phenom people

what to do while making a note about a candidate

@ the person you want to share not with # role of the candidate

what are the options for sharing event?

email (allows use to type individual email addresses), social media, or a link (recommended for a larger group of people)

what are the two types of campaigns?

email and drip campaigns

is someone on the team needs access to the CMS what should you do?

email [email protected]

in order to view and edit an existing template you should

go to the campaigns page and then choose templates and search for the template in the search bar

edits in the CMS should only be made where?

in the desktop view changes in the mobile view will not copy to the desktop view If you modify the mobile site directly, you will break the connection to the desktop site. This break cannot be repaired and will require you to make edits in both locations moving forward, duplicating your effort.

event page

includes individual event pages, which have been accessed from the career site or from a direct link

how do you save widget and email templates

save changes to widget settings before saving email template then save email template

what are the edit images options in the CMS?

scale rotate and flip

what is the transcript field under events?

The "Transcripts" field prompts a candidate to browse their device, upload an image, or take a picture of their document to submit during on site event registration.

what are the three types of pages Phenom offers on the CMS?

content landing search results

what are the four parts of TRM

convert, attract, convert, and engage

If you click the checkbox to the left of the List name, you can reveal list actions, including the ability to

create a new email campaign, export the list of candidates, duplicate the list, and delete it.

steps of creating an email campaign plan

determine goal audience and type of campaign create or edit an existing template publish immediately or set delivery schedule review analytics

what does the CMS not support for videos?

direct uploads URL must be pasted in

which campaigns can you duplicate?

disabled campaigns and it must be a single message email campaign (one time or recurring)

what is the difference between drag and drop widgets and legacy widgets?

drag and drop widgets are more customizable and have a container menu

past events can only be what?

duplicated

once you save and publish a recurring event how will it appear?

each date of the event will appear as a separate event listing in your Events tool and on your career site, if the event is public.

content pages

Content pages, also known as static pages, present the viewer with general information about your organization.

lead generation link

sends candidates directly to form to fill out

Job seeker

A job seeker is a unique visitor to the career site (i.e., each person counts as one job seeker), whether we have an email address for them or not.

Unique Lead

A unique lead is a job seeker with a known email address. Job seekers become leads when they sign up for job alerts, connect their profile to your career site, sign up for the talent community, apply for a job, register for an event, and more.

Panning

As you begin to scale, rotate, and flip your images, you can use the panning feature to move and adjust where your image sits within the frame. Simply click and hold the image to move it into your preferred placement.

WYSIWYG

An acronym that stands for "What you see is what you get." they allow users to make style and design changes without needing to use HTML code.

spotlights

Are always Dynamic Cannot be used in Email Campaigns Can be Public (Global) or Private Are bookmarks on the Jobs, Candidates, Employees, and Talent Community tabs Can be used to create additional spotlights and lists

Profile Level Candidate Action Menu:

Assign To: Assigns a candidate to a job for consideration Send Email: This action can also be performed by clicking directly on the email address Forward Profile: Profiles can also be forwarded to those who do not have access to the CRM Add To List: Add candidate to existing list or add to a new list Edit Profile: Edit fields on the candidate profile Download Profile: Export candidate profile as a PDF Add Task: Create a new task reminder on the specific candidate

Within the events tool, there are several actions you can perform on an upcoming or draft event when you click Manage, such as

edit, duplicate, put on hold, cancel, or enable and disable registration

lists

Can be saved as Dynamic or Static Can be used in Email Campaigns Are always public Are accessible only from the Lists tab in the CRM

how candidates make their way into the CRM?

Candidates can be pulled in through your ATS, added in manually by a recruiter, or be captured from actions they take on your career site such as subscribing to email alerts, joining your talent community, connecting their profiles, and more.

career site

Candidates in your CRM pipeline who have viewed the job on your career site but did not start or complete the application.

referral

Candidates referred to the job by an employee. This status is only visible if your organization has subscribed to Phenom People's Internal Mobility tool.

recruiter

Candidates who were assigned to the job by another user of the CRM via the Assign To feature. These candidates may not have personally viewed the job or applied.

container

Changes made through the Container level settings will be applied to and will impact the whole widget.

redo shortcut

Ctrl + Y

filtering methods done on landing page

Dropdown Selection - You must choose from the available list of options when creating a filter. Text Match - You may choose to enter a text string to use in your filter. There are two operators: Contains - The value entered can be an exact match or partial match Equals - The value entered must be an exact match.

what are the two different roles currently in the CMS?

editor publisher

online vs. on site registration

For events with online registration, the event link will take you to the event details page and will allow you to register for the event. For events with on-site registration, the event link will take you to the event page showing all event details, but you will not see a registration button.

