After you’ve set up your general Referral program, the next step is to create campaigns to promote high-priority openings to targeted worker Segments. These can be incentivized or non-incentivized promoted openings
Creating a Campaign
To create a campaign in Referrals, follow the steps below:
Once logged in to Worker Experience, click Referrals in the left sidebar and then click Campaigns.
Click Create Campaign in the top right corner.
Type a name for your campaign. This will be for internal use only and not visible to your employees.
Click Next.
On the next screen, you will select the job positions and locations (or location groups) targeted in this campaign. Any active, sourcing openings in Hire that match the job position + location combination will display as promoted in the worker portal
Job positions and locations or location groups that are already in use in another Referral’s campaign will say “in use” to the right. Hover over “in use” to see what campaign this Opening or location is being used in.
A unique combination of job positions and locations or location groups can only be in one campaign at a time. If there is a conflict, you can click View campaigns in conflict in the top right. You’ll learn more about this later in the article.
Click Continue.
Next, you will add optional incentives. Change the currency if applicable, enter a cash value, and set the payout condition. For example, you may want your employee to receive $50 60 days after the referred hire’s start date to ensure the referred employee is a good fit with the company.
You can also continue without an incentive but Fountain suggests adding an incentive if possible. Openings in campaigns without incentives will still be listed as a priority Opening (in bold, at the top) in the Referral Worker Portal.
Note: to edit “shifts completed” to another unit of work - e.g. deliveries completed, calls completed - simply edit the attribute name in your Worker Attributes setting. Remember to keep the format lowercase, following the “[unit of work] completed” format, since this will be inserted in worker-facing content about payout conditions.
Click Continue.
On the next screen, you can edit what branding applicants or your employees (workers) see when interacting with this campaign. To make changes click Edit in the top right corner of Applicant Landing Page or Worker Portal Referrals Page. Please note: changing the branding on this screen will affect all other campaigns and your general referral program created during setup.
If you have no edits to make, click Continue without editing.
Finally, select your worker Segments that will receive messaging about this campaign.
You will also decide the communication method for this campaign. You can send a text, email, or both. You can also customize the messages sent on this page.
Click Final Review.
Review your campaign. A preview is available on the right. Click the tabs to toggle between your Worker Portal view, Applicant Landing Page view, and initial message.
If everything looks satisfactory, click Publish.
If you want to go back and make changes, click the Back button in the top left corner or a section of the campaign creation process at the top. To discard the campaign entirely, click Discard in the top right corner. Your campaign will be saved in drafts where you can ultimately delete it if needed.
Limit Visibility on Worker Portal:
By default, if a worker is not in a targeted segment, they will not receive the campaign messaging, but they will be able to see the promoted Opening and incentive in their Worker Portal if they search for it.
To restrict promoted Opening and incentive visibility to only workers in your target segment, select “Limit visibility on worker portal”. This will ensure the Openings remain “organic program” Openings to workers not in the target segment. They will still be able to refer but not be eligible for the incentive.
Fountain recommends not limiting visibility, to ensure all workers (whether they are in the target locations or jobs or not) are motivated to refer people to all priority Openings, even if they don’t receive messages about priority Openings not in their location or role.
Resolving Opening and Location Conflicts
When selecting the Openings and locations or location groups during your campaign creation process, you may run into conflicts if you attempt to select Openings, locations, or location groups that are used in another campaign. If there is a conflict, you will receive an alert notifying you of the issue. The items in conflict will also turn red in color and the Continue button will be disabled.
To resolve conflicts, follow the steps below:
Click View conflicting campaigns in the top right corner.
Review which Openings and locations are in conflict. Then click the X to leave the pop-up.
Remove the Openings or locations in conflict by clicking the X in the corner of the Opening or location name. Remember, conflicting items will be colored red.
Click Continue.
If you do not want to remove Openings or locations, but would rather update the conflicting campaign, follow the steps below:
Click View conflicting campaigns in the top right corner.
Click Edit to edit the campaign in a new browser tab or Archive to archive the campaign.
If editing the campaign, remove the Openings or locations from the conflicting campaign and click Continue. Then click Review and Publish in the top right corner and then click Publish.
Navigate back to the original campaign browser tab and click Re-check for conflicts. If the conflict is resolved, you will see a conflict-resolved message.
Click Back to campaign to continue your campaign creation process.
Related Articles
⬅️ Previous article: Referrals General Program Creation
➡️ Next article: Managing Your Referrals Campaigns