Set Up and Use Text Message Consent

Introduction

In an effort to protect consumers from unwanted, spam or scam text messages, the FCC and TCPA (Telephone Consumer Protection Act) are requiring all SMS senders to collect express consent and to give the option to revoke consent. Failure to comply can result in a per-message federal fine.

With the assistance of legal counsel, Avionté has provided standard, compliant consent verbiage. Avionté’s consent functionality will prevent text messages from being sent to Talent who have opted out of messaging when initiating SMS via AviontéBOLD.

 

Key Takeaways

  • You must collect express consent from your Talent and track those who have withheld consent to prevent unwanted text messaging.
  • When using this feature, Avionté recommends that you collect texting consent from your Talent through the online application, Onboarding process, or Talent Portal. In addition to these preferred methods, you are also able to manually mark consent on your Talent's behalf, if needed
  • The standard Avionté consent verbiage is intended to cover SMS sent natively through AviontéBOLD via our chosen 3rd party service provider. It does not apply to SMS sent through partner integrations or SMS sent outside of BOLD, such as through Sense, or any other 3rd party you may utilize for SMS.
  • Use the Audit Log to see which User has changed the Text Message Consent field

 

Example of Text message consent verbiage

 

Example of Talent record

 

CHAPTERS

User Permissions
Initial Admin setup
Require Text Message Consent on Applications

Send Onboarding Task
Talent-provided consent
Collect Consent from existing Talent
Searching for Talent by Consent Status
Error Messages Reference

 

 

User Permissions

Text Communication Admin permission gives access to:

  • Ability to manually change consent on a Talent record (otherwise it's Read-Only)
  1. Click on Account & Settings
  2. Click on your Name
    1. Click on User Accounts and then Edit Access button to edit other User's permission
  3. Click on the Edit Access button

    Account Settings - User Account - Edit Access.gif

  4. Go to the Admin section
  5. Click on the checkbox for Text Communication Admin
  6. Click on the Save button

 

Initial Admin setup

The text consent presented to the talent will display your employer name. It is recommended to include all employer names that could be sending text messages to ensure that consent covers all of your entities.

  1. Click on Account & Settings
  2. Click on Table Editor tile
  3. Click on Text Message Consent tile
  4. Click on the Active Employers drop down
  5. Select all the desired Employers
  6. Click on the Save button
  7. Click on the Close button 

Account Settings - Table Editor - Text Consent - Employers save.gif

 

 

Require Text Message Consent on Applications

To help ensure that consent is gathered prior to initiating text communications with talent or perspective talent, it is recommended that consent be captured during the application process. To require that employees indicate their consent on the job application, complete the following steps.

  1. Click on Account & Settings
  2. Click on Utilities
  3. Click on the Careers Page Editor tile
  4. Go to the Workflows section
  5. Click on a General Apply workflow
  6. Click on the Applicant Details Visibility & Requirements section
  7. Click on the toggle for the Text Message Consent field
  8. The toggle on the right will determine if it's Required or Optional
  9. Click on the Save Workflow button

Account Settings - Utilities - Career Page - General Apply - Text consent.gif

 

 

 

Send Onboarding Task

  1. Go to a Talent's Record
  2. Click on the Onboarding tab
  3. Click on the Send Onboarding Tasks button
  4. Click on the Profile Tasks section
    1. This can be activated from the Utilities > Talent Profile tile
  5. Click the checkbox for Personal Info
    1. Add any additional Tasks
  6. Click on the Send button
    1. If the Task had previously been sent there may be a warning about re-sending

Talent - Onboarding - Send Tasks - Personal Info.gif

 

 

Talent-provided consent

Text message

If you text the Talent and they respond with a STOP, that will write back to their record as Opt Out

They can also text START to update their consent on-record to be Opt In

 

Talent Portal

On the Profile Tab and Personal Info section

Talent can update their consent

 

 

Collect Consent from existing Talent

By default, all existing talent will have "No Response", as prior consent has not been gathered.

 

Mass Actions (Mass Onboard)

Use Mass Onboarding to prompt Talent for consent via Talent Task

  1. Go to the Talent Search
  2. Click on the Talent Terms button
  3. Select the Phone option
  4. Click on the No Response option
  5. Click on the Done button
    1. Add any additional parameters (Example: Talent Status = Active)
  6. Select the recipients from the Search results
  7. Click on the Mass Actions button
  8. Click on the Mass Onboard button
  9. Click on the Profile Tasks section
    1. This can be activated from the Utilities > Talent Profile tile
  10. Click the checkbox for Personal Info
    1. Add any additional Tasks
  11. Click on the Send button
    1. If the Task had previously been sent there may be a warning about re-sending

Talent Search - Mass Actions - Mass Onboard.gif

 

 

Mass Email Talent

If you choose this method, you will need to have the “Personal Info” section of your Talent Portal enabled, which you can do via Utilities > Talent Profiles.

Create Email Template

  1. Create an Email Template with verbiage
  2. In the email template, provide a link to the Profile section of your Talent Portal in the email
  3. Direct them to provide their text consent in the Personal Information area of the Portal.
    1. Modify this URL to match your own for a direct link to this area of the Talent Portal
  4. https://YourBuildNameHere.myavionte.com/app/#/myProfile/

 

Identify email recipients

  1. Go to the Talent Search
  2. Click on the Talent Terms button
  3. Click on the No Response option
  4. Click on the Done button
    1. Add any additional parameters (Example: Talent Status = Active)
  5. Select the recipients from the Search results
  6. Click on the Mass Actions button
  7. Click on the Send Email button
  8. Select the Template for the Text Message Consent
  9. Click on the Send Email button

Talent Search - Mass Actions - Send Email Template.gif

 

 

 

Searching for Talent by Consent Status

Under the Talent search term of Phone, there are options to search by Text Consent.

Talent Search by Texting Status.png

Searching for Talent by Text Consent Status.gif

 

Error Messages Reference

Sending to Opt-Out Numbers

  • If the user tries to send a text to a number that's revoked consent, an error message will display:

This user has elected to not receive text message notifications.png

In this scenario, if a user attempts to text an individual Talent who is in an Opt-Out status, they will not be able to type or send an SMS message to them.
The functionality for blocking sending to opted-out numbers at this time only applies to BOLD's native SMS texting and not to third parties.

  • If a user attempts to text en masse and there are Talent in that list who have Opted Out, that talent will be removed from the recipient list.

The following users have elected to not receieve text notifications.png

 

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