Bulk Messaging

Engage a pool of candidates, all at once

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	Navigate to the Grayscale menu Select Bulk Messaging
	Creating a New Bulk Message: Click blue “New” button, near upper right or “New Bulk Message” in the middle
	Add a name for the bulk message We recommend creating a descriptive name you will remember and adding a date This is an Internal name. Candidates will not see this
	Choose your audience: See next steps for audience options
	Audience Option 1: Individuals
	Audience Option 2: List (not often used when integrated with an ATS)
	Audience Option 3: Job
	Drill down further by ATS tags if desired
	Audience: Static or Dynamic Static - list will send as is when this is created Dynamic - the most up to date list of matched candidates will send (if candidate are added or moved from the criteria between setting this up and when it fires, these changes will be accounted for when the message sends)
	Crafting and adding your message You can utilize templates and snippets just like you can with 1:1 messaging
	Including Opt Out Language Checking this box is recommended, and defaults to send with each bulk message
	Follow Up Add Nudges (up to 3)
	Assign replies Defaults to "Nobody", use the drop down menu to assign who they should go to
	Schedule the message to go out Date, time, and time zone are all editable Note: Time Zone across the board will default to the time zone of your computer
	This box must be checked in order to save the bulk message
	You can filter Bulk Messages by: Upcoming/In Progress Upcoming In Progress Sent All statuses
	Click the Executions tab of a sent bulk message to view details such as: Number of response Response rate Average response time Number of messages sent Percentage of recipients that opted out and recipient-specific details such as: Recipient name Recipient phone number Message sent Response received Opt out Button to recipient's conversation

Using WhatsApp? You no longer need to manually select it in the Bulk Message. If the candidate was previously messaged via WhatsApp, or if the candidate's country does not accept SMS messages, the Bulk Message will automatically send via WhatsApp.

No need to worry about special WhatsApp pre-approved templates either! WhatsApp now scans all normal templates on creation. Meaning you can use any of your regular templates!

No template? No problem! WhatsApp will automatically scan message verbiage that wasn't in a template, giving you the option of tailoring your message content to that specific bulk message instead of using a template!

Getting Started with Recruiting Bulk Messaging

3. Bulk Messaging in Greenhouse (training video)

User Guide: Automations

3. Bulk Messaging & Opt Out Language in SAP SuccessFactors (training video)

Bulk Messaging with WhatsApp