How to Invite to Onboard via SMS

You can invite your candidates to onboard via SMS and make it super simple for them to provide their details via their phones.

Note: Inviting someone via SMS is a form-level setting which means everyone that gets invited to onboard for that form will be invited via SMS

There are three areas that you will need to set up to activate SMS invites

1. Setup SMS template that will be sent to your applicants inviting them to Onboard

2. Purchase SMS credits

3. Flick on the Invite via SMS setting on the form.

Let's have a look at how to set up each of the above 

Setup SMS Template 

• Click on the Cogwheel on the top right corner and select General Settings from the menu options 
• Identify the form that you would like to invite via SMS 
• Click on the Email Templates button beside that form and setup up your SMS template as per your requirement.

Note: Each SMS can be up to 160 characters, if you set up your SMS template with more than 160 characters, multiple SMS credits will be consumed per invite. 

Click Save on the screen to save your changes to SMS template.

Purchase SMS Credits

You can purchase SMS by emailing our support team at [e-mail]. Please let us know how many SMS packs would you like to purchase. Each SMS pack comes with 2000 SMSs. 

Turn on Invite via SMS setting.

Click on the Setting button beside the form, and flick the Invite via SMS switch to "Yes" .

Note: Onboarded will send the First invite via SMS, all the subsequent reminders are sent via email.

Here is a quick video for your reference to show you how to set it up