How recruiters are tracked

The scope of an organization's work and the depth of its impact are greatly expanded when the responsibility for building relationships is distributed. Every supporter can become a recruiter. These actions can be acknowledged with social capital and tracked in leaderboards.


Recruiting basics

Every profile and every donation in your nation can include a recruiter.

Here's an example of how recruiters are automatically tracked. When Jack makes a donation on your website, a prompt appears encouraging him to tweet and post on Facebook to encourage others to give money. The default post has a link back to the donation page. Jack's Twitter follower, Sally, clicks on the link and donates to your organization. Sally's donation record will note that Jack recruited the donation.

Jack receives social capital for donating and for recruiting Sally's donation. He is added to a leaderboard, which prominently displays your organization's most engaged supporters. The public recognition encourages him to continue promoting your activities.


Under the hood

Several features worked together to support the above donation example. At the core is a page link that includes recruiter tracking. When a new site visitor enters using a referral link, any action taken will include the appropriate recruiter.

Recruiter links add ?recruiter_ID=[[signup.ID]] to the end of a page URL.

When the link is published, it includes the signup ID of the logged-in supporter. A signup ID, also known as a NationBuilder ID, is created automatically when a profile is created. It is not necessary to know a particular person's signup ID in order to use recruiter links--your nation will determine it automatically based on who is logged into your website.

The recruiter link was included automatically at the end of a default post in a social share prompt. Once Sally clicked on the link, a cookie was added to her computer that tracked her movement on your website. Perhaps Jill, another one of Jack's Twitter followers, clicked on the same donation link. When Jill got to the donation page, she decided she would rather give her time and filled out a volunteer form. Even though she moved away from the original page, Jack is still recorded as Jill's recruiter because a cookie tracked her movement through the site and connected her back to Jack using his recruiter ID.


Social share prompts

A social share prompt is a message that pops onto a supporter's screen after she takes action on your website. Social share prompts automatically add recruiting links to the end of a page URL. 

Here is an example social share prompt using the Publish theme:

example social share prompt


Personal fundraising pages

example personal fundraising page

This is an example personal fundraising page.

A public profile turns into a personal fundraising page when a supporter logs into your website and adds a fundraising goals. Each profile is hosted on a unique page on your website -- the page slug is determined by the supporter's username.

When a new site visitor, Jeff, enters through a supporter's personal fundraising page, the supporter will be automatically recorded as Jeff's recruiter. 


Editing a profile

When viewing a profile in single-person viewclick this button to go to single-person view, you can add a recruiter.

In Edit > Settings, the "Recruited by" drop-down menu is in the bottom right-hand column.recruited by drop-down menu

You can search for anyone who already exists in your nation. You can search by name, email address, or Twitter handle. Remember to click the "Save person" buttonsave person button after selecting a recruiter.


Editing a donation

When entering a donation manually in your control panel, you can indicate a fundraiser. A donation's fundraiser is the recruiter of the donation. If a donation is recorded without a recruiter, the donor will be listed as its fundraiser.

Any donation record can be edited to add a fundraiser. 

donation_settings.png

From the Settings section of a donation record, the "Fundraiser" drop-down menufundraiser drop-down in donation settings  in the right column includes all profiles that exist in your nation. You can search by name, email address, or Twitter handle.

Be sure to click the "Save donation" buttonsave donation button after editing a donation record.


Importing recruiters

Whenever a profile is imported into your nation, a recruiter can be included. Within a donation import, it is possible to list two recruiters: the person who introduced your organization and the person who raised the donation being imported.


Social capital

By default, supporters receive social capital for recruiting new supporters, donations, and other actions. This virtual currency is an easy way to track and reward the most active members of your community.


Leaderboards

Leaderboards can be used to publicly acknowledge your most active recruiters. Supporters may take additional actions to claim a higher place on a leaderboard, creating a virtuous  circle of increased engagement.


Sharing your site on social media

Public profiles and personal fundraising pages

How to fundraise

Importing recruiters

Understanding social capital

 

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