2. 1-1 Texting in Lever (video training)
Lydia Dennard avatar
Written by Lydia Dennard
Updated over a week ago

Now that you've learned all about Grayscale's lay of the land, let's dive into our next training video 💬

1-1 Texting

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Navigate back to the Lever Training Agenda by clicking below:

Video Transcript:

  • The inbox is where all of your conversations with candidates will live. There are 2 ways to get to your inbox within Grayscale. You can click on my Inbox in the dashboard or click The Grayscale g in the upper left hand corner.

  • The majority of the time, you’ll live in “My Inbox” but there are additional options to filter.

  • To send your first text, search for a candidate in Lever and click on their profile. Once you pop open grayscale and you can immediately start texting them.

  • Their conversation history lives right inside of Grayscale and additionally if you click in the notes section of Lever, it also automatically populates their entire conversation history here as well.

  • With 1-1 texting there are 4 main buttons that you’ll be using down in the bottom corner.

    • Snippets: A snippet grabs the information directly from your Lever and helps avoid spelling errors.

    • Templates: A template is any message you want to precompose or something you send often saving yourself time. You can create private templates or share them with your team.

    • Schedule: You can also schedule a message and decide when to send it. Scheduled messages appear in Gray and you have the option to edit or cancel that message anytime before it's sent. Messages that have been sent are Purple.

    • Nudges: A nudge is an automated follow up that is sent if a candidate doesn’t respond. You can apply up to 3 different nudges and choose the wait time. This acts as a drip campaign and keeps the candidate engaged.

  • Additional Things:

    • The three dots in the upper right hand corner give you a few more options. If you no longer want a conversation in your inbox, you can archive a conversation to clean it up.

    • You also have the option to block a candidate if for whatever reason you are receiving unwanted correspondence from them.

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