Skip to main content

How Pool Works

Understand where Pool records come from, how they combine into Talent Profiles, how audiences behave, and who is eligible to receive a campaign.

Pool holds a record of everyone your company has connected with, assembled from records you already have. This article explains where those records come from, how they combine, how audiences behave, and who is eligible to receive a campaign.

Pool opens on its Dashboard, which shows how your outreach is performing and which campaigns are running. See The Pool Dashboard.


Pool Glossary

Pool uses a small set of terms precisely, and several are easy to confuse with each other.

See the Glossary

Term

Definition

Talent

All contact records stored in Pool. An individual record is a Talent Profile.

Talent Profile

The combined view of everything Pool knows about one person: contact details, application history, and employment history. Pool builds it by combining the applicant, worker, and prospect records that share an email address.

Applicant

A person who has applied to one of your jobs in Fountain Hire.

Worker

A person who has been hired. Includes people currently working for you.

Prospect

A person added to Pool without applying, whether imported, added manually, or captured through a public form.

Pool

The product, and the whole set of talent records in your account. Not a filtered subset, which is an audience.

Audience

A saved group of Talent Profiles matching filter criteria you set. An audience is a live definition: people enter and exit as they start and stop matching.

Campaign

One or more outreach messages sent to a single audience by email or SMS, on a cadence you choose.

Dashboard

The page Pool opens on. Shows the Reach & Engagement Funnel and the Active campaigns widget.

Match Score

How well a person fits a job, scored on competencies, availability, proximity, and job interest relative to the job's requirements. A record with too little to assess shows "not enough signal" instead of a number.

Competency

A task, tool, technology, skill, or work context Pool infers from the content on a contact's record. Each one carries a confidence level, a quoted piece of evidence from the record, and the occupational code it maps to.

Ineligible

Excluded from Pool campaigns. Every ineligible contact carries an exclusion reason explaining which rule removed them.

Do not contact

A flag set on an individual contact to stop messaging them, independent of your account's eligibility rules.

Dynamic audience mode

A campaign setting: new members are included as they qualify, and removed when they no longer match your audience criteria.

Static audience mode

A campaign setting: the campaign sends to a fixed list of the members who matched at the time the campaign was created.


How Talent Gets Into Pool

Talent reaches Pool by four routes. Knowing which route a person took explains why they are present, why they are missing, and how current their information is.

  • Workers populate Pool when Pool is enabled. Every worker record in your Fountain account generates a Talent Profile.

  • Applicants flow in from Fountain Hire once the connection between Hire and Pool is set up.

  • Prospects are added deliberately, through a CSV import on the Talent page or through Data Pipelines.

  • Form submissions create or update prospect records when someone completes one of your lead-capture forms.

How Quickly the Hire Sync Moves

The sync is near-real-time and event-driven. Pool records update as applicants are created and updated in Hire, with a delay of a few minutes up to an hour depending on volume. There is no fixed polling interval.

There Is No Sync Schedule

Because the sync reacts to events rather than running on a timer, a record with no recent activity in Hire does not resync on its own. Expect minutes in normal conditions and up to an hour at high volume.


How Talent Profiles Are Assembled

A Talent Profile is not a record you create. Pool assembles it by matching records on email address, which explains both why one person can appear twice and why two people can appear as one.

Email is the only merge key. Pool combines the applicant, worker, and prospect records that share an email address into a single Talent Profile. Name, phone number, and address are not used to merge records.

Every Contact Must Have an Email Address

Records without an email address are not in Pool at all. This is a requirement of the matching model rather than a setting you can change.

Why One Person Appears Twice

A person who applied with a personal address and was hired under a work address produces two Talent Profiles. Pool has no basis for connecting them. Review profiles before outreach and resolve duplicates through your internal process.

Addresses differing only by dots resolve to separate records by design. Some mail providers treat firstname.lastname@ and firstnamelastname@ as the same inbox. Pool treats them as different contacts, because the assumption does not hold across every provider and merging on it would combine unrelated people.

Why Two People Appear as One

A shared inbox, such as a family address, an agency recruiter's address, or a shared account at a previous employer, produces one Talent Profile carrying two people's histories. If a profile's application and employment history do not look like one person, this is usually why.

Check Suspected Merges Before Outreach

A profile combining two people personalises messages with the wrong name and matches against the wrong Openings. Review before sending rather than after.

