Note Actions in Skill Marketing

An overview of Bullhorn Note Actions available in 3DIQ

3DIQ Skill Marketing notes keep you organized, save time and allow you to gather valuable reporting insights in Bullhorn.  Note actions are logged in real-time in both candidate and client contact records.

 

Profile Note Actions

3DIQ Skills Profile Sent

Generated when a 3DIQ Skills Profile is sent.  This note is logged under the Bullhorn candidate profile and each Bullhorn Client Contact profile to whom the profile was sent.

3DIQ Skills Views

Generated when someone views a Skill Marketing URL.  Subsequent views are logged within the same note.  Written into both the Bullhorn Candidate and Client Contact records.

3DIQ Skills Feedback: Positive

Generated when a Skill Marketing URL receives positive (thumbs up) feedback.  Written into both the Bullhorn Candidate and Client Contact records.

3DIQ Skills Feedback: Negative

Generated when a Skill Marketing URL receives negative (thumbs down) feedback.  Written into both the Bullhorn Candidate and Client Contact records.

3DIQ Skills Unsubscribe

Generated when a Client Contact unsubscribes from Skill Marketing emails.  Please note, this DOES NOT unsubscribe the client from other Bullhorn emails. Written into the Client Contact record.

Tearsheet Note Actions

3DIQ Tearsheet Sent

Generated when a Client Contact is sent a Tearsheet or Hotlist via 3DIQ. Written into the Client Contact record.

3DIQ Tearsheet View

Generated when a Client Contact views a Tearsheet or Hotlist via 3DIQ.  Additional Notes will log as the client views individual candidate profiles. Written into the Client Contact record.

 

Setting Note Authors

3DIQ allows you to set the default note author for Skill Marketing notes in Bullhorn.  Note author options include:

  • API User (default)
  • Candidate Owner
  • Client Contact Owner
  • Current Logged In User (the user completing the action in 3DIQ)

Reporting on Note Actions

3DIQ writes standard note actions in Bullhorn, which means you can use notes to report on activity in Bullhorn.  Using either Bullhorn standard reports or 3DIQ's official partnership with Bullhorn Analytics ( formerly Cube19).

Note actions are also available in a variety of other custom reporting platforms. Please contact support@3diq.com with any questions!