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When creating referral campaigns for new employees, you can choose to deliver the messages via email or text message We'll guide you through how to configure campaigns for each delivery method. 

Don't currently have integrated referrals in your Hireology subscription? Click here to get started! 

In this article we will cover: 

• Review & Customize Draft or Scheduled Onboarding Campaigns
• Creating a Onboarding Referral Campaign from Scratch
• Promoting a Campaign Via Email
• Promoting a Campaign Via Text Message
• Choosing Your Audience
• Scheduling the Campaign
• Onboarding Campaign Best Practices
• Related Topics

Review & Customize Draft or Scheduled Onboarding Campaigns

Hireology referrals offers a series of pre-configured onboarding campaigns to enable you to get a jump start in driving referrals.

Onboarding campaigns engage and educate new employees on your referral program to drive results. Review and customize these templates by following the below steps

 

Begin by clicking 'Launch Referrals' in your Hireology account.

In the Referrals portal, click the 'Messages' tab.

 

Next, select "Drafts" to review onboarding templates

 

Select one of the "New Hire Referral Campaign" draft templates.

Note: The campaign templates alternate between email and text channels.

 

Review the campaigns configuration and make edits as needed 

 

Review the campaign "Audience" configuration. Type should be "Employee" and Status should be "All". 

Review the campaign schedule and adjust the starting date and timing as needed. Select "Schedule Message" to finish.

 

 

Creating a Onboarding Referral Campaign from Scratch

Begin by clicking 'Launch Referrals' in your Hireology account.

 

 

In the Referrals portal, click the 'Messages' tab.

 

 

Next, click 'Create new campaign'. 

 

 

Click ‘Start from scratch’.

 

 

Choose how you would like to promote your campaign.  Note: You can build multiple onboarding campaigns and deliver these messages via different avenues (text and email), see Best Practices 

 

Promoting a Campaign Via Email

To send a campaign via email, click the Email option, then click 'Next'.

 

Customize the content of the email in the right section of the page. You can give the campaign a name, choose the subject of the email, and customize the email message. Click 'Add Dynamic Fields' to choose from the available fields. 

 

 

Next, configure the Button link. You can choose General Referral, Job List, Custom Link, or None. For Onboarding, we recommend General Referral 

 

 

General Referral

When selecting General Referral, you can choose which jobs, if any, are shown in the body of the email. From the 'Jobs On Message' menu, choose None, Specific Jobs, or Most Recent Jobs. If you choose 'None', no jobs will show in the email message but jobs will be displayed after the recipient clicks the 'Refer Here' button.

 

 

If you choose 'Specific Jobs', you can begin typing the job title and click on it when it appears.

 

 

Finally, if you choose 'Most Recent Jobs' you can select a Job List and the number of most recent jobs you would like to display, up to 10. 

 

 

Job List

When selecting Job List, you can also choose None, Specific Jobs, or Recent Jobs for Jobs On Message. 

 

 

Custom Link

The Custom Link option is great for campaigns that may not be specifically related to referrals. For example, if you would like to send out a message asking new employees to leave you a company review on Glassdoor, you could input the URL for your Glassdoor company page. You can still choose whether or not to include jobs for referrals in the email by choosing None, Specific Jobs, or Recent Jobs for Jobs On Message. 

 

 

None

If you choose None, the 'Refer Here' button will not appear in your email message but you can choose None, Specific Jobs, or Recent Jobs for Jobs On Message. 

 

 

Promoting a Campaign Via Text Message

To send a onboarding campaign via text, click the Text Message option, then click 'Next'. 

 

Customize the content of the message in the right section of the page. Click 'Add Dynamic Fields' to choose from the available fields. 

 

For the CTA Link, you can choose General Referral, Custom Link, or Job List. Single Job will be grayed out but you can activate that option by choosing General referral, then clicking '+Add a Job to Message'. Begin typing the job title into the field, then select the position you'd like to include when it appears.

 

 

The CTA Link will change to Single Job. To switch back to General Referral, hover over the selected job and click the 'X'. 

 

 

 

Choosing Your Audience

Regardless of delivery method, the next step is to choose your Audience. Select "Employees" as the Type, "All" for the Status. You can also filter by Employee List you've created. 

 

 

Scheduling the Campaign

The last step is to set the campaign schedule. Select 'Onboarding' as the Type and then define the start date and when you would like your new hires to receive this campaign message.

 Note: Review Best Practices for our recommendations around timing. 

 

Click 'Schedule Message'. You will see a confirmation that your campaign is scheduled and the date/time it will begin, as well as the option to go back and make changes if needed. 

 

 

Onboarding Campaign Best Practices

For best results in using Hireology referrals and campaigns, we recommend the following best practices:

• Schedule regular onboarding campaigns:  Thinking ahead and investing time to build onboarding campaigns keeps you ahead of the curve and allows referrals to come in at a steady, manageable flow. These campaigns also keeps your program top of mind with internal teams. For onboarding, we recommend scheduling them on day 1, 30, 90 and 1 year. 
• Alternate between Text Message and Email onboarding campaigns: Contact new hires via alternating avenues to keep them engaged in your referral program. 
• Offer a clear call to action: Be specific when asking employees to refer someone in their network. For example: "Looking for extra cash for the holidays?" or "Know a college student home for the summer and looking for extra cash". These specific, timely asks will resonate more with current employees.
• Keep is short and sweet: Messages do not have to be overly detailed or “wordy.” A short message is effective.
• Timing is critical: We have found that Monday is the best day to send campaigns & earlier in the day (9am) is the best time.
• Target difficult roles: Highlight hard to fill roles by including a "job list" in your campaign. 
• Encourage employee to share personal links: “Include Share Links” option will allow employees to share out their personal links to social networks like Facebook and LinkedIn to drive more referrals.

Related Topics

• Creating a Referral Campaign Using a Template
• Creating a Referral Campaign From Scratch
• Adding Employees