Creating & Editing Text Message Templates

SMS templates are an excellent way to save time and ensure consistency when communicating with applicants.

In this article we will cover:

Creating a Template
Using Dynamic Fields
Editing a Template
Archiving a Template
Video Tutorial
Related Topics

Creating a Template

There are two ways you can create SMS message templates. Once a template is created, it will be available for use by all users within your account. If you have a Corporate // Location hierarchy, templates created in the Corporate account will be available to your Location account(s).

Follow these steps to create SMS templates in advance:

1. Click 'Hi' in the top right corner of your account.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Create New'.

5. Enter the title and message body, then click 'Save'.

Follow these steps to create an SMS template on the fly:

1. Select an applicant or candidate and click the 'SMS' button.

2. Choose '+ Create New Template' from the "Select a template" menu.

3. Enter the title and message body, then click 'Save'.

Using Dynamic Fields

Dynamic Fields enable you to add unique details and personalize messages without having to remember or look for certain information every time you send a message. When creating a message template, select a Dynamic Field from the menu to insert into the message. The field will automatically be replaced with the correct corresponding information when sending the message. The following Dynamic Fields are available in your Hireology account.

Candidate First Name
Candidate Full Name
Sender Full Name
Sender Email
Company Name
Job Name
Hiring Manager
SMS Survey Link
Company Address - Street
Company Address - City
Company Address - State
Company Address - Zip/Postal
Current Date

Editing a Template

To edit an existing SMS Template, start by clicking 'Hi' in the top, right corner of your account. Select ‘Settings’ from the dropdown menu.

Next, click on the ‘SMS Templates’ tab on the Settings page. Click the ‘Edit’ button next to the template you wish to make changes to. Make sure to save your changes!

1. Click 'Hi'.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Edit' beside the template you would like to modify.

Archiving a Template

If you no longer wish to use a template you can archive it. This won’t delete it completely, but it will move it out of the list of templates that you see when sending messages to applicants.

To archive click on the ‘Hi' in the top right corner of your account and select ‘Settings’ from the dropdown menu. Go to the SMS Templates tag on the Settings page and click ‘Archive’ next to a template.

If you would like to move an archived template back to active, just click on the Archived list and click ‘Unarchive’.

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In this article we will cover:

Creating a Template

1. Click 'Hi' in the top right corner of your account.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Create New'.

5. Enter the title and message body, then click 'Save'.

1. Select an applicant or candidate and click the 'SMS' button.

2. Choose '+ Create New Template' from the "Select a template" menu.

3. Enter the title and message body, then click 'Save'.

Using Dynamic Fields

Editing a Template

1. Click 'Hi'.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Edit' beside the template you would like to modify.

Archiving a Template

1. Click 'Hi'.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Archive' beside the template you would like to remove.

5. To unarchive, click the 'Archived' tab.

6. Click 'Unarchive'.

Video Tutorial

Related Topics

Comments

We're here to help

Search

In this article we will cover:

Creating a Template

1. Click 'Hi' in the top right corner of your account.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Create New'.

5. Enter the title and message body, then click 'Save'.

1. Select an applicant or candidate and click the 'SMS' button.

2. Choose '+ Create New Template' from the "Select a template" menu.

3. Enter the title and message body, then click 'Save'.

Using Dynamic Fields

Editing a Template

1. Click 'Hi'.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Edit' beside the template you would like to modify.

Archiving a Template

1. Click 'Hi'.

2. Click 'Settings'.

3. Select the 'SMS Templates' tab.

4. Click 'Archive' beside the template you would like to remove.

5. To unarchive, click the 'Archived' tab.

6. Click 'Unarchive'.

Video Tutorial

Related Topics

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