Sending Bulk Texts to Candidates or Contacts
Morgan Volta
18 steps
2 minutes
Tracker-Rms
1
Click "Candidates" to send a bulk text to candidate records.
2
Click "Filter" if you would like to filter out who you are messaging.
3
In this example I want to filter by candidates who are interested in marketing positions.
4
Click on the white check box to select all candidates with marketing in their current job title.
5
Click "Action"
6
Click "Send Text"
7
Select a text template (if you have one setup).
8
Set a reminder to follow up on these text messages by a phone call tomorrow if you would like.
9
Click "Send". The candidates response will come right back into Tracker under their activities page in their record. You will also be notified in the bell icon at the top right of your screen when someone responds.
10
To send a bulk text to contacts, select "Contacts".
11
In this example, we're filtering by our top tier or "A" level contacts.
12
13
Click "Go" to start filtering.
14
Click on the check boxes to the left to select all 11 contacts.
15
Click "Action"
16
Click "Send Text"
17
Choose a template if you wish.
18
Click "Send"
Sending Bulk Texts to Candidates or Contacts
Morgan Volta
18 steps
2 minutes
Tracker-Rms
1
Click "Candidates" to send a bulk text to candidate records.
2
Click "Filter" if you would like to filter out who you are messaging.
3
In this example I want to filter by candidates who are interested in marketing positions.
4
Click on the white check box to select all candidates with marketing in their current job title.
5
Click "Action"
6
Click "Send Text"
7
Select a text template (if you have one setup).
8
Set a reminder to follow up on these text messages by a phone call tomorrow if you would like.
9
Click "Send". The candidates response will come right back into Tracker under their activities page in their record. You will also be notified in the bell icon at the top right of your screen when someone responds.
10
To send a bulk text to contacts, select "Contacts".
11
In this example, we're filtering by our top tier or "A" level contacts.
12
13
Click "Go" to start filtering.
14
Click on the check boxes to the left to select all 11 contacts.
15
Click "Action"
16
Click "Send Text"
17
Choose a template if you wish.
18
Click "Send"
