Looking for a way to group or tag candidates? You're in the right place! This article will cover how you can add candidates to a dummy event in order to send emails, group candidates, or track superstars.
Step 1: Create a blank Webinar event
Create a webinar event by selecting "Add Event" from your events page:
Select "Outreach Event" and then click Create Event:
Then select "Webinar" and click Create Event:
Fill out all required information in the event, you can set the event date and registration deadlines to be at any time.
***NOTE: TURN INVITE ONLY ON! This way, the event will not show up on a candidate's Forward profile.
Make sure all emails are turned off:
Step 2: Forward Visibility
If you are a Forward Outreach customer, you will see the Forward Visibility button. Select this button and make sure this event is set to "Do not post on Forward":
Step 3: Add Candidates
Once you create the event, select "Manually Add Candidates":
Here, there are two options. You can either enter the candidate's names and emails one-by-one, or add them into a template. To add them one-by-one, select Add Manually from the lefthand side, and enter their information. Make sure the request full profile option is set to "no":
Or, select "Download Template" if you wish to upload a template of your candidates:
Next, open this export.
Step 3.5: Enter candidates into your Template
From your old ATS or list of candidates from previous events, enter the candidate's information into the template. You only need their first name, last name, and email address:
Download this template!
Step 4: Uploading your template to your Webinar
Open up the webinar event you created to upload candidates, select "Manually Add Candidates" and upload the template that has the candidate's information in it.
Select "No" when prompted to request missing information:
Now, you have a dummy event for your candidates. Use this event to filter on your candidate's page, or send emails.