Dashboard
Week of 24 Mar – 30 Mar 2025
This week at a glance
Active referrers
126
↑ +18 vs last week
New intros this week
34
Via links + CC'd emails
Vacancies from referrals
9
7 open · 2 filled
Candidates from referrals
22
14 in process
Unreviewed intros
7
⚠ Needs review
AI suggestions
Based on activity this week
12 referrers in 'Senior Devs' haven't received a gift link in 30 days – consider sending the 2026 Salary Guide.
4 referrers made intros last month with no reward sent – flag for review.
10 manual tip-offs have been 'New' for 3+ days – assign to consultants.
Referrers
People who have agreed to share your gifts and make introductions.
| Name | Type | Segment | Primary gift | Intros | Vacancies | Candidates | Status | |
|---|---|---|---|---|---|---|---|---|
| James Okafor | Candidate | Senior Devs | LinkedIn Profile Grader | 3 | 1 | 2 | Active | |
| Sarah King | Client | TA Leaders | 2026 Salary Guide | 4 | 3 | 0 | Active | |
| Priya Mehta | Candidate | Sales Leaders | Job Move Decision Guide | 0 | 0 | 0 | Dormant | |
| Tom Griffiths | Alumni | Agency Owners | Market Update – Q1 2025 | 2 | 0 | 5 | ⚑ At-risk | |
| Layla Hassan | Client | TA Leaders | Hiring Manager Interview Pack | 6 | 5 | 1 | Active |
Referral gift library
Assets referrers can share. Each item is tracked via a referrer-specific link.
Built-in giftsProvided by Referral Engine – ready to use, pre-configured with tracking.
Client-added assetsYour own PDFs, guides, landing pages and other resources, uploaded and tracked here.
Tracking linksEvery asset gets a unique link per referrer – clicks and intros are attributed automatically.
LinkedIn Profile Grader
Built-inSoftware
For candidates
Candidates paste their LinkedIn URL and receive a personalised score with improvement suggestions. Strong profiles can be routed into your pipeline.
Salary Benchmark Tool
Built-inSoftware
For candidates and clients
Role, level and location benchmarks drawn from live placement data. Results invite the recipient to discuss a vacancy or a move.
Hiring Manager Intake Tool
Built-inSoftware
For hiring managers
A short Q&A that produces a structured role summary and process recommendation. Completed responses are routed to your team as a warm vacancy lead.
Job Move Decision Guide
Built-inSoftware
For candidates
Helps candidates think through an offer or move – covers motivations, timing, and counter-offer considerations.
Interview Prep (Lite)
Built-inSoftware
For candidates
Conversational interview preparation via web or WhatsApp – helps candidates practise answers, clarify motivations, and plan questions.
30-Day Onboarding Checklist
Built-inChecklist
For candidates starting a new role
New starters answer a few questions and receive a personalised 30-day checklist they can share with their manager.
2026 Salary Guide
Client-addedPDF
For candidates and hiring managers
Annual salary benchmarks across your core disciplines. Uploaded as a gated PDF – recipients provide an email to download, creating an attributed lead.
Hiring Manager Interview Pack
Client-addedPDF
For hiring managers
A structured guide covering question frameworks, scoring, and candidate experience. Shared by client referrers with their own hiring teams.
Employer Brand Webinar – May
Client-addedWebinar
For HR and talent teams
Registration page for a live session on employer brand and EVP. Referrers share with their HR contacts – registration is tracked per referrer.
Market Update – Q1 2025
Client-addedLanding page
For candidates and clients
A short market commentary page covering hiring trends in your key sectors. Referrers share as a useful update – clicks are attributed and tracked.
Tracking links are generated automatically for each referrer. Clicks, downloads, and form submissions are attributed to the referrer who shared them.
Communities
Groups and channels where your referrers are active – use to guide outreach and gift sharing.
