Zoho Recruit | Vonage

Vonage for Zoho Recruit

Vonage, is a global cloud communications platform leader providing innovative communication APIs and SDKs for voice, text, chat apps, and phone verification services. Vonage enables applications and enterprises to communicate with their customers reliably and with ease, no matter where in the world they are located.
With the Vonage extension for Zoho Recruit, you can send SMS and voice messages to your candidates and contacts right from within Zoho Recruit. You can get more targeted and personalized at your candidates by reaching out to them via SMS and voice messages.

Installing the extension  

You can either go to the Zoho Marketplace and install the Vonage extension, or log in to your Zoho Recruit account and install.
To install Vonage extension,
  1. Go to Setup > Marketplace.
  2. Click All Extensions, browse through for Vonage, and click it.
    The details about the extension will be available.
  3. Click Install Now.
  4. Agree to the terms of service and click Install Now.
  5. Click Agree and Continue in Privacy Declaration.
  6. In Choose Users/Profiles, select one of the following options:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
      If you select the Choose profiles option, select all the profiles you want the extension to install for. Click Confirm.
  7. Enter the API Key and API Secret.
  8. Click Save.
    If you click Skip in this step, you can later authorize from Vonage extension details page.

Note: To get the API key and the API secret:
  1. Log in to your Vonage account.
  2. Under your account's profile, click on the settings option.
  3. Copy the API key from the corresponding field, then paste it in the extension details page in Zoho Recruit.
  4. Repeat the previous step for the API secret.

Sending SMS messages 

 You can send SMS messages to your candidates and contacts in Zoho Recruit in two ways: either from the list view page or from the detail page.
  1. Select the desired candidate or contact that you wish to send an SMS.
  2. Click Send SMS.
  3. You can either choose a message from an already existing template or write a new SMS to send.
  4. Click the Send button.
A report on the number of SMS messages sent will open in front of you, wherein you can see how many failed in reaching the final destination.

Sending voice messages  

To send voice messages, perform the following actions:
  1. Select the desired candidate or contact that you want to send a voice message to.
  2. Click Send Voice Message. 
  3. Use one of the following methods to create your message:
    1. Text to speech: You can either choose a message from an already existing template or enter a piece of text in the text area and choose a suitable voice. The system shall automatically convert the text to speech.
    2. Upload audio: This will automatically send the audio file as a voice message.
    3. IVR: Select an already created IVR messages.
  4. Click Send.
Once this is done, you can check the status of the voice message by viewing the corresponding candidate or contact.

Creating IVR messages   

  1. Go to the Vonage web tab in Zoho Recruit.
  2. Click on the IVR Menu subtab.
  3. Click Create New IVR and enter the details as required:
    1. IVR Name: Enter a desired name for the IVR (this will be helpful while mapping).
    2. Greetings: Enter a greeting message or upload an audio file. This message will be played for the user.
    3. Actions: Enter the phone number to which the incoming call is to be directed upon dialling a number.

Configuring incoming calls and SMS 

The following settings need to be set to receive incoming SMS and calls to your Vonage number.
  1. Go to the Vonage web tab in Zoho Recruit.
  2. Click on the Numbers subtab.
  3. Select Inbound SMS.
  4. Using the IVR Menu (for inbound calls) option, map the desired IVR menu with the corresponding phone number.

The IVR menu will be mapped with the number, and will be played to the user when an incoming call arrives.

Uninstalling the extension  

You can uninstall the Vonage extension whenever you wish. Remember that deleting this extension will delete all its associated data as well. To uninstall the Vonage extension:
  1. Click Setup > Marketplace > Installed.
    All the installed extensions will be listed.
  2. Browse for Vonage and click the corresponding Uninstall link.
    Click OK to confirm.

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