Add tabs with experience data within Carerix

After you connected Carerix with your Ratecard account, you can show customer and candidate experience data in a beautiful way within your Carerix environment: in candidate profiles, customer profiles, and previews in the search/list view. In order for you to set this up, you need to add tabs within Carerix.

Step 1: Add a candidate and customer profile tab within Carerix

Log into your Carerix account, navigate to [Maintenance] > [Template] > [Document], and add a new item for both the candidate and the customer profile within Carerix:

• Name: fill in "Ratecard"
• Visible at: select "Candidate" or "Contact", depending on which tab you're implementing
• Show as: select "Tab"
• Available for: select all
• Supported languages: select all languages you're using within Carerix
• Template type: select "Editor"
• Access token: go to your API Settings to generate and/or copy your Carerix token, so you can use this within the src tag hereunder
• Content: add the code below between <iframe> tags as src, and add width="100%", height="100%", and frameborder="0" within the iFrame tag as well
• Finish: save the item, and follow these steps again for the candidate/customer profile tab

iFrame source 1: For candidate profile tab based on ID & type

<iframe src="https://ratecard.io/embed/contacts?access_token=**token**&type=CREmployee&source=3&id=<cx:write value="$activity.toEmployee.employeeID" />&locale=<cx:write value="$activity.toLanguageNode.value"/>"width="100%" height="100%" frameborder="0">

iFrame source 2: For customer profile tab based on ID & type

<iframe src="https://ratecard.io/embed/contacts?access_token=**token**&type=CRContact&source=3&id=<cx:write value="$activity.toUser.userID" />&locale=<cx:write value="$activity.toLanguageNode.value"/>"width="100%" height="100%" frameborder="0">

iFrame source 3: For profile tab based on email address (example for candidates)

<iframe src="https://ratecard.io/embed/contacts?access_token=**token**&email=<cx:write value="$activity.toEmployee.businessOrPrivateEmailAddress" />&source=3&locale=<cx:write value="$activity.toLanguageNode.value"/>"width="100%" height="100%" frameborder="0">

Figure 1: Add a candidate tab within Carerix

Step 2: Add (a) preview tab(s) within Carerix

Follow the same steps as with the candidate and customer tabs (see: above), except for the "Show as" field. You should select "Preview tab" here, instead of "Tab" (see: Figure 2).

Figure 2: Add a preview tab for candidates within Carerix

That's it! You now have experience data within Carerix

You did it! You now have experience data available as (preview) tabs within your Carerix account. You'll always have an immediate overview of the (latest) experience data of the client contact and/or candidate (see: Figure 3 and 4).

Figure 3: Experience data shown (on the right) in a tab of a candidate profile within Carerix

Figure 4: Experience data shown (on the right) in a preview tab of a candidate within Carerix

Bonus: Add and filter on experience data

If you want to use the experience data from Ratecard - sentiment, engagement, feedback, rating, and Net Promoter Score (NPS) - as native data within Carerix, so you can use it for searching, filtering, and selecting, you can also add experience data attributes. This way, you can apply experience data filters for many interesting use cases in e.g. matching.

Interested in the Carerix & Ratecard integration?

If you're interested in the integration between Carerix and Ratecard, and are looking to collect feedback on autopilot, be sure to check out the article about the integration. Here you'll find out how it works, how easily it can be set up, and what you can use it for. You can also request a demo or sign up for a free trial. Let's improve every day!