Great to hear that you’re getting started with Recruitment Marketing Automation (RMA featured by HireData). With RMA, you automate communication and recruitment processes within Carerix, fully integrated into your current way of working.
What is RMA?
RMA is an automation and communication tool within Carerix that enables you to:
Build automations (journeys) that respond to events, statuses, and conditions
Manage communication and actions centrally, linked to candidates and contacts
Send personalized communication by email and, if desired, via WhatsApp
Use forms to collect data in a structured way and process it directly in Carerix
RMA offers more flexibility than the standard Carerix triggers and makes it possible to create workflows and combine different processes
What will happen next
From the agreed start date in the contract, RMA will be activated in your Carerix environment. From that moment, RMA becomes visible to administrators and is technically available.
After that, we schedule a first session:
RMA as part of an (additional) upgrade with consultancy: usually on-site
RMA as a standalone product: an online session
First session – basic setup
Time investment: approximately 2 hours
During this session, we will:
Check and complete the technical activation
Review the general RMA settings
Configure branding, localization and sender settings
Set up the first default automations (e.g., email, forms, or internal process steps)
After this session, RMA is basically ready for use. Further expansion can be done independently or in follow-up sessions.
WhatsApp automations via RMA
If you want to use WhatsApp within RMA, several steps are required beforehand. Below you’ll find each component with the corresponding guides.
WhatsApp Business Account (Meta)
A non-personal business WhatsApp Business account, registered with Meta:
https://help.carerix.com/en/articles/13675864-whatsapp-starting-guide-meta-whatsapp-for-business-account
Business phone number
A business phone number (not linked to an employee), including verification via SMS or voice:
Meta Business Suite / Business Portfolio
Creating or linking a Meta Business Suite with admin rights:
Create a Business Portfolio in Meta Business Suite | Meta Business Help Center
Linking WhatsApp to Business Suite
Connecting WhatsApp to RMA
Once the WhatsApp Business account and number are ready:Log in to RMA
Go to Apps → WhatsApp
Start the connection with Meta
WhatsApp start guide overview (Carerix):
https://help.carerix.com/en/articles/13675864-whatsapp-starting-guide-meta-whatsapp-for-business-account
You can complete the connection between your META account and RMA yourself using the manuals above, or together with a Carerix consultant during the session.