Managing Sources

8 October 28, 2024

How to set up your Source field drop downs and use them on Candidate records.

(2:49 mins)

Manage Candidate Sources in franchizemanager

In franchizemanager, you can track the source of your Candidates. It is essential for understanding where your leads are coming from and improving your marketing efforts. 

This guide will help you manage Candidate sources, customise source fields, and leverage this data for detailed reporting.

What are Candidate Sources?

In each Candidate record, you can track how a Candidate found your business. It has two main fields:

  • Primary Source (Level 1): Captures the main method through which the Candidate discovered your business (e.g., referral, website, marketing event).
  • Secondary Source (Level 2): Provides more detailed information about the primary source (e.g., type of referral, specific campaign, or marketing channel).

Automatic Source Tracking

If your system is set up with auto-loaders (e.g., online inquiries), the Primary and Secondary Sources can automatically populate based on how the Candidate entered your system.

Reports Based on Candidate Sources

By tracking each Candidate’s Primary and Secondary Source, you can generate meaningful reports that provide insights into your marketing performance. These reports can help you:

  • Identify top-performing marketing channels.
  • Assess the return on investment (ROI) from each lead source.
  • Measure conversion rates across different sources.

Tracking Candidate sources helps you measure the success of your marketing strategies and lead-generation efforts. With accurate source tracking, you can generate reports showing which channels drive the most valuable Candidates.

View the Candidate’s Source

  1. On the left, click Candidates.
  2. Open the Candidate’s profile.
  3. Go to the “Inquiry Details” section.
  4. Under “Source,” you can view the Candidate’s source.

View Level 1 and 2 Candidate Sources

The system allows you to customise the dropdown options for the Primary and Secondary Source fields so you can tailor them to match your business needs.
  1. On the left, click Admin.
  2. Go to “Candidates.”
  3. Under “Candidate Sources,” click Edit Candidate Sources.
  4. A window will pop up with a list of the existing Level 1 and 2 sources.
    • Only the options marked as Active will appear in the dropdown when adding or editing a Candidate.
  5. At the top left, click Type.
  6. Click Level One or Level Two.
  7. The list will show all of the Level 1 or Level 2 sources in your system.

Add a New Source

  1. Go to the “Candidate Sources” page.
  2. To add a new source, at the top left, click Add New Source.
  3. At the bottom of the list, a new line will appear.
  4. Click Level One or Level Two.
  5. Enter the source name.
  6. If you want the Candidate Source to be active, mark it as active
  7. At the top left, click Save Changes
  8. Once saved, the new source will be added to the Candidate Sources list.
  9. If you want to delete a Candidate Source, click Delete.

Conclusion

Managing and customising Candidate sources in franchizemanager gives you powerful insights into your marketing efforts and lead quality. Setting up detailed and accurate source fields allows you to run meaningful reports, refine recruitment strategies, and improve marketing performance.