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Configure SMS Templates

SMS Templates are pre-designed formats for creating standardised text messages, ensuring quick and consistent communication.

To configure SMS Templates, proceed by following the steps outlined below:

  • Click on the Profile picture and select My Profile from the drop-down menu.
  • Click on SMS Templates from the left navigation panel.
  • Click on (+) to add a new SMS template.
  • Fill in all the required fields and click on Save.

The SMS description header includes a Job, Candidate and a Contact Placeholder, containing job-candidate-contact related tags to insert in the email description. These are dynamic content tags which pick the values the respective section.

To share the created template with your team, simply click on the Share with Team checkbox.

My Profile – SMS Template – Add – Save

  • Access your created SMS templates effortlessly for sending messages. Simply navigate to Insert Template > My Templates to use them, saving you time from manual composition.

Similarly, all the shared templates with you will populate under Insert Template > Shared templates.

To use the SMS feature, start by integrating  Kudosity  from the Marketplace. Enter the API URL and API Key provided by  Kudosity  for seamless integration.

For example, you can send SMS from the Candidate landing page and summary page using the three-dot menu, as well as from the Job Summary page after selecting a candidate. Similarly, you can also send SMS to Clients and Contacts.

SMS – Insert Template – My Templates

  • If you wish to modify or remove the added SMS template, click the three-dot button and select Edit or Delete from the drop-down menu, as required.

SMS Template – Edit or Delete

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