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

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Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

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Customization to Meet Your Organization’s Needs

1. Contact Record Fields

2. Join Us App

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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

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Custom Field Examples

Dollar Amount

Dropdown List

Text Field

Date

Checkbox

Multi-line Tex

Number Field

Employee

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Customize the Join Us App

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Customize the Join Us App

Customize it in My Account > Plugins > Join Us

App

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Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

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Organize Your Talent Community1. Email Campaigns

2. Saved Searches

3. Tags

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Organize with Email Campaigns

Create an Email Campaign in Campaigns > “Add Campaign”

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Organize with Saved Searches

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Jobvite Trivia….

What are the top 10 tags in the Jobvite system?

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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

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Organize with Tags

1Start at Contact Creation

Join Us AppCommunityBuildler

Bulk ImportingSingle Contact

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Organize with Tags

Tip: Devise a shorthand plan

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Organize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

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

2. Campaigns

3. Share Contact (coming soon!)

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Collaborate with Tasks1

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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

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Collaborate with Notes1

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Collaborate with Campaigns1

Email Campaigns

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Web Page Campaigns

Social Media Campaigns

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For More On Campaigns…

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

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Share a Contact – Coming Soon!

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RecapOrganize Your Talent Community with Jobvite Engage

1. Customize

2. Organize

3. Collaborate

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Q & A

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Thank You!Carlos TeranJobvite, Director of Product Management