Selecting applicants
Manual selection
Check the checkbox to the left of each applicant row you want to include. As you select applicants, a bulk action bar appears at the bottom of the screen showing how many applicants are selected and the actions available. To select all applicants currently visible in the list (respecting any active filters), check the Select all checkbox in the column header. If your list spans multiple pages, Puddin will ask whether you want to select only the current page or all matching applicants across all pages.Filter-based selection
Use filters to narrow your list to exactly the applicants you want to act on, then use Select all to capture the entire filtered group in one step. This is the most efficient approach for large cohorts.1
Apply your filters
Click Filter and set the criteria you need — for example, Status: Not Invited to find everyone who hasn’t yet received an invitation.
2
Select all filtered applicants
Check the Select all checkbox in the column header. When prompted, choose Select all [N] applicants to include every matching row, not just those on the current page.
3
Choose a bulk action
Select the action you want to apply from the bulk action bar at the bottom of the screen.
Available bulk actions
Send Invitations
Send invitation emails to all selected applicants who have a status of Not Invited. Applicants who have already been invited are automatically skipped.
Send Reminders
Send a reminder email to all selected applicants whose status is Invited, Not Started, or In Progress. Applicants who have already submitted are automatically skipped.
Assign Reviewer
Assign a single reviewer to all selected submissions, or distribute submissions evenly across a group of reviewers. See Assigning Reviewers for details.
Export Data
Export applicant records for the selected group. Choose from CSV or PDF format.
Sending bulk invitations
1
Select applicants
Filter or manually select the applicants you want to invite. For a first send, filter by Status: Not Invited and select all.
2
Click Send Invitations
In the bulk action bar, click Send Invitations.
3
Review the confirmation
Puddin shows how many invitations will be sent and flags any applicants who will be skipped (e.g., those already invited). Click Confirm to proceed.
Bulk invitations are dispatched in the background. Large sends may take a few minutes to complete. You’ll receive an email confirmation when all invitations have been dispatched, including a summary of any delivery failures.
Scheduling bulk reminders
Rather than sending reminders immediately, you can schedule them to go out at a specific date and time:- Select the applicants you want to remind.
- Click Send Reminders in the bulk action bar.
- Toggle Schedule for later and select the date and time.
- Click Schedule Reminders.
Bulk export formats
When exporting applicant data in bulk, choose the format that best fits your next step:
The exported file includes all columns visible in the current list view. Customise which columns are included by adjusting the column settings before exporting.