How to Create Referral Campaigns
RO

Ryan O’Donnell

Created Jan 24, 2022

How to Create Referral Campaigns

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Refer-us

17 Steps
1

Visit Message, then Campaigns

2

Click Add icon in bottom right

Click Add icon in bottom right
3

Name your campaign

Name your campaign
4

Select the type, either "Email" or SMS" then select "Submit"

Select the type, either "Email" or SMS" then select "Submit"
5

Click on the message in order to edit it

Click on the message in order to edit it
6

Custom the Subject, Message Body, and Button Link

Custom the Subject, Message Body, and Button Link
7

Click on Add Jobs to Message

Click on Add Jobs to Message
8

Search for your job by typing the job title (i.e. "Sales"

Search for your job by typing the job title (i.e. "Sales"
9

Click on the jobs you want to highlight or select a list of your most recent jobs

Click on the jobs you want to highlight or select a list of your most recent jobs
10

Define your Audience

You can select all connectors (default setting) or you can create custom lists of you connectors

Define your Audience
11

Select a connector list if applicable

Select a connector list if applicable
12

Define which connectors should receive the message based on their engagement

All = Everyone

New = Connectors you haven't invited yet

Invited = Invited to refer, but haven't referred

Referred = Connector has submitted one referral

Made a Hire = Connector has made one hire

Define which connectors should receive the message based on their engagement
13

Confirm audience size

Confirm audience size
14

Click on Save

Click on Save
15

Click on Schedule

Click on Schedule
16

Click on Open calendar

Click on Open calendar
17

Select your date, then click schedule and you're done!

Once you schedule a message you can still edit it , move it back to drafts, or change the scheduled send date.

Select your date, then click schedule and you're done!
Well done!
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