Who can do this: anyone who can edit the list. The list has to be Active.
Product: Talent Marketplace
Where: Marketing lists → your list → Share your list
Send your list to one or many client contacts. Each contact gets an email with a personal link, so they don't need a password.
How to share a list by email
Open the list and click Share your list.
Type a contact's name or email. Pick them from the results, or choose (add as new contact) and fill in Company (required), First name and Last name, then click Create.
Add more contacts the same way.
Next to each contact, click the bell to choose their emails:
Subscribe to list updates & Automated follow-ups
Subscribe to list updates
Unsubscribe
Write your message, or pick one under Email templates. Choose Styled email or plain text.
Leave Include list of "Active" candidates below the message. ticked to list the candidates in the email.
Click Preview. Check the email for each contact, then click Send.
The share dialog
Search for contacts, see who already has access, and set their emails with the bell.
What happens next
Each contact gets an email from your company, for example "New candidates for Available Candidates shared by Jan", with a View Candidates button. Candidately shows "List has been shared successfully".
If Notify colleagues assigned to list was ticked, your colleagues on the list are told too.
Good to know
Up to 200 contacts per share.
Each client only sees their own requests and messages, even when many companies get the same list.
Troubleshooting
"Please activate your list before sharing it." Click Set active at the top of the list first.
"You cannot invite users from your own company." The email belongs to a colleague. Add them under Assignees instead.
"Unable to share to this user." Send us the email address in the chat and we'll check it.
The client didn't get the email. Ask them to check spam. Check that they're not unsubscribed (the bell). You can also copy the list link and send it yourself.
Pro tip: Pick an email template before you write. Templates fill in the list name, the contact's first name and the list link for you.
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