Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to, and on lists owned by someone in their team. Only Owners and Admins change the defaults for new lists.
Which emails your client contacts get from a job submission list, and how to set list updates and automatic follow-ups.
Emails your clients get
When | |
Share email | You share the list with them. You write it yourself or use an email template |
List update | You add or remove candidates (if they're subscribed) |
Automatic follow-up | They haven't viewed a candidate yet (if they're subscribed to follow-ups) |
"[Candidate]'s CV was revealed" | You reveal a CV. Goes to every client contact on the list |
Messenger email | You or a colleague write in a candidate's conversation, another client contact writes or requests an interview, or you change a stage and choose Yes, email client |
Login link | They enter their email in Confirm your email to log in |
The three choices per client
In the share dialog, the bell next to each contact sets their emails:
Unsubscribed: no list update emails or follow-ups.
Subscribed to list updates: an email when candidates are added or removed.
Subscribed to list updates & Automated follow-ups: the same, plus reminders about candidates they haven't viewed. This is the default.
Clients can change this themselves with the Subscribed button at the top of the list: Subscribe to list updates or Unsubscribe from list update emails.
Set what's sent for one list
Open the list and click List configuration > Client notifications.
Under Default notification preference, choose what new contacts on this list get.
Under Client Subscriptions to Candidate List Updates, turn Notify when a candidate is added to a list and Notify when a candidate is removed from a list on or off.
Under Clients subscribed to automatic follow-up, set when the first reminder goes (default after 1 day), how often it repeats (every 2 days) and how many more times (3).
Click Save changes.
Set the defaults for new lists
Owners and Admins: click your avatar > Settings > Client notifications. Same settings as above. "This only applies to new lists you create." Existing lists keep their own.
Good to know
List updates don't go out straight away. Candidately collects changes for about 15 minutes, then sends one email. Activity > Scheduled email notifications shows what's waiting.
Follow-ups only go out for candidates the client hasn't viewed yet. None on weekends. Days count in the list owner's time zone.
When you activate a candidate and some clients are unsubscribed, Candidately warns you that they won't get an email.
Client didn't get an email? Ask them to check spam, and check the bell in the share dialog to see if they're unsubscribed.
With Bullhorn, list update emails and follow-ups can be saved as notes. See Choose which notes go to Bullhorn.