Loxo Source™ is a proprietary directory of millions of people and companies across the globe. It works the same way as searching within your own internal database, but instead, you are pulling from hundreds of millions of records at once, instead of just the records that already exist in your team's database.
You can use Loxo Source whether you are actively recruiting for a job, working on a potential project, or simply trying to bolster your database for fast future reference.
Where to Find Loxo Source
You can access Loxo Source from multiple pages in Loxo. The paths to Loxo Source are outlined below:
Loxo Source can be accessed directly from the People Page.
Navigate to your People Page. You will see a blue Add People button in the top right corner.
Click this button and select Loxo Source
Loxo Source can also be used within a specific Job Pipeline.
Navigate to a job. You will see Add People button in the top right corner.
Click this button and select Loxo Source
Opening Loxo Source from within a Job Pipeline allows you to pull candidates from the Source database directly into that job. You have control over which stage your sourced candidates enter when marking them as a Yes or Maybe - the Job Stage they will enter is determined by your Progression Triggers.
Once done sourcing, simply click "Done Sourcing" at the top right of the page to return to your Job pipeline or People page.
Filter Candidates in Loxo Source
Loxo Source is built to function with Natural Language Search (NLS), Boolean logic as well as a list of filters. While Boolean is widely regarded as one of the most powerful tools recruiters can use to search, Loxo's NLS provides the same level of detail while keeping the process more simple and at whatever level of skill you have. Oftentimes, the best results are shown when people use a combination of NLS, the available filters and specific Boolean logic tailored for a given job or function. Read below to learn more about the pre-built filters to guide your search in Loxo Source™.
Pro Tip: When you find a particular NLS search, set of filters and/or Boolean logic that's returning a lot of great candidates, you can save the search in Loxo Source. This will allow you to quickly search with the same criteria in the future, without having to reset the NLS search, filters or retype specific Boolean strings. Saved searches are retained for each user independently, but they can also be shared with your team.
When accessing Loxo Source from within a job or the People page, utilize our NLS to provide as much detail to our AI, in plain language, to instantly see top candidates. To learn more about our NLS visit here. If you want 100% control, use the Keyword or Boolean text box to enter a custom-made Boolean string or specific keywords to drive your search. To dig into the benefits and power of Boolean right away, read more about Boolean Search in Loxo in the Help Center.
You can also choose which filters you want available to use on this search via the drop-down menu in the top left corner. The filters are organized into sections to make it easy to reference related criteria.
Select Public to work within Loxo Source. You can choose to include profiles from your internal database along with Loxo Source profiles once this filter is selected.
Select Health to use specialized filters to better identify healthcare professionals (only available on certain plans).
Select Internal Database to source exclusively from your own database of people. The filters below "Internal Database" only apply to candidates within your internal database and not those of Loxo Source.
The filters work using Boolean logic, so you can customize filters using AND/OR logic for multiple selections. The filters work in conjunction with the Boolean search bar. You can use multiple Boolean strings in the search bar and also apply additional filters to narrow down your search. Note: There is a limit of 25 OR statements as well as overall query count.
Customers who start with filters such as Location, Experience, and Title report better results than starting with Title alone.
Use the AND/OR dropdown to indicate whether you want to search for people who meet all of your requirements, or at least one of your criteria.
Use the Past and Current checkboxes to look for candidates based on their current experience or including their work history.
Use the distance radius to search within a specific location.
If you happen to notice a little infinity sign next to Loxo Source, this means there is a very high number of people who match the search - or Infinite Matches. In these cases, we recommend adding additional criteria to help Loxo Source find stronger matches for the search.
Note: Loxo's Smart and Strict filters have been retired and replaced by the more advanced and nuanced Natural Language Search. Applying filters and keyword search will still allow for the narrowing of results as needed.
Save a Search in Loxo Source
When you find a particular set of filters or logic, you can save the search in Loxo Source. This will allow you to quickly resume the search using the same criteria, without having to reset the filters or retype specific Boolean strings.
Searches are saved for each user independently, though you may choose to share a search with your team in Loxo.
To save your search, you'll first have to have at least one filter or keyword/Boolean applied.
Scroll to the top of the search settings on the left-hand side and locate the "Save" option.
Enter a name for the search - something easily recognizable.
Select the 'Share with team' option if you would like this search to be available to your team members as well.
Click Save.
