Skip to main content

Creating & Managing Pool Campaigns

Updated over 3 weeks ago

Fountain Pool campaigns are how you’ll engage with your talent pool (applicants, workers, and prospects), whether you are messaging them to nurture the relationship, are looking for applicants for a new job Opening, or want to invite them to an event. Campaigns can be created via email or SMS, can be scheduled to send immediately or at a later date and time, and can contain one or multiple messages delivered over time at the cadence you define.


Create an Email Campaign

To create a new email campaign, follow the steps below:

  1. Click Pool in the left side panel and then Campaigns.

  2. Click Create campaign in the top right corner. Choose email in the dropdown.

  3. In the next pop-up, complete all fields:

    1. Name: Type an internal name for the campaign. Ensure this is specific enough to be identifiable to your Pool users.

    2. From: Select the email address that recipients will see when reviewing the email. Email addresses are configured in Fountain Settings. Review this article for more information.

    3. To: Select the previously created audience that this campaign will be sent to. Review this article to learn the steps to create an audience in Pool.

    4. Category: Select between Application, which is used to invite talent to apply for a job Opening, Nurture, which is used to maintain a relationship with your audience (example: send newsletters to applicants that have applied in the last year), and Event, which is an invitation to a scheduled gathering such as a hiring event. These selections don’t impact the structure of the campaign; rather, they act as “tags” or “categories” to make your campaigns list more scannable.

    5. Recipient Journey: Choose to send all messages regardless of how the person interacts with the email, stop after CTA click, which will cease communication if the person clicks a link in the email, or stop after the message is opened.

  4. Click Create. You’ll be brought to the campaign message creation screen. Here you can craft your email message and add additional messages to create a campaign journey.

  5. Click Button to add a Call-to-Action button to your email.

    1. You can customize the text and color, and alignment of the button in the message in the Style tab.

    2. Customize what the button does when clicked in the Settings tab. It can collect data, link to something, or even connect to a third-party system via webhook. You’ll also be able to add a confirmation message.

  6. Click Generate to use AI to help generate the message.

  7. Click Shorten to shorten the email message.

  8. To save the email as a template to be used for future email campaigns, click the Templates button and then Save as Template. These will then be accessible via the Templates button during later email campaigns that are created.

  9. To add more emails to the campaign, click the + icon towards the bottom left.

  10. Above the Subject line, you can change the time the email will be sent. This is only customizable for additional emails. The first email will be sent at the time of activation. The time displayed is in your time zone.

  11. To adjust the order of the emails, click the Day # above the subject line within an email. This is not available on the initial email, as the initial email corresponds to “the first day of the campaign” by definition.

  12. When finished creating all your emails, click Next in the top right corner.

  13. You can choose to activate now, which will immediately send the first email.

  14. If you want to schedule it to be sent later, use the schedule activation section.

  15. Click Activate for __ recipients to publish or Save as draft to save as a draft.


Create an SMS Campaign

To create a new SMS campaign, follow the steps below:

  1. Click Pool in the left side panel and then Campaigns.

  2. Click Create campaign in the top right corner. Choose SMS in the dropdown.

  3. In the next pop-up, complete all fields:

    1. Name: Type an internal name for the campaign. Ensure this is specific enough to be identifiable to your Pool users.

    2. To: Select the previously created audience that this campaign will be sent to. Review this article to learn the steps to create an audience in Pool.

    3. Category: Select between Application, which is used to invite talent to apply for a job Opening, Nurture, which is used to maintain a relationship with your audience (example: send newsletters to applicants that have applied in the last year), and Event, which is an invitation to a scheduled gathering such as a hiring event. These selections don’t impact the structure of the campaign; rather, they act as “tags” or “categories” to make your campaigns list more scannable.

  4. Click Create. You’ll be brought to the campaign message creation screen. Here you can craft your SMS message and add additional messages to create a campaign journey.

  5. Click Generate to use AI to help generate the message.

  6. Click Shorten to shorten the email message.

  7. To save the SMS message as a template to be used for future SMS campaigns, click the Templates button and then Save as Template. These will then be accessible via the Templates button for later SMS campaigns that are created.

  8. To add more SMS messages to the campaign, click the + icon towards the bottom left.

  9. Above the message section, you can change the time the SMS will be sent. This is only customizable for additional SMS messages. The first message will be sent at the time of activation. The time displayed is in your time zone.

  10. To adjust the order of the SMS messages, click the Day # above the message section for any following SMS messages. This is not available on the first message.

  11. When finished creating all your SMS messages, click Next in the top right corner.

  12. You can choose to activate now, which will immediately send the first SMS message.

  13. If you want to schedule it to be sent later, use the schedule activation section.

  14. Click Activate for __ recipients to publish or Save as draft to save as a draft.


Manage Campaigns

All active and draft campaigns can be viewed on the Campaigns page. Here you’ll see four tiles at the top for total campaign delivery rate, open rate (emails only), click rate (emails only), and bounce rate (emails only). You can also see performance statistics per campaign in the list and columns below.


Related Articles

⬅️ Previous article: Creating & Managing Pool Audiences

Did this answer your question?