Text Recruitment: Ability to send screening forms via SMS

We are pleased to introduce the ability to send screening forms via SMS. This enhancement offers a more efficient and timely method of engaging with candidates, particularly those who prefer mobile communication. By expanding the available delivery options, this feature aims to improve response rates and support a more seamless screening experience.

In addition to the SMS, a courtesy email will also be sent to ensure candidates have multiple ways to access the screening form.

The screening form incorporates the scoring mechanism and supports the conditional (hide and show) questions, allowing recruiters to efficiently shortlist top-of-the-funnel candidates. 
 

Key Highlights:

• Accelerated shortlist process: Only the most relevant candidates progress through the funnel, significantly reducing manual effort and accelerating the shortlisting process.
• Faster Candidate Engagement: Reach candidates instantly through SMS, reducing delays and improving form completion rates.
• Higher Response Rates: Text messaging typically yields higher open and response rates than email, increasing the likelihood of timely responses.
• Improved Candidate Experience: Provides a convenient and accessible communication channel, especially for candidates who prefer mobile interactions.

How to Use:

To use this feature, please ensure that:

1. SMS capability is up and running on your Springboard instance.
2. The SMS provider account has been set up.
3. The SMS template should be configured on  
4. The company logo is to be shared with the support team.
5. The feature is available via user-role.
6. The Springboard instance supports new java application form.

Step-by-step guide

Please follow the step-by-step guide to send a screening form to candidate.

A – As an admin/ recruiter: Set up a screening form

1. On your Springboard instance, go to Administration --> Forms and Front-end Admin.
2. From the right corner, click on Create New Form --> New Screening Form.
3. A blank screening form is displayed.
4. Start creating the screening form by selecting the basic and custom fields.
5. NOTE – Please make sure to add “Email address” basic field.
   • The email address field should be marked mandatory and disabled.
   • The email address should be prefilled from the application form or profile form. Please ensure the config is enabled.
6. The form can be customised to add scoring on the single and multiple-select components.
7. The visibility settings provide granular control over who can access specific components, ensuring that sensitive information is only visible to the appropriate users and maintaining confidentiality and compliance across the platform.
8. Add form details and click on Save button.
9. Publish the form and the form is now ready to be used.

 B – As an admin/ recruiter: Send a screening form to candidate(s)

1. Go to candidates’ job grid.
2. Select the candidate, right click to open the action menu and select “Initiate Screening form”.
3. Select the “Screening form” template.
4. Validate the “Complete form by” date.
5. NOTE – By default, the form completion or expiry date is set to 7 days, which means that the screening form link will automatically expire 7 days after it is generated. This helps ensure that candidates complete the form within a timely window and supports adherence to the recruitment timeline.
6. Validate the candidate’s mobile number.
7. Validate the SMS provider account to be charged for the outgoing SMS.
8. Check the SMS template to be sent out to the candidate.
9. As a courtesy, enable both the Email and SMS toggle switches to ensure that the candidate receives timely communication through multiple channels.
10. Click on Send Message.

To send the screening form to multiple candidates at the same time, please select the candidates and repeat steps 2-10.

11. The generated screening form can be seen under the Candidate’s detailed view --> Forms Tab.

12. If any scoring criteria has been applied, the candidate score can be seen by clicking on the form.

C – As a candidate, fill the screening form.

1. I receive an SMS and email with the screening form link.

2. I click on the link, and the form opens in a browser tab.

 3. The form contains the company logo and footer.

4. I fill in the details and submit the form.

5. I can view the form in read-only format after submission.