Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to.
When you share a list, you write the email your client gets. Use placeholders so each contact sees their own name.
Steps
Open the list and click Share your list, then add your contacts.
Pick a saved email under Email templates, or write your own subject and message.
Choose Styled email or Plain text email:
Styled email shows your branding and a button that opens the list.
Plain text email is a simple email. Keep the List URL placeholder in it, so your client has a link to click.
Add placeholders where details change. Available: List URL, List name, the contact's First name, Last name and Email, the client's Company name, and your Author first name and Author last name.
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.
Click Send. If the list is still a draft, the button says Send & Activate list.
Example
The default email looks like this:
Subject: New candidates for {List name} shared by {Author first name}
Hi {First name},
Please check out the candidates by clicking the following link: {List URL}
Best regards,
{Author first name}
Good to know
If a contact has no first name saved, the default email says "Hi there" instead.
To reuse a message, save it as a template. See Create and use email templates.
Changes you make in the share dialog only apply to this email. The template stays the same.


