Manage Marketing Tools

Created by Brian Easley, Modified on Thu, 25 Apr 2024 at 04:11 PM by Brian Easley

The Manage Marketing Tools menu option allows you to manage the marketing lists that you'd like to associate with a candidate's profile for future marketing campaigns. Marketing campaign names can be pulled in from a third-party tool or can be used on their own and pulled using the Marketing Summary report in the reports section and exported to a CSV to be handed off to a marketing dept/outside marketing company.



To add a new list manually, you can click on Add New List which brings up the line for adding your new list.



Once you've entered the new list you can click the Save button to add them to the candidate's profile page.


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