Set Up and Use Text Message Consent

The FCC and Telephone Consumer Protection Act (TCPA) require all SMS senders to collect express consent and offer the option to revoke it. Failure to comply can result in per-message federal fines. This article explains how to configure and manage SMS text message consent in AviontéBOLD.

Key Takeaways

  • Collect express consent from Talent and track opt-out status to prevent unwanted text messaging.
  • Avionté recommends collecting consent through the online application, Onboarding process, or Talent Portal. You can also manually mark consent on a Talent's behalf when needed.
  • Avionté's standard consent verbiage covers SMS sent natively through AviontéBOLD via our chosen third-party service provider. It does not apply to SMS sent through partner integrations or outside of BOLD (such as Sense or other third-party tools).
  • Use the Audit Log to see which user changed the Text Message Consent field.

Example consent verbiage

updated SMS text message verbiage.png

Example Talent record

Talent record showing text message consent field
Talent record consent status detail

User Permissions

The Text Communication Admin permission grants the ability to manually change consent on a Talent record. Without it, the field is read-only.

  1. Click Account & Settings.
  2. Click your Name.
    • To edit another user's permissions, click User Accounts, then click their Edit Access button.
  3. Click the Edit Access button.
     

    Account Settings - User Account - Edit Access
  4. Go to the Admin section.
  5. Select the checkbox for Text Communication Admin.
  6. Click Save.
Text Communication Admin permission checkbox in Admin section

Initial Admin Setup

The consent message displayed to Talent will include your employer name. Include all employer names that may send text messages to ensure consent covers all of your entities.

  1. Click Account & Settings.
  2. Click Table Editor.
     

    Table Editor option in Account and Settings
  3. Click the Talent dropdown.
  4. Select Text Message Consent.
  5. Choose the Employers to set for active text message consent opt-in messaging.
  6. Use the arrows to Add or Remove employers from the active list.
Text Message Consent employer setup in Table Editor

Require Text Message Consent on Applications

Capturing consent during the application process ensures it is collected before initiating text communications with Talent. Follow these steps to require consent on the job application.

  1. Click Account & Settings.
  2. Click Utilities.
  3. Click the Careers Page Editor tile.
  4. Go to the Workflows section.
  5. Click on a General Apply workflow.
  6. Click the Applicant Details Visibility & Requirements section.
  7. Click the toggle for the Text Message Consent field.
  8. Use the toggle on the right to set the field as Required or Optional.
  9. Click Save Workflow.
Career Page Editor - General Apply workflow - Text Message Consent toggle
Text Message Consent field required toggle
careers page sms message udpate.png

Send Onboarding Task

Send Talent a Personal Info onboarding task to prompt them to provide their text consent directly.

  1. Go to a Talent's record.
  2. Click the Onboarding tab.
  3. Click Send Onboarding Tasks.
  4. Click the Profile Tasks section.
    • Profile Tasks can be activated from Utilities > Talent Profile.
  5. Select the checkbox for Personal Info. Add any additional tasks as needed.
  6. Click Send.
    • If the task was previously sent, a warning about re-sending may appear.
Talent Onboarding - Send Tasks - Personal Info

Below is an example of what the Talent sees when completing the onboarding task:

profile task sms message.png

Talent-Provided Consent

Talent can update their own text message consent through two self-service methods.

Via Text Message

If Talent responds to a text message with STOP, their record is automatically updated to Opt Out. They can text START at any time to update their consent to Opt In.

Example of STOP and START text message consent responses

Via Talent Portal

Talent can update their consent from the Profile tab under Personal Info in the Talent Portal.

talent portal profile sms.png

Collect Consent from Existing Talent

By default, all existing Talent will have a status of No Response, as prior consent has not been gathered. Use the methods below to reach out and collect consent at scale.

Mass Actions (Mass Onboard)

Use Mass Onboarding to send Talent a Profile Task prompting them to provide consent.

  1. Go to the Talent Search.
  2. Click the Talent Terms button.
  3. Select the Phone option.
  4. Click No Response.
  5. Click Done. Add any additional filters as needed (example: Talent Status = Active).
  6. Select the recipients from the search results.
  7. Click Mass Actions.
  8. Click Mass Onboard.
  9. Click the Profile Tasks section.
    • Profile Tasks can be activated from Utilities > Talent Profile.
  10. Select the checkbox for Personal Info. Add any additional tasks as needed.
  11. Click Send.
    • If the task was previously sent, a warning about re-sending may appear.
Talent Search - Mass Actions - Mass Onboard

Mass Email Talent

You can also email Talent with a link to their Talent Portal profile to collect consent. The Personal Info section of the Talent Portal must be enabled first via Utilities > Talent Profiles.

For more information on email templates, see Viewing and Sharing Email Templates.

Create an email template:

  1. Create an email template with consent-request verbiage.
  2. In the template, include a link to the Profile section of your Talent Portal.
  3. Direct Talent to provide their text consent in the Personal Information area of the Portal.
  4. Customize the URL below with your build name for a direct link:

    https://YourBuildNameHere.myavionte.com/app/#/myProfile/
     

    email templates sms message update.png

Send the email to recipients:

  1. Go to the Talent Search.
  2. Click the Talent Terms button.
  3. Click No Response.
  4. Click Done. Add any additional filters as needed (example: Talent Status = Active).
  5. Select the recipients from the search results.
  6. Click Mass Actions.
  7. Click Send Email.
  8. Select the template for Text Message Consent.
  9. Click Send Email.
Talent Search - Mass Actions - Send Email Template
mass send email sms message update.png

Searching for Talent by Consent Status

Filter Talent Search results by text consent status using the Phone search term.

Talent Search filtered by texting consent status
GIF showing how to search for Talent by text consent status

Error Messages Reference

Sending to Opted-Out Numbers

If a user attempts to send a text to a Talent who has revoked consent, an error message will appear and the message field will be disabled — the user cannot type or send an SMS to that Talent.

Error: This user has elected to not receive text message notifications
Note: Blocking SMS to opted-out numbers currently applies only to AviontéBOLD's native texting — not to third-party integrations.

If a user attempts a mass text that includes Talent who have opted out, those Talent will be automatically removed from the recipient list.

Error: The following users have elected to not receive text notifications

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