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How do I create and send SMS text messages to candidates?

Communicate with candidates, keep them engaged, and ensure they have everything they need ahead of an interview

Written by Harry Langdon

Send SMS text messages to candidates to communicate with them at the right time, keep them engaged, and ensure they have everything they need ahead of an interview.

Configuration

Important: If you're sending messages to candidates with US cell phone numbers, you'll need to register with Campaign Registry via our Twilio integration before you can send messages. Read more here: Pinpoint & A2P 10DLC

To enable sending to UK numbers, please contact the support team.

Note that the name displayed to the candidate has a maximum character limit of 11 characters. Please check you are happy with how this is presented before you send any text messages. You can edit this by clicking 'Profile' under the 'Company' section in the main menu and then editing the 'Sender Name' field as shown here:

How to send SMS text messages

There are two types of messages you can send:

  1. Auto generated messages based on a certain trigger (we call these 'Standard' messages.

  2. Manually sent messages by you (we call these 'Custom' messages)


Interview Reminders

Currently there are two auto-generated interview reminders:

  1. Interview Confirmation - this is sent as soon as the candidate has scheduled their interview using the built-in interview scheduling functionality.

  2. Interview Reminder - this is sent at a set number of days before the interview, when using the built-in interview scheduling functionality.

You can set this up within the interview templates - if you click into the Interview templates (Settings > Templates > Interview templates) then scroll to Section 4. SMS Reminders, then you can configure the confirmation and reminders in here.


Or you can also configure a custom duration for SMS interview reminders on the Configure tab of the Interview stage on the job


Custom messages

You can send these individually (to one one person) or to multiple people. From the list of candidates tick the candidate(s) who you wish to send the SMS message to as shown here:

Next, click 'Send SMS' as shown above.

You'll be presented with a pop up window which looks like this:

From here you can choose an existing custom template, or simply type in your message from scratch. You can use variables in here to personalize the message, for example you can insert the candidate's first name as shown in the above.

When ready hit 'Send' to send the message.


Create and Edit SMS Templates

You can create your own templates for ad-hoc usage.

You can also edit the standard templates which are used as part of a system function.

From the main menu, under 'Settings' click 'Templates', the below page will appear:

Click '+ Create New' and the below screen will appear where you can create a 'Custom SMS':

Or you can edit a current template by clicking on the template name:



SMS Messages in Automations

  1. Create a new automation (or edit an existing one).

  2. Set your Trigger and any Conditions (for example, “application moved to Interview”).

  3. In Action, choose the SMS action:

    • Send SMS (Application)


  4. In Configure SMS:

    • Pick Copy from template (optional), then

    • Edit the Body text you want sent.


  5. (Optional) Add a Delay so the message sends later.


  6. Save and publish the automation.


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