[Feature Update] 🌟 The new Recruiter Role is finally here

Hey it's Mica,

Making referral marketing a “team sport” has been top of mind for a long time. A few months ago I wrote about 🤝 5 ways frontline teams can assist marketing (with little effort) but now we’ve finally added a brand new way teammates can drive engagement in your referral program.

🎉🎉 Now introducing the Program Recruiter Feature (in early access) including both the Recruiter Role and Recruiter Portal.

Most businesses rely solely on marketing emails to promote their referral programs. While these campaigns are effective, businesses with frontline teams are leaving an even bigger opportunity on the table.

Businesses that spend a lot of 1-on-1 time with their customers know how much the personal experience drives referrals. Now that great interaction with your frontline team can be used to boost direct participation in your referral program.

Let's dive in to learn how it works and why you're leaving referrals on the table without it 👇👇

-Mica
Head of Operations

Unlock 1-on-1 referrals by turning frontline reps into program recruiters

Referrals are personal. If a customer had a great experience with Jane the service rep, they’d love to refer Jane to their neighbor, not just the company she works for.

With the Program Recruiter feature, sending a referral directly to a rep is now possible.

Instead of hoping a customer opens a referral email from marketing, reps like Jane can personally show customers the program, highlight the benefits, and clearly demonstrate how to share with friends.

The Recruiter Portal gives reps the missing link: a simple, guided way to introduce customers to the official company referral program. Now all your frontline reps can ask for referrals with confidence and get the credit they deserve.

💪 Give a dedicated portal to every rep

The mobile-friendly Recruiter Portal gives reps all they need to sign up members and assist them.

• Multiple share options - Share personal links, QR codes, or SMS so members can sign up themselves and be assigned to the recruiter

• Add Members directly - Create an assigned member directly in the Recruiter Portal

• Member Assist-Mode - Reps can view the Member Portal as one of the assigned members to walk them through the program or answer questions

• View Member activity - See all the assigned member’s referrals and activity

See it in action with ▶️ the Recruiter Portal video tour

🙌 Set up and manage your recruiting team

In a few minutes, managers can add recruiters to a program and see which reps are signing up members and driving referrals.

• Quick recruiter setup - add any team member to a program with a few clicks

• View Recruiter attribution - see the members & referrals each recruiter has added

• HubSpot, Zapier, & API Recruiter data sync - Send recruiter data to HubSpot. Zapier, and webhooks or access via our API

See it in action with ▶️ the Recruiter setup and management video