Adding candidate/contact to a marketing list

There are 3 ways of adding candidate/contact to a marketing list
Through the Lists section of the Marketing Module.
Through Bulk Actions
List View

Through the Lists section of the Marketing Module

Go to the Lists section of the Marketing Module.



Click on "New Marketing List". Fill the name and description and click on save.




Click on "Link" - to link with a filter OR + Add Members - to add individually



Click on the filter and it will be added. You can unlink the filter or delete the list as well.




Through Bulk Actions

Go to the Candidates/Contacts section in the ATS/CRM Module respectively.



Bulk select the candidates by clicking on the checkbox -> click on Actions -> Add to list.



Choose the list and click on "Save".



List View

Go to the Candidates section in the ATS Module.



Select the candidate you want to add to a list. Click on "View" near the Marketing Lists option.



It will show you if the candidate is added to any list, if not you can select "click here" to add to a list.



Choose the list and click on "Save".

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