We now have full RocketReach integration (see https://rocketreach.co) which provides the ability to search for people across the world using details about their job titles, industries, company profiles, location and more.
To use this feature, you must first obtain a RocketReach license which you can get from the link above. Once you have a license, go to the Account > API Usage & Settings page to get your RocketReach API Key:
Once you have this API Key, go to My Settings and then PlugIns and switch on the RocketReach plugIn.
Paste your API Key into the PlugIn and click the Verify with RocketReach button to confirm your plan and credits:
This will activate the RocketReach Search option in a number of places within Tracker, including:
- In the main Discover menu under RocketReach Search
- In both Contact and Candidate records as a new RocketReach button above the contact details
- Within the LinkedIn Search page in the Discover menu
The main RocketReach Search can be found in the Discover menu in Tracker:
This will show you the Tracker RocketReach search page where you can enter numerous search criteria in order to find people across the world and bring them into Tracker as either a Contact or Candidate:
When results are returned, icons at the top will tell you whether Tracker already recognises the person and the records it has for each:
Clicking any of the linked criteria in the second line of the result row will apply those filters instantly to the search allowing you to use the results to further drill down into the RocketReach database:
Once you have identified a record you want to import into Tracker, use the Get Details button to fetch the information about that person:
This will instantly fetch the key email addresses (and phone numbers if you have the relevant subscription) underneath the result record and the button will change to green to indicate that this person has been fetched successfully:
From here you can elect to create a Contact record, a Candidate record or indeed both, using the Create Contact or Create Candidate options at the bottom of the result record. On clicking this option a popup will appear asking you to confirm which of the details found will be used to create the record allowing you to make any changes if required:
For Contact records you have the option to select any of the matched email addresses or phone numbers, and for Candidates, you have the option to select the Status, Source and add the Candidate to the Short List for your open Jobs.