Use Institution Lists in Handshake to streamline your institution engagement strategy, organise institution connections, and identify new opportunities for outreach.
Learn more about Institution Network Management: Requesting, Adding, and Removing Institutions.
Premium features are for Handshake Premium accounts only. For more information, please check out this resource.
You can create and manage institution lists from several areas within the Institutions page.
Institution Lists (tab)
1. Click Institutions from the left navigation bar. The Institution Lists tab loads by default, displaying all lists created by you and your teammates.
2. Click the plus (+) icon to create a new list.
3. In the pop-up modal:
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Enter a name in the Name field.
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Select institutions from the dropdown to add them to the list.
4. When finished, click the green button Create to save your list.
Your Employer's Institutions (tab)
This tab displays all institutions that have approved your company.
1. Use the filters on the left side of the page to refine your search.
2. Check the box next to each desired institution. Click More in the header bar, then select New List from selected.
3. In the pop-up modal:
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Enter a name in the Name field.
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Select institutions from the dropdown to add them to the list.
4. When finished, click the green button Create to save your list.
Institution Explorer (tab)
The Institution Explorer module helps Premium partners identify institutions based on student engagement criteria.
1. Use the filters on the left to target institutions.
Tip: Use the Exclude institutions you're not approved at filter to limit results to institutions you’re already connected with.
2. Check the box next to each desired institution.
- To save them to an existing list, click Add to List from the header bar.
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To create a new list with the selected institutions:
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Click More from the header bar.
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Select New List from selected from the dropdown.
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Delete and manage lists
1. Navigate to the Institution Lists tab.
2. Click the list you want to manage. Then, click the three-dot menu next to the Start Segment button to either Delete or Rename the list.
Note: The Favourites list cannot be renamed or deleted. Institutions must be removed individually.
- When deleting an institution list, confirm the action in the pop-up modal, then click the green button Delete.
- When renaming an institution list, enter the name new in the Name field, then click the green button Save.
You can apply institution lists to job postings, events, or segments for more efficient targeting.
Add an institution list to a job
New job
1. In the Choose institutions section of the job form, you can either Post to full network (which includes all institutions in your institution lists) or select specific institutions.
- To limit the posting to institutions in your lists, select Post to specific institutions or use an institution list.
2. Click the white button Lists, then select the desired institution list(s).
3. Institutions in the institution list(s) selected will appear below the Search by institution name or location field.
- To remove a single institution from the institution list selected, click the X to the right of the institution name.
- To remove all institutions from the institution list, click the X to the right of the institution list name.
4. After selecting the institution list(s), click the button Continue in the lower-left corner of the page and complete the job posting.
Existing job
1. Click Jobs from the left navigation bar, select the relevant job, then click the Institutions tab.
2. On the Institutions tab, navigate to the Post to more institutions section, then click the white button Lists.
3. Select the preferred institution list(s).
4. Institutions in the institution list(s) selected will appear below the Search by institution name or location field.
- To remove a single institution from the institution list selected, click the X to the right of the institution name.
- To remove all institutions from the institution list click the X to the right of the institution list name.
5. Once the institution list(s) is selected, click the blue button Post in the upper-right corner of the page.
6. The message "Jobs sent to institutions. Your Requested institutions list will update shortly" will display in a green banner at the top of the page, and institutions will display in the institutions table in the Requested institutions section.
Add an institution list to an event
1. On the new event form, click the hyperlinked text Add Institution List below the field Invite institutions to promote your event, then select the preferred institution list(s).
Note: Institution lists can only be added to events hosted off-campus or virtually.
2. Institutions in the institution list(s) selected will automatically appear in the field.
3. Edit the remaining details, then click the blue button Save in the lower-right corner of the page to create your event.
Add an institution list to a segment
1. On the Segments page, locate the segment to which you want to add an institution list, then click the pencil icon.
- To add an institution list to a new segment, click the black button Create segment in the upper right corner. Learn more about How to Build a Segment.
2. Click the hyperlinked text Add Institution List below the field +Add Institutions in the Academics & Extracurriculars section, then select the preferred institution list(s).
3. Edit the remaining details as desired, then click the blue button Save Segment in the upper-right corner of the page.