[Feature Update] 🌟 Recruiter Portal just got a major upgrade

Hey it's Mica,

Your sales reps, account managers, and field techs build trust with customers every day. Every closed deal, great result, and fixed problem is an opportunity to ask for a referral.

Program Recruiters turn those conversations into referral signups, right on the spot, as part of how your team operates. Since launching Program Recruiters last September, you've told us what you need to make recruiters work at scale.

This month, we shipped it:

• More tools for your recruiters - help members directly, add referrals, sign people up in person

• Manage your recruiting team - track performance, reassign members, see who's active

• Assign recruiters from your CRM - assign recruiters from your CRM, map to CRM users, automate reassignment

Get 10 free recruiters for 1 year on any plan (login to add your first recruiters).

Let's dive in. 👇👇

-Mica
Head of Operations

🛠️ Give your recruiters more tools to help members

The Recruiter Portal is a dedicated space for your team members to sign up customers for your referral program, help the members they recruit, and track the referrals those members generate (new sales leads anyone?). It’s simple and mobile-friendly.

With this update, your recruiters can:

• Recruit members using share links, QR codes, or directly add them 

• Open a member's full profile (activity stats, details, referrals, and quick actions)

• Add referrals on behalf of a member 

• Troubleshoot and answer member questions in real time

📊 Manage and track your recruiting team

Your Program Recruiters are out there signing up members and driving referrals. Now you have the tools to see who's performing, reassign members when your team changes, and manage all recruiters from one place.

We rebuilt the Recruiters Page to give you a central view of your entire recruiting team. At a glance, you can see who's active, who's delivering, and who might need a nudge (we all have that one rep).

• Track all-time stats and see when recruiters last engaged

• Reassign members to a different recruiter when someone leaves or territories shift

• Export recruiter data for leaderboards, performance reports, or incentive programs

⚙️ Assign recruiters from your CRM

Your CRM is your system of record. It's where your team already spends their time. This update makes it easier to connect your CRM with Program Recruiters.

• Assign recruiters automatically when a customer clicks a link - Add a recruiter's email to your program links, and when a customer clicks through, they get assigned to that rep. Works with HubSpot, Salesforce, or any platform that sends emails (and email signatures too).

• Map recruiters to CRM users - Assign members based on a Salesforce or HubSpot User ID. Works with Zapier and API too.

• Automate reassignment - When reps leave or territories change, automatically reassign members to new recruiters through API or Zapier.