Alongside the Automations feature, we've also been working on several improvements to Candidately as a whole. We encourage you to keep reading in order to learn more about them
Automations allow you to set up triggers that monitor your candidate fields and Tearsheets in Bullhorn. Currently, the available triggers are:
Once the desired trigger has been chosen and the criteria for it has been set, you can select an action that will take place in Candidately on a list, which can be:
You can set up multiple automations on a single list that enable to to accomplish use cases like the ones below:
We've introduced a new button to the Share your list popup that allows you to send a message to all clients you've previously shared the list with. This way, it will be even easier to communicate with all your clients at once, or send mass updates whenever you add new candidates to the list.
We are always working on improvements and fixing bugs to better your experience. Some of the more recent ones include:
We have implemented the ability for you to add your own Terms of Use and/or Privacy Policy to your lists. This way you can make sure anyone accessing your lists has to accept your legal agreements in the process.
Adding your own Terms of Use and/or Privacy Policy is possible by going to the bottom of the Settings → General Settings screen.
Once added, they will be visible at all places where clients need to enter their email when accessing your list without an invite. The terms are also included in all relevant emails like "candidate revealed", "list invite", etc.
We've expanded the naming options provided when uploading candidates. Now, you are able to select between:
You can select the format that you like best by going to your Settings → General Settings. It will start affecting any new candidates you upload right after the change is applied.
By default, uploaded candidates are added to your list in a "Draft" state. This way you are able to verify the data and make any necessary changes before they become visible to your clients.
Now, we've added the option to have candidates appear as "Active" as soon as they are uploaded. This provides a faster way to add new candidates to lists and have them available for your clients right away (You can also edit them at a later time if so you wish).
You can switch the default upload status for all new lists under Settings → General Settings. Or for lists individually through the list configuration tab, which you can find on each of your lists.