Jeet Mukerji February 22nd, 2018

Update: Release Notes - February 22nd, 2018

We’ve released two features that bring increased functionality and control in Beamery.

  • You can now set a specific name for each verified email, so your colleagues can continue conversations with candidates if you’re tied up or away, personalised with their name and email address.
  • Recipes are a powerful way to automate workflows. With this update, you can automatically add global tags to contacts as an action.

Email From Name

To send an email campaign from Beamery, you need to add an email address into your Settings and you can add multiple email addresses. Previously, when sending a campaign, your name would always appear as the person who sent it (in the recipient’s inbox), no matter which email address you selected.

We realised this was inflexible. So with our latest update, you can now select a different name for each email you add into Settings. You’ll now see a new Email From Name’ field next to each Verified Email’ (as per the image below). It even works without email whitelabelling.

For example:

  • EMAIL FROM NAME: 'Beamery Careers' | VERIFIED EMAIL: careers@beamery.com*
  • *campaigns sent from careers@beamery.com will appear in the recipient's inbox as from 'Beamery Careers' and not your name


Global Tags as Action in Recipes

Global tags allow you to adopt consistent tagging across candidates in your database. When you create recipes, you can now easily add tags by selecting Global Tags from the dropdown in Action, and choosing the global tag you wish to use.

For example:

  • Trigger: A graduate has answered that they’re interested in the Dev Ops team
  • Action: Add the tag Dev Ops Engineer’


New Features

  • Global Tags as Action in Recipes

Updates

  • Email From Name

Craig Brown February 14th, 2018

Update: Beamery 3.0: Rolling out soon

At Beamery, we are continuously developing new solutions and releasing them on an almost weekly basis. The time has therefore come to introduce a new, more intuitive navigation as the flagship element to our upcoming Beamery 3.0 release. You’ll enjoy a faster application experience and notice that there’s now more space for us to grow.

How will the new navigation work?

The all new navigation is broken down into four primary components:

  1. The Main Navigation bar is where you’ll see some familiar features grouped into products’, these being the CRM, Talent Marketing and Reporting. The navigation bar will always appear no matter where you are in the app
  2. The Features bar contains the primary functions within each Beamery product group; in the CRM for example, you’ll see tabs for Vacancies, Pools and the People database
  3. The Sub-Navigation bar sits directly below and includes all filters and actions associated with each function in the above Features bar’
  4. The main content section which contains all of your important pipeline, marketing and reporting data

Where will everything live?

The new Beamery 3.0 navigation starts at your home dashboard. It shows your tasks, candidates, vacancies and pools as you can see in the current navigation.

The new CRM view contains Vacancies, Pools and the re-named People’ database (currently called All Contacts’ in Beamery), 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.

Candidate Quick Search’ is always accessible no matter where you are in Beamery, as is the Advanced’ search experience, both of which you can find at the top right in the new navigation.

The Notifications’ and Explore Beamery’ modules along with your account Settings remain in the main navigation, but you’ll now find these in the bottom left of the screen (currently at the top right of Beamery). For all of these features, once you’ve clicked, you’ll find everything in exactly the same place as before.

The new navigation has been updated on our mobile app as well, so you can continue to manage Beamery on the go. The mobile navigation specifically supports the People database, quick search, mini-profiles and Tasks, but you will still have access to at least part of the functionalities of the remaining features.

So what's new?

The new navigation brings you a faster and more intuitive experience as we continue to grow Beamery (and of course, it looks a lot better!). The new layout means we can add new products and solutions into the main navigation bar, and new features that complement existing ones; you’ll see this with the upcoming launch of Beamery 3.0.

Join our Webinar next week

We’re hosting a Webinar next Wednesday so we can show you the all new Beamery navigation as part of Beamery 3.0. If you’d like to join us, just click here to register.

Romuald Restout February 8th, 2018

Update: Release Notes - February 8th 2018

Hello there,

Heads-up: Our team has been working very hard for the past few months on a new navigation for the Beamery app. This is coming at the end of the month, and we will be discussing this in further details as we are getting closer from the release date.

In the meantime, with this release, we have been focusing on improving our Talent Marketing product:

  • Expanding on the recently released ability to see active campaigns in the candidate profile, you can now see past campaigns as well. This gives you the complete picture of all communications, past and present, with this candidate.
  • Branding is an important aspect of the Pages module. With this release you now have more controls over the look & feel of your pages.
  • Custom Footers creates a more consistent candidate experience across Beamery Pages and your own sites. You can now display links and site notices that exist on your webpages across pages and forms, and direct candidates to your social media sites via social icons.

Past Campaigns in Profile

Under the list of active campaigns, you can now see all past campaigns a contact has been a part of.

Similar to active campaigns, you can click on the campaign name to see details within the Edit Campaigns page, and click on the touch to view touchpoint analytics.

We have also updated the touchpoint states, such as 'Sent', to include more detail. You can now see if the touch was opened, clicked on, replied to, and whether it bounced, was deferred or undelivered.

