Shortlist and Exclude Creators

Shortlisting and excluding creators override your pool criteriaOne condition a creator has to meet, such as Location or Profession.. Shortlist a creator to keep them in the pool, even if they stop matching. Exclude a creator to remove them from the results, even if they match every criterion.

Both actions save automatically, so you can review creators and update their status as you go.

Learn how to shortlist and exclude creators, undo these actions, and manage several creators at once.

Before you start

Open a pool that lists creators in the editor.

Before you decide who to keep or exclude, check why each creator matches and review how shortlisting and exclusion affect pool matching.

Choose shortlist or exclude

Use these controls depending on your decision.

Shortlist or exclude a creator

Select Shortlist or Exclude on a creator’s card or in their panel. In table view, select the pin to shortlist a creator or the X to exclude them.

After each action, Fohr updates the results and confirms the change:

• Shortlist: The button changes to Shortlisted, and a confirmation message appears, such as Sophie Wood shortlisted. The side panel count also increases, for example to 1 shortlisted. In table view, the creator moves to the Shortlisted group at the top.
• Exclude: The creator disappears from the results, and a confirmation message appears, such as James Nord excluded. The side panel count increases, for example to 1 excluded.

Act on several creators at once

Use table view to shortlist or exclude several creators at once.

1. Select the creators with their row checkboxes. You can also select the header checkbox to select everyone, or open a laneOne complete definition of the creators you want. A creator must match every criterion in the lane.’s Lane actions menu and choose Select all in Lane. A selection bar appears with the number of selected creators, for example 4 of 4 selected.
2. Select Actions and choose what to do with the selected creators.

Lane actions appears on each laneOne complete definition of the creators you want. A creator must match every criterion in the lane. when the pool has multiple lanesOne complete definition of the creators you want. A creator must match every criterion in the lane.. The following table lists the Actions items.

Select the X in the selection bar to clear your selection. To send shortlisted creators to another workflow, use the Use this Pool menu. See Send Creators from a Pool.

Undo a shortlist or an exclusion

You can reverse either action from the side panel.

1. Select the shortlisted or excluded link. A dialog opens with the matching title, Shortlisted creators or Excluded creators. These links appear only while the pool holds creators of that kind.
2. Find the creator and select the action you need:
   • Remove from shortlist to undo a shortlist.
   • Bring back to undo an exclusion.

To update several creators at once, select their row checkboxes and choose Remove selected from shortlist or Bring back selected.

Fohr confirms each change with a message, such as Sophie Wood removed from shortlist or Tadashi King no longer excluded. The dialog stays open, and when the last creator leaves it, it reads No shortlisted creators yet. or No excluded creators yet. Select Close to dismiss it. In table view, you can also select the pin on a shortlisted row to take the creator off the shortlist.

After you undo an action:

• A creator you remove from the shortlist stays in the pool only while they still match your criteriaOne condition a creator has to meet, such as Location or Profession..
• A creator you bring back returns to the results only while they match your criteriaOne condition a creator has to meet, such as Location or Profession..

Troubleshooting

The following questions come up when you shortlist and exclude creators:

Related articles