How do I send a SMS to an applicant (someone applying to my organisation)?

To send an SMS (text message) to an applicant (some applying to your organization) whose details are already in your Complyfile database, follow these steps:

  1. Login to your Admin dashboard.
  2. In the top left of your screen you'll see your Toolbox. Click the 'Send SMS' button.
  3. From the list of drop-downs, select 'Send SMS to Volunteer'.
  4. A pop-up screen will appear called 'Send SMS to Applicant'.
  5. In the 'To' field, type the name of an existing applicant in your database. As you type, the names of closely matching applicants will automatically appear. Select your recipient. The mobile / cell number will then automatically pre-populate in the 'Mobile' field below.
  6. You can only use this Send SMS to Applicant feature to, guess what, send an SMS to applicant (already in your database). If the person's name doesn't appear in the 'To' field, check their status: is the person you want to email in fact an volunteer or a referee (i.e. not an applicant)? If so, follow the steps in Send SMS to Volunteer or read Why can't I send a SMS to a referee?
  7. Complete the rest of the fields and when you're ready, press 'Send'.
  8. If you change my mind before sending, just press 'Close' and the SMS pop-up window will close and the SMS will not be created.
  9. Scroll down your Admin dashboard. The most recent item in your History list will note the date and time and SMS that you've just sent.

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