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:

• ChatGPT now formats recruiter notes in bullet points for easier reading.
• We've added a new setting option for how a candidate's name is displayed to clients: "Initials Only (e.g. T.S.)". This allows you to further anonymize candidates in lists if needed.
• If clients move to another list or part of the client portal without reviewing all candidates on a list, a new pop-up reminder ensures no candidate is missed.

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? 🤗

1. Share a list with a client.
2. Click on the 'Email Template' button above the message.
3. Choose the name, and then hit ‘Select template’
4. Watch as the subject and email body magically transform. ✨

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.

1. Speed Up Decision-Making: Timely reminders ensure quicker reviews from clients.
2. Reduce Time-to-Fill: Less waiting means faster placements, boosting your agency’s productivity.

You can customize the timing and frequency of these automatic follow-up emails:

• on individual lists: List configuration → Client notifications
• on company-wide settings (available to Admins and Owners): Settings → Client notifications
  (Keep in mind, changes here will reflect only on new lists created thereafter).

When your clients decline a candidate, you now have the option to make the Decline Reason required. If you do that, they will not be able to decline a candidate without providing a reason first.

🛠️ To enable this feature, Admins and Owners can go to:
Settings → Shared list configurations → General Settings

We've just launched AI-Powered Recruiter Notes to make your candidate submissions faster and smarter!

Our latest feature uses ChatGPT to generate detailed candidate summaries, highlighting their skills and experiences relevant to the job they're being submitted to. All this magic is based on the job and candidate data from Bullhorn! 🕵️‍♀️

Plus, you can generate up to three unique AI responses to serve as drafts. Pick your favorite and feel free to add your personal touch or adjust as needed. This will help you get a head start in creating more compelling write-ups.

To use, simply click "add as recruiter note," and you're done. 🖱️

Now, sorting candidates on your job submission lists is as easy as a hover of the mouse. No more activating special modes! 🙌

Just hover over the candidate, and a handle will appear on the right side. Use this handle to organize them exactly how you want within a particular stage. 🖱️

And there's more on the horizon! Soon, we'll be introducing the ability to drag candidates across stages. Stay tuned!