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No more copy and paste, just use SMS placeholders

There is now an SMS placeholder picker button in the SMS texts functionality that allows you to populate your single texts with information from your client/candidate records.

You can also create SMS templates from the Admin area, for bulk texts

We would advise that if you are going to use bulk SMS texts, that you get two part messaging with Icetrak to ensure you have enough characters per text available.

Purpose

To allow the user to create SMS templates and select placeholders. The placeholders will translate to real information before the user sends the message.

Instruction

Step 1.
The user goes to the Admin area and selects the SMS tab

 

 

 

 

 

Step 2.
If the user wants to edit an existing template, the user selects the template from the Select SMS Template to Edit drop-down list.

The user can edit the SMS Template Body using the Select Placeholder button at the bottom or by typing in the text box. The user can see how many characters have been used but should be aware that this counter is based on the placeholder characters. The placeholder will be populated from the field value, which is subject to change.
We advise the user to always have two-part messaging with Icetrak if they are going to utilise templates.

Step 3.
The user can add placeholders to the template, by clicking the Select Placeholder button at the bottom of the template textbox

When selected the Select Placeholder popup will appear

The user can select Clients placeholders, Candidates placeholders, Companies placeholders, Vacancy placeholders and edit the message.

Once the template is edited the user will then click the  button at the top right-hand corner of the tab.

Step 4
If the user is creating a brand new template – then the process is slightly different.

The user enters an SMS Template Name in the field

Step 5
The user then enters the body of the message

The user can use Placeholders to create their templates by clicking the Select Placeholder button.

When selected the Select Placeholder popup will appear

The user can select Clients placeholders, Candidates placeholders, Companies placeholders, Vacancy placeholders and edit the message.

Once the template is edited the user will then click the    button at the top right-hand corner of the tab.

Step 6
The user can then use the templates in either the individual record, a basket or the shortlist

 6a. Individual record

6b. A basket

6c. A shortlist

Step 7
When the user clicks the SMS button, the SMS popup will appear

The user can select a template from the Choose a Template drop-down list

 

 

 

 

The template placeholders will automatically populate on single texts, on bulk texts they cannot as there may be many records associated with the template which is why Chameleon-i recommends the user has two part messaging with Icetrak.

Step 8
The SMS text will be sent when the user clicks the Send SMS button at the bottom right corner of the popup.

IMPORTANT: The user should ensure they have correct Icetrak details in the Admin area, and appropriate credit to send all their text messages. Chameleon-i cannot guarantee delivery of texts to invalid, expired or turned off/unavailable mobile numbers. Any problems with delivery should be raised with Icetrak.

 

 

 

 

 

 

 

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Contact Us

Sales:

+44 (0) 1483 600370

Email:

sales@chameleoni.com

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