So how is the candidate profile organized?

In the image below, you can see a split pane view, with the main details on the left and modular sections showing hiring statuses for any jobs they're associated with, their email campaign history, and any subscriptions they've signed up for. On the left side, we have two important elements - the candidate action menu at the top, and the profile page menu found just under the candidate's name.

key differences between content and landing pages

Landing Pages also include search results, and they are not linked anywhere on your career site, but rather are only accessible via a link.

landing pages

Landing pages are standalone web pages distinct from your main career site that include both content and a custom list of jobs. Intended to target specific personas (entry-level, manager, executive, etc.) or job categories, landing pages can be shared via email campaigns or other marketing efforts, allowing you to quickly and easily direct job seekers to the most relevant content and open positions.

From the Job Profile, you can toggle between one of two views:

Leads and Job Description.

What exactly are CRM Hiring Statuses?

Phenom People's CRM Hiring Statuses are status values that appear the moment a candidate is associated with a job, even if they haven't applied. While ATS Hiring Statuses track a candidate post apply, CRM Hiring Statuses track a candidate BEFORE they apply. Why does this matter? CRM Hiring Statuses provide valuable insight into your pipeline leads, helping you identify and better nurture passive leads and drive up your conversion rate.

when to use dynamic list for drip campaign?

Provide pre-event details, and as candidates register for the event they are added to the email list Segment talent communities based on interests and/or experience. A dynamic list will allow new candidates in the pipeline to be added. Engage with the talent community. As individuals join or leave the community, the list changes accordingly.

search results pages

Search Results pages are also standalone web pages distinct from your main career site that pre-filter job search results, but they do not include any additional content. These pages are best used in conjunction with recruiting campaigns, allowing you to direct job seekers to a more refined list of opportunities.

The Candidate Info Menu includes

Summary: Provides a summary of previous work experience and education. You can also see skills and recommendations, as well as view and add tags. Documents: Access resumes and other documents attached to the profile. Notes: Add and view notes from phone calls, interviews and other interactions. You can tag a team member in a note by using the @ symbol, and the tagged user will receive an email notification to view the note. Activity: All candidate activity, including job views and applies on the career site, emails sent from the CRM, changes made to their profile, and more. Category: If you use Phenom People's Talent Community and the candidate has joined, this is where you would see their areas of interest. Additional Fields: This section will vary depending on how your organization uses additional fields (custom fields). If additional fields are created, you will be able to view and update the data within the fields, as defined in your additional field configuration settings.

Job Description view:

The Job Description view will allow you to review the job description as it exists on your site.

Leads view

The Leads view shows a list of all candidates associated with the job and allows you to manage and nurture them.

What happens when you put an event on hold?

The event is moved to a draft state and no longer displayed on the Events page of your career site. If someone saved or has access to the direct event link, they will see a "Page not Found" message. However, anyone who has already registered for the event will not be notified that it was put on hold. Once you are ready to publish it again, you can simply edit the draft event and click Save and Publish!

Job Visits

The number of visits to a job description page on the career site. This number may be more than your total visits because one job seeker might make one visit to the career site but during that visit might view three different job description pages.

Visits

The total number of times the career site has been visited by job seekers, including both new and returning visits.

card container

This is similar to how the Widget's Card Containers define the smaller sections within the Widget in which content can be placed.

Returning Visits

This is the number of career site visits made by job seekers whose first visit was made before the selected time frame, but whose subsequent visits were made during the selected time frame.

Returning Job Seekers

This is the number of job seekers (unique individuals) who made a subsequent visit to the career site (not their first visit) within the selected time frame.

New Job Seekers

This is the number of job seekers (unique individuals) who visited the career site for the first time during the selected time frame. Even if the job seeker makes another visit to the career site during the selected time frame, if they had their first visit during the same time period, they are considered a new job seeker.

you can save your filters for future reference as what?

either spotlights or lists

To assign jobs, you must first:

Use the Search or Filter feature to refine your list of jobs to locate the position you wish to assign. Once you have located the job, click the checkbox next to the job and then choose the "Assign To" icon that appears above the job listing. In the pop-up window, enter the name of the user or users to which the job belongs, or optionally choose to assign the job to yourself using the "Assign to me" link. Once finished, click "Assign" in the bottom right corner.

publisher

Users with a publisher role can make changes to site pages and publish those changes to your live career site.

editor

Users with an editor role can make changes to site pages using the CMS, but they cannot publish those changes to your live career site.

