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Videos
Educate yourself on how to work with HireData for marketing automation, process automation, and experience management in staffing and recruitment. Suggestions? Let us know!
Automations
With HireData, we help you scale recruitment by automating processes within your organization. We build deep two-way integrations with your core application, allowing us to listen to and automate activities happening within your company. Our automations bring back enriched and filtered data to your core app, improving every step of your candidate journey. We also offer personalized communication at scale and the ability to measure candidate and client quality. In this video, I'll show you how HireData works, including creating automations and optimizing your recruitment process.
Brands
In this video, I'll explain how brands work in our data and how they can be used for public profiles, templates, and communication. I'll guide you through adding your first brand and selecting a location for it. We'll also explore editing the brand, including adding graphics, selecting a domain, and updating the slogan, values, and mission. I'll show you how to choose a banner and logo for email branding, and we'll fill out LinkedIn and Indeed information. Finally, I'll demonstrate how to create a color palette based on your brand colors. Watch the video to learn more!
Connecting Carerix
In this video, I'll guide you through the process of connecting your Carerix environment with HireData to set up Carerix automations. I'll show you how to navigate to the settings menu, access the Carerix app, and set up a new connection. You'll need a Tenant, Client ID, Client Secret, and API Key, which I'll explain how to obtain. By the end of the video, your Carerix environment will be successfully connected to HireData, allowing for seamless automation.
Connecting OTYS
In this video, I will guide you on how to connect your OTYS application to HireData in order to automate tasks. I will show you how to access the settings menu, locate the OTYS app, and create a new connection. You will also need to obtain an API Key from OTYS with the necessary scopes and permissions. No action is required from you, but please watch the video to understand the process.
Connecting Ratecard
In this video, I will guide you through the process of connecting your Ratecard account with your HireData account. I will show you how to navigate to the settings menu, locate the Ratecard app, and add a new connection. You will need to acquire an access token from your Ratecard account and paste it into the HireData connection settings. No action is required from you, but please watch the video for a step-by-step demonstration.
Connecting Salesforce
In this video, I will guide you through the process of connecting your Salesforce to HireData in order to use it as a core up for your automations. I will show you how to navigate to the settings menu, find the Salesforce app, and create a new connection. I will also explain the importance of using a custom domain if you are using other Salesforce-based systems. By the end of the video, you will have a clear understanding of how to connect Salesforce to HireData and leverage it for your automations.
Connecting Vincere
In this video, I will guide you through the process of connecting your HireData account with Vincere. I will show you how to navigate to the settings menu, locate the Vincere app, and add a new connection. You will need to provide your tenant name, client ID, and API key. After clicking connect, you will be redirected to your Vincere account where you will need to log in with your admin credentials. It is important to have admin access to set up the Vincere automations.
Connecting Vincere
In this video, I will guide you through the process of connecting your Fincherry account to your HireData account. I will show you how to navigate to the apps section, locate the Fincherry app, and create a new connection by filling out your tenant, client ID, and API key. Once connected, you will be able to use Fincherry in any of your flows, such as setting up a new flow and selecting your Fincherry account. No action is required from you, but please watch the video for a step-by-step demonstration.
Domains
In this video, I explain the importance of registering domains in Higher Data and how to do it. I demonstrate how to navigate to the settings menu and access the domains item. I also show how to register a new domain and define a default sender name. Additionally, I explain the process of adding DNS records and verifying them for improved email delivery. Finally, I highlight the ability to set a default domain for your account and connect specific domains to brands. No action is requested from the viewers.
How to Add an Activity or Item in Carerix
In this video, I'll show you how to add an activity or item in Carerix via HireData. I'll guide you through selecting the right automation, adding activities or items, and customizing fields. By the end, you'll be able to automate processes like logging activities, sending surveys, adding notes, and adding candidates. Watch this video to learn how to streamline your workflow and save time with a Carerix automation.
How to Change Your Email Address
In this video, I will show you step-by-step how to change your email address. Simply navigate to your profile settings, click on the settings item, and update your email address. It's a quick and easy process that will allow you to update your contact information. No action is required from you, but feel free to reach out if you have any questions.
How to Change Your Password
In this video, I'll show you step-by-step how to change your password. I'll guide you through the process of navigating to your profile settings and finding the change password section. It's a quick and easy way to update your password for added security. No action is required from you, but it's important to stay vigilant and regularly update your passwords.
How to Change Your Profile Picture
In this video, I'll show you step-by-step how to change your profile picture on our platform. I'll guide you through the process of navigating to the settings menu and selecting a new profile picture. This video is a quick and easy way to update your profile and personalize your account. No action is required from you, but feel free to reach out if you have any questions.
How to Connect With OTYS From a Flow
In this video, I will guide you through the process of setting up a new flow called candidateNPS in ODIS to automatically send NPS surveys to candidates. I will show you how to connect the ODIS app, request an API key, select the trigger event, set up filters, add a delay, and specify the action to send the survey. By the end of this video, you will have a clear understanding of how to personalize and automate the NPS survey process in ODIS.
How to Connect With Vincere From a Flow
In this video, I explain how to set up an integration with Fincherry from within the Higher Data Platform. I walk through the process of creating a flow, selecting Fincherry as a trigger, and connecting your Fincherry account. I also provide the necessary information you'll need, such as the tenant, client ID, and API key. No action is requested from you, but this video will help you understand how to automate tasks using Fincherry in the Higher Data Platform.
How to Get Help
In this video, I explain how to get help with any problems you encounter in your HireData account. I walk you through the process of accessing the intercom bubble on the bottom left of the screen and sending us messages. This video is a quick guide to ensure you can easily reach out to us for assistance whenever you need it.
