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How to setup your Rectxt team and integrate it with Ashby
How to setup your Rectxt team and integrate it with Ashby

Admins only: follow these simple steps to get your Rectxt team set up and integrated with Ashby

Brian Thompson avatar
Written by Brian Thompson
Updated over a week ago

Rectxt is simple yet powerful text messaging software for recruiters. Integrating Rectxt with your Ashby account will allow your users to send individual texts and mass messages directly from within Ashby with all conversations instantly being saved under each candidate profile as a note.

Getting your Rectxt team account set up and integrated with Ashby only takes a few minutes by following these steps:

Step 1: Create your Rectxt team account

Step 2: Integrate your Rectxt team account with Ashby

Step 3: Invite members to join your team

Step 4: Start texting!

Here's a breakdown of each step:


Step 1: Create your Rectxt team account:

a) Download the Rectxt Chrome extension

b) Click 'Sign up' to create your account

c) Choose your desired subscription plan

d) If you selected a Team plan, select how texting seats you'd like to add to your team and enter your credit card details


e) Pick a phone number by entering your area code (If you don't plan on using one of your texting seats then click 'Skip for now')


Step 2: Integrate your new Rectxt team account with Ashby

a) Navigate to the 'Integrations' tab and click the Ashby logo

b) Find your Ashby API key by following the steps in this article

c) Paste the API key and click 'Connect'


Step 3: Invite members to join your team:

IMPORTANT: make sure you use the EXACT email address of each of your team members and check for any spelling mistakes.

To invite new team members simply navigate to the Team tab and click on the 'Send invite' button where you can add your team members 1 at a time via email:

The new team member will receive an email notifying them that they've been invited to join your Rectxt team with a link to create their account and pick their texting number. Once the new team member finishes creating their account it will be displayed in your team list.

IMPORTANT NOTES:

  • sometime these emails go to junk/spam folders so ask your recruiters to check these folders if they don't see the invite.

  • Once each recruiter has been invited they don't technically need to receive the email before they can join. As long as the email address matches the email address in your Team tab then they can create their account and they will automatically join your team.

You can also purchase new seats and remove unused seats as your team expands or contracts over time.


Step 4: Share the following walk-through article with the team members that you have invited: https://support.rectxt.com/en/articles/6760584-getting-started-ashby-rectxt


Step 5: Book your group training by using our calendly link.

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