Candidate Email / SMS Messages Configuration

Follow

Overview

The Candidate SMS Messages feature in Evolve Applicant Tracking System (ATS) allows admin users to create unlimited SMS Message templates for communicating with candidates. When a recruiter wants to send a message to the candidate, they can send it via email or SMS (Text Message).

Audience

Administrators

Use Cases

  • Administrators can create an unlimited number of custom templates
    • Notes & Messages
      • Message to Candidate
      • Message to Candidate – General Application
    • Interview
      • Invitation to candidates to provide availability
  • Recruiters will have the option to select either Email or SMS (Text Message)
    • The SMS (Text Message) option will only be available to a customer if:
      • Subscribes to Intelligent Messaging
      • The recruiter has either an assigned number or a shared number
      • The candidate provided SMS Consent
  • The message will be recorded within the candidate’s record
    • SMS Message – Will be recorded in the Intelligent Message tab
    • Email Message – Will be recorded in the Messages tab

Prerequisites

The following prerequisites are recommended to be completed by an admin before recruiters can use the Candidate SMS Message feature:

  • Update Communications Template

Update Communications Templates

Admins must update the Communications Templates before recruiters can use the Candidate SMS feature.

Navigate to your user menu and select ADMIN.

Screenshot 2024-05-31 at 5.58.02 PM.png

 Select Communications.

Screenshot 2024-05-31 at 5.58.28 PM.png

Select Notes & Messages.

Screenshot 2024-05-31 at 5.58.55 PM.png

Expand either Message to Candidate or Message to Candidate – General Application.

Screenshot 2024-05-31 at 5.59.37 PM.png

Expand the desired message template.

Screenshot 2024-05-31 at 6.00.00 PM.png

Click Edit

Screenshot 2024-05-31 at 6.00.29 PM.png

Review/update the Email Message and SMS Message sections

Screenshot 2024-05-31 at 6.00.55 PM.png

Click Save.

Repeat this process for the desired templates within Message to Candidate and Message to Candidate – General Application.

Now, you must update the Invitation to candidate to provide availability template.

Click on the back arrow.

Screenshot 2024-05-31 at 6.02.37 PM.png

Click Interview.

Screenshot 2024-05-31 at 6.03.11 PM.png

Expand Invitation to candidate to provide availability.

Screenshot 2024-05-31 at 6.04.20 PM.png

Click Edit.

Screenshot 2024-05-31 at 6.06.12 PM.png

Review/update the Email Message and SMS Message sections

Screenshot 2024-05-31 at 6.07.20 PM.png

Click Save.

Repeat this process for the desired templates within Invitation to candidate to provide availability.

FAQs

Q: Is there a limit on how many custom templates can be created?

A: No. Administrators can create as many custom templates as needed to support their organization.

 

Q: What placeholders are available for the custom templates?

A: When editing/creating a new custom template, the available placeholders are displayed on the left-hand side of the screen.

 

Q: I do not see the SMS Template option. Why?

A: To see this option, your organization must subscribe to Intelligent Messaging.

 

Q: Can I use SMS (Text Message) as my default delivery method?

A:  No. At this time, the Delivery Method defaults to Email.

 

Was this article helpful?
0 out of 0 found this helpful