Using Text-Em-All in Ultra-Staff EDGE

If you use Ultra-Staff EDGE, you can send Text-Em-All text and voice broadcasts and reply to text conversations without leaving EDGE.

From inside Ultra-Staff EDGE, you can:

• Send text and voice broadcasts to candidates.
• Review broadcast results.
• Text a candidate one-on-one from their Candidate Profile.
• Send job invitations by text that update the candidate's activity when they reply.

Connecting to Ultra-Staff EDGE

1. Log in to Ultra-Staff EDGE.
2. In the left menu, under Tools, click Utilities.
3. Click SMS Setup.

4. Select the Send messages using Text-Em-All (Use third party service) option.
5. If this is your first time, click the Click Here link in the blue box to log into Text-Em-All directly and accept the Text-Em-All Terms and Conditions. See the note below.
6. In the User Name field, enter the email address you use to sign in to Text-Em-All. In Password, enter your Text-Em-All password.
7. Click Save.

Note: The connection won't work until you accept the Text-Em-All Terms and Conditions. You can accept them in either of two places: the Click Here link in the SMS Setup window, or by logging in to text-em-all.com once. If you connected before accepting, accept them now, then connect again.

If you change your Text-Em-All email or password

Changing the email address or password you use for Text-Em-All disconnects Ultra-Staff EDGE. To reconnect:

1. Clear your browser's cache and cookies.
2. Follow the steps in Connect Text-Em-All to Ultra-Staff EDGE again, using your new sign-in details.

Mark a candidate's number OK to text

You can only text a candidate's number if OK TO TEXT is checked for it.

1. Open the candidate's profile.
2. In the Contact section, find Cellular Phone.
3. Check the OK TO TEXT box at the right end of that field.
4. Click Save at the top of the profile.

Give a user access to the Inbox

The Inbox shows all of your team's text conversations in one place. EDGE admins can open it. Other users need to be added to the CALL_EM_ALL security group, and only an EDGE admin can add them.

1. Open Ultra-Staff Security Management.
2. Click the Groupings tab.
3. In the Groups list on the right, click CALL_EM_ALL.
4. In the Users list on the left, click the user's name.
5. Click > (the single arrow) to move the user into the group. Their name appears under Participants.

The user gets access the next time they log in to EDGE.

Text a candidate

1. Search for the candidate in Ultra-Staff EDGE and open their Candidate Profile.
2. In the Quick Connect box, find Cell Phone.
3. Click the text icon next to the number.

Your conversation with that candidate opens in a Text-Em-All panel on the right. You can read and reply there. If you don't see the text icon, check that the number is marked OK to Text.

Open the Inbox

If you have Inbox access (see Give a user access to the Inbox), you can open it in two ways:

• In the left menu, under Tools, click Utilities > SMS Settings > Text-Em-All.

• In any Text-Em-All panel, click the green Actions button at the top.

The Inbox opens in a new window. Your team's text numbers are on the left, and the conversations on each number are in the middle.

There is also a Bulk Broadcast Flyout whose Action button will open the Text-Em-All broadcast in a new window. This is available in all places where a Text-Em-All broadcast flyout is available.

Send a text or voice broadcast

A broadcast sends one message to many candidates at once. You can start one from several screens. They all work the same way. This example uses Candidate Search.

Go to Candidate Search and search for the candidates you want to reach.

In the results, check the Select box next to each candidate you want to message.

Click the green Actions button above the results, then Send Text.

Text-Em-All opens with your candidates already added as recipients in Step 2. Follow the steps on screen to finish your broadcast. To send a voice message instead, choose it in Step 1.

Every message you send is saved to each candidate's profile in EDGE, so you don't have to record who got what.

To learn more about broadcasts, see Send a Text Broadcast.

Send job invitations by text

A job invitation is a text that offers a candidate a job. When you send it, EDGE creates a contract or direct hire activity for each candidate. When the candidate replies Yes or No, the activity's status updates automatically.

Set up job invitations (one time)

You need at least one activity status code before you can send job invitations.

1. In the left menu, under Tools, click Utilities > SMS Settings > Text-Em-All Activity Status Code.
2. Click New.
3. In Outbound Text Code, choose the activity code to create when you send an invitation, such as OFFER. Add a short Outbound Text Description.
4. In Record Type, choose ContractActivity or DirectHireActivity.
5. In Yes Response and No Response, choose the status the activity changes to when the candidate replies Yes or No.
6. Click Save.

You can set up as many status codes as you need.

Send a job invitation

It's best to start from a job order, because EDGE fills in the client and job details for you. You can also start from a regular candidate search.

1. Open the job order and start a candidate search from it.
2. Check the Select box next to each candidate you want to invite.
3. Click the green Actions button, then Text Job Invitations. The Candidate Job Invitation(s) window opens.

Check the Selected Candidate(s) list. A yellow box means that candidate is missing something they need to get the text, such as a payroll record, a cell phone number, or OK to Text. Fix it in their profile, or remove them from the list.

1. To add more candidates, use the Search panel on the left. If you didn't start from a job order, fill in Client and Job there, too.
2. Under Configure Activities, set the start date and time, the end date and time, and the Status.
3. Read the message in the Text Message box and edit it if you need to.
4. Click Send.

EDGE creates a contract or direct hire activity for each candidate and sends them the text.

When a candidate replies

You'll see their reply in two places: in their text conversation, and as a note on the activity.

• If they reply Yes or No, the activity's status updates automatically.
• If they reply with anything else, such as a question, the activity doesn't change. You can answer them in the conversation.