The Program Recruiters feature allows your sales reps, service staff, or other team members to directly recruit new members into your referral program.
As an administrator, you can add, manage, and monitor recruiters, giving them access to their own Recruiter Portal where they can add members, and view and manage the members they’ve recruited.
This guide will walk you through:
Adding recruiters to your program
Understanding recruiter assignment and source tracking
Viewing recruiter data for members and referrals
Exporting and integrating recruiter data
Adding Recruiters
Navigate to Team Management and click the recruiters tab
Click the Add Recruiter button at the top right
Enter the recruiter’s details and select the program they belong to
Each recruiter can only belong to one program
This is the program they'll sign-up members for
Click Add User
The recruiter will now receive this email to access their Recruiter Portal in a single click.
Visit our Recruiter Portal guide to learn more about its functionality and experience.
Tip: Add yourself as a recruiter first so you can explore the Recruiter Portal before inviting your team. If you are both a recruiter and program admin, when you log in you will choose which application you want to open.
Understanding Recruiter Assignment & Source
When a recruiter adds a new member the following fields are set on the member's profile:
Recruiter Assigned → Identifies which recruiter can view and manage the member in their Recruiter Portal.
Recruiter Source → Records who originally recruited the member for historical tracking.
Example Scenario:
If a recruiter leaves, you can reassign members to a new recruiter (updating the Assigned field).
The Source value remains unchanged, preserving historical credit.
Then, when a referral is sent in from a member with a recruiter assigned to it, the referral's Recruiter Assigned and Recruiter Source fields will be set to the recruiter who is assigned to the member.
This way, each recruiter gets credit for all the referrals their members generate, which can then be used for reporting and integrations discussed below.
Viewing and Managing Recruiter Data
Recruiter fields appear throughout your account in the following areas:
Members Admin Table → Columns for Recruiter Assigned and Recruiter Source
Referrals Admin Table → Columns for Recruiter Assigned and Recruiter Source
Member Profile → “Recruiter Info” section
Referral Profile → “Recruiter Info” sectionst referrals."
Reporting & CRM Integrations
You can include recruiter data in:
Data Export→ Use spreadsheets or BI tools to create recruiter reports
CRM Automations → Sync recruiter assignment and send data into your CRM
HubSpot → Recruiter info is included with each new referral and sync'd for members.
Related Reading: Recruiter Portal Guide (focused on the recruiter’s experience)