Tired of wasting time on data extraction requests? Looking for a more intuitive way to handle your contacts?
We know that managing large candidate databases often requires performing multiple actions simultaneously, such as copying email addresses. That's why we've made significant enhancements to the Contacts section!
Save time and streamline your workflow with faster contact selection and bulk actions.
Let's walk you through the latest updates:
1. Two new columns added
Gain a quick overview of your candidates' information!
- Tests status
This column provides immediate visibility into which assessments candidates have completed. The assessment name changes from light grey to dark grey when completed.
With the Test status column, you can filter candidates based on different criteria:
- Completed: shows all candidates who have completed all assessments;
- Incomplete: shows all candidates who haven't completed any assessments;
- Specific questionnaires not yet completed (e.g. SHAPE, DRIVE, or BRAIN): shows all candidates who haven't completed any of the selected assessments.
- Scopes
This new column indicates the scope(s) that the contact belongs to, and consequently determining the people who have access to view this contact.
2. Bulk actions
When you select one or more candidates, you can access various actions at the top of the table.
- Copy email addresses
Simply pick the desired candidates, select "Copy email addresses", and paste them into your email application. All addresses will be automatically added.
- Add to group
Add contacts to an existing group by selecting it from the drop-down list. Alternatively, create a new group using these contacts by choosing "New group".
- Send reminder emails for incomplete assessments
Use the filters in the "Test status" column to select candidates who haven't completed specific assessments. Send them a follow-up email to prompt completion. For instance, you can select all contacts who haven't finished the SHAPE assessment, and a reminder email will be sent to them.
- Send results by email
Send selected contacts all assessment reports or choose specific ones. If you want, you can also personalize the email with your own message.
3. Same features for pending invitations
For pending invitations, it works the same way: with possible actions at the top of the table:
The same actions are available for pending invitations, accessible through the actions menu at the top of the table:
- Copy email addresses
- Add to group
- Send reminder email
- Delete contacts
These updates will save you time and allow you to focus on new challenges!