Automation Playbook

How to Use Automations by Tracker with Real Examples and Use Cases to Boost Your Staffing and Recruiting Firm's Productivity

New Applicant Engagement

Welcome and Engage New Applicants that Apply to Your Jobs with an Automated Sequence of Emails, Texts, Qualification Form Submissions, Status Updates, Recruiter Alerts and Reminders, and More.

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Passive Candidate Sourcing

Source and Engage Passive Candidates in Your Database with an Automated Sequence of Emails with Smart Status and Field Updates, Triggered Off a Passive Candidates Lack of Activity, Resume, Data and More.

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Automated Onboarding

Use Tracker’s Automation Sequences to Create a Custom Onboarding Process for New Contractors and Employees with Emails, Text Reminders, Form Packs, Compliance, and More.

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Manage and Re-Deploy Contractors

Automatically Trigger a Sequence of Emails to Get Contractors Who Are Nearing the End of an Assignment on to Apply to Their Next Role and Keep the Ball Rolling. Also Use this Sequence to Keep Contractors Engaged through Their Assignment and to Capture Satisfaction Survey Results.

GO TO AUTOMATION

Client Lead Cold Outreach

Build Business and Increase Orders from Client Leads in Your Database with an Automated Sequence of Emails and Workflow Pushes to Help Engage and Convert More Clients.

GO TO AUTOMATION

Existing Client Nurturing

Improve Your Client Retention and Satisfaction with Targeted and Poignant Automated Sequences of Relevant Check-Ins, Surveys, Content and Value Add Communications.

GO TO AUTOMATION

New Applicant Engagement

Welcome and engage new applicants that apply to your jobs with an automated sequence of emails, texts, qualification form submissions, status updates, recruiter alerts and reminders, and more.

Automation Triggers
  • Candidate Creation Date is Today
  • Status Becomes Applied
Sequence Actions
  • Notify Job Owner or Recruiter
  • Update Candidate Availability
  • Send Confirmation Email to Candidate
  • Send Confirmation Text to Candidate
  • Create Reminder Task for Recruiter in 3 Days
Extra Credit
  • Create Custom Automation Sequences for Different Sources
  • Move to Submittal and Interview Sequence with Status Change
  • Opt In Candidate to Job Alerts and Newsletter
screenshot-automation-new-applicant
Outcomes & Benefits

Better Experience + Save Time

Minimize the manual effort that goes into welcoming new applicants to save your recruiters time plus create a more consistent and effective candidate experience.

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Passive Candidate Sourcing

Source and Engage Passive Candidates in Your Database with an Automated Sequence of Emails with Smart Status and Field Updates, Triggered Off a Passive Candidates Lack of Activity, Resume, Data and More.

Automation Triggers
  • Candidate Status is Passive
  • Have NOT had any activities logged
  • Have never been shortlisted
  • Have never been assigned as a worker
  • Have NOT had their record updated
  • Have NOT had an updated CV received
Sequence Actions
  • Begin Email Sequence to Engage Candidate
  • Update Candidate Availability
  • Create Task for Recruiter to Call
  • Text Candidate a Hot Job Match
  • Create Reminder Task for Recruiter in 10 Days
Extra Credit
  • Customize Automation Sequences by Job Category
  • Move to Engaged Sequence with Click Activity
  • Opt In Candidate to Job Alerts and Newsletter
Outcomes & Benefits

Source & Engage from Your Own Database

Don’t let your database go stale; Use this automation sequence to keep candidates interested in your firm and your jobs. Be sure to include valuable content and resources in addition to jobs. 

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Automated Onboarding

Use Tracker’s Automation Sequences to Create a Custom Onboarding Process for New Contractors and Employees with Emails, Text Reminders, Form Packs, Compliance, and More.

