Data hygiene

Deeper dive

There are a number of scenarios to use missing data to trigger an action to update the blank field.  Here are some common examples you can incorporate into your own Bullhorn Automation arsenal.

Copy

In some cases, recruiters and salespeople simply need one field to populate another, or copy data between entities.  Here are some examples of how you might use this automation.

• Copy a candidate’s state location to the state license field.
• Transfer data from an old field to a new field.
• Populate a candidate’s degree type from job title or nickname.

Clear

If you’ve replaced an old field with a new field or otherwise remapped data, you may need to clear out an old field so it doesn’t confuse the machines.

• Clear data from a retired or old field.
• Remove data from fields based on business rules.

Set

One way to make Bullhorn Automation and your database work harder for you is to have certain fields automatically updated or populated based on contact actions, dates, and more.  This can enable better targeting and segmentation for automations, emails, texts, and direct calling.

• Set contact’s status, update score, or send notification based on contact’s action or engagement.
• Update the candidate’s status when candidate creates new application.
• Send survey to collect updated data when contact has been inactive for 12+ months.
• Update the contact record’s score when candidate’s stage changes.
• Set contact’s score to 0 when a contact has opted out.
• Set status when candidate’s stage changes.
• Update contact’s status when bounced email occurs in Bullhorn Automation.