What is Email Sync?
Email Sync enables agencies to automate review collection regardless of the tools and systems they use. Just like Sourcr’s ATS integrations, Email Sync allows recruiters and agencies to passively collect reviews by connecting with existing platforms like Salesforce, Gmail, Recruiter Wizzard, FastTrack360 and many more.
To find out how this works for you, let us know if your agency sends automated or manual transactional emails?
ADDING EMAIL SYNC TO MANUAL EMAILS
If you send manual transactional emails to candidates and clients (e.g. welcome, first day, congratulations communications) then you’re in the right place!
Email Sync works by adding in a BCC email address to these emails, which sends a trigger to Sourcr’s system prompting a review request to the recipient. It’s as easy as pasting this link into the BCC field of this email, and we do the rest!
How does it work?
Each agency has a unique BCC email address linked to your account. If you include this BCC email as a recipient to any email sent to the candidate or client post placement - it will trigger the Email Sync process and send a Sourcr review invitation to the recipient.
Email Sync review collection process:
Where to find this unique agency email address:
Once logged in, this can be found on the Reviews page in your app. Click on ‘Get Reviews’ and then select ‘Email Sync under Automatic Integrations. This will take you to your unique link.
As you are manually adding this feature to your emails, you can ignore the steps to integrate this feature and copy and paste the link instead.
Matching a review to a placement:
Once your review is returned you can check it through the 'Reviews' page under the Missing Verification column. From the menu on the left hand-side of your screen, click the reviews tab as shown below.
Click on Verify under the candidate name and choose to either select a placement you wish to assign your review to and connect it, or add a new placement.
FAQs
Can individual recruiters do this, or does it have to be agency-wide?
Can individual recruiters do this, or does it have to be agency-wide?
Email sync as a feature has to be applied agency wide and set up by the agency admin. Same as all other integrations Sourcr offers, the method of integration cannot differ per user within an account. You can learn about other integrations available to automate reviews here.
Will Sourcr see the content of the email that it’s cc’d to?
Will Sourcr see the content of the email that it’s cc’d to?
The content of trigger emails goes through our system, though it’s not viewed, stored or saved as it’s a single point in time to trigger a review request. Only the subject line is visible by our team when conducting the set up ‘test’ for your account.
Does SEEK have access to any of the email content or frequency data?
Does SEEK have access to any of the email content or frequency data?
No data from the email sync feature is shared with, or accessible by SEEK.
Is the recruiter or agency admin responsible for verifying placements?
Is the recruiter or agency admin responsible for verifying placements?
The agency admin will be responsible for allocating a review collected via email sync to the relevant placement. Once done this review will be verified and appear on both individual and agency profiles.
How long does it take for the agency admin to allocate a review to a placement?
How long does it take for the agency admin to allocate a review to a placement?
Once set up (5-minutes to set up- instructions here) verification takes less than a minute. This is done in the Reviews tab of the app. Click on the review which needs to be verified and then select the relevant placement.
ADDING EMAIL SYNC TO AUTOMATED EMAILS
Automated email Sync is in its initial feature release and will currently only work for softwares that allow for a BCC implementation. Most ATS and transactional email platforms (e.g. Gmail and Salesforce) have this functionality.
How does it work?
Each agency has a unique BCC email address linked to your account. If you include Sourcr as a BCC on any automated email send post placement, e.g. first day email, thank you email or invoice send - it will trigger the Email Sync process and send a Sourcr review invitation to the recipient. And the best part, it takes less than 10 minutes to set up!
The automated review collection process:
How to set it up:
Log into Sourcr and go to Reviews tab
Click on ‘Get Reviews’ and select ‘Email Sync’ under automations
Copy and paste your unique agency BCC email address
Input it into your chosen software, we have step by step instructions for Gmail and step by step instructions for FastTrack360. For any other platforms, send us a message and we can call you to set this up together.
Test this by inputting a dummy placement with your own email as the client or candidate. Once the transactional email is sent by your system, you should receive a Review Request email from Sourcr within 72 hours. If this isn’t received, please get in touch with our team (support@sourcr.com) and we can conduct tests in the back end.
Verifying your reviews:
Once your review is returned you can check it through the 'Reviews' page under the Missing Verification column. From the menu on the left hand-side of your screen, click the reviews tab as shown below.
Click on Verify under the candidate name and choose to either select a placement you wish to assign your review to and connect it, or add a new placement.
FAQs
Can individual recruiters do this, or does it have to be agency-wide?
Can individual recruiters do this, or does it have to be agency-wide?
Email sync as a feature has to be applied agency wide and set up by the agency admin. Same as all other integrations Sourcr offers, the method of integration cannot differ per user within an account. You can learn about other integrations available to automate reviews here.
Will Sourcr see the content of the email that it’s cc’d to?
Will Sourcr see the content of the email that it’s cc’d to?
The content of trigger emails goes through our system, though it’s not viewed, stored or saved as it’s a single point in time to trigger a review request. Only the subject line is visible by our team when conducting the set up ‘test’ for your account.
Does SEEK have access to any of the email content or frequency data?
Does SEEK have access to any of the email content or frequency data?
No data from the email sync feature is shared with, or accessible by SEEK.
Is the recruiter or agency admin responsible for verifying placements?
Is the recruiter or agency admin responsible for verifying placements?
The agency admin will be responsible for allocating a review collected via email sync to the relevant placement. Once done this review will be verified and appear on both individual and agency profiles.
How long does it take for the agency admin to allocate a review to a placement?
How long does it take for the agency admin to allocate a review to a placement?
Once set up verification takes less than a minute. This is done in the Reviews tab of the app. Click on the review which needs to be verified and then select the relevant placement.