Our Engineering teams have been busy last month! On top of releasing over 20 improvements, we have released new features both in our CRM and Talent Marketing products
We have introduced a new functionality that allows users to create a PDF file from a candidate profile, download it onto their computer, and share it thereafter with external colleagues such as hiring managers.
The functionality is available through the standard action menu on the profile.
We have introduced two new actions in Recipes: 'Anonymize' and 'Delete'. With these actions, Admins and Super Admins can easily automate the maintenance of a clean and compliant database. For example, in conjunction with the new scheduled trigger that checks the database at regular time intervals, enterprise customers can set up a recipe to routinely bulk delete disengaged contacts that they have not heard from for a predefined period of time. Alternatively, to ensure the disengaged contact isn't accidentally added back into the database after being removed (particularly if they have also opted out), customers can choose to automatically Anonymize the contact.
Enterprise customers can tailor the layout of pages by moving, removing and cloning blocks. The new options replace the 'Edit' button on the top right of each block.
Now you can:
With a great number of contacts in your database comes great responsibility. To prevent accidental messages or updates to contacts en masse, customers can request a limit on the number of contacts that can be added to a campaign, or included as part of a bulk action, at any one time. These limits can be set by your Customer Success Manager.
If users exceed the number of contacts allowed, we will notify them in app (as shown below) and prevent them from sending the campaign or carrying out the bulk action, until they reduce the number of contacts selected.
Within the filters panel in the campaign editor:
When attempting to carry out a bulk action from the People grid:
Standard users are now able to create and edit pages and forms. This means Admins can focus on more strategic initiatives as they share the task of setting up pages and forms with other team members. Only Admins and Super Admins will continue to have the ability to publish, ensuring they have the opportunity to review and sign off on content before the page or form goes live.
Ability to anonymize contacts in both Beamery and Greenhouse automatically.
When contacts are anonymized in Beamery, the same contacts are anonymized in Greenhouse. When contacts are anonymized in Greenhouse, contacts are anonymized in Beamery.
Additional Notes: Beamery blocks anonymized contacts from being re-added, while Greenhouse does not, allowing candidates to re-apply.
Campaign bulk action limits
Bulk action limits
Compliance Automation Actions
Greenhouse 2-way anonymization
Ability to invite super admins on companies enabled via SSO
Ordering Social Links now possible
New 'No Owner' filter option for vacancies
ability to remove a Pipeline from a Pool
Assigning a Task to a User is now reflected in the task Card produced
If you change the csv import file, the upload button is no longer greyed out
Restricted Users can no longer create tasks for other users
Users are now warned when trying to Add an Attachment larger than 10MB
Location no longer incorrectly appears editable for Restricted Users when it should not be
Experience Dates Partial Set now Working
Following the Beamery Comply 'Consent Management' and 'Manual Anonymization' releases, we have been busy making enhancements enable customers to achieve and maintain a state of compliance more efficiently, by:
Now users can generate the consent URL for contacts in Beamery directly from the Extension, allowing users to more easily share the consent link outside of direct messages or campaigns, e.g. via LinkedIn InMail. We recommend using a link shortener before sharing the URL to provide a better contact experience.
Anonymized contacts will be flagged and blocked from being sourced into your CRM.
We have upgraded Recipes so users can automate compliance-related workflows on a regular basis. In addition, users will benefit from additional Recipe filters that also complement GDPR Automation to better target the right candidates with automated actions. There are three key updates to Recipes:
Run checks on the database of contacts at regular intervals of every 1, 6, 12 or 24 hours, for filters selected. For example, this enables customers to automate the following:
The following filters have been added into recipes as part of this release, which work well with compliance workflows:
Trigger actions depending on whether the candidate has opted in or out. For example, you can automatically send a confirmation email to the candidate or archive them using the consent trigger.
Filter contacts by the Consent field and the Last Consented field. For example, to run regular purges of contacts who have opted out and have been archived (used in conjunction with the scheduled trigger), or to send 're-opt in' campaigns when the candidate’s consent is about to lapse.
As previously announced, this week we are releasing the final features as part of Beamery 4.0, including:
GDPR has now come into effect. Following the Consent Management feature release earlier this month comes our Manual Anonymization feature, enabling customers to anonymize contacts who have expressed their right to be forgotten. Anonymization works like deletion, except we'll hide rather than delete the contact's name, email and social URLs so that we can identify, flag and block a previously anonymized contact from being accidentally added back into the database.
For a step-by-step walkthrough of how to set up Beamery for complete compliance and how to use the Manual Anonymization feature, ask your Customer Success Manager to walk you through the 'Beamery Comply: Consent Management and Manual Anonymization - Implementation Checklist'
Super Admins, Admins and Team Members can anonymize contacts from their full profile via a two-step process to reduce the risk of accidental anonymization. Anonymization is only possible for Archived contacts and the user must archive the contact before taking this step. They will receive a warning to confirm if that step has been taken when they attempt to anonymize a contact.
Super Admins can manually un-anonymize contacts from a candidate's profile by selecting the three-dot dropdown menu at the top right. This should only happen if a candidate has opted back in to receiving communications from you. If a user (who isn't a Super Admin) needs to un-anonymize a contact (having received the contact’s request), they can ask the candidate to sign up via a form, or they can share the contact’s full profile URL with a Super Admin.
Once an anonymized contact has been un-anonymized (or they opt back in via a form), the contact will re-appear as a standard profile with their name, email and social URLs. You will also see an activity card in their full profile indicating when the contact had been previously anonymized for full context.
Preventing anonymized contacts from being added back into Beamery:
If someone on your team tries to manually add an anonymized contact into Beamery, they will be redirected to the anonymized full profile and subsequently prevented from being able to re-create an anonymized contact.
‘Contains’ filters - to enable better identification when filtering ‘Location’ and ‘Keywords’. This means you can filter candidates based on a partial text search. For example, you can enter part of a location or part of a keyword to search for candidates in your CRM. Search results appear immediately as soon as you start typing.
Beamery 4.0 allows you to refine your search per location. As with filters, this is based on partial text search.
Beamery 4.0 enables a ‘bulk action’ to be applied to a group of candidates in Advanced Search. This allows users to assign all candidates that appear in an Advanced Search result to a pool or vacancy, or to apply a tag in one single action.
Beamery Advanced Search already supports a variety of post-search actions such as adding a candidate to a vacancy, a pool, a campaign, or more. However prior to this update, this was only possible for one candidate at a time. Expanding this to enable bulk actions has been one of our most frequently requested features and we hope this can make a significant impact to the workflows of all Sourcers starting a new search.
The Messaging Leaderboard in the Campaigns Report showed open rates and reply rates, along with the change in this rate during a specified time period. Customers wanted to see the actual figures for opens and replies along with the open and reply rates, instead of only seeing the rate of change within the specified time period. They also wanted to see the click rate alongside the number of clicks.
Our update to the Messaging Leaderboard will now show this. We've also included a new column called 'Messages Delivered'. While 'Messages Sent' displays the total number of emails sent out, Messages Delivered displays only those emails that were received by the candidate (i.e this excludes emails that bounced or were undelivered, for example due to an invalid email address). Open, click and reply rates are calculated based on the number of messages delivered (which you can see in the example below).
"Contains" filters on location and keywords
Bulk Actions in Advanced Search
Location filter in Advanced Search
Messaging Leaderboard update
This update to Forms allows users to select which fields appear on a form and which fields are 'required'. This means you can collect critical information where necessary (e.g. CVs), and use Forms in a wider range of situations (e.g. to collect candidate emails at graduate events where professional information is not relevant).
You can now control which of the following fields should appear (or be removed) by ticking the box to the left of each field:
Then set particular fields as having a 'required' answer from the toggle on the right. By default, phone number and professional experience will be marked as required fields, as per the original Form Builder experience.
