In this guide we will walk you through how to get started with Text Messaging inside of your pipeline.

 

Step By Step

Picking your new number

First, we will need to set up our new phone number inside of Model Match. This number will be used when sending messages to your candidates. You'll be able to send and receive text messages on this number.

1) Select "Settings" on the left-hand side of your page

 

 

 

2) Click "SMS Number"

 

 

 

 

 

 

 

3) Click "Pick one?"

 

 

 

 

 

 

4) Type in an Area Code. We highly recommend using your local area code. Click "Search Again" to search for available phone numbers. 

5) Select a number by clicking the + sign.

 

 

 

We will now provision the number for your account. You'll want to remain on the page until this completes. 

 

Sending a Message (from Contact Record)

Now that we have a number assigned to our user we can start communicating with our candidates. 

Let's open a contact record and click "Phone Numbers" to view available phone numbers. 

1. Click the "Send Text" icon next to the phone number.

 

 

 

 

2. The Quick SMS option will appear in the middle of the contact record. Use the text field to type a message or select the Template icon to access your existing SMS Templates. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Click Send to send the text message to your contact. We will log the outbound message inside the history record. 

How do alerts work?

There a few ways we will alert you when you receive a message from a contact. 

 

Option 1: In-App Alerts

Anytime you receive a new message from a candidate we will alert you inside of Model Match. You'll find a red dot icon next to the Text Message page.

 

 

 

Option 2: Text Message Alerts

We highly recommend turning on Text Message Alerts. When you receive a new text message from a candidate that you haven't received a message from in the last 24 hours we will send you a text to the number of your choice to make you aware. 

You can access the Text Message Alerts option under your "User Profile". 

1. Click the Settings icon on the menu

2. Click "User Profile

3. Click the pencil icon to edit profile, enter your phone number in the "SMS Phone" Field.

 

 

 

4. Click the toggle to activate SMS Alerts and follow the verification process by clicking "Verify Now".