The TextUs and Healthcare Source integration allows you to see text messages that you have sent and received directly in the candidate record on a page. If you are looking to pull candidate's names and phone numbers into TextUs, you will also need to download the TextUs Chrome Extension.
Obtaining your Webhook
First, you will need to obtain your Webhook from Healthcare Source's Contingent Talent Management Page.
- Login to your Contingent Talent Management Page
- Click on Admin
- Under the header, "Other," and "Text Messaging," click on "TextUs Administration"
4. Click the copy URL button to the right of your Webhook URL
Pasting your URL into TextUs
Second, you will need to paste this URL into the TextUs Web Application
- Login to TextUs
- Click on the gear in the upper right corner
- If you are an Org Admin and do not see your Account Summary immediately, click the Accounts tab on the left side of your screen and Click on your account name
- Click on the icon to the right of the HealthcareSource logo
- In the popup, paste the copied URL from HealthcareSource
- Click "Submit"
NOTE: Be sure to only input the webhook into this box. DO not place it also in the separate Webhook area. This will cause duplicate messages to log.
Configuring your User's Phone Numbers
Third, you will need to Configure each of your user's Phone Numbers Healthcare Source. This will be done from the TextUs Administration page where you obtained your Webhook.
- Click the Add User/Phone Number button
- Click on the Staffing User field and select the user you would like to add. You may only add one at a time
- Type in this User's TextUs Phone Number (This can be found on the main page of your TextUs Web App)
- Click the Save button (this will only appear once all the user and phone number have been input)
You can view this user's Texting conversations by clicking on the "View Conversations" link. This will require the necessary permissions.
You can also remove their TextUs integration and number by clicking the “Remove Access” button to the right of their name.
If you select a user that has already been setup, their phone number will automatically populate. If you would like to input a different phone number for this user, simply type in their new TextUs phone number and click "Save."
Customizing your User's Permission Sets
Fourth, you can choose to customize the permissions that each user has the ability to access. By default, each HealthcareSource user will only be able to view their own conversations. You can change this so that each user can also manage the TextUs Integration, see other user's conversations with Temps, and see other user's conversations with Client Contacts.
How to View your Texts in HealthCareSource
When you send or receive a text in TextUs, this text will be logged in two different ways within HealthCareSource.
First, it will create a System Journal Note. This counts as a "prod credit" journal entry and gives users credit for being productive. This can be hidden on the Admin Settings page, if necessary.
Second, it will create a Conversation Event. This conversation history shows a record of the conversation between your user and their contact. There are three ways to view you and your users to view their messaging history.
First, their conversation history can be reviewed by clicking, "View Conversation," next to a user's name in the TextUs Administration link of the "Admin" tab. You will then need to click "View Conversation" on the relevant conversation thread that you would like to view. Clicking the contact's name will act as a link to that contact's profile. You can also search each message for specific content.
Second, on the Main tab, you can click the link "View Text Messages" in the "Temps" and "Clients" subheaders. This will bring you to a list of all of your users' conversations with contacts. From here, you will also need to click the "View Conversation" link to see the full list of messages.
Finally, you can view messaging history from the "Temp" tab if these contacts have their cell phone numbers input. To do so, click on the "Temp" tab, then click on the name of the contact you would like to view. On this contact's profile, click on the "View Text Conversations" link next to their Cell Phone number. You will then need to click "View Conversation" in order to see the entire messaging history. This process can also be done with a Client Contact profile, if they have been created with a Cell Phone number instead.