SMS text messaging

Recruitment Marketing

Public

99.9% of texts will be read. It comes as little surprise, then, that SMS text messaging is gaining traction amongst recruiters with their fingers on the pulse.

SMS is fast becoming the go-to means of connecting with candidates in a busy, talent-driven world, and PageUp is proud to facilitate these connections within Recruitment Marketing's CRM.

For other PageUp modules refer to SMS.

Using SMS

SMS can be leveraged in multiple areas on the Recruitment Marketing module:

Candidate preview

In a candidate preview, click the SMS tab to be able to create and send 1:1 messages, and view two-way communication histories between recruiters and candidates.

Candidate profile

When viewing the full profile of a candidate, click the SMS tab to be able to create and send 1:1 messages, and view two-way communication histories between recruiters and candidates.

Workflow

When configuring a workflow, you can enable automated messaging when SMS is added as a workflow step.



Shared Inbox

When viewing the Shared Inbox, you can track and manage your company's SMS conversations with all candidates in one centralised location. Filter by date and view all conversations - Shared, or yours alone - Mine. You can create and send reply texts from the Recruitment Marketing web platform.

Viewing sent SMS messages

  1. From the side menu, under Company click Reports.
  2. Click the Chat tab.
  3. Enter a Date Range to filter by.
  4. From the Usage filter, select either Campaign or Workflow.
  5. Set the Kind filter as SMS.
  6. Under the Candidates Funnel or Chat Messages table, click a number to view a list of applicable candidates.

SMS settings

  1. From the side menu, under Organisation click Settings.
  2. Click SMS.
  3. The following settings should be entered:
    • Account SID
    • Auth Token
    • Date to start synchronizing replied messages
  4. From the side menu, under Company click Settings.
  5. Under Miscellaneous click SMS.
  6. The following settings should be entered:
    • Company Messaging Phone Number
  7. If the customer is using Text Engage, under Miscellaneous click Chatbot.
  8. The following settings should be entered:
    • Company Chatbot Phone Number
  9. Click the Save button to keep any changes.

SMS provider

The Recruitment Marketing module uses Twilio as its SMS provider.

SMS failure logs

You can view details of SMS messages that failed to be delivered. The failure reason received by our messaging provider is accessible via the side menu, under CRM click Chat Messages. Next to the relevant item click the Chat message failures icon.

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