Overview
Creating a new incentivized campaign will promote engagement of your new referrals program with your employees. It’s easy to set one up and get your workers excited to participate!
Creating your first campaign
Select Campaigns in the left side bar to get started.
From there, click on the Create Campaign button in the upper right corner of the app.
You will now enter campaign creation flow.
Enter a name for your campaign and click Next:
Navigation
At any point you can either click the Back button in the top left corner OR click the Discard button in the top right corner. Clicking Discard saves your campaign as a Draft.
The navigation buttons at the top of the menu bar allow you to go back to previously completed steps, but not forward.
Target openings page
On the Target openings page, you will be required to choose your jobs (Hire positions) and locations to target specific openings. These are pulled directly from your Hire account.
Steps to get started:
Select your targeted jobs. In the drop-down for Jobs, selections made in previous campaigns will be labeled as In Use. As long as the combination of Job and Location is unique, the opening will only be in one campaign (openings are only allowed in one campaign at a time):
Next select your location or set of locations.
You may select all locations, or
You may select all locations within a Location Group by clicking on the group name, or
Individualized locations may be selected by clicking the check boxes one-at-a-time.
For either jobs or locations, you can hover over any ‘In use’ icon to view with openings are already targeted by other campaigns.
Click Continue.
At least one Job and one Location are required to advance to the next page.
If conflicts arise from your selections, please see Resolving a Conflict. If not, continue to Add incentives page.
Add incentives page
Your Job(s) from the previous step will populate above your incentives selection in this page. Next you will decide if you want to provide an incentive to your workers so they will be motivated to provide you with high quality referrals.
To not add an incentive, just click the Continue without incentive button. If you choose to not include an incentive, the opening will not be prioritized in the Referrals section of the worker’s portal, but you can send a message to your workers about this campaign.
To create an incentive, select the Currency, Cash Value, and Payout Condition. Then click Continue.
Review experiences page
If you would like to edit the applicant landing page or the worker portal referrals page that you customized during the Onboarding process, this is where you can easily make updates.
Caution: updating these pages updates them for all campaigns, including the General Program you set up earlier.
To edit:
Click Edit button for Applicant Landing Page.
Proceed with any changes.
When finished, click the Continue to return to the Review experiences page.
Click Edit button for Worker Portal Referrals Page.
Proceed with any changes.
When finished, click the Continue to return to the Review experiences page.
When your finished editing OR if you do not want to change anything, click Continue without editing.
Send message page
On this page, you can choose which segment of workers you can send a text and/or email to, or you can send the message to all your workers!
Select your segment (this defaults to All Workers).
Edit your SMS text if you like or turn the toggle off if you do not wish to send a text. Changes can be seen in the preview on the right.
Edit your email text or toggle this selection off. Changes can be seen in the preview on the right.
If you created an incentive and do not send any message, your openings will still be promoted in the worker’s portal referrals tab.
Click Final Review when done.
Final review page
On your review page, you will see all your previous selections for jobs, locations, incentives, and targeted worker segments. If you would like to go back and edit anything, you may select a green button at the top of the menu or use the Back button. If you would like to proceed, click Launch.
After you complete your campaign, the app will automatically redirect you to the Campaigns page, where you will see your newly created campaign!
Related Articles
⬅️ Previous article: Getting Started with Referrals
⬅️ Previous article: Sorting Your Referral Data in the Pipeline
➡️ Next article: Resolving a Conflict