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.
When you share a marketing list, your client gets a branded page with your candidates. They don't need an account or a password.
Opening 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.
What clients can do
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 |
What clients don't 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.
Their other lists
All Lists at the top shows every list you've shared with them. Messages shows all their conversations with you, one per candidate.