Send messages to your Candidates/Contacts in Recruit CRM on our Business plan. We use Twilio to power our texting integration.
The texting feature is currently available only for the following counties: USA, UK, ISRAEL, HONG KONG, CANADA & SWEDEN. It allows for sending messages within the country, international messaging is currently disabled.
Please Note: The Calling & Texting integration is NOT available to users on the "Team Plan".
You can check your current plan from here - Admin settings --> Plans & Billing
1. Buying credits for texting
Now click on the green "Buy Calling Credits" button to add calling & texting credits.
You can check the texting price on Twilio from here: https://www.twilio.com/sms/pricing/us
2. Set up a Texting number and Messaging Candidates/Contacts
Once you have bought the credits, your account is all set for texting. As and when you hit the "send text message" button, a number is auto-assigned from the backend for texting, for your entire account based on your geographical location- this means that all the users on the same account get assigned the same texting number.
A token fee is charged for the number which varies from country to country. Example: The US and Canada charge $1 per month as a token fee for the texting number.
To send an SMS to a Candidate/Contact, click on the phone number to see the "send text message" icon. Now click on the icon to open the Text Message Window.
Once you click on this you will have the following three options:
1) Send Text Message
2) View all messages
3) Open Whatsapp in New Tab
Click on the "Send Text Message" option to send a new message. You'll be directed to the chat where you can send and receive messages.
You can create and use SMS templates and Insert Placeholders to make your messages more personalized. You can also see the charges applied for the SMS you send within the same window.
Note: Only Admins and Account Owners can create SMS templates, by default, but Account Owners also create custom roles with access to SMS templates. You can create new templates from SMS Templates inside your Mailbox.
You can view all the text messages with a Candidate/Contact in the Messages tab on their profile:
4. Sending Whatsapp Messages:
Once you click on the "Send Text Message" icon we also give an option to "Open Whatsapp in New Tab".
You'll be directed to a new Whatsapp window where you can send Whatsapp messages directly to the Contact/Candidate you have selected:
If you have not linked your device with Whatsapp Web you will be asked to do this:
Once you've linked your device you can send Whatsapp messages! There are no extra charges for Whatsapp messaging, it applies only for SMS texts.
Note: The Whatsapp messages sent and received will not be recorded under the "Messages" tab of the record. Only SMS texts through RecruitCRM will be added there.
If you have more questions on this, do not hesitate to reach out to us using the blue chatbot on the bottom-right of your screen :)
Related article: Setting up calling in Recruit CRM