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TextUs integration

TextUs is business text messaging software that increases engagement and improves communication with customers, candidates, and employees.

TextUs for Greenhouse enhances your ATS experience with integrated text messaging to communicate with candidates more efficiently. Text any candidate in Greenhouse throughout the hiring process and efficiently communicate with larger candidate lists using text campaigns. Candidate data is automatically synced from Greenhouse so you can view details such as candidate status to personalize your outreach with confidence. Conversations are then logged back to Greenhouse to keep your hiring team on the same page.

In this article

Create a Harvest API key

To configure the TextUs integration, you’ll need to create a Harvest API key.

Follow the steps in this article to create the key, and verify that the permissions below are selected when configuring the TextUs integration.

Credentials

In the Create New Credential box, make the following selections:

  • API Type: Harvest
  • Partner: TextUs
  • Description: TextUs Harvest API Key

Permissions

Verify that the following permissions are selected for the TextUs integration:

  • Activity Feed
    • All permissions
  • Applications
    • GET: Retrieve Application
    • GET: List Applications
  • Candidates
    • GET: List Candidates
    • GET: Retrieve Candidate
    • POST: Add Note
  • Jobs
    • GET: Retrieve Job
    • GET: List Jobs
  • Job Stages
    • All permissions
  • Users
    • GET: Retrieve User
    • GET: List Users

Obtain your Greenhouse Subdomain

Within the Greenhouse V3 integration, we provide a hyperlink to the candidate record from within TextUs. For the link to successfully open the candidate record, you'll need to input your organization's Greenhouse subdomain into the integration settings within TextUs.

To grab your Greenhouse subdomain, open your Greenhouse instance within your web browser, then copy the URL. Your subdomain will be the alphanumeric value listed before greenhouse.io. In the example below, 'app15' is the subdomain for this organization's Greenhouse instance.

https://app15.greenhouse.io/

Collect your subdomain so that you can successfully enter it within the configuration step below.

Configure the Integration in TextUs

To integrate TextUs with your Greenhouse instance, complete the following steps:

  • Log in to next.textus.com with your org admin user account.
  • Click on your user icon and go to Accounts.
  • On the Accounts page, find your org account at the top of the account hierarchy and click View.
  • Click the Settings tab, then click Account Settings > Integrations.
  • Click the Greenhouse icon, then enter the following information:
    • Email: Enter you Greenhouse admin email
    • API key: Enter your Greenhouse API key
    • Subdomain: Your app number

Grab your endpoint URL and secret key

After saving your integration settings in TextUs, you’ll need to find and copy two important pieces of information from your Greenhouse V3 settings card: the Endpoint URL and the Secret key.

Greenhouse will require both of these credentials to complete the integration setup in the next step, so you should store them in a secure place that will be easily accessible while your Greenhouse instance is open on your browser.

After completing Step 3, you will be on the Integrations page in TextUs. From this page, complete the following steps in order to find and copy both credentials:

  1. Click the Greenhouse V3 settings card.
  2. Expand the Incoming Webhooks section.
  3. Copy both the Endpoint URL and the Secret key to a place where they can be easily accessed for the next step of the integration process.

Create webhooks in Greenhouse

To integrate TextUs with your Greenhouse instance, complete the following steps after you have saved your integration in TextUs. During this process, you will create four webhooks in Greenhouse:

  • Delete candidate
  • Candidate has been hired
  • Candidate has been unhired
  • Candidate has changed stage

Webhook set up is necessary for both contact sync and conversation logging. Each webhook that is connected brings in key data to TextUs to allow our system to connect back to Greenhouse. To create your webhooks, follow these steps:

  1. Log in to Greenhouse as a Site Admin with the developer permission to create and manage webhooks.
  2. In the top navigation bar within Greenhouse, click the Configure icon, then go to Dev Center > Web Hooks.
  3. In the list that displays, click the Web Hooks option. The Create A New Web Hook page will open.
  4. In the available fields, enter in the required information as shown in the webhook write-ups below, starting with Webhook 1: Delete Candidate.
  5. Once you are done entering the required information, click the Create Web hook button.
  6. Repeat steps 3 - 5 for each of the remaining webhooks listed below.

