Fountain Pool campaigns are how you’ll engage with your talent pool (applicants, workers, and prospects), whether you are messaging them to nurture the relationship, are looking for applicants for a new job Opening, or want to invite them to an event. Campaigns can be created via email or SMS, can be scheduled to send immediately or at a later date and time, and can contain one or multiple messages delivered over time at the cadence you define.
Create an Email Campaign
To create a new email campaign, follow the steps below:
Click Pool in the left side panel and then Campaigns.
Click Create campaign in the top right corner. Choose email in the dropdown.
In the next pop-up, complete all fields:
Name: Type an internal name for the campaign. Ensure this is specific enough to be identifiable to your Pool users.
From: Select the email address that recipients will see when reviewing the email. Email addresses are configured in Fountain Settings. Review this article for more information.
To: Select the previously created audience that this campaign will be sent to. Review this article to learn the steps to create an audience in Pool.
Category: Select between Application, which is used to invite talent to apply for a job Opening, Nurture, which is used to maintain a relationship with your audience (example: send newsletters to applicants that have applied in the last year), and Event, which is an invitation to a scheduled gathering such as a hiring event. These selections don’t impact the structure of the campaign; rather, they act as “tags” or “categories” to make your campaigns list more scannable.
Recipient Journey: Choose to send all messages regardless of how the person interacts with the email, stop after CTA click, which will cease communication if the person clicks a link in the email, or stop after the message is opened.
Audience mode: Select whether to send to a fixed list of your current audience, or continue reaching new members as they qualify.
Dynamic — Automatically includes new members as they qualify and removes them when they no longer match your audience criteria. Use this mode for ongoing outreach where you want to continuously reach everyone who qualifies.
Static — Sends to a fixed list of members who matched your audience criteria at the time of campaign activation. New members added later will not be included.
Tip: Static campaigns are useful when you need a controlled, auditable recipient list — for example, following up with attendees from a specific hiring event, re-engaging a curated shortlist, or running A/B messaging tests where a stable denominator matters for reporting accuracy.
Click Create. You’ll be brought to the campaign message creation screen. Here you can craft your email message and add additional messages to create a campaign journey.
Click Button to add a Call-to-Action button to your email.
You can customize the text and color, and alignment of the button in the message in the Style tab.
Customize what the button does when clicked in the Settings tab. It can collect data, link to something, or even connect to a third-party system via webhook. You’ll also be able to add a confirmation message.
Click Generate to use AI to help generate the message.
Click Shorten to shorten the email message.
To save the email as a template to be used for future email campaigns, click the Templates button and then Save as Template. These will then be accessible via the Templates button during later email campaigns that are created.
To add more emails to the campaign, click the + icon towards the bottom left.
Above the Subject line, you can change the time the email will be sent. This is only customizable for additional emails. The first email will be sent at the time of activation. The time displayed is in your time zone.
To adjust the order of the emails, click the Day # above the subject line within an email. This is not available on the initial email, as the initial email corresponds to “the first day of the campaign” by definition.
When finished creating all your emails, click Next in the top right corner.
You can choose to activate now, which will immediately send the first email.
If you want to schedule it to be sent later, use the schedule activation section.
Click Activate for [X] recipients to publish or Save as draft to save as a draft.
Static campaigns recipients are locked at activation
For Static campaigns, the recipient list is locked at the moment the campaign is activated, including scheduled campaigns, which snapshot the audience when the campaign transitions from inactive to active. After activation, newly qualifying talent will not be added, and talent who exit the audience remain excluded and cannot rejoin.
Campaign Editor
Insert Link
To insert or edit a link in your email, click on existing linked text or use the link tool in the editor.
This opens the Insert link modal, where you can select from a suggested opening link, choose a specific Opening, or enter a custom URL.
The modal also includes fields for link display text and optional UTM parameters (Source, Medium, and Campaign) for tracking. If you paste or type a URL directly in the email body, the display text will automatically prefill to match the URL.
Dynamic Fields
To personalize your campaign with recipient-specific data, use dynamic fields. Dynamic fields pull values from talent contact attributes (including worker attributes, prospect attributes, and applicant record data) into your message at send time.
Pool uses the most recently updated value found across all matching records for that contact.
Create an SMS Campaign
To create a new SMS campaign, follow the steps below:
Click Pool in the left side panel and then Campaigns.
Click Create campaign in the top right corner. Choose SMS in the dropdown.
In the next pop-up, complete all fields:
Name: Type an internal name for the campaign. Ensure this is specific enough to be identifiable to your Pool users.
To: Select the previously created audience that this campaign will be sent to. Review this article to learn the steps to create an audience in Pool.
