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What your clients see and can do

When you share a marketing list, your client gets a branded page with your candidates. They don't need an account or a password.

Written by Jan Alexander Jedlinski

Who it's for: anyone who shares marketing lists and wants to know what the client gets. Useful when a client asks you how it works.

Product: Talent Marketplace

Where: Marketing lists → your list → More → Preview list (to see it as your client does)

When you share a marketing list, your client gets a branded page with your candidates. They don't need an account or a password.

How do clients open the list?

  • Your client gets an email from your company with a View Candidates button. The button logs them in, so they don't need a password.

  • The first time, they confirm their email on an Is this you? screen and click Yes, this is me.

  • A short tour shows them around on the first visit.

  • If they open the list from a plain link without logging in, they see a Confirm your email box. They enter their email address and get a login link.

The client view of a marketing list

What your client sees after logging in: your branding, search, filters and the candidate cards.

Screenshot of the client view of a marketing list with search, filters and candidate cards highlighted

What can clients do on the list?

Action

Where

What you get

Search and filter

Search bar and filter button: Skills, Location, Remote, Work experience

Nothing

Open the list or a profile

Open on a candidate

A view count on the candidate, and an email when they open the list (at most once an hour)

Download a profile

Download as PDF

Only if downloads are allowed on the list

Shortlist

The heart icon, then My shortlist or Create new shortlist

Nothing. Shortlists are private to the client

Request the CV

Request CV (only on lists where CVs need to be requested)

An email "… CV was requested". You reveal it

Request an interview

Request interview, with times (optional)

An email with the proposed times

Decline

Decline, with a reason (required)

An email with the reason

Message you

Message box under the candidate

An email you can reply to

Forward the list

Forward list, up to 10 email addresses and a message

Their colleague gets an email with the list

Get updates

Subscribed menu at the top

List update emails, if you've turned them on

A candidate profile in the client view

The client opens a candidate, sends you a message and uses Request interview or Decline.

Screenshot of the client candidate view with the Decline and Request interview buttons highlighted

What don't clients see?

  • Other clients, their requests or their messages. Each client only sees their own.

  • Candidates in Draft, Ready or Inactive.

  • Any detail you've hidden with candidate data control, for example names, employer names or the original CV.

Where do clients find all your lists?

All Lists at the top shows every list you've shared with them. Messages shows all their conversations with you, one per candidate.

Pro tip: When a client asks how the list works, open More → Preview list. It opens in the view of a logged-in client. Switch to the mobile view to see the list the way it looks on a phone.

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