Recruitment Marketing Public

SMS is fast becoming the go-to means of connecting with candidates in a busy, talent-driven world. Leveraging the Workflow feature in Recruitment Marketing, you can now send automated SMS text messages to candidates who complete a specific Call-to-Action (CTA) or whose status is updated in the ATS. 

This article assumes you have already set up SMS phone numbers in your account and that your credit balance is positive. For more details, see SMS text messaging or get in touch with your PageUp representative.

How to set up automated SMS messaging workflows

To create a workflow that sends an SMS:

1. From the side menu, under CRM, click Workflows.
2. Click New.
3. Enter a name for the workflow.
4. Complete the other fields as required. For more information on the various components, including trigger, CTA, and web campaign, see Creating a workflow for details.

To update an existing workflow that sends an SMS:

1. Open any workflow from your list and add a new workflow step.
2. You can now build out or add to your workflow by adding steps. These are the actions that will occur automatically once a candidate completes the previously selected CTA and, where designated, matches with the preset criteria. See below for more details.

Creating the SMS workflow step

1. Beneath the Workflow item, click the New icon to add your first workflow step.
   
2. For What kind of workflow step would you like? drop-down, select Chat Message.

3. For Who is the sender?, select the relevant user.

   Note:

   In relation to the Sender:

   • The candidate will see the SMS phone number that was allocated to the user at the time of SMS account activation. Where no individual user numbers are assigned, the general company number is used.
   • Depending on this choice, the company name or recruiter's name will appear as the "From"
   • Candidate responses via SMS will appear in the candidate's profile as well as in the Shared Inbox. A notification will also be sent to the user to whom they are replying. This notification contains the full content of the candidate's response.
4. For What chat template should be used? select the relevant Chat Message Template.
5. Click the Save button to keep the settings and return to the Workflow screen.

A green dot next to the Workflow name shows that the workflow is active and will be triggered whenever the event that starts the workflow occurs. Workflows are active by default.

To pause a workflow, return to the Workflows list page and click the associated Pause icon.