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
| Action | User permissions | Resources |
| 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
| Action | User | Resources |
| Create a campaign pool to engage or nurture prospects | Admin and general users |
Begin sourcing prospects
| Action | User | Resources |
| 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
| Action | User | Resources |
| 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.
Note: You'll need to have your Sourcing Automation seat enabled by an Admin and authenticate your email before joining this working session.