Recruitment Marketing Public

Overview

• A static list is a collection of candidates. It can be changed by manually adding or removing candidates to it, or having a workflow step perform that task automatically.
• A smart list will continue to update, automatically pulling in any and all future candidates who match the predetermined candidate search criteria that the list is based on. It behaves more like a saved search.

Smart Lists

Creating a Smart List

1. From the side menu, under CRM click Candidates.
2. Filter the candidates by using the filters on the left of the screen, and clicking Apply
   For more information refer to Filtering below.
3. Click the Action dropdown and choose the Create new list option.
   
4. Enter a name for the list.
5. Choose Smart List as the kind of list.
   
   
6. Click the Create button.

Creating a Smart List from a Smart List

1. From the side menu, under CRM click Lists.
2. Click an existing smart list.
3. The candidates that meet the criteria of that list will be shown, and the filters will be populated. For more information refer to Filtering below.
4. Adjust the filtering criteria by removing existing filters, or adding new ones.
5. When you are happy with the new settings, click the Action button then Create new list.
6. Enter the name of the list.
7. Choose Smart list as the kind of list.
8. Click the Create button.

Updating a Smart List

1. From the side menu, under CRM click Lists.
2. Click the relevant smart list.
3. The candidates that meet the criteria of that list will be shown, and the filters will be populated.
4. Adjust the filtering criteria by removing existing filters, or adding new ones.
5. When you are happy with the new settings, click the Action button, and then Update this list.
6. Click the Update button to overwrite the settings of the existing list.

Static Lists

Adding candidates to a new Static List

1. From the side menu, under CRM click Candidates.
2. Filter the candidates by using the filters on the left of the screen, and clicking Apply.
3. Select the candidates using individual or batch checkboxes and click Add to new list, above the list of candidates.
4. Name the list and click Add.
5. The static list will show all of the chosen candidates.

Adding candidates to an existing Static List

1. From the side menu, under CRM click Candidates.
2. Filter the candidates by using the filters on the left of the screen, and clicking Apply.
3. Select the candidates using individual or batch checkboxes and click Add to existing list, above the list of candidates.
4. Select the list you are interested in and click Add.
5. The static list will show all of the chosen candidates.

Renaming a Static List

1. To update the name of a static list, click Actions > Rename this list.
2. Enter the new name and click Rename.

Filtering

When filtering candidates you can:

• Filter text fields, for example: type a partial name or email address into the filter on the left side. Adjust your filter by choosing from a range of operators such as Starts with, Ends with, Equals, Contains, and Blank. There are negative versions of the operators also such as Does not start with, Does not equal.
• Choose yes / no values, for example: filter all candidates who are located in the European Union.
• Choose from a list of values, for example: candidates tagged with Spring recruitment event. There are a number of operators to choose from, and multiple values can be chosen. For example, choosing Has any as the operator and choosing multiple values has the effect of a boolean OR. 
• Filter by location. Enter a location in the location filter box. A proximity search will be performed based on the proximity value in your company settings. The more specific your location, the more accurate the search.
• Filter numerically, for example: enter the number 3 into the visit count column. Choose from a range of operators such as Equals, Greater than or equal to, Less than or equal to.

If the column you are interested in is not visible in the grid, click the Columns tab on the right and select the columns you would like to see.

Examples of filters

Name filtering

Date filtering

Choosing from a list of items

Visit Count filtering

Location filtering, matching on city

Location filtering, matching on country

Location filtering, proximity search

Form Submission Field with options