Send SMS Text

Overview

This playbook covers how to send a one-off SMS text to a candidate in Leadline. There are two ways to do this: from the Candidates page, 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.

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How Do You Send an SMS Text to a Candidate?

Method 1: From the Candidates Page

Best for when you're working from the candidate's overall profile rather than a specific Position's pipeline.

1. Go to the Candidates tab.
2. Select the candidate you want to text. A side drawer opens with the candidate's profile summary.
3. Click Send Message.
4. Select SMS Text from the dropdown.
5. In the text message modal, type your message in the body field.
6. Click Send.

Method 2: From the Submissions List View

Best for when you're working through a Position's Submissions in table form, especially when cross-referencing other columns before messaging.

1. Open the position, go to the Submissions tab, and switch to List view.
2. Click Action next to the candidate's row.
3. Select Send Text Message from the dropdown menu.
4. In the text message modal, type your message in the body field.
5. Click Send.

Note: Send Text Message requires the candidate to have a phone number on file.

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Related Topics

107 - Communications — Full product knowledge on how communications work in Leadline
1301 - Send-Email — Instructions for sending an email to a candidate
1304 - Send-Bulk-SMS-Text — Instructions for sending SMS texts 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