of permission management|
|Create a campaign-level schedule for all Sourcing Automation messages||Admin||Create a schedule for campaign pool messages|
|Authenticate your Sourcing Automation email and set up email security||
Admin and general users
|Configure your personal Sourcing Automation account setting||Admin and general users||Sourcing Automation account settings|
Create a campaign pool
|Create a campaign pool to engage or nurture prospects||Admin and general users|
Begin sourcing prospects
|Install the Greenhouse Recruiting Chrome extension||Admin and general users|
|Add prospects to your campaign pool||Admin and general users|
Manage your campaign pool and prospects
|Manage prospects and track prospect activity after launching your campaign pool||Admin and general users|
Join a live training for Sourcing Automation
Live trainings help Greenhouse users get equipped with the knowledge and hands-on practice to make incremental improvements to their hiring process.
If you're new to Sourcing Automation, join a live training to familiarize yourself! In this working session, a Greenhouse Sourcing Automation expert will teach you how to create a campaign pool, add prospects using the Greenhouse Recruiting Chrome extension, and launch your pool.
Click here to register.