Setting Up Your EmployUs Account

Ryan O'Donnell Updated by Ryan O'Donnell

If you do not have an account created yet for your company, you may create one here: https://inbox.refer-us.com/signup

Step 1: Customize Settings

  • Add Job Tags (i.e. Field, Corporate, Internships)
    • This often correspond to departments or job types.
    • Limit Six Per Account (if more if needed, contact support)
  • Configure Emails
    • Recruiter Email
      • Defaults all notifications about a candidate to this person
      • Can be left blank or a general email, or a designated point person who intakes referrals
    • FAQ Contact Email
      • Receives any questions submitted via the chatbot
  • Configure Bonuses
    • Bonus = Amount with Currency as Displayed (i.e. $100 Gift Card)
    • Amount = value of bonus (i.e. 100)
    • Payout Days = number of days after start date when a payout is due (i.e. 60)
      • If you need additional reward payout milestones to support more complicated use cases, contact us.
  • Configure Chatbot
    • Job Link = The career page referrals will be redirected to applying on after indicating their interest.
    • Tagline = Headline description (i.e. Employee referrals are our #1 source of hires!)
    • Color = This color will change the button color for the chatbot
    • Shape = This shape will change the avatar
      • Non
      • Circle (most common)
      • Square
    • FAQ = Default FAQ is provided to customize. New questions can be added. Supports BOLD and Italic
  • Testing Configuration
    • Preview Chatbot → Opens chatbot in "Preview Mode" won't send a referral but will allow you to test

Step 2: Add Users

  • Add Users with permissions to access the site

Step 3: Add Messages

  • Click Messages >> Campaigns or Onboarding >> Add New Button in Bottom Right
    • Campaigns: One-off campaigns that are sent to all connectors or a selected subset of connectors at a specific time and date.
    • Onboarding: Recurring campaigns that are scheduled to be sent after new connectors are added, often triggered when you employees are hired and you would like to send them a welcome message introducing the referral program
  • Create a draft message
    • Select either Email or SMS
    • Customize the message
    • Send a test message to yourself
    • Schedule for a specific date and time for campaign messages or "Days After Added" for onboarding messages
  • If you would like to have us upload templates, please contact us

Step 4: Add Connectors

  • Click Connectors >> Add New Button in Bottom Right
  • Upload Connectors
    • Via CSV or Copy/Paste
    • Name AND (Email OR Phone)
  • Confirm connectors are added by checking under New
  • NOTE: If you have onboarding campaigns created and scheduled you will enroll new connectors in these campaigns. If you would rather send a one-off campaign to your current employees to launch your program, you may want to upload your connectors first before adding messages.

How did we do?

Managing Your Users

Client Intake Form

Contact