Creating a list based on completed Calls-to-Action

Recruitment Marketing Public

Whether in the days following a recruitment event, or once a content campaign has been running for some time, you will likely want to create a list of all those candidates who entered their details/filled out the form on a particular web page.

This can be done in either of the following two ways:

By a Call-to-Action where the CTA only features on one page

  1. From the side menu, under CRM, click Candidates.
  2. Click the Columns button on the right and expand the Interaction column section.
  3. Click the toggle icon beside Calls-to-Action to display the column in the Candidate Grid.
    cta column.png
  4. Click the Filters button on the left and expand the Interaction filter section.
  5. Select the Calls-to-Action filter and click on the Select drop-down list.
  6. Select the checkbox of the relevant CTA(s) and click Done.
    cta filter on candidate grid.png
  7. Click the Apply button to refresh the candidate list with those who completed the CTA.
  8. To create a smart list that auto-updates with candidates completing the CTA, click the Actions button on the right and select Create new list.
    create new list.png
  9. Give the list a name.
  10. From the What kind of list is this? drop-down, select Smart List.
  11. Click Create.

By the page on which the CTA was performed

  1. From the side menu, under CRM, click Candidates.
  2. Click the Columns button on the right and expand the Interaction column section.
  3. Click the toggle icon beside Pages Performed CTA to display the column in the Candidate Grid.
    Pages Performed CTA column.png
  4. Click the Filters button on the left and expand the Interaction filter section.
  5. Select the Pages performed CTA filter and click on the Select drop-down list.
  6. Select the checkbox of the relevant Pages performed CTA(s) and click Done.
    pages performed cta filter.png
  7. Click the Apply button to refresh the candidate list.
  8. To create a smart list that auto-updates with candidates completing the CTA, click the Actions button on the right and select Create new list.
    create new list.png
  9. Give the list a name.
  10. From the What kind of list is this? drop-down, select Smart List.
  11. Click Create.

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