Ytel for Zoho Workerly
The extension is available only for the US DC users.
The Ytel extension for Zoho Workerly enables temporary staffing agencies to send SMS messages to their temps, directly from Zoho Workerly. With this extension, staffing agents can use SMS to communicate with their temporary staff and monitor activities associated with their recruitment processes.
Installing the extension
- Go to Setup > Marketplace > All.
- Search for Ytel and click it.
The details about the extension will be available. - Click Install Now.
- Agree to the Terms of Service, then click Install Now.
- Click Agree and Continue in Privacy Declaration.
- In Choose Users/Profiles, select one of the following options:
- Install for admins only
- Install for all usersa
- Choose profiles
If you select the Choose profiles option, select all the profiles you want the extension to install for. - Click Confirm.
- Enter the Account Sid and Auth Token for your Ytel account.
- Click Save.
Creating SMS templates
You can send messages to your Temps and Contacts right from inside Zoho Workerly.
To create message template
To create message template
- Go to the Ytel Dashboard tab.
- Click the New SMS Template button.
- Give the template a name.
- Select whether the template is for Contacts or Temps module.
- Enter the message content in the Template Message box.
- Click Save.
The created template will be added as a record under the Ytel SMS Templates module.
Sending outbound SMS
- Go to the Temps or Contacts module.
- Open the record that you want to send the message to.
- Click Ytel SMS.
- Select the number From which you want to send the message.
- Click Add Recipients to send the message, if needed.
- Choose Choose Template from the dropdown list.
You can also create a new template here by clicking New Template. - Edit the message, if needed.
- Select the required field to insert them into the message.
- Click Send.
You can also view the history of messages sent in the Ytel SMS History tab.
Receiving inbound SMS
- Go to the Ytel Dashboard tab.
- Under Purchased Numbers, check Inbound SMS box.
This is mandatory for receiving an inbound SMS to your Ytel number.
The SMS messages received will be listed under the Ytel SMS History module.
Messages from numbers that are not in your contacts or temps will be added as a new record in the Temps module.
Uninstalling the extension
When you wish to uninstall the Ytel extension, please note that all the data will be deleted upon uninstalling, and cannot be recovered.
To uninstall Ytel
To uninstall Ytel
- Go to Setup > Marketplace > All.
All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in Zoho Workerly. - Browse for Ytel and click the corresponding Uninstall link.
- Click Ok to confirm.
The extension will be uninstalled, and all the data related to Ytel will be deleted.
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