Prospect Search: Saved Search Automations – Gem

Overview

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 based on their latest developments is a manual process and, as such, rarely gets done. With this feature, you can dynamically update your Gem database and send messages at the right time based on the changes.

Example: You need to build a talent pool of Product Managers 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 ~90 days), they will automatically be routed to the NYC PMs talent pool.

Example: You need to build and engage with a talent pool of Product Managers 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 ~90 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 Prospect Search → 2) Use those settings to create a Saved Search → 3) Configure Actions you want to perform → 4) Save & Apply

Current Limitations

We are currently limited to adding 1,000 prospects per action per day.
If you remove someone who was added to a project through an automation, the automation will add them back to the project at the next cycle.

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.