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USER GUIDE
SEACHNRECRUIT USER GUIDE
Search and find candidates
Basic keyword search by name, title, company, skill, city/metro
Advanced search by skills, city and predicted metrics
Contact profile
Social profiles
Add notes
History of Tasks and Notes
Send emails
Selecting a template
Sending an email
How to create an email template, use templates and template metrics
Creating email template
A/B Testing your messages with template metrics
Track emails
Receive notifications
Emails sent report
Track calls and interviews
Profile setup
Downloads & Integration
SEARCH AND FIND CANDIDATES
Search and find candidates
Basic keyword search by name, title, company, skill, city/metro
SearchNRecruit currently has a database of 90 million professionals in the US. This is
being updated constantly and new contacts are being added. You can find contacts
with basic search (quick reach) or advanced search
If you know the name of a candidate or want to search for people with a specific skill in
a city or at a company, you can enter that as free form text in the basic search. Click on
“Search to Recruit” in the top left menu.
SEARCH AND FIND CANDIDATES
Advanced search by skills, city and predicted metrics
You can use advanced search to narrow the results to show only the contacts that are
predicted to leave and/or the star performers. You can select skills, city, designation,
years of experience, “Start performer”, “Likely to leave” and then select “Advance
Search” from the advance search screen.
CONTACT PROFILE
Contact profile
Social profiles
From the search results page, you can view the profile of the contact by clicking on the
result
You can view the contact's Facebook, Linkedin, Twitter and Google plus accounts (if
available)
CONTACT PROFILE
Add notes
You can add your notes for the contact by clicking on “Add note”
Enter your notes and save. This note is visible to all employees in your company. If you
mark the note as private then it is visible only to you.
CONTACT PROFILE
History of Tasks and Notes
You can track the interaction history of a specific contact by clicking on the “History”
option next to the “Add Note” option.
You can view the complete history of all interactions(emails) with this contact by
employees of your company.
SEND EMAILS
Send emails
Selecting a template
You can compose an email from scratch or select a template from the right on the
contact profile page.
The subject and content is populated from the template. The placeholders ({firstname},
{lastname} or {companyname} are replaced with the actual values).
SEND EMAILS
Sending an email
Multiple emails for a contact are usually available. You can select any one of these
emails. If that email is no longer available, email is sent to the next best available email-
id.
HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS
How to create an email template and template
metrics
Creating email template
If you are planning to contact a large number of candidates for a specific position or a
company, it is good to create an email template that can be reused. The template can
contain information about the company or about the position. Select “Email Templates”
from the left menu.
Then click on the “+” on the top right.
HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS
Give template a name, subject line and content. You can add placeholders for first
name, last name and company name (of the recipient).
Review and save the template. You will be provided with feedback to improve the email
content. Incorporate the changes and save the template
HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS
When you click on any contact from the search results page, you can compose an
email directly or you can select a template from the right.
HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS
A/B Testing your messages with template metrics
You can compare the performance of your email messages with template metrics.
Open rates, forward rates and click through rates are shown for all the templates. This
will help you get a better understanding of which message is resonating the best with
the candidates.
TRACK EMAILS
Track emails
Receive notifications
You can track if your email has been opened, forwarded or a link in it clicked. You can
receive immediate SMS notification and/or an email notification.
This feature works in most cases unless the recipient has turned off show images
option in their email client.
TRACK EMAILS
Emails sent report
Track the status of the emails you had sent from the email sent report. Click on the
“Sent Emails” on the left menu to see the status. Click on the report column header to
sort by “Sent Date”, “Last Activity”, “Click Count” or “# of Viewers”. This will help identify
the contacts that are most engaged with the emails you had sent.
TRACK EMAILS
Track calls and interviews
If you see good traction with a contact, you can call the candidate, schedule an
interview and select “Add to Interviewing”. The contacts lined up for interviews can be
seen by selecting the “Interviews” from the left menu.
TRACK EMAILS
If you want to call the contact later, add the contact to the “Phone Calls List” by clicking
on “Add to Call List” from the “My Emails” report. You can access this list by clicking
on the “Phone Calls” menu on the left.
PROFILE SETUP
Profile setup
You can access your profile setup from the top right menu. Click on your name and
then select “Profile” from the drop down.
You can enter your cell phone and other details in your profile.
DOWNLOADS & INTEGRATION
Downloads & Integration
You can download contacts (that you sent emails to) from the downloads section
under settings.
If mass email option is selected, an unsubscribe option is provided in the email. If any
of the contacts elects to unsubscribe, your can download the list of unsubscribes from
this section as well.