When the Same Attribute Has Two Values

When a contact has the same attribute on more than one source record, Pool uses the most recently updated value. This applies to both audience filtering and campaign personalization, so a dynamic field resolves to the freshest value rather than to a preferred source.


How Audiences Behave

An audience is a saved set of filter conditions, not a saved list of people. Membership is recalculated as your talent changes, which is why the same audience returns different people on different days.

Membership is computed, not stored. When you save or edit an audience, Pool works out who matches afterwards rather than instantly. While it does, the audience shows a banner reading "Members are still updating. The list and the member count are partial until this finishes." Wait for it to clear before reading the count.

After that, membership updates continuously: someone who starts matching enters, someone who stops matching exits. An applicant who moves out of a targeted city is removed without anyone doing anything.

Read Entrance and Exit

Click an audience name to open it. The Entrance & Exit flow panel charts how many contacts have entered and exited over a period you choose. The Members tab lists who is in it currently, and the Campaigns tab lists the campaigns targeting it with their status and recipient counts.

A contact's own view of the same history is on their Talent Profile under the Audience tab: each membership event with its date and reason. Reasons include Audience criteria changed, Matched audience criteria, Talent profile changed, and Talent eligibility changed. A contact can enter and exit the same audience more than once.

Dynamic and Static Are Campaign Settings, Not Audience Settings

This distinction causes more confusion than any other in Pool. An audience is always live. Dynamic and static describe how a campaign treats that audience, and you choose between them when you create the campaign.

  • 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 the campaign was created. Members who qualify later are not included.

Editing an Audience Changes Live Campaigns

If you edit the filters on an audience that active campaigns are using, Pool warns you before continuing. Changing the criteria changes who those campaigns reach. Review the listed campaigns before saving.

One audience per campaign. A campaign targets exactly one audience. To reach two groups, either build one audience whose conditions cover both, or run two campaigns.


How Match Score and Competencies Work

Match Score ranks how well a person fits a job. Competencies are one of the categories it combines, alongside availability, proximity, and job interest. Both are generated rather than recorded. For the full reference, see How Match Score Works.

Ask Cue About Occupations and Wages

Cue can answer labour-market questions using O*NET occupational data and Bureau of Labor Statistics wage and employment projections. Useful for judging whether a competency profile fits the role you are hiring for.

What Match Score reads. Pool's talent matching engine reads the content on a talent record, including application answers, AI Recruiter conversations, work history, and uploaded documents, and builds a list of competencies for that person. It runs the same extraction on the job's or Opening's title and description to infer the competencies the role requires, then scores the fit across competencies, availability, proximity, and job interest.

O*NET Codes

Each competency maps to an occupational code from O*NET, the U.S. Department of Labor's occupational database.

The Match Score Categories

Under Pool > Settings > Match Score, Match Score Weights sets how much each category counts toward the score. Unlock a category to change its weight. The weights must total 100% before you can click Save.

  • Competencies — how well the competencies on the talent record align with those the job requires. Default 75%.

  • Work availability — when talent is available to work. If the Opening has no shift attached, this category is ignored. Default 5%.

  • Proximity — how close talent lives to the job location. Default 15%.

  • Job Interest — how recently the person applied to this kind of work. The signal fades gradually as the application ages. Default 5%.

On a Talent Profile's Opening Matches, the work availability category is labelled Availability.

What Populates Competencies

The Competencies tab on a Talent Profile shows standardised competencies inferred from a contact's application history, employment background, and profile data, matched against the O*NET database. Each entry shows the competency, its type (task, tool, technology, skill, or work context), a confidence level, and an Evidence field quoting the line on the record it came from. Jobs and Openings carry competencies too, inferred from their title and description.

A profile with no application or employment detail produces no competencies. Volume alone does not populate the tab. A contact who applied through a short form with no work history has little for the inference to read.

Competencies Are Inferred, Not Recorded

These are AI-inferred suggestions and may not always be accurate. Read them alongside the rest of the profile rather than as verified fact, and check the Evidence field when a competency looks surprising.

What Match Score Does Not Know

It does not know whether someone wants the job, whether they are available to start, whether they would accept the pay, or anything about them that is not in their Fountain records. It estimates fit from history.

When There Is No Score

Where a record carries too little to assess, Match Score shows "not enough signal" instead of a number. Where the engine has not finished reading a record, it shows "still processing". Neither state is a low score. See How Match Score Works.

