Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to.
Product: Client Portal
Where: Open a list, then Share your list
Send a job submission list to one or more contacts at your client. Each contact gets an email with a personal link, so they don't need a password.
Steps
Open the list and click Share your list.
In the search field ("Search companies, contacts or add new"), type a contact's name or email and select them from the results.
If the contact isn't there yet, type their email and choose (add as new contact). Fill in:
Email address
Company: select the client company, or choose add as new company
First name and Last name
Click Create. Candidately shows "Client contact has been created".
Add more contacts from the same company the same way. Each one shows as a chip in the field.
Click the bell next to each contact to choose which emails they get from this list: Subscribe to list updates & Automated follow-ups, Subscribe to list updates or Unsubscribe.
Leave Notify people on so your contacts get the share email. With it off, they get access to the list but no email.
Write your message, or click Email templates and select one. Choose Styled email or Plain text email.
Leave Include list of "Active" candidates below the message. ticked if the email should list the candidates.
Click Preview. Use the switch at the top of the Email Preview to check the email for each contact.
Tick Notify colleagues assigned to list if your colleagues on the list should be told.
Click Send.
Find or add a contact
Search for a contact, or type a new email and choose (add as new contact).
New contact form
Fill in Email address, Company, First name and Last name, then click Create.
Contacts and message
Each contact shows as a chip with a bell, with Notify people, Email templates and the email style under it.
Email Preview
Use the switch at the top to see the email each contact gets.
What happens next
Candidately shows "List has been shared successfully". The client's name now shows under the list name.
Each contact gets an email, for example "New candidates for [list name] shared by [your first name]". The link logs them straight in.
The contacts show under People with access when you open Share your list again.
Everyone on the list sees each other's activity
On a job submission list, everyone you share with sees each other's messages and requests: CV requests, interview requests, declines and messages. That's why a job submission list is for one client company. To send candidates to several companies at once, use a marketing list.
Good to know
Up to 200 contacts per share.
The list has to be active before clients can open it. If it isn't, the button says Send & Activate list, and sending activates the list.
You can't share a list with colleagues from your own company. Add them under Assignees instead.
Troubleshooting
"Please activate your list before sharing it." Set the list to Active at the top of the list, then share again.
"You cannot invite users from your own company." The email belongs to a colleague. Add them under Assignees.
The client didn't get the email. Ask them to check spam. Check their bell isn't set to Unsubscribe. You can also resend the invite, or copy the list link and send it yourself.
Pro tip: Sharing with several contacts? Click Preview and use the switch in Email Preview to check each person's email, so every name placeholder is filled in correctly.
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