Pages Improvements

There are three enhancements as part of this release:

1. You can now change the header color for all blocks to match the color of the body copy.

2. In addition to the existing options to format the body copy in blocks, you can now:

  • Change text size
  • Create a numbered list
  • Erase the formatting to revert to the default format

3. The text color of the hero block is no longer limited to white. You can choose the text color for the header and subheader that works best with your chosen background image.


Custom Footers

Customers can display up to five URLs, such as links to their privacy policy, terms and conditions, information about other roles, and contact details.

The site notice can be used to present additional information which customers want 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.

Coming Soon

Finally here is a sample of the things we are currently working on and that will be available soon:

  • A brand new navigation and redesign of the user experience
  • A new dashboard for our CRM module
  • A completely-revised email digest
  • Some improvements to our Quick Search

New Features

  • custom footers

Updates

  • pages improvements

  • completed campaigns in profile

Romuald Restout January 15th, 2018

Update: Release Notes - January 12th, 2018

With this first release of 2018, we are happy to introduce two new features.

The first one helps Beamery customers to better manage their data, the Recruiter experience, and, crucially, compliance requirements. This feature is available for customers on the Enterprise Plan.

The second feature, requested by many customers, will make life easier for our recruiters, talent marketers, and sourcers by providing visibility of all active campaigns for a candidate for the first time. This feature is available to all customers of the Talent Marketing module.

Private Fields

Beamery’s Private Fields enables customers to use custom fields in a compliant, secure and scalable way.

In addition to the functionality of custom fields, Private fields allows customers to:

  1. Collect sensitive information from candidates in order to adhere to compliance regulations
  2. Protect this information from being exposed to users who should not have permission
  3. Reduce clutter by hiding custom fields that are not relevant to certain users


Beamery Admins can manage access to each custom fields based on their permission level.

For more information on how to use and configure your custom Fields, please refer to our help docs.

Active Campaigns in Profile

Customers using Campaigns can already add candidates to campaigns from the Full profile, Mini profile and the web extension. Previously, to check which active campaign(s) a candidate is in, they would need to check each campaign individually.

With the Active Campaigns in Profile feature, users can now view a list of active campaigns the candidate is in, remove them from the campaign and click through to edit the campaign, directly from the candidate's profile.







New Features

  • Private Fields

  • Active Campaigns in Profile

Bugfixes

  • Filters: Autocomplete for Organisations should be only returning results based on name searching, not on any other basis

Romuald Restout December 15th, 2017

New Feature: Release Notes - December 15th, 2017

With this last release of the year, we are very happy to offer to users of Beamery Pages, all the insights they need to monitor the performance of their forms and pages

Pages & Forms Analytics

Talent Marketers want to understand the success of a particular Page or Form: how many candidates see these pages, how many convert, how it evolves over a period of time, where are candidates coming from, ....

With the new Pages & Forms Analytics module, Talent Marketers can now track page performance

For more details, please consult the help docs.


New Features

  • Page & Forms Analytics

Romuald Restout December 8th, 2017

Update: Release Notes - December 6th, 2017

With this release, immediately available, you will get much more insights into what is happening with your campaigns.
You will also be able to find your contacts faster

Campaign Dashboard

We have made some significant changes to the Campaign Dashboard:

- the look and feel of the dashboard have been updated to present a cleaner and more modern UI
- The filters have been modified to exclude the direct messages; as those do not directly to campaign activities, and are misleading in terms of campaign performances
- The user filter has also been modified to include the ability to filter by team
- A new component has been added to the dashboard: messaging leaderboard
- Users can now download a CSV file of the messaging leaderboard, on top of a png of the diagram
- The diagram representing email events over time moved from being shown as a line diagram to a bar diagram.

- This has been done to make the information clearer as the line diagram could lead to some confusion



Messaging Leaderboard

Team leads (admins/team members) need to see how effectively their team is communicating and who is most effective.

To do this, companies who have access to campaign feature need to be able to see (and export to CSV) based on given parameters (timeframe, team/user, campaign touch) how active and effective their team has been at sending campaigns, and whether this effectiveness is rising compared to previous period,

Quick Search

You can now find your contacts faster, as the Search will start as soon as you enter a few letters. Our search engine will immediately kick-off looking for partial matches on contact names, giving you the results you're looking for faster and more accurately.


New Features

  • Messaging Leaderboard

Updates

  • Campaign Dashboard

  • Quick Search

Bugfixes

  • Editing a Custom Field in the MP does not always persist even when the UI tells you it has updated the contact

  • Submitted note continues to show up in text box

  • Edit time zone in the campaign not refreshed after editing

Romuald Restout November 24th, 2017

Update: Release Notes - November 22nd, 2017

We're announcing 2 significant improvements with our latest release:

1. Our new extension gives recruiters all the functionality and flexibility of the mini profile right into your browser.
2. You can now create and manage all your custom forms with our easy-to-use form builder

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main application.

The new extension is now available to all customers, after being tested with a few of our customers.

The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.

Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.

Form Builder

Form Builder allows companies to create and manage their own forms. Forms let candidates register interest, join your talent network and receive relevant updates without having to apply.

You can manage your forms in the “Settings” component of Beamery app.

