Here’s a list of all SMS template triggers and what they do.
Candidate Triggers
1. Status Change Notification
This trigger is used to send an SMS to candidates once they are moved to a certain status. (e.g., from "Applied" to "Hired").
After selecting the trigger, use the dropdown to select the relevant status that this SMS should be triggered for.
2. Second Status Change Notification
This is similar to the status change notification but specific to "Secondary Statuses"
This trigger is used to send an SMS to candidates once they are moved to a certain secondary status.
3. Status Reminder
This trigger is used to automatically send an SMS if a candidate stays in a certain status for X amount of hours.
4. Second Status Reminder
This is similar to the status reminder trigger but specifically for candidates who have a secondary status assigned to their profile
5. Resend Status Reminder
6. General
This trigger does not automatically send any texts; instead, it serves as a placeholder for the trigger field. You can use it to store SMS templates that you want to send manually, allowing them to appear in a dropdown list of available templates when sending texts manually.
7. Reference Check Form Reminder
This trigger is used to send an SMS reminder to the references provided by the candidate, prompting them to complete the reference check forms. The SMS is not sent to the candidate.
8. Reference Check Form Notification
This trigger is used to send an SMS notification to the references provided by the candidate, prompting them to complete the reference check forms. The SMS is not sent to the candidate.
9. Repeat SMS Blaster
This trigger is used to send repeating SMS blasts automatically.
10. Document to Sign Added
This trigger is used to notify candidates that they need to log in to their profile to sign a newly added document.
Client Triggers
1. Status Change Notification
This trigger is used to send an SMS to the client once they are moved to a certain status. (e.g., from "Applied" to "Active").
After selecting the trigger, use the dropdown to select the relevant status that this SMS should be triggered for.
2. Second Status Change Notification
This is similar to the status reminder trigger but specifically for clients who have a secondary status assigned to their profile.
3. Status Reminder
If user stays in certain status for X amount of hours, it will automatically send this SMS.
4. Second Status Reminder
If user stays in certain secondary status for X amount of hours, it will automatically send this SMS.
5. Resend Status Reminder
6. General
This trigger does not automatically send any SMS; instead, it serves as a placeholder for the trigger field. You can use it to store SMS templates that you want to send manually, allowing them to appear in a dropdown list of available templates when sending SMS manually.
7. Repeat SMS Blaster
This trigger is used to send repeating text blasts automatically.
8. Document to Sign Added
This trigger is used to notify clients that they need to log in to their profile to sign a newly added document.
Job Triggers
1. Status Change Notification
This trigger is for shift jobs. When you select this trigger, you will then need to select who it will be going to. Either the Filler or the Poster. Filler is the candidate and Poster is the client. Then select the status you want to send it to them
Note: If you want this SMS to send when assigned, you will need to use the Booking Confirmation trigger, not status change.
2. Placement Job Broadcast
This will be your template for when you broadcast a placement job.
3. Shift Job Broadcast
This will be your SMS template when you manually broadcast a shift job. This is not for auto broadcast but for when you go to a shift job and click broadcast.
4. Placement Job Bulk Broadcast
If you want to broadcast more than one placement job, this will be your template to use.
5. Shift Job Bulk Broadcast
When you want to broadcast more than one shift job at once, you will use this template.
Note: Make sure to use plural tags such as [[joblinks]]. If you use a singular tag, it could make the template not work. This includes using a tag in the subject line as well.
6. Automatically Broadcast new Shift Job
If this setting is turned on to auto broadcast a shift job, this will be the SMS template.
7. Automatically Broadcast new Shift Job to Favorite
When the setting is turned on to auto broadcast to favorites, this will be the SMS that the favorites get.
8. Automatically Rebroadcast Shift Job
If you have the setting set to rebroadcast a shift job, this will be the SMS template that will be sent out.
9. Shift Job Updated Candidate Notification
If you update the shift job or a client updates the shift job, this will inform the candidate who has been assigned to the shift job that there has been an update.
