There are various ways of managing the contacts and data within your CRM; this article focuses purely on contact sources. 

Table of Contents

Source Types
Why are Sources Useful?
Who Can Manage Sources?
Top Tips

Source Types

Attributing a source to a candidate, makes it possible to track and report on where candidates, and ultimately successful hires are being found. This enables organizations to make more informed investment decisions and maximize their return on investment. There are two different forms of source in Beamery:

Creation source - is automatically applied by Beamery and relates to the mechanism by which the candidate was created in your CRM (e.g., Beamery Extension, CSV import, ATS, Manual.)  

Source - is selected from a list configured in account settings and relates to how the user came across the candidate profile in the first place (e.g., Agency, Careers site, Linkedin, Campus event.)

Why are Sources Useful?

Searching and Filtering                    

- Source and creation source can be used in the filter panel as the basis for refining a list of contacts.
- Source can be used as a filter to select recipients within a campaign.

Workflow automation
- Both source and creation source can be used as a filter in a recipe to refine and limit the candidates to whom the recipe is applied.

Reporting
Source can be reported on using Data Explorer as a Visualize by or Split by option. This enables users to track, for example, the top sources for all candidates or for hired candidates, broken down by a particular skill, location, or candidate attribute.

Who Can Manage Sources?

Sources are created and managed by Beamery Admins and Super Admins, however all users can view available sources when applying them to candidates.

Top tips

- Keep it simple. If there is an overwhelming choice of sources with the majority of them being irrelevant to the Recruiter, they are less likely to bother populating this field which can make it difficult to obtain any meaningful ROI data. Instead, focus on primary source categories or sources with considerable associated expenditure.