Updating a smart list with another filter

Recruitment Marketing Public

This article outlines the process of updating an existing Smart List to expand its scope, allowing you to reach more candidates for a recruitment marketing campaign.

Scenario: Expanding your "registered interest" list

You've created a smart list named "Registered Interest: Sales". It includes candidates who have shown interest in working for your company and want to learn more about Sales opportunities.

If you need to make changes or update this smart list, you can do so easily.

Here is how the candidate grid screen appears:

Smart List - Sales.png

You can see that both the Form submission fields have been populated with the criteria required to filter the results accordingly.

Aim

Now, with a view to reaching out to many more candidates through an email campaign, you wish to build out this list by adding in those who specified an interest in "Marketing" too.

How to update the smart list

As "Marketing" is another option in the same form, it is treated as a list item.

  1. On the left, in the Filters section, click on the Register Interest: Area of interest Form submission field.
  2. In the drop-down where you have already selected Sales, select Marketing and then click Done.
    Smart List - Updating with Marketing.png
  3. Click Apply, and you should see the results update.
  4. Click the Actions button, then Update this list.
  5. On the Update list pop-up, give your updated list a new name if you wish.
    Smart List - Updating the name.png
  6. When you're happy that the information is correct, click the Update button and remember that once you do so, you will replace your original list with this latest iteration.

Comments

0 comments

Article is closed for comments.