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Obtaining consent for texting prospects

Learn how to obtain consent before texting prospects to ensure compliance.

Written by Sanjana Panigrahi

What this feature does and when to use it?

This feature ensures that you obtain and manage a prospect’s consent before sending them SMS from within Recruit CRM. It helps you stay compliant with messaging regulations. You can obtain consent from your candidates/contacts for texting and allow them to opt out whenever they request it.

Use this feature whenever you want to send SMS/text messages to prospects.

Gain consent through outbound SMS


You can send SMS to candidates/contacts without requiring them to opt-in and can directly ask for opt-in through messages.

You can also check in the details page if they have not given consent, next to meetings:

  • In this scenario, it is necessary for you to include additional information on how to opt out of receiving SMS messages.

  • The initial message that you send to take consent needs to include the following OPT IN and OPT OUT keywords:

    OPT-IN keywords: 'START' or 'YES' or 'SUBSCRIBE', or 'JOIN'.

    OPT-OUT keywords: 'STOP' or 'STOPALL' or 'UNSUBSCRIBE' or 'CANCEL' or 'END' or 'QUIT'.

  • Once the text receiver replies with STOP or similar opt-out messages, Twilio blocks them from their end:

  • You can also see a message on the details page indicating whether they’ve opted out of messages or emails:

Opt-in through email


You can also request opt-in through email from prospects by sending bulk emails.

Obtain consent through external pages


Recruit CRM also lets you obtain texting consent from prospects from different sections, including the Job application form, Talent pool page, and Profile update request form.

  • There is an optional checkbox where candidates can subscribe to receive SMS updates about specific job opportunities.

  • If the candidates have already given their consent, it simply updates on the candidate details page.

This is how the consent checkbox appears at the bottom of external pages:

🧐 Enabling consent through external pages


2. Scroll down to locate: "Customize Button & Link Labels", and look for the label "I'd like to receive SMS notifications about jobs at the provided phone number," which you can edit and choose to activate or hide.

On the Job Application Form Settings, you can also edit the SMS Terms that your applicants can read before offering their consent.

Record existing consent manually


If SMS consent has already been obtained outside Recruit CRM, you can record the existing consent directly in Recruit CRM instead of requesting consent again.

To record existing consent:

  1. Open the SMS consent popup for the relevant candidate or contact by clicking on their contact number and selecting the Send Text Message button.

  2. Click Record SMS Consent Manually.

  3. Review the warning popup confirming that valid consent must have already been obtained from the prospect.
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  4. Confirm the consent to proceed with sending SMS.

Please Note


  • Recruit CRM does not verify consent recorded manually. You are responsible for ensuring that the consent is valid, properly documented, and compliant with applicable TCPA and carrier requirements.

  • The Record SMS Consent Manually option is not available for records that are already opted in or have explicitly opted out.

  • This option is available only when the account's texting region is the US.

Troubleshooting


Problem: A candidate stops receiving SMS messages

Likely cause: The candidate replied with an opt-out keyword such as “stop”, “unsubscribe”, or another listed opt-out term, and Twilio blocked further messages.

What to check:

  • Review the candidate’s recent SMS conversation to see if they sent an opt-out keyword.

  • Check the candidate details page to see if it indicates they have opted out of messages.

Resolution:

  • Do not send further SMS messages to this candidate unless they clearly opt back in according to your compliance rules.

  • If they wish to receive SMS again, have them send a valid opt-in keyword (such as “start” or “yes”) and confirm that Twilio and your system now allow messages.

Problem: The SMS consent checkbox is not visible on an external page

Likely cause: The SMS consent label and checkbox are hidden in the relevant external page settings.

What to check:

  • Go to Admin Settings and open the correct settings page (job application form settings, talent pool page settings, or profile update form settings).

  • Verify whether the label “I’d like to receive SMS notifications about jobs at the provided phone number” is set to be active or hidden.

Resolution:

  • Activate the label and checkbox in the “customize button and link labels” section.

  • Save your changes and test the external page again.

FAQs


Which Country requires SMS consent before sending SMS to prospects?

In Recruit CRM, currently, we support texting to 6 countries only ( USA, UK, Canada, Hong Kong, Sweden, Israel ). Now, out of these 6 countries, recruiters only need to obtain consent in the USA.

The SMS opt-in checkbox is mandatory for External Pages?

No, the checkbox will remain optional by default on external pages, which can be enabled from the Admin Settings.

How do I know if a candidate has opted out of SMS?

Open the candidate/contact record and you will be able to see a message if they have opted out of SMS.

What happens if a candidate replies STOP to my message?

When a candidate replies with STOP or similar keywords (STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT), Twilio automatically blocks further SMS messages to that number from their end. The candidate’s record in Recruit CRM will show that they have opted out.

Conclusion

By setting up SMS consent via outbound messages, email, and external pages, you can communicate with prospects confidently while respecting their preferences and staying compliant. If you need further assistance configuring consent settings or interpreting consent status, reach out to your internal administrator or support team for help.

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