If you find a qualified candidate on social media or nearly any other website, the Loxo Chrome Extension can pull that candidate directly into your Loxo database, add them to a campaign, job, deal, list or call queue. Additionally, you can add activities, send emails and SMS directly from the extension.
Currently, the Chrome extension will only bring in people profiles, however, if you add the person to your database as a Contact, Loxo will add their company to your database as well.
If you haven't installed the Loxo Chrome Extension yet, please check out our instructions to download the Loxo Chrome Extension and set it up.
How to Use the Extension
Once the Loxo Chrome Extension is installed, follow these steps to utilize it.
If you are on a person's social profile that you want to add to Loxo, simply click on the Loxo Owl icon in your Chrome browser. We recommend pinning this to your taskbar so that you've always got easy access!
The Loxo Extension will open on the right-hand side. It may take a few seconds for the profile to load, and you may need to refresh the social media page. If the person is not already in your database, or the extension has not yet recognized the match, you will see the following screen.
The extension takes one thing from your browser: the person's public profile URL. Loxo matches that URL against its professional talent graph and builds the record from there.
If someone isn't in Loxo's talent graph yet, their record starts with their public URL and fills in when Loxo enriches it from publicly available data, should you choose to turn on the Self Refreshing Agent. You can add details or a resume in Loxo anytime.
Note: If you already have this person in your database, the extension will show the last time the profile was refreshed and present an option to "Refresh profile". Choosing this will add any additional information without removing any previous details. The extension will only be able to immediately refresh if their Loxo profile includes a matching social media URL.
If the person is already in your private database, Loxo shows their existing record(s) instead of creating a new one. If they might be a duplicate, Loxo shows you the likely matches and waits for your call.
Click the 'Add to database' button to import the person into your Loxo. They will be added as the default person "type," which is usually "Candidate." An account admin can confirm or update the default by navigating to Settings > Roles > Person.
You can select a different person type, other than the default, using the "Import as..." dropdown located below the "Add to database" button.
If there is visible contact information in a "contact info" section on the social profile, Loxo will automatically add this to their profile as well.
After the person is in your database, click the gray '+ Add to...' button to add the person to any of the following Loxo features.
Additionally, log specific activities, right from the extension by navigating to the "Activity" tab and selecting "Add Activity."
Search for which campaigns and jobs this person is a part of with the "Jobs" and "Campaigns" tabs. Click on the title or stage to access the job or campaign within Loxo itself.
Send emails or SMS directly from the extension simply by clicking on the envelope or chat icon and selecting the email address or phone you'd like to reach out to - choosing the phone icon will take you back into Loxo to utilize your integrated phones, if available.
How to Save or Update Profiles From Nearly Any Site
Have you found the perfect person to connect with for business development or a job, but they do not have a presence in social media or Loxo Source? Loxo has you covered!
Follow the steps below to add a person to your database from nearly any webpage.
When on the page containing details for the person, type and hold ctrl-P on a PC or Command-P on a Mac.
Once in the print dialog page, select "Print as PDF" as the destination
Name the document as appropriate
Once saved, find the file, whether in your chrome downloads or your local system and drag it into the chrome extension!
The extension will think for a moment and will then give the offer to "Refresh Profile," signifying the person is now in your database.
Reporting Issues with the Chrome Extension
If you ever run into an issue with how the Chrome Extension is parsing data from a social media site, follow the directions below:
Click on an empty space of the extension
Hold down the L key for 3 seconds
You will see a button to Submit Bug Report
Click the Submit Bug Report button to alert our engineering team
*Please note that this feature is only for bug reporting - it is not an avenue for submitting feature requests.
As always, if you have further questions, reach out to Support!