Text Opt In/Out

Use this workflo w to update the Text Msg preference for multiple candidates selected within the saved search.

1. Hover over Searching on the navigator and then select Saved Results .
2. After selecting Saved Results, select a search that matches the corresponding Batch Activity category. For this workflow, your search should be a Candidate Search.

3. In the Activities drop-list, select Batch Processes > Candidates > Calls & Messages >Text Opt In/Out.

   You can also open the saved search, select individual records, then run the workflow from the Batch menu inside the search.

4. The Batch Opt In/Out workflow will open in a new window.

   • Select the required option from the Select Action drop-down list to set the Text Msg preference for the selected candidates.

   • Click Confirm to complete the workflow.

     

5. Once the workflow is completed, the Text Msg checkbox in the Summary screen of the selected candidates will be checked/unchecked based on the selected preference.