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Recruiting with Dynamics 365 and ClickDimensions


Marketing automation is not just for traditional marketing.  Some organizations, including government agencies and educational institutes, can benefit from integrating automated marketing campaigns with their recruiting efforts.

My company InfoStrat has helped civilian and military government clients automate their recruiting processes.  As employment rates have improved recently, recruiting has become more challenging than ever, so tools which provide an edge are vital.

A customer relationship management system such as Microsoft Dynamics 365 provides a central store of information on recruiting prospects.  By adding automation from ClickDimensions, recruiters can reach prospects with their message using tactics such as:

  • Event marketing - If you hold in-person or online recruiting events, ClickDimensions tracks the open rate and response rate for email invitations, and even integrates with services such as GoToWebinar and Eventbrite. The system offers quick create registration and check-in forms for events. Event Registrations and Check-ins create Event participation records and help the host track analytics around their event. Campaign Automation also integrates with Events by incorporating and Event Registration trigger to initiate your automation.
  • Nurture campaigns and campaign automation- Recruiting can be a long process, starting with awareness and working toward a closer relationship that results in a hire. ClickDimensions offers a visual editor for setting up the steps of a nurture campaign. 
  • Inbound website analytics. Track the behavior of website visitors to understand how your web content is working and improve the quality of the user experience. 
  • Qualify and quantify your leads and contacts through automated scoring. Lead and contact scoring includes, form submissions, visits, page views, opportunities created, opportunities lost, and email clicks.
  • Email campaign automations– Bulk Marketing emails can reach a large group of prospects with related interests. Marketing lists can be managed through form submissions and used in bulk marketing emails to market organization openings, opportunities, and upcoming related events. These actions can all be incorporated in campaign automation as well. 
  • Whitepaper and other downloads. Set up registration for downloads to add prospects to you mailing lists. 
Together, these marketing automation techniques can increase the number of prospective recruits and raise awareness of your organization.  

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