Lists Tab

The ListsClosed A collection of ATS records that meets specified criteria, such as a scheduled end date or a low NPS response. tab is where you create and manage the lists that determine who or what your automations target. Lists are built from entities synced from your Applicant Tracking System (ATS), including:

  • Candidates
  • Contacts
  • Leads (Enterprise only)
  • Submissions
  • Jobs
  • Placements

For more detailed information see the documentation in the section for Lists.

The Lists tab displays all the lists you have created. Use the Search field to find a specific list, or click Add New List to create a new one.

The following columns are on this tab:

  • LIST NAME: The unique name for the list, including the entity type it targets.
  • USED IN: The number of automations the list is used in.
  • TYPE: Indicates whether the list type is Always Updated or One Time.
    • See List Goals for more information about list types.
  • GROUPS: Shows the groups in the list.
  • ACTIONS: Contains a drop-down with the following options:
    • Copy List: Duplicate an existing list.
    • Delete List: Remove a list that is no longer needed.
    • Edit Groups: Edit the criteria and conditions for the list. If the list is shared across active automations, a warning displays before you can make changes.

Shared List Warning

When you open a list for editing that is used in one or more active automations, a warning displays showing which automations reference that list. Review the impacted automations before making changes, as edits to a shared list affect all automations that use it.