Note: For the Error recipient email address, we recommend using an email that is regularly monitored by your team so that your organization can receive a system notification if an integration failure occurs.

Webhook 1: Delete Candidate

  • Name: TextUs: Delete Candidate
  • When: Delete candidate
  • Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
  • Secret key: Enter the secret key that you grabbed in Step 4.
  • Error recipient email: Your email or IT department email

Webhook 2: Candidate has been hired

  • Name: TextUs: Candidate Hired
  • When: Candidate has been hired
  • Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
  • Secret key: Enter the secret key that you grabbed in Step 4.
  • Error recipient email: Your email or IT department email

Webhook 3: Candidate has been unhired

  • Name: TextUs: Candidate Unhired
  • When: Candidate has been unhired
  • Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
  • Secret key: Enter the secret key that you grabbed in Step 4.
  • Error recipient email: Your email or IT department email

Webhook 4: Candidate has changed stage

  • Name: TextUs: Candidate Stage Change
  • When: Candidate has changed stage
  • Endpoint URL: Enter the endpoint URL that you grabbed in Step 4.
  • Secret key: Enter the secret key that you grabbed in Step 4.
  • Error recipient email: Your email or IT department email

Use the TextUs integration with Greenhouse Recruiting

The TextUs integration allows you to text candidates directly from Greenhouse using the TextUs Chrome extension.

Text candidates directly from Greenhouse

With the extension open, click the magnifying glass icon in the upper right hand corner of your extension on Candidate profiles. This allows you to start texting directly with the candidate, add them to a group, or enroll them into a drip sequence.

On Candidate list views, you can also click the magnifying glass to pull the list of phone numbers for those candidates. From there, you'll have the same options as you did with a single candidate to send them a message or add them to a group, as well as a new option to send an SMS or MMS campaign.

View Greenhouse candidate details in TextUs

Your Greenhouse integration automatically brings in key data about your candidate and displays this information inside of TextUs. This makes it easy to track your candidate’s journey through the interview process and view key data like their status, email, and application details as you communicate with them.

View conversation history in Greenhouse

Your Greenhouse integration automatically logs all text conversations back to the corresponding Candidate profiles. This allows your team to keep track of TextUs conversations alongside all other actions that have occurred for each individual candidate.

You can view these logged messages on the Activity Feed tab of a Candidate profile. Each note includes the message direction (inbound or outbound), message details, user details, and timestamps.

Opt-in consent for Application-to-Person (A2P) messaging

Application-to-Person (A2P) messaging allows organizations to send messages to standard 10-digit long code (10DLC) phone numbers.

New texting regulations for A2P 10DLC require candidates expressly opt-in when applying for jobs in order to receive A2P communications. If a candidate opts-out, these messages will be blocked.

To obtain this opt-in consent in Greenhouse Recruiting, create a custom application question using Yes/No as the configured answer type and then, apply this question to your job posts in bulk. Once created, you can then report on candidate application responses to locate the consent status. You may also link this question to a custom application field.

Additional resources

For additional information or troubleshooting not covered here, contact TextUs support or email nextsupport@textus.com.

Frequently asked questions

How do I download the TextUs Chrome extension?

  1. To install the TextUs Chrome extension, go to the TextUs Chrome Extension page in the Chrome Web Store.
  2. Click Add to Chrome.
  3. Click Add extension in the permissions pop-up window.

How do I send a SMS message to a candidate when I am in Greenhouse Recruiting?

You will need to have the TextUs Chrome extension installed and be logged into TextUs. The extension grabs Candidate information from an individual candidate profile and from a list of candidates associated with a Job.

Why are my text messages not logging in Greenhouse Recruiting?

There can be a few reasons why text conversations are not logging back to Greenhouse correctly. Here are a few reasons that could be the case:

  • You have batch note logging selected and it has not been long enough since the message was sent for the batch to run.
  • The phone number you are texting in TextUs is not present in Greenhouse.
  • They are duplicate candidates associated with the contact you are messaging.
  • Your integration is not configured properly and needs to be reconnected.

Reach out to TextUs Support for assistance if text conversations are still not logging.