10. Shift Job Candidate Reminder
If you have the setting to send reminders to candidates about an upcoming shift job, this will be the SMS template.
Note: Make sure to use [[notifyhours]] for notify hours before starting job. This tag will auto populate the number hours prior.
11. Shift Job Client Reminder
For the setting to notify clients to remind them of an upcoming shift job, this will be the template.Here is more information regarding that setting.
Note: Make sure to use [[notifyhours]] for notify hours before starting job. This tag will auto populate the number hours prior.
12. Unfilled Shift Job Client Reminder
If a shift job has been unfilled and the setting is turned on to inform the client the shift job has not been filled yet, this will be the SMS template
13. Shift Job Clock In Reminder
This is the template to remind candidates to clock into their shift job if they have not done so yet.
14. Shift Job Clock Out Reminder
If a candidate has not clocked out of their shift job and the setting is turned on to remind, this is the template that is sent.
15. Shift Job Status Reminder
This is where you can send an SMS to either the candidate or client if a shift job has been in a shift job status for X period of time. You will need to select the SMS destination, which is either the Filler (candidate) or the Poster (client). Then select the status and enter in how many hours to send when the shift job has been in that status for X period of time.
16. Shift Job Tipping Notification
This SMS will be sent after a client has left a tip.
You will need to select who you want it to send to, either the Filler (candidate) or the Poster (client).
17. Placement Job Application Status Reminder
This is where you can send an SMS to either the candidate or client if a placement job has been in a shift job status for X period of time. You will need to select the SMS destination, which is either the Filler (candidate) or the Poster (client). Then select the status and enter in how many hours to send when the placement job has been in that status for X period of time
18. Shift Job Unassigned Candidate Notification
If you unassign a candidate from a shift job they were assigned to, this will be the template they receive.
19. Bulk Assign Candidate Confirmation
This is related to shift jobs. If you select more than one shift job date and assign it to a candidate, it will combine all the dates into one SMS template, which is this template. This SMS goes to the candidate you assign the shift jobs to.
Note: Make sure to use plural tags such as [[joblinks]] or [[jobdates]]
20. Bulk Assign Client Confirmation
This is related to shift jobs. If you select more than one shift job date and assign it to a candidate, it will combine all the dates into one SMS template, which is this template.
This SMS will go to the client.
Note: Make sure to use plural tags such as [[joblinks]] or [[jobdates]]
21. Candidate Booking Confirmation
When you assign a candidate to a shift job, this will be the template. This is not when a candidate accepts a shift job, but this is when you manually assign a candidate.
You can have different templates for each shift job category. When you select the trigger you can select which category. If it is for all of them you can leave it blank.
22. Client Booking Confirmation
After you assign a candidate to a job, this is the SMS that will go to the client. This is not when a candidate accepts a shift job, but this is when you manually assign a candidate.
You can have different templates for each shift job category. When you select the trigger you can select which category. If it is for all of them you can leave it blank.
23. Client Self Booking Confirmation
If you have the setting on to allow clients to pick from candidates who have marked interested in their shift job this is the SMS template that will get sent to the client once they select someone.
You can have different templates for each shift job category. When you select the trigger you can select which category. If it is for all of them you can leave it blank.
24. Complete Associated Bookings Client Notification
If a candidate is assigned to multiple shift jobs for one client and the setting is set to alert the client once the candidate has marked completed for all of them, it will send the client this SMS.
25. Shift Job Accepted Candidate Notification
If you are using the setting to allow candidates to accept or decline a shift job, if they accept this will be the template.
26. Shift Job Accepted Client Notification
If you have the setting turned on to allow candidates to accept or decline and a candidate accepts, this is the SMS that will be sent to the client.
27. Shift Job Cancelled Candidate Notification
This is the SMS that is sent to the candidate when a shift job is cancelled.