Opting In/Out of Mass Text Messages

8.1_Text Message Opt In-Out

Your company's Leads, Candidates, and Employees have the ability to opt in to or out of receiving mass text messages. Because the Telephone Consumer Protection Act (TCPA) regulates that recipients of mass communications can opt out of receiving such messages, A-Suite has made it easy to comply with this law.

Sending an individual text message is not regulated by the TCPA, and as such, recipients cannot opt out of receiving such messages.

A user's SMS opt in/out preference will be marked with a badge within their profile.

There are three ways your Leads, Candidates, and Employees can opt in or out of mass text messages:

  1. By answering a prompt (created using a widget) on a job application;
  2. By responding to a form request that you, the administrator, send out;
  3. By specifying their preference when they create their A-Suite registration.

Adding Opt In/Out to a Job Application

To add an opt in/out option to your job application, there are a few steps to take and options to choose.

  1. Add the SMS Consent Widget To A Task
    First, you need to choose where you want to request the SMS consent from your applicants. It may be advisable to create a separate recruiting task specifically for the SMS consent so that you can easily add it to multiple applications, but you can also add it to any other task.

    Simply open your desired task by hovering over Configuration, Recruit, and clicking Tasks. Choose one from the list, or click "Add New Task". Give the new task a name, choose the Responsible Party (the candidate), and choose "No Limit" for visibility.

    Note that ONLY the user can opt in or out of mass text messages; you as an administrator cannot do it for them.

    Next, add a step to your task by typing a name and clicking the "Add Step" button. Then add a widget; in the dialog box, choose "SMS Consent" from the dropdown menu, and choose the step that you are working on so it adds to the appropriate step. A standard question and disclaimer text will populate below; you can edit the question and additional language if desired. Finally, click "Add Widget".

  2. Add Your Task To The Position/Opening
    Now, open your position by hovering over Configuration, Recruit, and then clicking Positions & Openings. Click the position you want to add the SMS consent request to, and then scroll all the way to the bottom where Workflow Stages is located. Click the green "Add Task" button in the top right corner. Choose SMS Consent from the first dropdown menu for "Select a task to add to the workflow," and then choose a pipeline to place the task in with the second dropdown menu.

Now that you have added the widget and task to your opening, your applicants will need to complete this step before their application is complete.

Opt In/Out as a Form Request

You can send a form request where your recipients must choose their opt in/out status. Start by narrowing down your intended recipients using filters. Then make a Task List by clicking the Check Box button. In the Form Request dialog box, choose "SMS Consent" from the first dropdown menu. Finally, choose a due date if desired, select your delivery methods, and type an additional message if you would like to add any text. When you are finished, click "Request" at the bottom of the dialog box.

For more information on this process, check out our Form Requests Knowledge Base article.

Opt In/Out Upon A-Suite Registration

The third method to getting an opt in/out of mass text messages is giving A-Suite registrants the option when they create their account.

To set this up, hover over Configuration, and click "Site Preferences." The very first option will be "Collect SMS and email opt in at registration?" If you want users to make this determination when they register, choose "Yes." Now, when they are creating their account, their SMS message preference will be set right then and there.