Folks ATS integrates with Twilio for better follow-up with candidates.
Twilio configurations
To retrieve the SID and token, follow these steps.
- Log in to Twilio.
- Go to Account > General Settings.
- Copy the Account SID and Auth Token. Keep the latter secure in a safe place.
Purchase and configure the phone number.
- Go to Phone Numbers > Manage > Buy a number.
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Filter by:
- Capabilities: SMS and, if necessary, Voice
- Country: according to your users
- Click Buy and confirm.
- Once you have obtained the number, note the Phone Number SID and the number in E.164 format.
Create a Messaging Service.
- From your Messaging Service, in the Sender Pool tab, click Add Senders > Phone Number.
- Select the number you purchased.
- Confirm. Your Messaging Service is now operational with an assigned number.
Connect Twilio and Folks ATS
To connect Twilio and Folks ATS, complete the steps below. The SMS functionality must be enabled in your account.
- In the main menu, click Settings > Integrations.
- In the Market place section, click Twilio.
- In the configuration window that opens, enter the following information.
- Messaging service ID - The SID found in the Auth Tokens section.
- Token - The Auth token found in the Auth Tokens section. Click the eye icon to view and copy the token value in Twilio.
- Twilio phone number - A phone number obtained from Twilio that will be used as the sender.
- When you are finished, click Validate.
Send SMS messages
Start by searching for candidates by criteria using the advanced search. Then, click the icon (Send an email), select SMS, add a subject, write your message and save it.
You can also go through the job by clicking the icon (Contact) > Write SMS.
When you are ready, click Send.