Sending A Mass Text Message

Similarly to how you can send a mass e-mail, A-Suite gives you the ability to send a mass text message to a list of people you need to contact.

To start, use filters to craft the list of people you need to send a text message to, and then create a Task List within the Employee, Candidate, or Lead Browser.

From the Mass Actions buttons, choose the "Send SMS" button denoted by two speech bubbles.

In the dialog box that opens, you can either choose a Template for your message, or simply begin typing. Insert placeholders to personalize your message by clicking the Placeholders dropdown menu.

At the top, you can see all of the names of the recipients. If their name is highlighted red, that means they have opted out of mass text messages, and the message will not be delivered to them. You can remove individuals from the list by clicking the X next to their name.

In order to receive mass text messages, the recipients will need to have opted in to receiving messages, or at the very least, not explicitly opted out of receiving them. If they have opted out, the message will not be received, so it is best to be sure your employees, candidates, and leads have all opted in.

Setting Up Templates

To set up mass text templates, you can do so from the Configure menu, or on-the-fly within the Send Mass Text Message dialog box.

Configure Menu

To set up your templates in advance, hover over "Configuration", and then click "SMS Templates." You will be taken to a browser of all of your previously created templates. Clicking an existing template will allow you to edit it.

Create a new template by clicking the green "Add New SMS Template" button at the top of the window. In the box that opens, give your template a name and description (both required fields), and then create your message in the text field below. You can use placeholders to personalize your message by clicking the Placeholders dropdown menu.

On-The-Fly

To create a template after you have already created your task list and opened the Send SMS action, click the "SMS Template" field dropdown menu, and choose "Create New". In the box that opens, give your template a name and description (both required fields), and then create your message in the text field below. You can use placeholders to personalize your message by clicking the Placeholders dropdown menu.