Sending and Receiving Text Messages

Top Echelon Recruiting Software’s text messaging service allows you to subscribe to a dedicated phone number (or multiple) to send text messages to candidates and/or contacts through the software. The outgoing messages are logged as Activities to the corresponding record, and when your dedicated number receives any reply texts, the incoming message will be logged to Top Echelon Recruiting Software as well.

Text messages can be sent on an individual basis to any mobile phone number on a Datasheet, or from a list. The phone number must be designated as a “mobile” phone type in order for the text option to appear.

Please note that you must have an active subscription with text messages available to send them through Top Echelon Recruiting Software.

Sending a text message from a Datasheet

Navigate to the corresponding record and locate the Contact Information card
Any number with the type of mobile should have a text icon displayed to the right
Click the text icon to the right of the appropriate number

In the Send Text Message window, select the appropriate From phone number
- Your options here will be based on your current active subscription(s) and your permission to send text messages as other users
Add any additional Related Records that you’d like the Activity to be logged to
- The recipient will not see the Related Record information
Select a Template, if desired
Select the appropriate Activity Type if necessary
- This should always default to Text Message Outgoing
Select any desired Merge Fields to pull personalized data into the message automatically
Enter your Message (1,000 character limit)
Click the Send button when you’re ready to send your text message

Once complete, the text will be documented as a Completed Activity in the corresponding card on the Person’s Datasheet, and any Related Record if applicable

Sending a text message from a list

Navigate to a list of search results, a Pipeline, or a People Hotlist
Locate the Contact Information column
- If you do not see that column displayed in your list, you may need to add it through the View Preferences icon in the top right corner of the list
Any number with the type of mobile should have a text icon displayed to the right
Click the text icon to the right of the appropriate number

In the Send Text Message window, select the appropriate From phone number
- Your options here will be based on your current active subscription(s) and your permission to send texts as other users
Add any additional Related Records that you’d like the Activity to be logged to
- The recipient will not see the Related Record information
Select a Template, if desired
Select the appropriate Activity Type if necessary
- This should always default to Text Message Outgoing
Select any desired Merge Fields to pull personalized data into the message automatically
Enter your Message (1,000 character limit)
Click the Send button when you’re ready to send your text message

Once complete, the text will be documented as a Completed Activity in the corresponding card on the Person’s Datasheet, and any Related Record if applicable

If the contact chooses to respond

The user associated with the selected phone number will see a new notification in the top right corner of Top Echelon Recruiting Software

The incoming text will also be logged as a Completed Activity on the corresponding Person’s record

If you’d like to receive an email notification for incoming messages as well, you can select that option on the Manage Notifications page within your account settings

Opting In and Out of Text Messages

To ensure compliance with A2P 10DLC (Application-to-Person 10 Digit Long Code) regulations and provide a seamless user experience, it's important to understand how people can opt in and opt out of text messaging.

This article explains how recipients are able to manage their text messaging preferences with your agency, ensuring you maintain clear and respectful communication with all parties involved.