Send Bulk SMS Text

Overview

This playbook covers how to send a bulk SMS text to multiple candidates at once in Leadline. There are three ways to do this: from the Candidates page, from the Submissions Kanban view, or from the Submissions list view.

→ See 107 - Communications for full product knowledge on how communications work in Leadline, including templates, opt-outs, and message logging.

---

How Do You Send a Bulk SMS Text to Candidates?

Method 1: From the Candidates Page

Best for messaging a set of candidates you've already selected from the Candidates table.

1. Go to the Candidates tab.
2. Select the checkboxes next to the candidates you want to text.
3. Click Send Message in the toolbar that appears above the table.
4. Select SMS Text from the dropdown.
5. In the Send Text Message modal, all selected candidates appear in the To field. Enter your message in the body field.
6. Click Send in the bottom right corner.

Method 2: From the Submissions Kanban View

Best for messaging a set of candidates you've already selected from this Position's Kanban board.

1. Open the position, go to the Submissions tab, and switch to Kanban view.
2. Select the checkbox on each candidate card you want to text.
3. Click Send Message in the toolbar that appears above the columns.
4. Select SMS Text from the dropdown.
5. In the Send Text Message modal, all selected candidates appear in the To field. Enter your message in the body field.
6. Click Send in the bottom right corner.

Method 3: From the Submissions List View

Best for messaging a set of candidates you've already selected from this Position's Submissions list.

1. Open the position, go to the Submissions tab, and switch to List view.
2. Select the checkboxes next to the candidates you want to text.
3. Click Send Message in the toolbar that appears above the table.
4. Select SMS Text from the dropdown.
5. In the Send Text Message modal, all selected candidates appear in the To field. Enter your message in the body field.
6. Click Send in the bottom right corner.

Note: If a selected candidate doesn't have a valid phone number on file, or hasn't consented to receive SMS, they're flagged in the To field and won't be contacted by the text.

---

Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1302 - Send-SMS-Text — Instructions for sending an SMS text to a candidate
1303 - Send-Bulk-Email — Instructions for sending emails to multiple candidates at once
1305 - Register-SMS-Campaign — Instructions for registering an SMS campaign to acquire a dedicated phone number and create custom SMS templates
125 - User-Permissions — Learn about permissions that affect sending communications