Who can do this: anyone who can edit the list changes it for that list. Owners and Admins set the defaults for new lists.
Product: Talent Marketplace
Where: Marketing lists → your list → List configuration → Client notifications
Candidately can email clients when you add or remove candidates, and remind them about candidates they haven't looked at yet.
Which emails can each client get?
When you share a list, the bell next to each contact sets their emails:
Unsubscribed: no update emails.
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.
Clients can change this themselves with the Subscribed menu on the list.
Set what's sent for a list
Open the list and click List configuration → Client notifications.
Under Default notification preference, choose what new contacts 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 (for example after 1 day), how often it repeats (every 2 days) and how many more times (3).
Click Save changes.
Client notifications for a list
The list update switches and the follow-up timing, with the weekend note below.
Set the defaults for new lists
Settings → Client notifications has the same settings. They apply to lists you create from then on; existing lists keep their own.
Good to know
Update emails 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.
No follow-ups on weekends. Days are counted in the list owner's time zone.
To stop all emails to one client, set them to Unsubscribed.
Pro tip: Before a big update, check Activity → Scheduled email notifications to see what's about to go out to clients.
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