Always stay in the know about your candidates’ communication status so that your messages can be sent and received successfully.

Candidate Profile card display

A Communication Preference field is available to add to the Candidate Profile via the Candidate Summary Builder. If added to your Candidate Summary or for accounts that went live after September 2023, you will be able to quickly view the candidate's preferred communication method from their profile.

Adding Communication Preference to the Candidate Summary

If you currently do not have the Communication Preference field added to the Candidate Profile, you can do so by following the steps below:

1. Select the All Apps button in the top left corner of the header and then Settings from its drop-down menu. 
2. When the Settings page opens, select Candidate Summary Builder under the Platform section.
3. Within the Candidate Summary Section, select the + Add Field button and then Communication Preference from the dropdown that opens. 
4. Select Reorder if you would like to adjust the placement of this field.
5. Click Save to save the changes made.
6. Publish the Candidate Summary.

Notifications around a candidate's updated communication preference

When a candidate sets or unsubscribes from a specific communication preference, this event will be displayed as a milestone within the Conversation box in their Candidate Profile. In addition to this, their communication preference attribute will update to the correct method. 

Candidate unsubscribes from a communication method

If this results in them unsubscribing from a communication method that they previously provided, then that communication method will appear disabled within their Candidate Summary, and a tooltip will appear when hovering over the communication method, indicating that the candidate unsubscribed from receiving communications through it.

Candidate unsubscribe from all communication methods

When a candidate unsubscribes from all communication methods, a milestone in the conversation will notify users of this update, and all communication methods will be disabled and/or include an Unsubscribed label next to it.

Candidate resubscribe to a communication method

In resubscribing to one or more communication methods, the milestone will make note of this change, update the candidate’s communication preference, and enable the corresponding communication method(s) within the Candidate Summary.

Undelivered messages

When a message is listed as Undelivered, it will be due to one of the following reasons:

• The candidate has unsubscribed from communication.
• A technical error occurred.
  • Note: Please reach out to your CS Representative for more information.
• There is an invalid phone number for the candidate.
• A combination of the above reasons.

By hovering over the tooltip icon next to the Undelivered status, you will be notified of the reasoning for the failed delivery.

Candidate self update / manage communication preferences

Candidates can easily manage their communication preferences at any time from the Manage Preferences page. Click here to learn more.