Text Messages (SMS) in A-Suite

Effortlessly communicate with team members and candidates using A-Suite’s SMS features.

This guide covers the various ways to send text messages in A-Suite, including from user profiles, browser screens, and quick actions.

Table of Contents:

1. Video Walkthrough
2. Sending Text Messages from a User Profile
3. Sending Text Messages Using Quick Actions
4. Sending Text Messages to Multiple Users
5. Viewing and Managing SMS Messages
6. Additional Info/Troubleshooting Tips

Video Walkthrough:

Watch this video for a quick demonstration of the different methods to send SMS messages in A-Suite:

Sending Text Messages from a User Profile:

1. Navigate to the User Profile of the team member or candidate you wish to text.
2. Confirm that the user’s profile includes a valid mobile phone number.
3. Click the Text Message Icon located on the left, just below the user’s name.
4. A text composition window will appear:
   • Write your message.
   • Use Message Options to access text templates for commonly used messages.
5. Click Send Message to deliver the message.

Sending Text Messages Using Quick Actions:

1. Go to any A-Suite Browser Screen. 
2. Use filters to locate the user you wish to message.
3. Click the Kabob Menu (three vertical dots) to the left of their name.
4. Select Send Text Message from the Quick Actions Menu.
5. Compose your text message in the window that appears and click Send.

Sending Text Messages to Multiple Users:

1. In any Browser Screen, use checkboxes on the left to select one or more users.
   • You can select individual users, multiple users, or all users displayed on the screen.
2. Once users are selected, click Send Text Message from the actions menu above the browser columns.
3. Compose your message:
   • For personalized messages, use variable fields (e.g., name or location).
4. Click Send to deliver the message.
   • Note: If any selected user does not have a mobile number, the system will display a warning.

Viewing and Managing SMS Messages:

1. Hover over the Browse Icon in the left-hand navigation menu.
2. Select SMS Messages to view all inbound and outbound text messages.
3. Use the Company SMS Inbox to monitor ongoing communication at an organizational level.

Additional Info/Troubleshooting Tips:

• Templates for Efficiency: Use text templates for faster composition of frequently sent messages.
• Variable Fields: When sending messages to multiple users, utilize variable fields to personalize each message automatically.