Where Pool Attributes Come From

Pool attributes come from three sources, and an attribute has to reach Pool before you can filter or personalise with it.

  • Applicant attributes are collected during the Hire application: data collection answers, certifications, event attendance. These are called applicant data keys.

  • Worker attributes come from worker records in your Fountain account.

  • Prospect attributes come from prospect imports. A custom column imports only if it is mapped to a Fountain custom attribute in your import configuration. An unmapped column is discarded silently.

Find an Attribute in the Filter Builder

Custom attributes appear in the audience filter builder under the ATTRIBUTES group, below Match Score, Proximity, Profile, Location, Engagement, Application history, and Employment history.

Attributes are listed by their underlying data key rather than a friendly label, so an eligibility question recorded as 18_or_older appears under that name. Compliance requirements follow a different convention, appearing in title case with a colon, such as Compliance Requirement Vehicle Registration: Status. Because the list is long and alphabetical, use the search box at the top of the picker rather than scrolling.

Read Attributes on a Profile

The Attributes tab shows every custom attribute for a contact in one view, with the attribute name, its dynamic field syntax for campaign messages, the current value, and a source tag showing whether the value came from an applicant, worker, or prospect record. Controls at the top of the tab let you search, filter by source, and sort alphabetically.


Who Is Eligible to Receive a Campaign

Being in an audience and being able to receive a message are two different things. Pool calls the excluded state Ineligible, and every ineligible contact carries an exclusion reason naming the rule that removed them.

Ineligible contacts remain in your pool and in any audience whose filters they match. They are simply not counted as recipients, which is why an audience can show 4,000 members while a campaign reports 3,200 recipients.

Ineligible Talent Are Hidden by Default

The Talent page hides ineligible contacts unless you switch on Show ineligible talent. If someone you expect to find is missing from the list, turn it on before concluding they are not in Pool.

The Rules That Make Someone Ineligible

All of these live under Pool > Settings > Talent Eligibility.

  • General rules. Opt-outs automatically excludes any talent who have opted out of messaging. This setting cannot be changed.

  • Applicant rules. Exclude applicants by stage removes applicants sitting in stages you nominate. Exclude applicants by rejection reason removes applicants rejected for reasons you nominate. Exclude applicants by custom conditions removes applicants matching conditions built on your own data keys; those keys have to be mapped to Fountain's concepts by your account team before they can be used here.

  • Worker rules. Exclude workers by segment removes worker segments you nominate. The common case is excluding workers whose status is active.

  • Data retention. The GDPR Eligibility Window automatically marks talent ineligible when they have no activity within the period you set. A new application, a worker record update, a prospect upload, or campaign engagement resets the window and restores their eligibility. This is why a Talent Profile shows an expiry date.

Every Rule Shows Its Own Impact

Each rule displays how many contacts it currently excludes, and the Ineligible Talent table at the bottom of Pool Settings lists every excluded contact with the reason. Read those figures before changing a rule, because widening one can add a large group to every active campaign at once.

Unsubscribing Is Separate, and Global

Opting out is something the contact does rather than something you configure. A contact who clicks unsubscribe in an email, or replies STOP to an SMS, is opted out of your company's marketing messaging across both channels, not just the campaign they were reading. A contact can opt back in later, for example by applying to a job again and agreeing to receive messaging. You cannot reverse it on their behalf.

Stop Contacting One Person

To stop messaging an individual without changing any account rule, open the Actions menu on their row on the Talent page and choose Mark as do not contact. The same action is available in bulk after selecting multiple rows.

Pool confirms with "Talent marked as do not contact", and three things change on the record:

  • A Do not contact badge appears beside the contact's name on their Talent Profile.

  • A Do not contact reason(s) section appears at the top of their Summary tab, above Position & Opening Matches, listing why they are flagged. A contact flagged by hand reads "Marked as do not contact".

  • They stop appearing in the Talent page list, because flagged contacts are hidden along with ineligible talent unless Show ineligible talent is switched on.

The reasons section is plural because a contact can be flagged for more than one reason at once, so it is the quickest place to see everything currently blocking messages to that person.

Check a Specific Person

Start on their Talent Profile. The Do not contact reason(s) section, if present, names what is blocking messages. The Audience tab lists membership events with their reasons, one of which is Talent eligibility changed. For the account-level view, the Ineligible Talent table in Pool Settings is searchable and shows the exclusion reason for every excluded contact.

Did this answer your question?