Email and CRM Alerts, Explainer and Use cases

You have the ability to set up Email and CRM alerts on Rocks & Gold platform. 

Here is a quick overview of what plans have access to these features - 

Plan	Email Alerts	CRM Alerts
Free	❌	❌
Basic	❌	❌
Gold	✅	❌
Enterprise	✅	✅

To enable any alert, first, you need to create Search tab. Here is a full article on how to set up Search tabs.

Once you click the Edit button on your Search tab, you will find an option to enable Email or CRM alerts ->

Turning on "Enable Alerts" feature will give you two alert options -> 

• Alert frequency
  • • Daily
    • Weekly
• Alerts destination
  • Email
  • CRM Integration

Email alert contains the name of your filter, number of new hiring requests, and the date range for what period this alert is - 

CRM Integration as a final destination works as an auto-push of new data appearing on the target filter directly into your CRM.

Consequently, you don't need to login to our platform. You can check/observe your updates directly in your CRM with a frequency you set up.