The GDPR opt-in is always required if visible on the form. When the GDPR opt-in question is ticked, the location field will also become a required field (so that you can confirm if the candidate is from an EU country and collect this information in the database to later filter, track and manage consent).
The candidate experience will remain consistent with the current experience, however some candidates will see fewer fields (depending on the form they complete) whilst some fields will be flagged as required with a ‘*’ symbol. Candidates will not be able to submit the form unless all required fields have been completed. If the candidate attempts to submit the form without filling in a required field, the unfilled field will be flagged as required.
Below is an example showing an attempt to submit a form without filling in all visible fields (name, phone number, email and resume upload fields), and where the phone number is not in the correct format.
Europe’s new General Data Protection Regulation is a vast new set of privacy rules intended to give Europeans more control over how their data is collected, stored, processed and transferred. Whether you are located in the EU, or located elsewhere but conduct business in the EU, all of your data processing activities that involve the data of EU citizens must comply with the GDPR, which comes into effect on May 25th 2018.
Beamery's Consent Management and Manual Anonymization features enable you to become fully GDPR compliant. For a step-by-step walkthrough of how to set up Beamery for complete compliance, your Customer Success Manager can take you through the 'Beamery Comply: Consent Management and Manual Anonymization - Implementation Checklist'.
Consent Management: Create consent statements in Settings, request an opt-in for existing candidates (using Campaigns that link to the consent capture form), request opt-ins for inbound candidates (by appending the consent statement to all forms), and track consent (as well as the time since consent) for all contacts via the People Grid.
Manual Anonymization: Anonymize archived contacts, and un-anonymize candidates who retract their initial request to have personal information deleted. Anonymization works like deletion, except we'll hide rather than delete the contact name, email, social URLs; so that we can identify, flag and block a previously anonymized contact from being accidentally added to the database.
A quick note before we carry on. While we have consulted legal teams specializing in data protection when updating features, Beamery is not a law firm and we do not provide legal advice specific to your organisation. All wording in images are for placeholder purposes only and we recommend that you review all wording with your legal counsel and Data Protection Officer, or equivalent.
Setting up consent management:
Set up your consent statements via the Compliance section in Settings. This text will be shown to candidates on consent capture forms, and in forms for Beamery Pages customers.
There are three sections, all of which are required fields:
Requesting consent from inbound candidates:
You will see a new GDPR opt in question in form builder. Ticking the box and publishing the form will make the consent statement visible on the form as a required question for the candidate to answer. By enabling the GDPR opt in question, the ‘Location’ field becomes a requirement for candidates, so you can track and manage consent for candidates that are in EU countries.
The GDPR opt-in section can be left blank; your default compliance statements (already filled out in your Compliance Settings) will populate these fields automatically when published. But, you can overwrite your default compliance statements if needed by completing the necessary fields (as per the image above).
Requesting consent from existing candidates:
Creating a consent email loop for candidates:
Candidates should be able to opt out as easily as they opted in, and they can do this by revisiting the consent capture form at any time through the same button or link. You might consider sending a consent confirmation campaign to candidates who have opted in and including the button or link in this message too.
Tip: To find these GDPR-related campaigns in your Campaigns list, filter by ‘GDPR Campaigns’, which will display all active campaigns that include the opt-in link or button variables.
Tracking consent in your database:
Consent is captured in two, filterable fields, which you can find as separate columns in your People grid:
You can use these fields to filter candidates who have either opted out, or candidates who last consented beyond a certain period of time (who you can then archive or delete to keep your active database clean, and mark them as 'Do not contact' from their profiles).
When a contact is anonymized, all of their data is deleted from the Beamery database, aside from name, email and social URLs, which are hidden. These are kept in order to check and prevent anonymized contacts from being accidentally added back into Beamery, with or without an email. Beamery prevents users from re-adding anonymized contacts into the database by flagging previously anonymized candidate profiles.
