Recruitment Marketing
Public
Lists
Once you have created several lists in Recruitment Marketing, you may wish to make changes - changing a list name, for example, or adding and removing candidates.
System Lists cannot:
- be renamed
- have their type changed
- be set as a Favourite
- be deleted.
Editing a list
Changing the name, type or author
- From the side menu, under CRM click Lists.
- Next to the relevant list, click the Edit icon.
- On the Edit List page, are options to:
- Rename it by editing the Name field
- Change the list type by click the drop down and selecting either a Static List or Smart List
- From the Author drop down, select the user who created the list
- Click the Save button to keep any changes.
Changing filters
- From the side menu, under CRM click Lists.
- Click the name of the relevant list to view it.
- Make the required changes, and the results and the list will update automatically.
Deleting a list
Only active lists that are not currently in use in a Workflow can be deleted.
For more information refer to Creating a workflow.
- From the side menu, under CRM click Lists.
- Next to the relevant list, click the Delete icon.
- Click OK to confirm the deletion, or Cancel the keep it.
Managing candidates in lists
Candidates can be manually added to or removed from static lists only.
This is because a smart list is dynamic and updates continuously based on the query set when the list was created. To add or remove a candidate or candidates from a smart list, you need to edit the smart list query so that it includes or excludes those individuals.
For more information refer to Creating a list.
Adding a candidate to a static list
- From the side menu, under CRM click Candidates.
- The All Candidates List displays, where you can perform a simple or advanced search to find the relevant candidate(s).
For more information refer to Advanced candidate search. - Next to the relevant candidate(s) select the checkbox.
- From the right side, click the Lists button.
- From the drop down, select the Add candidates to another static list option.
- In the Add candidates to another static list pop up, select the relevant static list.
- Click the Add button.
Adding a candidate to a static list from their profile
- From the side menu, under CRM click Candidates.
- Use the search options to find the relevant candidate.
- Click the candidate's name to open their profile.
- Next to their name, click the Lists icon.
- Select the relevant list.
- Click the Add to lists button.
The new list should now display in their profile under the Static Lists section.
Adding candidates to a static list using a workflow
Candidates can also be added to a static list automatically using the workflow tool.
For more information refer to Creating a workflow.
Removing a candidate from a static list
Note: Currently, there is no bulk remove option.
- From the side menu, under CRM click Lists.
- Click the name of the relevant list.
- Alongside the relevant candidate, under the Actions column, click the Remove from list (X) icon.
- In the confirmation prompt, click OK to remove the candidate, or Cancel to keep them in the list.