After you’ve set up your general Referral program, the next step is to create campaigns to promote high-priority openings to targeted worker Segments. These can be incentivized or non-incentivized promoted openings
Creating a Campaign
To create a campaign in Referrals, follow the steps below:
Once logged in to Worker Experience, click Referrals in the left sidebar and then click Campaigns.
Click Create Campaign in the top right corner.
Type a name for your campaign. This will be for internal use only and not visible to your employees.
Click Next.
On the next screen, you will select the job positions and locations (or location groups) targeted in this campaign. Any active, sourcing openings in Hire that match the job position + location combination will display as promoted in the worker portal
Job positions and locations or location groups that are already in use in another Referral’s campaign will say “in use” to the right. Hover over “in use” to see what campaign this Opening or location is being used in.
A unique combination of job positions and locations or location groups can only be in one campaign at a time. If there is a conflict, you can click View campaigns in conflict in the top right. You’ll learn more about this later in the article.
Click Continue.
Next, you will add optional incentives. Configure the reward recipient, cash value, and payout conditions for each incentive block. For full details on incentive configuration options — including multiple milestones, OR conditions, and attribute-based conditions — see Configure Incentives below.
You can also continue without an incentive, but Fountain recommends adding an incentive when possible. Openings in campaigns without incentives will still be listed as a priority Opening (in bold, at the top) in the Referral Worker Portal.
Click Continue.
On the next screen, you can edit what branding applicants or your employees (workers) see when interacting with this campaign. To make changes click Edit in the top right corner of Applicant Landing Page or Worker Portal Referrals Page. Please note: changing the branding on this screen will affect all other campaigns and your general referral program created during setup.
If you have no edits to make, click Continue without editing.
Finally, select your worker Segments that will receive messaging about this campaign.
You will also decide the communication method for this campaign. You can send a text, email, or both. You can also customize the messages sent on this page.
To send automated follow-up reminders to workers after the initial campaign message, toggle on Send a reminder. When enabled, configure the following settings:
Frequency — Set how often reminders are sent (e.g., every 1 month, every 2 weeks).
At — Select the time of day reminders are sent.
Send via SMS — Toggle on to include an SMS reminder. Enter the SMS message content in the Content field.
Send via e-mail — Toggle on to include an email reminder. Enter a Subject and message content in the Content field.
NOTE: Reminders are spaced according to the frequency you configure and will not send more often than the interval you set. This helps maintain worker engagement without overwhelming them with messages.
Click Final Review.
Review your campaign. A preview is available on the right. Click the tabs to toggle between your Worker Portal view, Applicant Landing Page view, and initial message.
If everything looks satisfactory, click Publish.
If you want to go back and make changes, click the Back button in the top left corner or a section of the campaign creation process at the top. To discard the campaign entirely, click Discard in the top right corner. Your campaign will be saved in drafts where you can ultimately delete it if needed.
Limit Visibility on Worker Portal:
By default, if a worker is not in a targeted segment, they will not receive the campaign messaging, but they will be able to see the promoted Opening and incentive in their Worker Portal if they search for it.
To restrict promoted Opening and incentive visibility to only workers in your target segment, select “Limit visibility on worker portal”. This will ensure the Openings remain “organic program” Openings to workers not in the target segment. They will still be able to refer but not be eligible for the incentive.
Fountain recommends not limiting visibility, to ensure all workers (whether they are in the target locations or jobs or not) are motivated to refer people to all priority Openings, even if they don’t receive messages about priority Openings not in their location or role.
Resolving Opening and Location Conflicts
When selecting the Openings and locations or location groups during your campaign creation process, you may run into conflicts if you attempt to select Openings, locations, or location groups that are used in another campaign. If there is a conflict, you will receive an alert notifying you of the issue. The items in conflict will also turn red in color and the Continue button will be disabled.
To resolve conflicts, follow the steps below:
Click View conflicting campaigns in the top right corner.
Review which Openings and locations are in conflict. Then click the X to leave the pop-up.
Remove the Openings or locations in conflict by clicking the X in the corner of the Opening or location name. Remember, conflicting items will be colored red.
Click Continue.
If you do not want to remove Openings or locations, but would rather update the conflicting campaign, follow the steps below:
Click View conflicting campaigns in the top right corner.
Click Edit to edit the campaign in a new browser tab or Archive to archive the campaign.
If editing the campaign, remove the Openings or locations from the conflicting campaign and click Continue. Then click Review and Publish in the top right corner and then click Publish.
Navigate back to the original campaign browser tab and click Re-check for conflicts. If the conflict is resolved, you will see a conflict-resolved message.
Click Back to campaign to continue your campaign creation process.
Configure Incentives
The incentive builder in Step 2 of the campaign creation flow supports a range of configurations — from simple single-payout rewards to multi-milestone, attribute-gated bonuses.
Incentive Basics
Each incentive is set up as a separate block in the Incentive section. For each block, configure the following:
Reward — Select who receives the payout:
referring worker — only the worker who made the referral
referred applicant — only the person who was referred
both referring worker and referred applicant — both parties receive the same cash value
Currency — Select the currency for the payout.
Cash value — Enter the payout amount.
When referred applicant completes — Enter a number and select the condition type:
# days after hire date — triggers the specified number of days after the referred applicant's hire date is recorded
# days after start date — triggers the specified number of days after the referred applicant's start date is recorded
# shifts completed — triggers when the referred applicant has completed the specified number of shifts (or the equivalent unit of work if "shifts" has been relabeled in your Worker Attributes settings)
Worker Attribute Labels
You can relabel Worker attributes to better match your configuration. For example, you might rename “shifts completed” to reflect your unit of work, such as “calls completed” or “deliveries completed.”
To update a label, edit the attribute name in your Worker Attributes settings. Use lowercase formatting and follow the “[unit of work] completed” pattern, as this label appears in worker-facing payout condition descriptions.
Add Multiple Incentive Milestones
To reward referrers at multiple stages, add a separate incentive block for each milestone. Each block has its own reward recipient, cash value, and payout conditions and is evaluated independently.
To add a new incentive block, click + Add Incentive at the top right of the Incentive section. To remove an entire block, click Delete Block.
AND and OR Payout Conditions
Within a single incentive block, you can combine multiple payout conditions using AND and OR logic.
AND conditions require all conditions in a set to be met before the payout triggers. To add an AND condition to a condition set, click + Add payout condition (and). The new condition row appears below an AND divider.
OR conditions allow the payout to trigger when either condition set is satisfied. To add an OR condition set within the same block, click Create alternative condition (or). A new condition set appears below an OR divider. To remove an OR condition set, click − Remove alternative condition (or).
Attribute Conditions
Attribute conditions allow you to add worker attribute requirements to a payout condition set — for example, paying a bonus only when the referred hire has completed 30 days after hire date and holds a specific certification or has completed onboarding.
Attribute conditions are added using + Add attribute condition (and) within a condition set. Each attribute condition row includes:
And attribute is: — a dropdown populated with your account's Worker Attributes (e.g., Preboarding Complete, Onboard completed, In Compliance)
A value field — the required value for that attribute (e.g., True, Completed)
Multiple attribute conditions within the same condition set all use AND logic — all must be met.
Attribute conditions can be combined with OR condition sets. Use Create alternative condition (or) to add an alternative condition set that offers a different path to triggering the payout — for example, "30 days after hire date AND Preboarding Complete = True" OR "30 days after hire date AND Onboard Status = Completed."
Supported attribute types: String, Number, Boolean, Date, Multi-select (all selected values must be present — exact match)