Super Admins, Admins and Team Members can anonymize contacts from their full profile via a two-step process to reduce the risk of accidental anonymization, where the user is required to archive the contact first, and will receive a warning to confirm the action when they are about to anonymize the contact. Anonymization is only possible for Archived contacts.
Super Admins can manually un-anonymize contacts from their profiles via the three-dot dropdown menu if contacts have requested to be un-anonymized. If a non-Super Admins needs to un-anonymize a contact having received the contact’s request, they can either ask the candidate to sign up via a form, or share the contact’s full profile URL with a Super Admin.
Once an anonymized contact has been un-anonymized or re-opts in via a form, the contact will re-appear as a standard profile with their name, email and social URLs. You will also see an activity card in their full profile indicating when the contact had been previously anonymized for full context.
Preventing anonymized contacts from being added back into Beamery:
If someone on your team tries to add an anonymized contact into Beamery either manually, or when sourcing via the Extension, they are redirected to the anonymized full profile, and are prevented from being able to re-create an anonymized contact.
Beamery 4.0 sees over multiple updates made to the core Beamery platform leading to improved and faster workflows for users. Here are some highlights:
We have released two major upgrades to filtering in Beamery:
Beamery 4.0 enables a ‘bulk action’ to be applied following any boolean search. This allows users to take all the candidates resulting from an advanced search, and assign them all, in one single action, to a pool or to a vacancy, or to apply a tag.
Sourcing typically starts with searching. Being the start of the process also implies that sourcers will throw a wide net, and include many contacts in their subsequent actions.
Beamery Advanced Search currently supports a lot of post-search actions such as adding a candidate, one at a time, to a vacancy, a pool, a campaign, or more. Expanding this to enable bulk actions has been one of our most frequently requested features, and we hope this can make a significant impact on the workflow of all sourcers starting a new search.
Beamery 4.0 delivers a completely redesigned email digest. Rebuilt around the needs of sourcers and marketers, it provides a daily, or weekly, overview of everything noteworthy that happened during the previous time period.
The daily digest email is an existing feature that all users can already receive; however, the current digest only shows notifications based on @mentions and tasks. The new digest expands upon this to provide key activities and notifications across all areas of the product, with actionable insights that link directly back to the right area of the Beamery app. Among other pieces of information, the new digest will include:
Beamery 4.0 sees a series of new recipe actions allowing for improved candidate data management in your CRM.
Archive - You can now automate candidate archiving when certain triggers are satisfied. For example, if a candidate unsubscribes from a campaign or upon a particular status update, candidates can now be removed from the core CRM and moved into the Archive area of the People grid. Candidates can always be 'un-archived' and moved back into the core CRM at any time.
Do Not Contact - Users can now mark candidates as 'Do Not Contact' with a recipe. For example, you can create a recipe to mark candidates as 'Do Not Contact' upon a particular status update, or if they unsubscribe from a campaign. Marking a candidate as 'Do Not Contact' means they cannot be added to any campaign in Beamery. You can see from a candidate's profile if they have been marked as 'Do Not Contact'. You can remove this from a candidate's profile at any time so they can be re-added to campaigns.
Assign to source - You can now automatically assign a source to a candidate who is added into Beamery. This is particularly useful for candidates added through the Extension, for example, as you can assign a particular network or platform (e.g. LinkedIn, GitHub) as their source. This information feeds into the analytics reporting engine to provide insights into the most effective sources for candidates in your team.
With Beamery 4.0, we continue to expand our ecosystem by welcoming Jobvite as the latest ATS to have two-directional integration with Beamery, joining our growing list of bi-directional ATS integrations which also includes Greenhouse, Jazz and Workday.
We have also added a number of new sourcing tool partners, including HireTual and ContextScout.
If you would like to enquire about Beamery integrations, please contact your account manager or our support team at firstname.lastname@example.org. You can also request a new Beamery integration here.
