Candidate referral

Recruitment Marketing Public

For Recruitment module information refer to Employee referral.


With the candidate referral functionality, people will be able to refer someone they know to a job.

The referral fields are a CTA field type, that can be used to create a Referral CTA to then be used on job landing pages.

When a referral is submitted, an email will be sent to:

  • the person being referred
  • the person submitting the referral

Viewing a list of referrals

Once completed you can view the details of the referral from the side menu, under CRM in Referrals.

This screen will display details including the referrer (From), referee (To), job, the Latest ATS status of the person being referred and the Date the referral occurred.


Initial setup

To have this functionality enabled, contact your PageUp representative.

Creating a form type CTA

  1. From the side menu, under Content click Calls-To-Action.
  2. Click New and to create a call-to-action, ensuring the type is set to Form.

  3. Click the Save button.
    The Calls-To-Action list displays with the new form type CTA.

Adding the referral field to a CTA

  1. Next to the new form CTA, click the number of fields hyperlink, for example: 3 field(s).
  2. On the Form fields for Candidate Referral screen, click the New button.
  3. Configure as follows:
    • What is the name of this field - this is the internal name, for example: Candidate Referral
    • What type of field is it - select Referral
    • Give this field a label -  select this checkbox to display an alternative name
    • Label - for example: Refer a friend
    • Hide this field by default - select this checkbox to not display the referral fields
  4. Click the Save button.

Adding a workflow email

  1. From the side menu, under CRM click Emails.
  2. From the Email Type, drop down, select Workflow.
  3. Click the New button.
  4. Enter a name for the email.
  5. Select a theme
  6. Click the Save button.
  7. At the Edit tab, you can edit the body of the email by hovering over the text block and clicking the Edit Block icon.
  8. In the Edit Email Block pop up, configure the email intended for the person being referred. Compose the email, ensuring you use the following merge fields from the Personalisation drop down:
    • Candidate first name - the person being referred
    • Referrer name - the person submitting the referral
    • Example content:
      Hi [candidate_first_name]
      [candidate_referral_from_name] shared a job with you.
      To find out more click here.
  9. Ensure there is text which directs the recipient to the job.
    Highlight the text you want to link and click on the Insert / edit link icon.
  10. In the Insert/Edit Link pop up, ensure the URL is your careers site followed by: /jobs/%7B%7Bcandidate_referral_job_slug%7D%7D?crid=%7B%7Bcandidate_referral_uid%7D%7D&utm_source=candidate_referral.
    For example:
  11. Click the Save button to save the changes.
  12. Click the Save button.
  13. Click the Next Step button.
  14. At the Settings tab, the NameSubject, sender and Preheader Text can be set.
  15. Click the Next Step button.
  16. At the Preview tab review the email, and if required click the Send test button to trigger a test email.

If you wish to send an email to the person submitting the referral, repeat the steps above and create an additional email. In this scenario, you would use the merge fields:

  • Candidate first name - the person being referred
  • Sender name - the person sending the email, such as the marketer or recruiter

Example content:

Hi [candidate_first_name],
Thank you for referring a candidate to one of our jobs.
Regards [sender_first_name]

Adding a workflow

  1. From the side menu, under CRM click Workflows.
  2. Click the New button.
  3. Enter a name for the workflow, for example: Candidate Referral.
    If you don't, it will default to the name of the featured CTA.
  4. From the What should trigger this Workflow drop down, select The candidate gets referred to a job.
  5. Click the Save button.
  6. Beneath the Workflow item, click the New icon to add your first workflow step.
  7. From the What kind of workflow step would you like drop down, select Email.
  8. From the Who should receive the email drop down, select The Candidate.
  9. Select the sender from the drop down.
  10. Select which email will be sent, for example: Check out this job.
  11. Click the Save button to keep the settings and return to the Workflow screen.

As an optional step, you could create an additional workflow to trigger an email to person submitting referral.



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