How to Invite Users to Your Account
In this video, I will show you how to invite other users to your HireData account. I will guide you through the process step by step, from accessing the settings to inputting the email address of the user you want to invite. I will also show you what the invitation email looks like and how the invited user can complete their profile. No action is required from you, but this video will provide you with important information on how to invite new users to our HireData account.
How to Schedule a Task in Carerix
In this video, I'll show you how to schedule a task automatically in Carerix. We already have an automation in place that sends out a candidate NPS survey after a match is updated. Now, we want to schedule a follow-up task for the recruiter responsible for the match. I'll walk you through the steps of creating the task and matching it to the owner of the match. The task will be scheduled based on the job start date and the due date will be the same. Watch the video to learn more and ensure everything is set up correctly.
How to Send an Automated NPS Survey to Candidates
In this video, I'll guide you through the process of sending an NPS survey to candidates. I'll show you how to set up a flow, select trigger options, filter out specific statuses, add delays, and personalize the survey message. By following these steps, you'll be able to measure candidate experience and improve response rates. No action is requested from viewers.
How to Sign In to Your Account
In this video, I will guide you on how to navigate to the HireData login page and fill in your email. Once you receive your login credentials, you can easily access the login page by visiting hiredata.com or directly navigating to app.hiredata.com. Follow along with the steps to get started with HireData!
How to Sign Out of Your Account
In this video, I show you how to log out of your HireData account. I provide step-by-step instructions on how to navigate to the sign-out link and successfully log out. This video is perfect for anyone who is new to HireData or needs a refresher on how to log out. No action is requested from viewers.
How to Update Your Profile
In this video, I walk you through the steps to update your profile information on the platform. I show you how to change your profile picture, update your name, email address, and even change your password if needed. Watch this video to quickly learn how to make these updates and keep your profile information up to date.
Locations
In this video, I'll show you how to set up a location within Higher Data. First, navigate to your settings and then go to locations. We've integrated with Google Maps, so you can find any location that's a Google My Business profile. If you haven't registered your brand, do that first. I'll demonstrate how to add a new business and name the location. We also discuss automating NPS and asking for Google reviews. You can use these locations dynamically and connect brands to them. Watch the video to learn more!
People
In this video, I explain the purpose of the People Tab in our data and how it aggregates all the people we've used or synced from our connected apps. I also mention that we will soon support profile pages and segmentation. The video is informative and no action is requested from the viewers.
Plans & Pricing
In this video, I explain the pricing plans of HireData. I'll go over the three basic plans offered - Start, Grow, and Scale - and explain the number of channels and tasks included in each plan. Additionally, I mention the add-ons available, such as dedicated automation experts you can hire and custom design templates. Watch this video to understand the pricing structure of HireData.
Send an Automated NPS Survey from OTYS
In this video, I will guide you through the process of setting up a new flow called candidateNPS in ODIS to automatically send NPS surveys to candidates. I will show you how to connect the ODIS app, request an API key, select the trigger event, set up filters, add a delay, and specify the action to send the survey. By the end of this video, you will have a clear understanding of how to personalize and automate the NPS survey process in ODIS.
Send an Automated NPS Survey from Salesforce
In this video, I will guide you through the process of setting up an automated flow for Salesforce using Hired Data. I will show you how to connect your Salesforce account, create a flow, select triggers and relationships, add filters and delays, and set up actions such as sending NPS surveys. By the end of the video, you will have a clear understanding of how to automate processes in Salesforce using Hired Data.
Set up a Carerix Automation
In this video, I'll show you how to set up a Carerix Automation with HireData. I'll explain the two types of automations: event-triggered and scheduled. We'll focus on event-triggered automation and create a blank sheet to configure the trigger. I'll guide you through selecting the event within Carerix and choosing the data you want to use in the automation. We'll also cover filters and tasks, such as sending surveys. Watch this video to learn how to automate your Carerix processes and improve efficiency.
Set up a OTYS Automation
In this video, I will guide you through the process of setting up an OTYS Automation with HireData. I will explain the two types of automations available and demonstrate how to create an event-triggered automation. I will also show you how to select triggers, filters, delays, and tasks for your automation. By the end of the video, you will have a clear understanding of how to set up automations in HireData and be able to implement them in your own workflows.
Set up Zapier Automation with HireData | Example: Google Sheets
In this video, I walk you through the process of creating a Zapier app and integrating it with HireData. I show you how to create the app, change the icon and logo, and set up a trigger. Then, I guide you through selecting the event and configuring the app name and worksheet. I also demonstrate how to test the trigger and set up the action using webhooks. Finally, I show you how to create an automation in Zapier and test the task of sending an email. Watch this video to learn how to seamlessly integrate HireData with Zapier and automate your workflows.
Syncing Carerix
In this video, I explain how to set up a connection to use gurks within high data and how the syncing process works. I also demonstrate how to manually initiate a sync and view the synced data. It's important to note that any changes made to user data, match stages, or candidate status in the career x environment will be automatically synced. No action is required from viewers, but this video provides valuable information for understanding the data syncing process.
Templates
In this video, I'll show you how to set up a template within our data that you can use to send emails automatically in your look and feel. I'll guide you through navigating to the templates section, creating a new template, and editing it using HTML. I'll also explain how to use variables to personalize your templates and increase engagement.
Using Custom Fields to Personalise Surveys for Higher Response Rates
In this video, I explain how to personalize surveys to maximize response rates. I discuss embedding the first question into the email, using dynamic email signatures and reply-to addresses, and personalizing the subject and text of the survey. I also demonstrate how to populate custom fields from the core data source. Watch this video to learn how to increase survey engagement and gather more valuable data.