What happens when you cancel an event?

When you cancel an event, it is moved to Past Events in your Events tool. You will only be able to duplicate this event and will not be able to reopen it, so if you aren't sure that you want to cancel it entirely, we recommend you temporarily unpublish it by placing it on hold. If you do cancel the event, all registrants will be notified via an automated email.

If your event is set up for on-site registration, you will also see what?

a lead generation link in the link sharing pop-up window. This link is primarily intended for use on the day of the event to collect profile details from attendees. Event staff can open this link on a tablet or other device, have candidates complete the form, and their information will be captured and funneled into the CRM. Each time the form is submitted, it will refresh so that it can be completed by the next person.

email campaigns

a single email message that allows you to communicate with talent pool

to add a field in events what do you need to do first?

add it under additional fields in settings

what does the platform do?

agencies community events CRM referrals chatbots

The Candidates Tab will open by default to your

all candidates spotlight

If you check the box next to a job from the list view, it will reveal a shortcut menu where you will find options such as

assigning jobs to recruiters, exporting jobs, adding tasks, and sharing to social media!

two criteria to know for creating a great email

audience and goal

what does the CMS not support for images?

auto scaling dimensions must be added manually

how many emails does a drip campaign contain?

between 2-5

what do legacy widgets have around them?

blue outlines not the container menu

Currently, the Lead Source values you'll find in the CRM are:

career site recruiter partial application referral application

which edits have to be made as a support request?

changing header or footer changing images, text, or videos in custom widgets changing apply pages updating CSS

how to make a static versus dynamic list

check boxes to make static after filtering don't check boxes to make dynamic

to view metrics for event page what should you do?

click on site analytics from left side menu and click on page views navigate to pages drill down widget search by event name or use page type filter to filter by events list or events page

drip campaign

contains multiple email messages that are sequenced so that they are sent to your selected audience in a series

3 CATEGORIES OF SUPPORTED WIDGETS

content job custom

what is the sandbox environment in the CMS

is designed as a true "playground," offering users a space in which to train on product functionality or safely explore newly released features. The sandbox environment will always have "sb" located within the URL. the changes that you make in the sandbox will not be able to be copied over to the actual CMS

what two distinct search options does phenom people offer?

keyword search and address-based location search

if click rate is low what should you do?

make sure you are using button rather than hyperlink button placement and visibility and consider content

3 action options for widgets

move delete edit - pencil icon

template designer aspects

name and description - internal subject - external type - only custom templates are availble rn

when to use static list for drip campaign?

nurture previous interns over time follow up with candidates who attended one of your events reach out for referrals for hard to fill roles from a set list of people who could refer talent

drip campaigns are great for

nurturing passive talent, engaging with candidates who started but didn't complete an application, following up with candidates after an event, nurturing silver medalists who were a great cultural fit but just not a fit for the job, as well as engaging with your talent community.

page details that need to be entered when creating a search results page

page name template page url choose filters sort jobs - Choose to sort the resulting jobs by relevancy (match to the selected filters) or date posted.

page details that need to be entered when creating a landing page

page name template page url number of jobs to be shown choose filters

page details that need to be entered when creating a content page

page name template page URL

what may you need to disable in order to preview in the CMS

pop up blockers

if your event is private which option will you not seeing for sharing

social media - although you can still post the message directly using the link

if your open rate is low what should you improve?

subject line make it short, actionable, and no caps

two types of template

system and custom

card

the card allows you to set and define the exact content (images, text, videos) you wish to see in the Widget.

events list

the main events page on career site

how do you know if you can't edit a widget?

there will not be a blue dotted outline around it

where jobs come from in CRM?

they are pulled directly from your ATS as part of Phenom People's Job Pull process, at which point they are posted to both your career site and saved in the CRM.

Passive leads

those who are not yet associated with a job, meaning they do not yet have a CRM Hiring Status, but they are in your pipeline because they may have joined your Talent Community, registered for an event, been imported by a recruiter, or connected their profile to your career site.

types of widgets

title banner image text custom jobs button video with text

system templates are

used for autoresponder emails sent by career site, such as similar job alerts

event link

used to send candidate to event details page

production environment

where all the actual changes take place

how to preview event without publishing it

you can make it private first and then