Funnel Guide For Templates & Resources

Table of Contents:

Templates Guide

Templates:

How users create, personalize with variables, and send Message Templates for Text and Email, and the compliance rule that governs first contact

Purpose:

Message Templates are pre-written messages designed to streamline communication, particularly for messages that are sent frequently or to groups of contacts. Templates save time and can incorporate Message Variables to personalize content for each recipient. This guide covers creating a template, adding variables, and sending a template by Text or Email.

Template Types:

COMPLIANCE NOTICE

• The initial outbound message cannot be customized.
• Sending bulk templates as a first-contact attempt is strictly prohibited, to protect sender reputation and ensure message deliverability.

Create and Send a Template:

STEP 1   Open Templates

From the side navigation menu, select Templates > Text or Email.

Templates in the side navigation menu.

STEP 2   Name and Write the Template

Click New Template and insert a Template Name and a message in the Content section, then select Save Template.

Naming a template and entering its message content.

STEP 3   Add Message Variables

Click Add Variable to use message variables in a message. Variables allow a message to include the intended value for each individual contact, without requiring the user to manually enter the information for each field.

Example: {recruit_first} enters the First Name of the Recruit from the Contact Lead Card.

Adding Message Variables to personalize a template.

STEP 4   View or Edit Templates

Templates can be viewed or edited from the Templates page.

The Templates page, listing all available templates.

STEP 5   Open a Template to Send

To use a Template, click on the document icon.

The document icon used to send a Template from a conversation.

STEP 6   Attach a Text Template

Select Send Text Template and Attach the desired template.

Selecting Send Text Template. Attach the desired Text Template.

STEP 7   Review and Send the Text

View and edit the message as desired and click Send.

Reviewing the attached Text Template before sending.

STEP 8   Send an Email Template

From the Recruiting Dashboard, select the desired Contact(s), click the Email button, and click Send Email.

Select Contact(s) and click the Email button. Select Send Email to attach and send an Email Template.

Quick Recap: Templates Guide

• Pre-Built Templates are available to everyone; Custom Templates are private to the user who creates them.
• The first outbound message to a Contact can never be a customized bulk template.
• Message Variables, such as {recruit_first}, personalize a template automatically for each recipient.
• Send a Template from any conversation (document icon) or, for Email, directly from the Dashboard.

Resources & Packets Guide

Resources & Packets:

How Recruiting Workspace users create Individual Resources, group them into Resource Packets, and send them to one or many Contacts.

Purpose:

The Recruiting Workspace allows a user to create and save Individual Resources, using links or uploaded images. Resources can be added to Resource Packets, as a single resource or a collection of resources, and sent to individual contacts or multiple contacts using a bulk action. This guide covers creating a resource, building a packet, and sending it.

STEP 1   Open Resources

From the Recruiting Workspace side navigation menu, select Resources.

Resources in the side navigation menu.

STEP 2   Add a Resource

Under the Individual Resources section, click the Add Resource button.

The Add Resource button in Individual Resources.

STEP 3   Title and Categorize the Resource

Add a Title, then click and select a Category or Add New Category.

Adding a Title and Category to a new Resource.

STEP 4   Add the Resource Content

In the Resource Content section, add a Web Link or Upload a File as the preferred resource.

Adding a Web Link or uploading a file as the Resource Content.

STEP 5   Create a Packet

The added Resource displays in the list of resources. To add the resource(s) to a packet, select the Create Packet button.

The Create Packet button, available from the Resources list.

STEP 6   Name the Packet and Add Resources

Add a Packet Name and select the desired resource(s) to include. If desired, add a Description to summarize the details and purpose of the packet.

Naming a Packet and selecting resources to include.

STEP 7   View or Edit Packets and Resources

Packets and Resources can be viewed and edited from the Resources page. Click the name of the Packet or the edit button of the Resource to edit.

Packets and Resources listed on the Resources page.

STEP 8   Open a Packet to Send

To use a Packet, click on the document icon.

The document icon used to send a Packet from a conversation.

STEP 9   Attach the Packet

Select Send Packet and Attach the desired Packet Name.

Attach the desired Packet Name and selecting Attach.

STEP 10   Send the Packet

The selected Packet Name displays in the conversation pane. Click the Send button.

The Packet Name displayed in the conversation pane before sending.

STEP 11   Confirm Delivery

The title of the packet and the resource(s) attached are sent to the Contact.

The delivered Packet, as seen by the Contact.

Quick Recap: Resources & Packets Guide

• Individual Resources are created from links or uploaded files, with a Title and Category.
• Resources can be grouped into a Packet with its own name and optional description.
• The Packet Name is visible to the Contact, so name it clearly.
• Send a Packet from any conversation using the document icon, then Attach and Send.