The Avionté SMS Campaign / Phone Number Administration widget in the Bold Marketplace empowers administrators to create, manage, and optimize SMS campaigns. It offers a centralized solution for campaign registration, SMS number provisioning, and management. This article provides an overview of the widget, access requirements, and detailed instructions on using its features.
Key Takeaways
- Access Requirements: To access the Avionté SMS Campaign / Phone Number Administration widget, users must have the "Marketplace Admin" user permission selected in their profile.
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Widget Features:
- Campaign Registration: Users can register campaigns, monitor their progress, and check brand and campaign statuses. Messaging service registration follows campaign approval. Campaign registration requires a Privacy Policy URL and Terms & Conditions URL for your agency's website. These can be pre-configured in Table Editor > Misc > Policy Settings to auto-populate the registration form.
- Purchase New Phone Numbers: Administrators can provision SMS numbers, customize their selection by country, area code, state/region, and zip/postal code, and agree to subscription terms.
- Manage Existing Phone Numbers: This feature allows administrators to view the status of SMS numbers, assign numbers to active HCM users, and deactivate numbers when needed.
- Impact of Mobile Carrier Requirements: As of September 1st, 2023, mobile carriers require approved campaigns for text messaging to personal mobile devices. This widget streamlines SMS configuration, offering centralized control and visibility to administrators. For existing users, campaign registration and migration are handled seamlessly. New users or those not previously using SMS can use the widget for setup.
Accessing the Avionté SMS Campaign / Phone Number Administration Widget
To access the Avionté SMS Campaign / Phone Number Administration widget, follow these steps:
- Search for "sms" in the Avionté Marketplace.
- Click Settings to enter the Avionté SMS Campaign / Phone Number Administration widget.
Configuring Policy Settings (Privacy Policy & Terms & Conditions)
Before registering your SMS campaign, you can pre-configure your agency's Privacy Policy and Terms & Conditions URLs in Table Editor. If set, these values auto-populate the required fields in the Campaign Registration form.
To configure Policy Settings:
- Navigate to Table Editor > Misc > Policy Settings.
- Enter the URL for your agency's Privacy Policy.
- Enter the URL for your agency's Terms & Conditions.
- Click Save.
Campaign Registration
- Fill out the Campaign Registration Form, ensuring data accuracy.
- Note: The approval process is completed by a third party managed and governed by the mobile network carriers.
- Monitor the progress of your registration. Blue indicates "In Progress." Note that this can take a few hours to complete.
- Upon approval, the icon turns green.
- After Campaign Registration approval, proceed with Messaging Service registration.
- This step is automated and happens in the background over the course of up to two days. When complete, the indicators turn green. If they turn red, see the Troubleshooting section at the bottom of this article for next steps.
Purchase New Phone Numbers
- Select a user to purchase a new number from the dropdown.
- Use the search box to filter by a user's first or last name.
- Choose the country, and filter by area code, state/region, and zip/postal code.
- Filter available phone numbers by area code.
- Filter available phone numbers by State or Region (outside USA).
- Leave the Zip/Postal Code blank. Entering a zip code may return zero results. If needed, try multiple nearby area codes.
- Click Purchase and agree to the subscription terms to complete the purchase.
- Click Agree to complete the phone number purchase.
Purchasing a New Number & Selecting Multiple Users to Associate the New Number to
- Select users to purchase a new number from the dropdown.
- Use the search box to filter by a user's first or last name.
- Choose the country, and filter by area code, state/region, and zip/postal code.
- Filter available phone numbers by area code.
- Filter available phone numbers by State or Region (outside USA).
- Leave the Zip/Postal Code blank. Entering a zip code may return zero results. If needed, try multiple nearby area codes.
- Click Purchase and agree to the subscription terms to complete the purchase.
- Click Agree to complete the phone number purchase.
Manage Existing Phone Numbers
- View the status of registered and unregistered SMS numbers.
- Registered: Green checkmark
- Unregistered: Yellow alert sign
- SMS Number: The phone number assigned to the user.
- Call Forwarding Number: HCM users can configure a forwarding number for voice calls. Both the HCM user and Marketplace Admin have the ability to configure this number.
- User: The HCM user assigned the SMS number. Inactive HCM users will appear in red.
Configuring an Existing Number & Selecting Multiple Users to Associate the Number to
- Use the User selection dropdown to select the users to apply to the shared SMS Number.
- Click Save.
- Confirm the shared SMS Number, which will be designated with a +1, +2, +3 depending on the number of shared users.
SMS Number Re-allocation
- User names in red indicate the user is no longer active in BOLD.
- Reallocate SMS numbers by selecting an active HCM user from the dropdown. Only active HCM users will appear in the list.
- Search by first or last name to find your HCM user.
- Click Save.
- Confirm the re-allocation to complete the process.
- The status shows a green checkmark when the transfer is successful.
Example of a successful transfer:
Example of an unregistered SMS number status:
- This status is typically only seen on "In Progress" campaigns.
- Fully registered and approved SMS campaigns show a status of "Active" immediately after purchase.
Deactivating SMS Numbers
- Click the Deactivate button next to the target user.
- Confirm the deactivation to remove the number from the provisioned SMS list.
Sending SMS Messages
There are two ways users can send SMS messages to talent once the feature is enabled.
Directly From the Talent Profile
- From the talent profile, use the Actions menu on the right-hand side. If the option is not visible directly, click the arrow icon to open the dropdown and select Send Text Message.
- A fly-out window opens where you can view text history with the talent and send the SMS.
Via Advance Search Results
- Using advance search, select each talent you want to text using the checkboxes on the left, then select Send Text Message from the Mass Actions menu.
- A fly-out opens where you can send the SMS to the selected talent.
Troubleshooting
- For Brand Registration Failure, contact Avionté Support at support@avionte.com.
- For Campaign Registration Failure, reach out to Avionté Support.
Impact on SMS Messaging
Due to new carrier requirements, the Avionté SMS Campaign / Phone Number Administration widget offers a streamlined approach to SMS configuration and management. Existing users have already undergone campaign registration and migration, while new users can use the widget for setup.
FAQs
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How many characters can an individual text message be?
Individual messages are limited to 160 characters. Several carriers enforce this limit, and exceeding it can cause delivery failures.
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How many users can a mass text message be sent to at one time?
You can send a mass text to up to 50 users at one time.
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If multiple users share the same number, will conversations be in a shared inbox or a personal conversation with the candidate/recruiter?
All messages are logged in the activities section on the talent profile with context showing which user sent each message. Any user with access to that talent's profile can view the full conversation history.
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Can a user have access to multiple lines?
Not currently.
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What is the candidate's experience of receiving a message from a shared number?
From the talent side, all messages from the same shared phone number are consolidated into a single SMS thread. The talent sees one number and one conversation regardless of how many recruiters are sharing it.
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