Communities tracked
18
Gift link clicks (this week)
420
New contacts from links
11
| Community | Type | Segment | Referrer mentions | Clicks (week) | Leads / vacancies | Status |
|---|---|---|---|---|---|---|
| In-house TA Leaders UK | LinkedIn Group | TA Leaders | 24 | 187 | 3 | 🔥 Hot |
| Senior Devs UK – Slack | Slack | Developers | 18 | 130 | 2 | 🔥 Hot |
| Sales Leaders Network | LinkedIn Group | Sales | 11 | 58 | 1 | Warm |
| DevOps UK Professionals | Slack | Developers | 9 | 34 | 0 | Emerging |
| HR & People Community | Facebook Group | HR Professionals | 6 | 11 | 0 | Emerging |
Community data is used to guide which gifts and messages to send – not to automatically post or publish.
Campaigns
Sequences that send referral gifts, follow up on inactivity, and prompt for introductions.
New candidate referrer – onboarding
Trigger: Contact marked as referrer in CRM.
- Send welcome message with their personal referral link and a default gift (LinkedIn Profile Grader or Salary Guide, based on type).
- After 7 days with no clicks, send a short reminder with a different gift option.
New client referrer – onboarding
Trigger: Client contact marked as referrer in CRM.
- Send email with Salary Guide or Hiring Manager Interview Pack, with tracked referral link.
- After 14 days, send an invitation to the next referrer-only webinar if one is scheduled.
Intro request – active referrers
Trigger: Referrer has clicked a gift link but made no intro in the last 60 days.
- Send a short, personalised message: "Is there anyone in your network who might find this useful?" with a fresh gift link.
- Log response or click as a touchpoint in CRM.
Dormant referrer reactivation
Trigger: No clicks or intros in 90+ days.
- Send a recently updated gift (e.g. new Salary Guide or Market Update) with a low-friction re-engagement message.
Manual intros & tip-offs
Log introductions made by phone, email CC, or in person so referrers get credit.
| Referrer | Intro type | Company / Contact | Notes | Logged by | Status | Reward? |
|---|---|---|---|---|---|---|
| Sarah King | CC'd hiring manager | Nimbus Tech | Head of Engineering opening | A. Davies | In review | Pending |
| James Okafor | Tip-off: someone leaving | Orbital Systems | Senior PM about to move | C. Walsh | Accepted | Yes |
| Tom Griffiths | Tip-off: someone hiring | Redline Partners | 2 × sales roles, urgent | A. Davies | New | No |
| Layla Hassan | CC'd former manager | Vanta Group | Finance Director referral | M. Jones | Rejected | No |
Log an intro
Intros logged here are linked to the referrer's record and included in reward calculations.
Rewards
Rules and balances for recognising referrers who make intros or fill vacancies.
Reward rules
| Trigger | Description | Reward | Active |
|---|---|---|---|
| Intro only | No vacancy yet | Thank-you email + prize draw entry | Yes |
| Vacancy created | From referral | £100 voucher when role is filled | Yes |
| Candidate placed | Via referral | £250 reward or charity donation | Yes |
Referrer balances
| Referrer | Intros | Pending | Paid |
|---|---|---|---|
| Sarah King | 4 | £100 | £250 |
| James Okafor | 3 | £0 | £100 |
| Layla Hassan | 6 | £200 | £500 |
| Tom Griffiths | 2 | £0 | £0 |
AI suggestions
Prompts based on referral activity, gift engagement, and intro patterns.
12 referrers in 'Senior Devs' have not received a gift link in 30 days – consider sending the 2026 Salary Guide or Job Move Decision Guide.
LinkedIn Profile Grader is your highest click-through gift for Tech candidates – consider setting it as default for that segment.
Most gift clicks from 'In-house TA Leaders UK' this week – the Hiring Manager Interview Pack may be a good fit for that group.
4 referrers made intros last month with no reward sent – check and update their balances.
10 manual tip-offs have been 'New' for 3+ days – assign them to consultants today.
Integrations
Connect your CRM, email platform, and messaging tools.
CRM / ATS
Bullhorn · Vincere · HubSpot – referrers, intros and vacancies sync as standard records
Connected
Email
Send campaign and reward messages via your CRM or a connected SMTP provider
Connected
WhatsApp / SMS
Twilio · MessageBird – for campaign messages and intro reminders
Connected
Asset hosting
Connect a CDN or storage provider to host client-added PDFs, guides, and landing pages
Not connected
Referrers are stored as contacts in your CRM. Intros, vacancies, and placed candidates are created as standard records with referral attribution fields.