Keeping track of which candidate has opted-in and which has not consented just got a whole lot easier! Enabling SMS consent management allows Grayscale to sync your candidates' responses to the opt-in question on your applications and disables messaging for those candidates who did not want to receive texts – giving you peace of mind that you're not going to accidentally text them.
SMS Consent Management Instructions
Note: These tasks will need to be completed by a Greenhouse implementation user with Site Admin access.
Step 1 – Configure Candidate Field
First, head over to your Greenhouse Configuration page.
Configure > Custom Options
Under Company Custom Fields select Candidates
Click Add Field
Field name*: SMS Consent
Description (Optional): [ ]
Field Type*: Yes/No
☑️ Create new email token (optional) – To use the value of the custom candidate field in email and offer letter templates as a token, check the box next to Create new email token (optional). If you'd like, you can modify the token label in the field.
🔲 Mark Private – By default, the custom candidate field will display on the Details tab of the candidate profile page. If you'd like to restrict access to the field to only users with access to the Private tab, check the box next to Mark Private.
*Immutable field key* – Collect this key and share it with your Grayscale Implementation Manager or Customer Success Manager to enable Consent Management.
Step 2 – Add Custom Application Question
Add a Custom Application Question to all job posts
Question: If you provided a phone number, do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?
Description: If yes, you can always opt-out by replying STOP.
Answers: Link answers to a custom field on candidate’s profile
Custom Field: SMS Consent
Select Dropdown
Mark Required
Click Save
Step 3 – Decide on which level of enforcement to enable
Consent Enforcement Options
There are 3 levels of consent enforcement available in Grayscale:
No enforcement. Users will manage on their own – manually identifying and respecting each candidate's response prior to sending a text message. They can text any candidate, unless they have opted-out via SMS directly (i.e. responded with “STOP” or “UNSUBSCRIBE”). It is still the responsibility of the customer to collect consent.
Permissive enforcement. Users will not be able to text candidates who have responded NO to the consent question.
Candidates who submitted an application prior to the collection of SMS consent can continue to be communicated with.
Candidates who responded with YES to the SMS consent question can be communicated with.
Strict or full enforcement. Users will only be able to communicate with candidates who have responded YES to the SMS consent question.
Users will not be able to begin or continue communicating with candidates who have answered NO to the SMS consent question.
Users will not be able to begin or continue communicating with candidates who have not made a selection on the SMS consent question.
This would typically apply to candidates who submitted their application(s) prior to the addition of the SMS questionnaire.
Be sure to let your Implementation Manager or Customer Success Manager know which level of enforcement you would like to enable, as well as sharing the Immutable Field Key with them.
And just like that, you're ready to roll 😎
Have questions? Chat with us below!