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.
Product: Client Portal
Where: Open a candidate on a job submission list, then Messenger
Each candidate on a job submission list has its own conversation in the Messenger. You, your colleagues and your client contacts all write in the same thread, in the app or by email.
Send a message
Open the job submission list and click a candidate to open the candidate view.
On the right, make sure Messenger is selected (next to Contact).
Write your message. You can attach a file or add an emoji.
Tick Send an email copy to myself if you want a copy in your inbox.
Send the message.
The Messenger on a candidate
Participants show as avatars above the message box.
Everyone in the conversation sees it in the app and gets it by email.
Choose who is in the conversation
The avatars above the message box are the participants. Click Add or remove participants to open the Participants panel:
Colleagues receiving notifications: your colleagues who get emails about this candidate.
Clients receiving notifications: the client contacts who get emails about this candidate.
Search for a name to add someone. Click the x next to a name to remove them. This only changes this one candidate.
The Participants panel
Add or remove the colleagues and clients who get emails about this candidate.
Find all your conversations
One list: open the list and click the Messages tab. Use Assigned to me or the search to narrow it down. A red number shows unread messages.
All lists: click All messages in the left menu. You see every conversation across your lists. The panel on the right shows the list, end client, who added the candidate, when, and the last interaction. Click Open candidate to go to the candidate.
On the list, the candidate card also shows the last message and a red unread badge.
Reply by email
Every message arrives as an email with the subject "[Candidate] on the "[List]" list presented by [your company]". To answer, reply to the email. The footer says "Reply to this email directly, or view it in Browser". Your reply goes into the conversation, and the client gets it in the app and by email.
Your clients can reply to their emails the same way.
Good to know
On job submission lists, all client contacts on the list see the whole conversation, including each other's messages and requests.
CV requests, interview requests, declines and stage changes also show in the conversation.
You can't send messages while the list is paused or archived, the candidate is inactive, or no client has access to the list.
New candidates start with the list's assignees and client contacts as participants.
Pro tip: Start your day in All messages in the left menu. It shows every client conversation across your lists, so you can answer them all from one place.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.