Texting Templates Setup & Management

ClearCompany's Recruiting system offers a variety of candidate texting capabilities through a feature
called ClearText. Included with ClearText is Texting Templates, which allows users to create standardized templates for SMS messages. Texting templates allow you to include dynamic fields that populate information about each specific candidate.

In this article:
Adding a New Template
Dynamic Fields
Manage Texting Templates
Editing a template
Copying a template
Deleting a template
Using Texting Templates
Additional Resources

Adding a New Template

When ready to create a new template you can follow the steps below to add a new template.

  Only users with Recruiter and User Admin permission can manage Cleartext SMS Templates.

1. From the main page, navigate to Tools and select Setup.
2. Under Recruiting Setup, select ClearText (SMS) Templates.
3. On this page, you will see a list of your current templates (if any have been created). In the top right, select Add New Template
4. You can now create your template. Type in a Template Name and Your Message. Once you are satisfied with your message, select Save.
5. Once saved, you will be brought back to the templates list and a successful message will appear.

Dynamic Fields

When creating a text template, you have the option to add Dynamic Fields, which act as placeholders and will automatically populate the right information related to each specific candidate. 

General Info Dynamic Fields:

Position Title, Department, Office Name, Office Address Line 1, Office Address Line 2, Office City, Office State/Province, Office Postal Code, Manager Name, Recruiter Name, Company Name, Link to Job Portal, Virtual Recruiter URL.

Candidate Info Dynamic Fields:

First Name, Last Name, Full Name, Link to Upload Image

Managing Texting Templates

Once the templates are created, you are able to either Edit, Copy, or Delete a template.

Editing a template

1. Navigate to Tools> Setup> ClearText (SMS) Templates.
2. Click on the three dots icon next to the template you will like to edit, select Edit.
3. This will bring you to the screen below where you can:
   • Edit the Template Name.
   • Edit Your Message.
   • See the editing History of the template.
   • Delete the Template.

Copying a template

From the ClearText (SMS) Templates setup page:

1. Click on the three dots icon next to the template you will like to copy. Select Copy.
2. This will bring you to the screen below where you can make changes to the Template Name and Your Message.

Deleting a template

From the ClearText (SMS) Templates setup page:

1. Click on the three dots icon next to the template you will like to delete. Click Delete.

2. Once you select Delete, you will be prompted with the message below.

     Once a template is deleted it cannot be recovered.

3. Click Delete Template to confirm the action.

Using Texting Templates

Once you have created an SMS template, you are ready to use them. You can use templates when individually and bulk texting candidates. Below are the two ways they are used.

1. Texting a Single Candidate
2. Bulk Texting Candidates

Additional resources

To learn more about how to text candidates, check out our ClearText: Text Messaging Candidates guide.