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Prospect Saved Search Automations

  • Updated

Table of Contents:

Overview

Prospect Saved Search Automations enable talent professionals to define rules that automatically 1) route prospects into the right talent pools and 2) adds them to sequences.

Candidates often move to new locations, acquire new skills, etc., but moving these candidates around in your CRM based on the latest developments is a manual process that rarely gets done. With this update, you can dynamically update your CRM and send messages at the right time based on their updates.
 

Example: You need to build a talent pool of PMs in NYC

  • Create an “NYC PMs” project

  • Set up a Saved Search Automation that adds prospects to your “NYC PMs” project when they fit the role (Product Manager) and location (NYC).

  • The next time someone with that criteria is added to Gem or captured by Data Refresh (every 30 days), they will automatically be routed to the NYC PMs talent pool. 

Example: You need to build and engage with a talent pool of PMs in NYC

  • Create an “NYC PMs” project

  • Set up a Saved Search Automation that adds prospects to your “NYC PMs” project and sends a sequence when they fit the role (Product Manager) and location (NYC).

  • The next time someone with that criteria is added to Gem or captured by Data Refresh (every 30 days), they will automatically be routed and messaged.

 

Eligibility

All customers who have access to Prospects Search.

 

How does this feature work?

The general process flow is as follows:

1) Run a search → 2)  Create Saved Search → 3)  Configure Action → 4)  Save & Apply

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Current Limitations

  • We are currently limited to adding 10k prospects per action per day.
  • If you remove someone, who was added to a project through an automation,  from that project, the automation will end up adding them back.

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

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