What's new on the contacts page?

Are requests to extract data wasting your time? You would like a more intuitive way of managing your contacts?

It is true that when managing large candidate databases, you may need to perform multiple actions simultaneously, such as copying email addresses! This is why we have made numerous improvements to the contacts page!

Select your contacts faster, save time with bulk actions! Let us show you what's new:

1. 2 new columns added

For a quick view of your candidates' information!

# Test Status

This column will allow you to immediately see which candidates have completed which assessments. The test name changes from light grey to dark grey when completed.

With the Test Status column, you can filter candidates according to different criteria:

• Completed tests: selects all of the candidates who have completed all the questionnaires
• Uncompleted tests: selects all of the candidates who have not completed any tests yet
• Or by questionnaires not yet completed, SHAPE, DRIVE or BRAIN: to select all the candidates who have not yet completed one of these tests.

# Scopes

This corresponds to all the people to whom this contact will be visible. For this example, the scope is AssessFirst because these are our candidates.

2. Perform bulk actions

When you select one or more candidates, you can access different actions at the top of the table.

# Copy email addresses

Simply select candidates, then click 'Copy Email Addresses'. All you have to do is paste them into your email sending manager. They will all be added automatically.

# Add to a group

You can add contacts to an existing group, by selecting the group from a drop-down list. You can also create a new group with these contacts. To do this, you would select: 'Create a new group'.

# Send an email to follow up with candidates on one or more tests

Thanks to the filters in the Test Status column, you can filter your candidates by tests not yet completed, to send them a follow-up email.

For example, you can select all contacts who have not completed the SHAPE module: a reminder email to take the questionnaire will be automatically sent to all of the people who have not yet completed it.

# Send results by email

You can send selected contacts all of the reports for all of the evaluations or just those that you choose. And of course, you can personalise this email with your own message.

3. The same features are available for pending invitations

For pending invitations, it works the same way: with possible actions at the top of the table:

• Copy email addresses
• Add to a group
• Send a follow-up email
• Delete contact

You will save time and finally be able to dedicate yourself to new challenges!