Automation Triggers
  • Job Status Changes
  • Candidate Status Changes
  • Placement Status Changes
Sequence Actions
  • Welcome Email to Candidate
  • Text Candidate a Congrats Message
  • Update Candidate Availability
  • Email Onboarding Custom Form Pack
  • Create Task for Recruiter to Call
  • Create Followup Task for Recruiter
  • Send Candidate a Satisfaction Survey
  • Request a Referral from Candidate
Extra Credit
  • Customize Onboarding by Job Department
  • Trigger Redeployment Sequence at End
  • Opt In Candidate to Contractor Newsletter
screenshot for onboarding automation sequence
Outcomes & Benefits

Take the Headache Out of Paperwork and Onboarding

Onboard new candidates effortlessly with an automation sequence that walks them (and you) through each step of the process. From collecting new hire forms to reminding them of their start date, this automation will save your recruiters a ton of time.

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Manage and Redeploy Contractors

Automatically Trigger a Sequence of Emails to Get Contractors Who Are Nearing the End of an Assignment on to Apply to Their Next Role and Keep the Ball Rolling. Also Use this Sequence to Keep Contractors Engaged through Their Assignment and to Capture Satisfaction Survey Results.

Automation Triggers
  • Day Zero = Start Date
  • Day Zero = End Date
  • Candidate Status Changes
  • Placement Status Changes
Sequence Actions
  • Nurturing Emails and Check-Ins Thru Assignment
  • Text Candidate with Check-Ins
  • Email Relevant Content, Articles and Tips
  • Create Followup Task for Recruiter
  • Send Candidate a Satisfaction Survey
  • Request a Referral from Candidate
  • Email Job Search Link Near End Date
  • Update Candidate Availability
  • Keep Candidate on Redeploy Timeline
Extra Credit
  • Customize by Job Department and/or Type
  • Opt In Candidate to Contractor Newsletter
screenshot-automation-redeploy
Outcomes & Benefits

Keep Placed Candidates Placed (with You)

Keep your placed candidates coming back with an automated sequence of check-ins, valuable nurturing, and next assignment actions. Use a combination of emails, texts, phone calls, and more to keep in touch with your candidate throughout their assignment, then get them placed on their next one before it ends.

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Client Lead Cold Outreach

Build Business and Increase Orders from Client Leads in Your Database with an Automated Sequence of Emails and Workflow Pushes to Help Engage and Convert More Clients.

Automation Triggers
  • Lead Status Changes
  • Contact Creation Date
  • Never Been Associated with a Lead
  • Have NO Ownership
  • Have NO Inbound Activities
Sequence Actions
  • Send Nurturing & Engagement Emails
  • Create Reminder Task to Connect on LinkedIn
  • Create Call Task for Sales Team
  • Email Relevant Content, Articles and Offers
  • Assign Contact Owner
Extra Credit
  • Customize by Contact Department
  • Customize by Contact Owner
  • Opt In to Client Lead Newsletter
Outcomes & Benefits

Work Your Pipeline and Get More Business

Automatically work your leads and opps pipelines with series of customized emails, texts, workflow steps, and more. Take the labor out of building your business with an automation of your perfect workflow for client leads.

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Existing Client Nurturing

Improve Your Client Retention and Satisfaction with Targeted and Poignant Automated Sequences of Relevant Check-Ins, Surveys, Content and Value Add Communications.

Automation Triggers
  • Contact Type Changes
  • Contact Created
Sequence Actions
  • Email Series of Check-Ins and Value Add Content
  • Create Followup Tasks for Account Manager
  • Send Client a Satisfaction Survey (Web Form)
  • Request a Review from Client
Extra Credit
  • Customize by Department or Business Unit
  • Opt In to Client Newsletter
Outcomes & Benefits

Build Better Relationships and Experiences with Clients

Create your ideal communication and nurturing process for existing or new clients, then have it run automatically. Make sure your clients always feel seen by keeping a steady beat of touch points and entanglements with them.

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Start Automating

With Automation by Tracker

Contact our Sales or Support Teams for Consultation on How Tracker Automations Can Improve Your Workflows and Save Your Entire Team Time.

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