SMS Templates

SMS Templates

You can create SMS templates to send predefined messages to candidates and contacts about job openings and interviews. The templates created can be stored in particular folders for easy categorization.

Note
The SMS Add-on feature must be enabled to create, edit, or delete SMS templates and folders. 

Create SMS template

  1. Click Settings > Setup > Templates > SMS Templates. The SMS Templates page will be displayed.
  2. Click New Template. The New SMS Template page will be displayed.
  3. Select the module from the dropdown list.
  4. Enter the Template Name in the text box.
  5. Select the template folder from the Store Under dropdown list.
  6. In the SMS Template Body section:
    • Select the module from the Available Merge fields dropdown list.
    • Select the field from the dropdown list.
    • Copy and paste the Copy Merge Field value in the template body and enter the required message.

  7. Click Preview to view the SMS template which is created.

  8. Click Save. The new SMS template will be displayed in the SMS Templates page under the SMS folder.

Note
The Template Name and Store Under fields are mandatory.

To create SMS template folders

  1. Click Setup > Templates > SMS Templates. The SMS Templates page will be displayed.
  2. Click New Template Folder. The Create SMS Template Folder page will be displayed.
  3. Enter a Folder Name in the respective text box.
  4. Specify additional information about the folder in the Description text box.
  5. In Share this with section, select one of the following options:
    • Only Me: To enable folder access for you only.
    • Everyone: To enable folder access for all users.
    • Selected Users: Select the users or user roles that can access the folder.

    • Related Articles

    • SMS Templates

      You can create SMS templates to send predefined messages to Temps and Contacts. The templates created can be stored under particular folders for easy categorization. Note: The SMS Add-on feature has to be enabled to create, edit or delete SMS ...

    • SMS Gateway

      The SMS Gateway feature enables users to quickly send text messages to communicate with candidates or contacts. You can either send individual or bulk messages. Zoho Recruit supports four vendors to purchase credits to be used for sending these ...

    • SMS Gateway

      Inroduction SMS Gateway is a Zoho Workerly feature that enables the user to quickly send messages and communicate with Temps/Contacts. With the SMS Gateway, you can either send individual or bulk messages to Temps/Contacts. Zoho Workerly supports ...

    • Sending bulk SMS to Candidates and Contacts

      In Zoho Recruit you can send bulk SMS to candidates, contacts and candidates associated with a job opening. To send bulk SMS to Candidates/Contacts: Click the Candidates or Contacts module. In the Candidates or Contacts home page, select the ...

    • Templates

      Know When to Use Them Creating a survey can be easy. However, there may be times when you feel stuck and unsure what type of question to use. Or you may find yourself wondering which feature will best fit your changing requirements. This document ...