Within SourceWhale you can use the Vincere integration features in the campaign settings or Chrome extension.

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Candidate or Contact. You can also choose to adjust the default sync settings. If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push a Candidate or Contact through with specific tags.

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. you have selected (in the campaign settings page) that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather push through as a Contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Contact better.

You can do the same in regards to advanced settings options, by clicking on the grey arrow to the right of the 'Sync as' box.

Note: Your team admin can alter the fields displayed at any time by going into the integrations page.

Haven't set up your Vincere integrations yet? See our article on how to get started here.

You can now see what pages the extension will run over in your Vincere instance without opening the full extension using our extension widget.

The extension widget will sit on the edge of your browser, on the right side of the browser the first time this is used.

If the widget is blue (active), you can use the extension on the page. If the widget is gray (inactive), you can not use the extension on the page. Clicking on the widget in its active or blue state will open the extension for you.

You can move the extension widget around by selecting the six dots above the widget and dragging and dropping it to your desired location.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