Once a search has been saved, it can be reopened or updated at any time following the steps below:
To access a Saved Search, make sure you don't have any filters or keywords/Boolean applied.
Click on 'Saved searches' at the top of the search settings on the left.
Select the search you want to use or edit from the list of Saved Searches.
To further refine a Saved Search, you can adjust the filters or Boolean logic as needed after it's been reopened.
To save your updated search, click the Save icon in the top left.
Here, you can also update the name of the Saved Search or share/un-share it with your team.
Click Save to update the preset filters/keywords/Boolean.
Add People from Loxo Source to Your Database
If you are working in Loxo Source outside of a job, and you find someone you want to consider or work with in the future, you can still add them to a Job Pipeline, a List, or an Outreach Campaign directly from Source. You can do this one person at a time, or you can select multiple people at once and move them into your database.
Note: adding someone to your database from Loxo Source will mark them as your default person "type" - i.e., candidate or contact. This may need to be manually changed for the individual or updated in bulk for the records you bring in from Source, depending on whether you are sourcing candidates or contacts. To confirm what your default person "type" is, you can navigate to Settings > Roles > Person.
To select more than one person, click the checkbox found in the top right corner of each person's profile card. You can also click 'Select All' in the top right corner of Loxo Source to choose all of the records listed on that page.
Or, if you're using Loxo Source from within a Job Pipeline, the 'Select all' option can be found in the top left corner of the page:
Once you have selected the person or people that you want, click the "+Add to..." button in the top right corner of the page:
Choose to add the selected profile(s) to a Job, Campaign, or List.
There will be a pop-up where you can search for the correct Job, Outreach Campaign, or List. You can add people to multiple jobs, Campaigns, or Lists directly from Loxo Source. You can even create a brand new List using the people you've sourced!
Note: if you choose to 'Add to a Campaign' directly from Loxo Source, Loxo will use Loxo Credits to automatically fetch that person's contact information in order to run the Campaign. This includes all types selected in the "priorities" section of the campaign's settings:
So, ensure you have set these appropriately for which type of contact information you intend to use in the campaign.
Benefits of Using Loxo Source
Loxo Source reduces the need for additional sourcing tools. You can use Natural Language Search (NLS) to prompt our AI to find you top talent, Boolean search strings to identify a set of candidates in Loxo Source and/or apply additional filters like titles, tenure, location, universities, experience and more to narrow down your results to only the best possible matches.
Loxo Source allows you to bookmark or save searches so you can easily pick up without having to reapply your filters.
Loxo Source can help you identify candidates that you might have missed by making informed recommendations based on the filters you've entered.
Loxo Source enables you to add people to any job, Outreach Campaign or add them directly to your internal Lists.
Using Loxo Credits, you can get personal contact information for people outside of your typical network who you find in Loxo Source, so you can email, text or call them.
Save hundreds of hours that you would have spent sourcing candidates by letting us do the work for you, via Loxo Source.
Loxo Source and Credits
You may notice that Loxo Source features a 'Fetch Contact' option. Loxo Source can be used with or without contact information, but a subscription to a paid Loxo plan will give you a much higher volume of Loxo Credits compared to what is available on a lower-tier plan.
If your plan includes Loxo Credits, you can easily select 'Fetch Contact' to automatically add that person to your database and enrich their profile with contact information found by Loxo's Contact Finding Agent. If you are looking to reveal contact information for multiple people in Loxo Source, you'll want to add those profiles to a List in your database first so you can use the bulk "Find contact" option.
Note: If you add someone from Loxo Source to an Outreach Campaign to contact them via email or phone number, it will use a Loxo Credit to find that contact information. When you try to reveal contact information for someone, you may see a "fetching" signal while Loxo searches for that contact information. Normally, this process will happen within a few minutes, but it can take up to 24 hours depending on how much information you have requested. You will be emailed when the contact information is found.
How much does Loxo Source cost?
To enable Loxo Source on your account, please reach out to us via our Live Chat, and we can help you get started! There is also a limited free version, which you can learn more about here.
API Functionality and Limitations
For those utilizing the Loxo API, searching for candidates is confined to data already contained within your account. The API provides endpoints such as /people to query candidates by name, email, or ID, offering a structured way to interact with your database programmatically. However, it's important to note that external database searches are not supported through the API. Additionally, access to certain search methods like Boolean and NLS may vary based on your subscription plan.