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SearchNRecruit User Guide

  • 2. SEACHNRECRUIT USER GUIDE Search and find candidates Basic keyword search by name, title, company, skill, city/metro Advanced search by skills, city and predicted metrics Contact profile Social profiles Add notes History of Tasks and Notes Send emails Selecting a template Sending an email How to create an email template, use templates and template metrics Creating email template A/B Testing your messages with template metrics Track emails Receive notifications Emails sent report Track calls and interviews Profile setup Downloads & Integration
  • 3. SEARCH AND FIND CANDIDATES Search and find candidates Basic keyword search by name, title, company, skill, city/metro SearchNRecruit currently has a database of 90 million professionals in the US. This is being updated constantly and new contacts are being added. You can find contacts with basic search (quick reach) or advanced search If you know the name of a candidate or want to search for people with a specific skill in a city or at a company, you can enter that as free form text in the basic search. Click on “Search to Recruit” in the top left menu.
  • 4. SEARCH AND FIND CANDIDATES Advanced search by skills, city and predicted metrics You can use advanced search to narrow the results to show only the contacts that are predicted to leave and/or the star performers. You can select skills, city, designation, years of experience, “Start performer”, “Likely to leave” and then select “Advance Search” from the advance search screen.
  • 5. CONTACT PROFILE Contact profile Social profiles From the search results page, you can view the profile of the contact by clicking on the result You can view the contact's Facebook, Linkedin, Twitter and Google plus accounts (if available)
  • 6. CONTACT PROFILE Add notes You can add your notes for the contact by clicking on “Add note” Enter your notes and save. This note is visible to all employees in your company. If you mark the note as private then it is visible only to you.
  • 7. CONTACT PROFILE History of Tasks and Notes You can track the interaction history of a specific contact by clicking on the “History” option next to the “Add Note” option. You can view the complete history of all interactions(emails) with this contact by employees of your company.
  • 8. SEND EMAILS Send emails Selecting a template You can compose an email from scratch or select a template from the right on the contact profile page. The subject and content is populated from the template. The placeholders ({firstname}, {lastname} or {companyname} are replaced with the actual values).
  • 9. SEND EMAILS Sending an email Multiple emails for a contact are usually available. You can select any one of these emails. If that email is no longer available, email is sent to the next best available email- id.
  • 10. HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS How to create an email template and template metrics Creating email template If you are planning to contact a large number of candidates for a specific position or a company, it is good to create an email template that can be reused. The template can contain information about the company or about the position. Select “Email Templates” from the left menu. Then click on the “+” on the top right.
  • 11. HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS Give template a name, subject line and content. You can add placeholders for first name, last name and company name (of the recipient). Review and save the template. You will be provided with feedback to improve the email content. Incorporate the changes and save the template
  • 12. HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS When you click on any contact from the search results page, you can compose an email directly or you can select a template from the right.
  • 13. HOW TO CREATE AN EMAIL TEMPLATE, USE TEMPLATES AND TEMPLATE METRICS A/B Testing your messages with template metrics You can compare the performance of your email messages with template metrics. Open rates, forward rates and click through rates are shown for all the templates. This will help you get a better understanding of which message is resonating the best with the candidates.
  • 14. TRACK EMAILS Track emails Receive notifications You can track if your email has been opened, forwarded or a link in it clicked. You can receive immediate SMS notification and/or an email notification. This feature works in most cases unless the recipient has turned off show images option in their email client.
  • 15. TRACK EMAILS Emails sent report Track the status of the emails you had sent from the email sent report. Click on the “Sent Emails” on the left menu to see the status. Click on the report column header to sort by “Sent Date”, “Last Activity”, “Click Count” or “# of Viewers”. This will help identify the contacts that are most engaged with the emails you had sent.
  • 16. TRACK EMAILS Track calls and interviews If you see good traction with a contact, you can call the candidate, schedule an interview and select “Add to Interviewing”. The contacts lined up for interviews can be seen by selecting the “Interviews” from the left menu.
  • 17. TRACK EMAILS If you want to call the contact later, add the contact to the “Phone Calls List” by clicking on “Add to Call List” from the “My Emails” report. You can access this list by clicking on the “Phone Calls” menu on the left.
  • 18. PROFILE SETUP Profile setup You can access your profile setup from the top right menu. Click on your name and then select “Profile” from the drop down. You can enter your cell phone and other details in your profile.
  • 19. DOWNLOADS & INTEGRATION Downloads & Integration You can download contacts (that you sent emails to) from the downloads section under settings. If mass email option is selected, an unsubscribe option is provided in the email. If any of the contacts elects to unsubscribe, your can download the list of unsubscribes from this section as well.