A new menu item is now available in the menu on the left-hand side. Existing forms are shown on the right-hand side of the screen

All details of the form can be managed directly within the form builder:

  • the Form name and URL
  • the title and description of the form
  • add, delete and organise the questions to be asked to candidates
  • questions can be linked to custom fields that appear directly on the contact profile and in the contact lists, and can be filtered on and searched on.

For more details on how to create and manage forms within Beamery, please consult the help pages.


New Features

  • Form Builder

Updates

  • Chrome Extension

Bugfixes

  • Support for older versions of Microsoft Word, Powerpoint, and Excel in Contact Profile

  • Exporting to CSV does not export primary phone numbers

  • Enable sorting on custom string fields

  • Editing Custom Dropdown fields produces multiple columns in the grid

  • Summary of talent pipelines states they're used for vacancies; should say used for talent pools

  • Mini Profile not updating with data from parsed cv but can see in Full Profile

Sultan Saidov November 17th, 2017

Update: Release Notes - November 15th, 2017

With this release, we have re-invented our own extension and brought in all the power of the mini profile right into your browser.

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main applicai.

If you would like to join the beta customers, provide your feedback, and enjoy the new extension ahead of all other customers, please contact your Customer Success Manager who will arrange for you to get the extension setup.

The new extension will become available to all customers in a couple of weeks. The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.




Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.


Updates

  • Chrome extension

Romuald Restout November 1st, 2017

Update: Release Notes - November 1st, 2017

With this release, we have made 2 changes requested by many users, that greatly improve the usability of Beamery:

1. We have added a new view of the contacts in a pool, broken down based on the status of the candidates.

2. We are now saving the changes each user makes to the columns that are visible in the All Contacts section of the app.

Pool Navigation

You can now see the status of candidates for the talent pool in a similar manner to vacancies.

When opening the contact view of a pool, you will now have a bar displaying at the top showing how many candidates you have in the pool, for each candidate status. By selecting one of the statuses, the contact list will be filtered to display only the candidates with this particular status.

This gives recruiters and sourcers a better understanding of the strength of their talent pools and helps them identify what activities to prioritize.

Re-ordering columns in the "All Contacts" view

The contact fields that are important to an organisation will vary for each organisation, which is why Beamery offers the ability to create custom fields. We also allow users to re-order columns in the "All Contacts" grid to match their requirements.

However, having taken feedback onboard, we recognised that this reordering was cumbersome when there are lots of fields in a grid, and changes were not saved between sessions.

New Functionality

Following our update, users can continue to edit their views. Moving forward though, these changes are saved and re-applied the next time the user logs in.


Updates

  • Talent Pool Navigation

  • Column Visibility in All Contacts

Sultan Saidov October 18th, 2017

Update: Release Notes - October 18th, 2017

We are very excited with this new release that fixes a few bugs, enhances our Forms capabilities, significantly enhance what you can automate in the candidate journey, and expands our ecosystem by integrating with another ATS.

Improvements to Pages and Forms

Linking Questions to Custom Fields

Beamery Forms are a powerful tool to capture all the information you need about a candidate. While this information was very useful for automatically processing candidates based on their answer, it was difficult to manage candidates based on these answers.
With this release, we can now link those questions -and their answers- to custom fields. This will allow users to display those columns in the contact lists, and filter on candidate answers.

Use Google as Social Sign-up

Signing-up on a Beamery Form has always been an easy process, by allowing candidates to log in with their social networks (LinkedIn, Facebook, GitHub).

With this release, we are making this process accessible to an even broader audience, by adding the ability to sign-up using the candidate's Google account.

Increased Automation

In this release, you are now able to automate more than before, and in more precise ways.

Additional Recipe Triggers

There are now more ways you can now trigger a recipe:

- if a candidate is added to a particular vacancy (or any vacancy)
- if a candidate is added to a particular pool (or any pool)
- if the stage of a candidate changes

These new triggers allow you to automate parts of the journey that remained manual until now.

For more details, you can access the help docs

Additional Recipe Filters

There are now more ways you can filter within vacancies:

- if a candidate belongs to a pool
- if a candidate belongs to a vacancy
- based on some custom fields

These new filters allow to be more sophisticated in the journeys you build for candidates, and create different paths based on relevant candidate characteristics.

For more details, you can access the help docs.

Campaign Setup Improvement

Send Test Email

The ability to send a test email when designing campaigns has been improved. You can now send a test email before having selected a list of candidates.

You can also choose who is the recipient of the test email. This allows better collaboration between departments when you want team members to provide feedback on an email.

Note from Beamery Team:

Your feedback and ideas is extremely important to us and has driven these recent updates - we would love to hear your thoughts on these new features and improvements. If you have any other ideas on features you would like to see improved or implemented, or would like to set up a time to speak with our product team to ask about our upcoming roadmap, please let us know by replying to this message!

Best,

Beamery Team


New Features

  • Jazz Integration

Updates

  • Send Test Email

  • Sign-up with Google on Beamery Pages

  • Linking Questions to Custom Fields in Beamery Pages

  • New Recipe Triggers

  • New Recipe Filters

Bugfixes

  • Send Test Email