The first step of Referrals setup up is creating your general organic Referral program. This referral program will include a Worker Referrals Portal page for your existing workers, and an Applicant Landing page that referred candidates will first see when they click a referral link. Finally, as part of the Referral program setup, you’ll also select which of your existing workers to target for Referrals messaging.
Creating Your Referral Program
To create your Referral program, follow the steps below:
Log in to Worker Experience and click Referrals in the left sidebar.
Click Begin Set-up.
Create your Worker referral page header. This will be the first text your workers see so keep it short and sweet but also enticing to encourage them to read more. You can add text, web links, images, and Merge Keys. Merge Keys can be used to pull in information such as the worker’s name for a personal touch. A preview of the portal will be visible on the right as you make edits.
Click Continue.
Next, you’ll create the Applicant Landing page to get referred candidates excited to apply. Just like the header, you can add text, web links, images, and Merge Keys. You can also adjust the “relation to referrer” question text if desired. However, you cannot change the answers to this question.
Click Continue.
Finally, select the worker Segments that you want to send the Worker Portal Referral page to as well as the communication method. You can send via text, email, or both. All communication content can also be customized.
Click Launch Referrals.
Important Note!
In addition to creating your general referral program, you will also need to create campaigns to receive referrals from your workers. Review this help center article for more information on campaigns.
Editing the Referral Program
To make changes to the Referral program after it is live, follow the steps below:
Click on your company logo in the left sidebar and then Settings.
Click the Referrals tile.
Click Edit Program.
Make any desired changes.
To turn off the program entirely, click the enabled toggle on the Referral’s settings page.
Related Articles
⬅️ Previous article: Getting Started with Referrals
➡️ Next article: Creating a Referrals Campaign