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Opt in multiple existing candidates to texting (bulk opt in)

  1. From the navigation bar, click Candidates>Advanced Search.

    The Resumes page opens.

  2. Click Edit Search to display filters.
  3. Select filters to find the appropriate subset of candidates to send opt-in request emails to.

    Tip: The Last Opt-in Request Older Than, Opted-in, and Entered in the last filters are especially useful.

  4. Click Apply Filters.

    Search results appear in the data grid.

  5. Select the check box next to the candidates you want.
  6. From the Take Action list, click CCE Correspondence and click green go arrow .

    The Email Candidates page opens.

  7. In the Subject field, type the subject of the email. Example: SMS Text Opt-in Request.
  8. In the Email Body field, do the following:
    1. Type text describing what the candidate should do and press Enter. Example: Click the link below to opt-in to SMS Texting.
    2. Click Merge Fields.
    3. From the Merge Fields drop-down list, select the Candidate Experience portal you want to send the candidate to.
    4. Click Send Email.

      The system sends the candidate an opt-in email. The candidate follows the instructions in the email to opt in.