Obtaining consent for texting prospects (New UI) | Recruit CRM

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.

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You can also check on the details page if they have not given consent, under the 'SMS' tab:

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:

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:

Record existing SMS 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:

Open the SMS consent popup for the relevant candidate or contact by clicking on their contact number and selecting the Send Text Message button.
Click Record SMS Consent Manually.
Review the warning popup confirming that valid consent must have already been obtained from the prospect.
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.

🧐 Enabling consent through external pages

1. Go to Admin Settings > Job Application Form Settings / Talent Pool Page Settings / Profile Update Form Settings

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.

🤔FAQs

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:

Obtaining and tracking SMS consent in Recruit CRM helps you communicate with candidates and contacts in a compliant, transparent way.

If you need further assistance, contact our support team for guidance.