Beamery can now integrate directly with Jobvite allowing for a seamless two-way link between both platforms. Recruiters use Jobvite as the main tool for managing applications and the primary source of truth for all vacancies. Vacancy data is automatically pushed to Beamery and candidate applications are synced across both platforms.
The integration leverages Beamery's data enrichment capabilities with new information automatically enhancing the candidate profile information. With this integration, sourcers and marketers using Beamery can streamline their workflows to push contacts into an interview and hiring process in Jobvite, after communicating with them through Beamery. All relevant data changes are mapped across to both platforms.
With a great new navigation comes great responsibility: keeping it great and even making it better!
With this release:
1. we continue to improve your user experience and the navigation, by putting the information you need where you need it, and making it easier to access functionalities.
2. We are also further improving the experience by making it easier to find contacts in the people list through improved filter functionality
3. Finally, we make it easier for you to see information that is relevant to you by landing on contacts that have been assigned to you, instead of seeing a long list of all contacts.
First, when accessing the "People" module, you now land on your contacts, i.e. contacts that are assigned to you, rather than landing on the list of all candidates.
Then, for each module of the Beamery solution, we have:
The table and screenshots below indicates what has been added, and where.
You can now filter companies and titles based on a partial match ("contains"). For instance, filtering on "beam" would return all companies that contain the string "beam" in their name.
We will soon be releasing to beta customers a new Sourcing dashboard - the Team Leaderboard. It provides visibility on your sourcing team's performance across vacancies assigned to them, including stage-to-stage conversions, candidates added to each stage, and trends over time. View metrics at both team and team-member level, to drive better decision-making around resources, remove roadblocks, highlight top sourcers and help forecast for the future.
Navigation improvements: adding counters and shortcuts to reports in all modules
Sort Vacancies by 'Vacancy Date Added'
Partial Match ("contains") on Company and Title in Filters
Navigation improvements: landing on Contacts assigned to me, instead of all contacts
Closing and Reopening the Filter panel in "all contacts" after creating a 'empty' filter for a custom text field returns as a 'is not' filter
All Contacts : Custom Dropdown field filters doesn't handle 'is not' correctly
A few Quick Search related bugs
Mini Profile: Archive Option from '...' button does nothing
Several bugs related to saved filters
and is where you’ll find all candidates and leads. Marketing brings together Campaigns, Pages & Forms and the Beamery Widget into one place, whereas currently in Beamery, these features exist in the main navigation and within your Settings. Reporting remains as a separate item but moves to the new navigation bar and contains all of the same reports you currently use
The site notice can be used to present additional information to share with candidates, such as legal statements and disclaimers. You can include further links and format the text to match the page or form.
The social media icons that customers can choose from are: Facebook, LinkedIn, Twitter, Instagram, YouTube, Glassdoor and WeChat.
Managing Vacancies, Pools and Campaigns in the Extension are some of the most used features within the Extension. However, it requires a lot of clicks before you get to them: you have to move between tabs to reach them.
We realised that 1) this adds extra time and 1) you cannot even review all three of them together.
With our latest release you can now manage Vacancies, Pools and Campaigns together in the same and first tab: Summary.
Same functionality, just easier to use.
In addition, we have optimised the Fields Tab. If you have many custom fields, you can now search for a custom field to enter information as well as find Global Tags next to Keywords.
Having moved the most used features to the Summary tab, you will now see the Closest Connections and Latest message in the Related tab.
Here are the things we are working on and that we will be releasing soon:
Team Leaderboard: We're building a dashboard to give you better visibility on your sourcing team's performance using Beamery, in order to drive better decision making around resource, identify and remove roadblocks along the vacancy pipeline, highlight top sourcers and help forecast for the future.
Custom Footers in Pages and Forms
Location field now available in full profile
"Vacancy link" in Mini Profile doesn't work when MP is opened on Vacancy page
Filters clear when you hide filter panel
It even works without email whitelabelling.
Global Tags as Action in Recipes
Email From Name