Send Messages to Multiple Candidates

When you use the Send Message feature, you can send email and SMS messages to multiple candidates at once. You need to have the privilege Interact with Candidate (IRC_INTERACT_WITH_CANDIDATE_PRIV) to send messages to candidates.

You can send messages from the Candidate Search page, from a list of job applications and prospects, and from within a candidate pool. Let's say you're on a job applications list:
  1. Select one or multiple candidates.
  2. In the Actions menu, select Send Message.
  3. Create a message using a template or a blank message.
    • If you select a template, the list of templates available for selection depends on the context where you initiated the Send Message action. For example, if you use the action from the job applications list, only job application-related notifications are available. In the requisition context, the list of templates available for selection might be further refined depending on the contextualization defined on the template. If you have the privilege Update Email Created from Template (IRC_UPDATE_EMAIL_CREATED_FROM_TEMPLATE), you can edit the content of the email message provided by the template before sending the email.
    • If you create a message from scratch, enter the subject and content of the message. Rich text features are available to format the email text, while only plain text can be used to author SMS text. You can also use tokens.
    • When the candidates you selected have a mix of email and SMS preferences, the message is sent to the candidate in the correct format based on the email or SMS preference.
      Note: If a candidate doesn’t have SMS as their preferred communication channel, the SMS message isn’t sent to them even if you create the message and send it.
  4. You can preview the message before sending it to see how it will appear to candidates.
    Tokens are resolved. Styling, images, and branding are applied. If you send the message to multiple candidates, tokens are resolved for the first candidate as an example. Note that in preview mode, the View in Browser link doesn't work.
  5. Click Send.

Results:

When the message is sent, an interaction note of type email or SMS is automatically added in the Messages tab where the action was launched (candidate profile, candidate job application, prospect, candidate pool). By default, the interactions list is filtered to the current candidate context, for example, the current job application or candidate profile. The interactions list can also show all other interactions to which you have access. The message sent displays the name of the recruiter, regardless of whether the two-way communication is enabled.