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Manually Adding Prospects to Pool

Learn how to manually add individuals to your talent pool

Updated over 3 weeks ago

Prospects are individuals in your talent pool who are not applicants in Fountain Hire and do not have Worker Profiles saved to Fountain. However, you still want to include these individuals in your pool to send them targeted campaigns to potentially match them to new job Openings. In this article, we’ll discuss adding prospects to Pool in bulk through the Talent page and the Settings page. We’ll also show you the steps to set up your prospect data mapping.

Prospect Data Mapping

Before importing data sources, if your contact spreadsheet has “custom” data columns beyond those in the CSV Template, you must map each additional data column from the CSV file to Fountain custom attributes to ensure proper targeting in Pool.

Create new custom attributes first if needed by following the steps in this article. These custom attributes will be visible in the Summary section of the Talent Profile and can be used in places like the Automation Center, when creating segments, or when filtering within different Fountain products.

Important Note:

Although custom attributes can be used across Fountain, prospect contacts uploaded to Pool via CSV file will not appear in the Worker Profile list or anywhere else in Fountain products unless there are already corresponding worker contacts with the same email address

To map column data to your custom attributes, follow the steps below:

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

  2. Click Edit in the Talent Eligibility tile.

  3. Scroll down to the Prospects Data mapping section.

  4. Click +Add data column. The columns in the CSV that you can map to are: personalEmail, firstname, middlename, lastname, mobilePhone, homePhone, homeAddress1, homeAddress2, homeAddressCity, homeAddressStage, homeAddressZip, homeAddressCounty, timezone, dataOfBirth, or brandUuid.

  5. Select the custom attribute in the custom attribute dropdown list.

  6. Click the checkmark icon to save.

    1. Click the X to delete the entry.

  7. Click +Add data column to add more data mapping entries.

Pool Settings Steps

To bulk import prospects on the Settings page, follow the steps below:

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

  2. Click Edit in the Talent Eligibility tile.

  3. Scroll down to the Prospects Data sources section.

  4. Click Download CSV template.

  5. Enter prospect information into the CSV file. The prospect’s email, first name, and last name are required.

  6. Save the CSV file to your computer.

  7. Back in Fountain, in the Prospects Data sources section, click Import.

  8. Drag and drop or click to select the CSV file on your computer.

  9. Click Import. You will receive a confirmation message or an error message with details on the issues that must be corrected in the CSV file.

All previously uploaded files will be saved in a list under the Data sources section. Use the search to find specific files.

Talent Page Steps

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

  2. Click Import in the top right corner.

  3. Click Download CSV template.

  4. Enter prospect information into the CSV file. The prospect’s email, first name, and last name are required.

  5. Save the CSV file to your computer.

  6. Drag and drop or click to select the CSV file on your computer.

  7. Click Import. You will receive a confirmation message or an error message with details on the issues that must be corrected in the CSV file.

Tip! For best results, upload 50 prospects or fewer per CSV file.

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