If you would like more information or want to enable this feature, please contact your Customer Success Manager or Refapp Support.
Start in the Questionnaire Builder. Create a new question and select Internal Question. An internal question is asked to the reference within the standard questionnaire and is visible when viewing the reference report inside Refapp, but it remains hidden from the report whenever it is shared outside of Refapp. Once you select Internal Question, a new question type called Lead Gen will appear.
After writing your question, you can add descriptive text explaining what happens when the reference selects "Yes" and provide more context. "Please confirm your contact details below" is selected by default as the message shown when the reference clicks "Yes", but you can also write your own custom text here.
Currently, you can only have one Lead Gen question per questionnaire.
When the reference answers the Lead Gen question in the questionnaire and selects "Yes", their contact information is automatically populated in the field, though they have the option to add additional details or make changes if desired.
If a reference answers "Yes" to a Lead Gen question, you can view their response in the reference report inside Refapp. Additionally, all leads are collected in the Company Statistics, where you can easily track how many leads have been generated over a specific period.
An Administrator or Sub-account Administrator can click on the total number of leads to view a complete list. Here, you can see which sub-account generated the lead, the language the reference used, the details entered in the questionnaire, and which user created the project. You can also export this data to an Excel spreadsheet to send to the person responsible for leads at your company.
If you are a recruiter and want to be notified whenever a new lead comes in, you can turn on notifications. To do this, click your profile in the top-right corner and select My Profile. Under personal settings, you can choose whether to receive an email whenever a response is received. If you only want an email when a response includes a lead, you can enable that specific setting.
Once this setting is active, you will receive an email notifying you that a reference has responded and answered "Yes" to the Lead Gen question. Clicking the link to the reference report takes you straight to the answers where you can view the reference's response.
Tip! If you are already using an internal question to collect leads from references in your questionnaire, you can convert that existing question into a Lead Gen question. Simply edit the question and select Lead Gen as the question type.