1. Open a candidate's profile and select the SMS tab

2. Type your message...
*Use the merge tags to personalize your text messageĀ or use a pre-made SMS template (These can be created and stored in your agency settings)

3. Send!

FAQ:

  • Learn how to send bulk SMS

  • Text replies will go to your email address, not your cell phone

  • The text message will go the candidate's primary phone number which is the number that is listed first on their profile (even if it's not a mobile number)
    To update the primary phone number, hit Edit on the profile then drag and drop the phone number to the top of the available numbers.

  • Replies for single SMS
    By default, SMS replies will go to the last Loxo user who sent the contact a text.
    If you want to have the person owner to also receive the reply, change your SMS settings under "Settings" --> "Customize."

  • Replies for campaign SMS
    By default, SMS replies will go to the last Loxo user who sent the contact a text, and the campaign creator and whoever added to contact to the campaign - this is potentially 3 people.
    If you want to have the person owner to also receive the campaign reply, change your SMS settings under "Settings" --> "Customize."

Check out this video overview.

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