This feature provides clients with a count of candidates at each stage, directly within the 'All Lists' view, before they open a list. 🚀
Note: The 'All Lists' view is also the default landing page when clients navigate to your portal URL, like
Under "Client Notification", you can set default notification preferences at the list level. Additionally, Admins and Owners can configure these settings at the company level.
Wave goodbye to repetitive typing! Admins or Owners can now set email templates as defaults. When sharing lists, these templates will auto-fill, ensuring you save time and remain consistent ✨
⚙️ To set a company-wide default email template admins or owners can navigate to:
Settings → Email Templates
(For all companies with teams enabled, you can also set team defaults).
We've added some other minor improvements as well:
Reduce your time to submit with our latest feature! 🤓 Introducing: Email Templates on Candidate.ly!
Why use Email Templates? 🤔
It's simple. Create and use your own email templates to streamline your list-sharing process.
How to Use List Sharing with Templates? 🤗
As an Admin & Owner, you can create templates for everyone in your company to use. 📑
Manage your templates:
Settings → Shared list configurations → Email templates
Managing multiple brands? You can now assign unique website links to align with each list theme, ensuring brand consistency across your client experience.
🛠️ Admins or Owners can customize it under:
Settings → Shared List configuration → Appearance → List appearance themes
If you're on a Split-desk workflow, our new "AE Rejection Reason" feature lets you capture why an Account Executive rejected a candidate.
You can now update candidate statuses directly from your list — no need to open each profile. Simply hover over a candidate and use the handle on the right to drag them between stages. Managing your candidates has never been faster!
Ever felt the need to give your clients a gentle nudge about the candidates they haven't viewed yet? Say no more! 🎉 Introducing: Automatic Follow-Ups.
When you enable Automatic Follow-Ups, we will automatically send email reminders to clients who have not yet reviewed the candidates you’ve submitted. This ensures that no candidate gets left in limbo and encourages timely decision-making.
You can customize the timing and frequency of these automatic follow-up emails: