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Getting Started with Referrals
Getting Started with Referrals
Meghan Dinkle avatar
Written by Meghan Dinkle
Updated over a week ago

Overview

Are you struggling to hire high-quality, loyal workers? Where can you find the best new employees for your business who will show-up on day 1…and day 101?

Set up a general referral program, and targeted incentivized campaigns sent to only the workers you choose, complete with your brand's colors and logo. Track applications, hires, and retention rate in the dashboard, in addition to incentives and campaign performance.

Fountain Referrals taps your own workforce for your next set of exceptional hires.

In-depth articles

The Fountain Worker Experience setup articles will help you to set up the app step-by-step, getting referrals into your hands quickly. We recommend completing the steps in the listed order below:

  1. Portal Branding & Content

  2. Add Locations and Jobs

  3. Add Your Workers

  4. Create Worker Segments

Referrals onboarding - organic program set-up

Set up your organic program with your unique design and marketing information, and choose which workers you wish to target.

Steps:

  1. Select the Referrals tab in the sidebar.

    1. On the right, you will see the preview for the default Worker and Applicant pages.

  2. Click Begin Set-up.

  3. Create your Worker Portals Referral Page.

    1. Customize your content with links, text, pictures, and even add a merge key to add data such as a worker’s first name.

    2. Watch as your edits come to life in the side preview!

    3. Click continue when your edits are complete (note: if you navigate away from the onboarding flow to another section of the app, you will lose your edits).

    4. Click ← Back button at any point to edit previous step (edits are saved between onboarding steps).

  4. Create your Applicant Landing Page.

    1. Create customized content to engage applicants and encourage them to apply to your company.

    2. Edit the Relation to Referrer question if you wish.

    3. Click Continue when your edits are complete.

  5. Select the workers you would like to target in your General Program and send them an initial text message or email (SMS/email are optional).

    1. Select a segment of workers you would like included in your program (required).

    2. Customize a text message or email to send to the workers you have selected to promote engagement (optional).

      1. Toggle the SMS or email option off if you’d like to launch the program without sending a message.

    3. Click Launch when you are ready to save your edits and begin collecting referrals!

Related Articles

➡️ Next article: Sorting Your Referral Data in the Pipeline

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