Category: Select between Application, which is used to invite talent to apply for a job Opening, Nurture, which is used to maintain a relationship with your audience (example: send newsletters to applicants that have applied in the last year), and Event, which is an invitation to a scheduled gathering such as a hiring event. These selections don’t impact the structure of the campaign; rather, they act as “tags” or “categories” to make your campaigns list more scannable.
Audience mode: Select whether to send to a fixed list of your current audience, or continue reaching new members as they qualify.
Dynamic — Automatically includes new members as they qualify and removes them when they no longer match your audience criteria.
Static — Sends to a fixed list of members who matched your audience criteria at the time of campaign activation. New members added later will not be included.
Click Create. You’ll be brought to the campaign message creation screen. Here you can craft your SMS message and add additional messages to create a campaign journey.
Click Generate to use AI to help generate the message.
Click Shorten to shorten the email message.
To save the SMS message as a template to be used for future SMS campaigns, click the Templates button and then Save as Template. These will then be accessible via the Templates button for later SMS campaigns that are created.
To add more SMS messages to the campaign, click the + icon towards the bottom left.
Above the message section, you can change the time the SMS will be sent. This is only customizable for additional SMS messages. The first message will be sent at the time of activation. The time displayed is in your time zone.
To adjust the order of the SMS messages, click the Day # above the message section for any following SMS messages. This is not available on the first message.
When finished creating all your SMS messages, click Next in the top right corner.
You can choose to activate now, which will immediately send the first SMS message.
If you want to schedule it to be sent later, use the schedule activation section.
Click Activate for __ recipients to publish or Save as draft to save as a draft.
Manage Campaigns
All campaigns can be viewed on the Campaigns page. At the top of the page, four tiles display aggregate performance metrics across all campaigns: Delivery rate, Open rate (emails only), Click rate (emails only), and Bounce rate (emails only). Per-campaign performance statistics are visible in the columns of the list below.
Below the tiles, use the status tabs to filter the campaign list by status. The available tabs are All, Draft, Scheduled, Queued, Active, Completed, and Archived. You can also search for a specific campaign using the search bar — search results stay scoped to the active tab. Use the Filters button to further narrow the list.
To view metrics for a specific campaign, click into that campaign. The same four metric tiles will appear, scoped to that campaign only.
Bulk Actions
When viewing a status tab (other than All or Queued), you can select multiple campaigns using the checkboxes and apply a bulk action. Available bulk actions vary by campaign status:
Status tab | Available bulk actions |
Draft | Delete |
Scheduled | Cancel schedule |
Active | Mark as complete |
Completed | Archive, Delete |
Archived | Delete |
Archive Campaigns
Completed campaigns can be archived to keep your campaign list organized. Archived campaigns are read-only — their performance data remains accessible, but their settings and messages cannot be edited.
To archive a completed campaign
Click the Completed tab on the Campaigns page.
Select the checkbox next to each campaign you want to archive.
Click Archive in the bulk actions bar.
The campaigns move to the Archived tab.
To work with archived campaigns
From the Archived tab, you can:
View performance: Click into the campaign to see its metrics and message history.
Duplicate: Create an editable draft copy of the campaign to reuse its setup for a new campaign.
Delete: Permanently remove the campaign. Deleted campaigns cannot be recovered.
Overview tab
Clicking on a campaign brings you to the Overview tab within the campaign. The Overview tab displays a per-talent breakdown of campaign activity. Use this tab to see how individual recipients are engaging with your campaign.
The talent table includes the following columns:
Name — The talent's name, linked to their profile
Sent — The number of messages sent to this recipient
Delivered — The number of messages successfully delivered
Opens — The number of times the recipient opened a message
Clicks — The number of times the recipient clicked a link
Last Interaction — The date and time of the recipient's most recent activity
Use the Search talent field to filter the table by name.
Message performance tab
The Message performance tab breaks down engagement by individual message in the campaign. Each row in the table represents one message (by send day) and includes the following columns:
Day — The campaign day on which the message was sent
Recipients — The number of talent the message was sent to
Delivered — The number of messages successfully delivered
Delivery rate — The percentage of sent messages that were delivered
Opens — The number of times the message was opened
Open rate — The percentage of delivered messages that were opened
Clicks — The number of times a link in the message was clicked
Click rate — The percentage of delivered messages that resulted in a click
Click performance tab
The Click performance tab shows a breakdown of all link clicks within the campaign. The table lists each unique URL included in your campaign messages, along with the number of unique clicks and percentage of unique clicks attributed to each link. Use this tab to identify which links are driving the most engagement across your campaign.
