Integration Setup

Note: Before integrating Avionté's software with Text-Em-All, your company must have an account with Text-Em-All.  You will need your Text-Em-All Admin account credentials to` enable the integration in the BOLD Marketplace.

Note: Users who need access to the integration in BOLD will need to have Text-Em-All user account credentials as well.  

 

Marketplace Integration Enablement

The Text-Em-All integration will initially show as Not Enabled in the Marketplace.

1. Click the Details button to enable the integration in the Text-Em-All Integration Settings screen
2. Click Enable Text-Em-All Integration`
3. Enter Text-Em-All Admin account credentials and click Verify Account
4. If the credentials are valid, a confirmation message will be displayed. Click Continue
5. Once you refresh your browser, the integration shows as Enabled in the Marketplace

  Error Handling

If invalid Text-Em-All Admin credentials are entered into the Marketplace, the user will receive an error stating the username and or password are invalid once the Verify Account button is clicked.

Marketplace Integration User Login

Note: Once the integration is enabled by the Text-Em-All Admin user, additional users that need access to the integration will have to enter their Text-Em-All user account credentials in the Marketplace

1. 1. 1. 1.  

 

 

Error Handling

• • • • • If invalid Text-Em-All user credentials are entered into the Marketplace, the user will receive an error stating the username and or password are invalid once the Login button is clicked.

 

• • • • • For new Text-Em-All user accounts, Text-Em-All requires that you complete their onboarding before using the integration.  So if a user tries to login to the Marketplace but hasn’t completed the onboarding, they will receive an error stating that must be completed before they can move forward.  

• • • • • Note: A link is provided within the error that directs the user to Text-Em-All’s site.

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Standard Text-Em-All Activity Types in BOLD

Note: Once the integration is enabled in the Marketplace, there are standard Text-Em-All activity types that automatically get added in BOLD.  

Note: It is important that these activity types are not deleted nor renamed.

 

Talent Activity Types

These can be found in Account & Settings > Utilities > Table Editor > Talent Activities & Tasks

• • • • • Text-Em-All Announcement Sent
        • Text-Em-All Survey Sent
        • Text-Em-All Text Received
        • Text-Em-All Text Sent

Contact Activity Types

These can be found in Account & Settings > Utilities > Table Editor > Contact Activities & Tasks

• • • • • Text-Em-All Announcement Sent
        • Text-Em-All Survey Sent
        • Text-Em-All Text Received
        • Text-Em-All Text Sent

 

 

Integration Usage

Locations to Initiate a Broadcast From

• Talent > Search > Mass Actions

• Contact > Search > Mass Actions

• Companies > Jobs > Placements

• Jobs > Hired Details > Mass Actions

Broadcast Creation Process

Note: From the 4 locations listed above, when the Create Text-Em-All Broadcast button is clicked, an aside opens and lists the selected talent or contacts.

1. Use the aside to ensure each selected talent/contact have a phone number

1. For talent/contact missing phone numbers:

• Can click the talent/contact name to navigate to the record and update the phone number.

OR

• Can remove the talent/contact from the list by clicking the Remove button

2. Once missing phone numbers are corrected:

• Can close the aside and select the Create Text-Em-All Broadcast option from the Mass Action dropdown to refresh the aside

OR

• Can click the Create Text-Em-All Broadcast button in the aside and the updated phone numbers will be passed through to Text-Em-All.

2. A new browser tab will open navigating you to the Text-Em-All Create Broadcast page.  From here the user completes their broadcast setup.

1. Select the Broadcast type and completing any related Broadcast Settings

 

2. This screen shows you each of the talent or contacts that had a valid number to send the broadcast to.

 

3. Create Message – the screen will differ based on the broadcast type chosen

 

4. Review and submit the Text-Em-All Broadcast

5. Close Text-Em-All browser tab

3. The Create Text-Em-All Broadcast aside will give you the number of talent/contacts that were successfully sent to Text-Em-All as well as the talent/contacts that did not get sent to Text-Em-All and why.

6. For talent/contact with invalid phone numbers:

• Can click the talent/contact name to navigate to the record and update the phone number.

OR

• Can remove the talent/contact from the list by clicking the Remove button

7. Once missing phone numbers are corrected:

• Can close the aside and select the Create Text-Em-All Broadcast option from the Mass Action dropdown to refresh the aside

OR

• Can click the Resend Broadcast button in the aside and the updated phone numbers will be passed through to Text-Em-All.

Broadcast Activities

Activities will be logged for the following:

• Announcement Broadcasts
• Survey Broadcasts
• Text Broadcasts
• Text Responses

 

Text-Em-All Conversations

Note: Text-Em-All Conversations can only be accessed if the users Text-Em-All account has a text number.  If account is not associated with a text number, the Open Text-Em-All Conversation buttons will be hidden in BOLD for that use.

Note: Text-Em-All Conversations can only be accessed if the talent/contact has a valid phone number on file.

Open Text-Em-All Conversation Button Locations

• Talent/Contact > Quick Actions

Note: The Open Text-Em-All Conversation button allows you to quickly text message a talent/contact regardless of if they’ve previously been sent a Text-Em-All broadcast.

• Talent/Contact > Activities

Note: The Open Text-Em-All Conversation button allows you to quickly view and the talent/contact’s text conversation on the Text-Em-All site and gives the user an easy way to text the talent/contact.

 

Conversation Activities

Activities are logged for all text messages sent and received through the Text-Em-All Conversation window.

 

 

Text-Em-All Broadcasts Widget

 

 

 

Open Text-Em-All Conversation button in the widget header opens up the users conversation inbox

Sent = the number of talent and contacts who were sent a Text-Em-All broadcast

Responses = the number of talent and contacts who’ve responded to text broadcasts

 

Sent aside shows the following:

• Employees and contacts who’ve been sent a broadcast
• Broadcast type
• Message
• Date Sent
• Sender
• Reply button – gives the user a way to message the talent/contact via the Text-Em-All conversation window

 

 

 

 

Responses aside shows the following:

• Employees and contacts who’ve responded to a text broadcast
• Broadcast type
• Message
• Date Sent
• Sender
• Reply button – gives the user a way to message the talent/contact via the Text-Em-All conversation window