How can I send mass SMS to Candidates and Contacts using criteria?

In Zoho Recruit, you can send mass sms to candidates and contacts on the basis of a predefined criteria.

To send mass SMS to Candidates/Contacts based on criteria:

  1. Click the [Module] tab.
  2. In the [Module] Home page, click [Module] Tools > Mass SMS [Module].

    Mass SMS page is displayed.
  3. Under the SMS Template tab:
    1. Select the template in which the message needs to be sent from the SMS Template drop-down list.
      Note: You cannot edit the SMS text in this template.
    2. Click the Go to SMS templates link if you want to create a new template.
      The message is displayed under the SMS Template Body section.
       
  4. Click NextSelect Records page is displayed.
  5. Select the criteria based on which you want to search for the candidates.
    • For Custom View Criteria, select the Custom View from the drop-down list.
       
    • For Manual Criteria, in the Criteria Component fields, enter the search criteria values and click Search.

      Matching Candidates list is displayed.
  6. Select the candidates to which you want to send the SMS.
  7. Click Send.
     

You can view the SMS details under:

  • SMS History in the SMS/Text Messagin Gateway page (Setup > Apps & Add-ons > Other Apps).
  • SMS in the Related lists section of the Record details page.
    Note: If more than 10 records are selected, then the process will take some time and the status of the SMS sent will be emailed to you.

 

Note:

  • SMS Gateway feature is available only for Enterprise users.
  • Only the Admin can purchase credits from SMS Vendor and Configure the SMS settings in Zoho Recruit.
  • Only the Admin can create SMS templates for Candidates, Contacts and Interviewer.
  • Admin and Recruiter can send SMS to Interviewer, Candidates and Contacts as Single/Bulk.
  • Only the Admin can give SMS Gateway access to the Recruiters.