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Sending SMS to Candidates

Send text messages to candidates and see conversation history right in Breezy. Find out how to send SMS to candidates.

Written by Breezy Team

You can send text messages to a candidate—and view their entire conversation history—on the Email/SMS tab of their profile. Plus, you can send a batch SMS to multiple candidates from the Candidates view of any position.

The SMS Add-on is required to send text messages to candidates.
Hiring Manager access (or a custom role with the appropriate permissions) is required to view conversations and engage with candidates.

Messaging tab in a candidate's profile

In this article:


How to text a single candidate

To send an SMS to an individual candidate:

  1. Locate the candidate with a search or from a position or pool.

  2. Open the candidate’s profile.

  3. Click Email/SMS near the top of the window.

  4. Click SMS.

  5. Add your message, and click Send SMS.

Once your message has been sent, you'll see it in the conversation history, from newest to oldest.

Note: Scheduled messages will be sent according to the sender’s time zone.

Sending a text message to a candidate

💡 Tip: Save time with links and templates!

Click + Insert to include links, templates, and other tools with your message.


How to text a batch of candidates

To send the same SMS to multiple candidates:

  1. Click Positions/Pools in the left sidebar.

  2. Open the correct position.

  3. Click Candidates near the top of the window.

  4. Apply any filters or segments you need.

  5. Click the checkbox next to each candidate you’d like to send an SMS to.

  6. Click More near the top of the window and select Send SMS from the dropdown.

  7. Add your message, and click Send SMS.

Note: Scheduled messages will be sent according to the sender’s time zone.

💡 Tip: Master hiring at scale


Candidate Consent

By default, Candidates will be asked for consent to receive text messages about a position when they apply through your career portal. But what about when you add or source a candidate another way?

IIf you need to request SMS consent from a candidate who applied from a job board or was referred or added manually, you can send requests individually, from a candidate’s profile, in bulk, from the Candidates list, or automatically, with a stage action. The candidate will receive an email with a link to provide their consent.

To request SMS consent from a candidate’s profile:

  1. Open the candidate’s profile.

  2. Click the More menu (three dots) near the top of the window.

  3. Click Request SMS Consent.

  4. Click Yes, please to confirm.

To request SMS consent from a candidate list:

  1. Click Candidates in the left sidebar or open the candidates view for a position.

  2. Apply any filters or segments you need.

  3. Click the checkbox next to each candidate you’d like to send a request to.

  4. Click the More menu near the top of the screen.

  5. Select Request SMS Consent from the dropdown.

To request SMS consent with a stage action:

  1. Find the stage where you’d like to set the action and click the edit icon (pencil) on the right-hand side.

  2. Click the dropdown for Available Stage Actions and select Request SMS Consent.

  3. Choose a delay from the dropdown, if you like.

  4. Click Save Changes.

  5. Click Save Changes again to update the stage.

💡 Tip: Fine-tune with filters!

In the Candidates list, you can easily find candidates who have (or haven’t) given SMS consent. Just filter for SMS Consent Status or show the SMS Consent column and sort by status.


SMS limits and credits

You can purchase the SMS Add-on to add monthly SMS credits to your account. No matter which plan you’re on, we’ll send you an email when you’ve reached 90% of your text message limit for the month.


SMS Validation

SMS providers and mobile carriers require validation to send messages from Breezy. You’ll need to provide the following when you buy an SMS plan:

  • Legal Business Name (and DBA, if applicable)

  • Business Registration Number (EIN in the United States or your official business registration number outside the US)

  • Business Registration Type (Sole Proprietor, Private For-Profit, Public For-Profit, Non-Profit, or Government)

  • Issuing Country of Business Registration (and name of the issuing authority if outside the US)

  • Business phone number

  • Contact person’s first and last name

  • Contact person's email

  • Link to your company’s Privacy Policy

  • Link to your company’s Terms and Conditions

You’ll be able to send text messages to candidates as soon as our SMS provider verifies your account info. The verification process could take up to a week.

Policy and Terms Requirements

Your Privacy Policy and Terms of Service must be:

  • Publicly accessible without having to sign in

  • Hosted on your company's own domain

  • Specific to your business

Your Privacy Policy must include a prohibition on selling, renting, transferring, or sharing SMS opt-in consent.

For example:

We collect your mobile number and related opt-in data for the delivery of SMS messages. Your mobile opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes.

If your privacy policy mentions data sharing in any capacity, you must include:

All the above categories exclude text messaging originator opt-in data and consent; this information won’t be shared with any third parties.

Your terms of service must contain:

  • Business identity

  • Message type

  • Frequency disclosure

  • Customer care contact

  • STOP keyword,

  • The verbatim phrase "Message and data rates may apply"

  • Carrier non-liability

For example:

By providing your mobile phone number, you agree to receive recurring SMS text messages from [Business Name]. Message frequency varies. Message and data rates may apply. Reply STOP to cancel or HELP for help. For additional assistance, contact [Customer Care Email Address] or [Customer Care Phone Number]. Wireless carriers are not liable for delayed or undelivered messages.


Supported countries

Breezy’s standard SMS options include text messages sent to numbers in the US and Canada. You can purchase a custom SMS plan that includes other countries or additional credits. Contact our sales team for more details and to find out which countries are supported.


FAQs

Does the “from” phone number for SMS messages stay the same?
Yes. Candidates will be able to reply to that number today, tomorrow, or any time in the future and it will still link to their candidate profile.

Can candidates opt out of receiving messages?
Absolutely! We respect the rights and privacy of all candidates. If they reply with STOP, UNSUBSCRIBE, or CANCEL they won’t receive additional messages.

How many credits does each SMS use?
Each Breezy SMS credit is equal to one “segment” sent by the mobile carrier. Most messages use one segment (and one credit), but if a message is long—or includes emoji or special characters—it could use multiple credits. Find out more about how SMS credits work.

Do incoming text messages count against my credits?
No. SMS credits only apply to messages you send to candidates. There’s no limit on how many you can receive.


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