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

CRM

  • Export Candidate Profile as PDF: export the candidate's profile as a PDF file for easy sharing with external colleagues
  • New compliance-related automation: two new actions in Recipes: 'Anonymize' and 'Delete'

Talent Marketing

  • Page Block Customization: tailor the layout of pages by moving, removing and cloning blocks
  • Contact Limits for Campaigns and Bulk Actions: limit the number of contacts that can be added to a campaign, or included as part of a bulk action
  • Access to Pages and Forms: Standard users can now create and edit pages, but only admins can publish

Integrations

  • Greenhouse 2-way anonymization: anonymize contacts in both Beamery and Greenhouse automatically
  • Jobvite improvements

Export Candidate Profile as PDF

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.

New compliance-related automation

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.

Page Block Customization

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:

  • Change the position of the block by selecting the up or down arrows
  • Have multiple versions of the same block by selecting the clone icon (signified by the two squares)
  • Delete additional blocks you don't need by selecting the cross icon, until you have one of each block left
  • Hide and un-hide blocks by selecting the eye icon (which is now grouped here with other block options instead of within the block editor, so it's easier to find. If you're not an Enterprise customer, the Edit button will be replaced by the hide/un-hide button.)

Contact Limits for Campaigns and Bulk Actions

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 User Access to Page and Forms

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. 

Greenhouse 2-way Anonymization

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. 

Requirements: 

  • Permission to anonymize contacts in Greenhouse
  • Set up Greenhouse Webhook for 'Candidates anonymized' 

 Additional Notes: Beamery blocks anonymized contacts from being re-added, while Greenhouse does not, allowing candidates to re-apply.

Jobvite Improvements

    • Two-way synchromization for Primary Title and Company for Contacts and Candidates
    • Source now being synced for candidates from Jobvite to Beamery
    • Mapping of the Vacancy Owner between Beamery and Jobvite
    • Fixed and issue where contacts were not syncing to Greenhouse when name has special characters

New Features

  • New permissions

  • Campaign bulk action limits

  • Bulk action limits

  • PDF Export

  • Compliance Automation Actions

  • Greenhouse 2-way anonymization

Updates

  • Ability to invite super admins on companies enabled via SSO

  • Ordering Social Links now possible

  • New 'No Owner' filter option for vacancies

Bugfixes

  • 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

Jeet Mukerji June 15th, 2018

Update: Beamery Comply: Extension and Automation updates

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:

  • Integrating Consent Management and Anonymization into the Extension
  • Introducing Beamery Comply Automation

Integrating Consent Management and Anonymization into the Extension

Requesting consent outside of Beamery:

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.

Protecting against sourcing Anonymized contacts:

Anonymized contacts will be flagged and blocked from being sourced into your CRM. 


Introducing Beamery Comply Automation 

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:

  1. Scheduled Triggers: A new type of recipe trigger which will run periodic database checks (instead of only triggering a recipe at the time a contact's record is updated)
  2. New filters: Enables users to filter contacts by:
    • When contacts were created, were last heard from, when an email is added to their profile, and which pools the contacts are NOT part of, to accurately segment and then tailor actions
    • Archived contacts, and contacts marked as ‘Do not contact’; this allows for an automatic database cleanse of contacts who should not be contacted
  3. GDPR Automation: Users can trigger actions based on when a contact opts in or out, filter contacts by their opt in status and filter contacts according to how long it has been since time consent was provided

Scheduled Triggers

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:

  • Workflows based on previous updates to contacts (while standard triggers are future-facing)
  • Archive contacts without consent information after a certain period of time
  • Purge the database of archived, disengaged contacts after a certain period of time
  • Add contacts to a campaign as soon as the sourced contact’s email is added
  • Send a re-opt campaign when consent is about to lapse for contacts

New Filters

The following filters have been added into recipes as part of this release, which work well with compliance workflows:

  • Date created
  • Archived
  • Marked as ‘Do not contact’
  • Last heard from
  • Doesn’t belong to pool
  • Primary Email


GDPR Automation


Triggers:

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.

Filters: 

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.

Romuald Restout May 25th, 2018

New Feature: Release Notes - Manual Anonymization, increased flexibility in filters, updates to the campaign report

As previously announced, this week we are releasing the final features as part of Beamery 4.0, including:

  • Manual Anonymization
  • Additional flexibility in Filters
  • Bulk actions in Advanced Search
  • Location Filter in Advanced Search
  • Updates to the Campaign Messaging Leaderboard

Manual Anonymization

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'


      Anonymizing contacts:

      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. 


      Un-anonymizing contacts:

      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.

      Filters

      ‘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.

      Location in Advanced Search

      Beamery 4.0 allows you to refine your search per location. As with filters, this is based on partial text search.

      Bulk Actions in Advanced 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.

      Messaging Leaderboard Update

      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).


      New Features

      • "Contains" filters on location and keywords

      • Bulk Actions in Advanced Search

      • Manual Anonymization

      Updates

      • Location filter in Advanced Search

      • Messaging Leaderboard update

      Jeet Mukerji April 29th, 2018

      Update: Release Notes - Beamery 4.0: Forms Customization 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).

      The updated Form Builder:

      You can now control which of the following fields should appear (or be removed) by ticking the box to the left of each field:

      • Location
      • Primary / mobile phone number
      • Website / portfolio
      • Education
      • Professional Experience
      • CV upload
      • GDPR opt-in (if you have Beamery Comply features enabled)

      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).


      A consistent candidate experience:

      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.

      Jeet Mukerji April 29th, 2018

      New Feature: Release Notes - Beamery 4.0: Enabling GDPR compliance

      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'.


      IN SUMMARY

      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.


      CONSENT MANAGEMENT

        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:

        1. Consent request statement: This is where you can explain to candidates why you are asking for consent.
        2. Opt in statement: This is the statement that candidates will consent. It’s important to word this correctly and clearly so candidates understand what they are consenting to. The opt in/out answers to this statement map to the ‘Consent’ field in your People Grid, and if the candidate opts in, the ‘Last Consented’ field will show how many days have passed since the candidate opted in. 
        3. Privacy policy: It’s necessary to display a link to your privacy policy statement (updated with GDPR related information) along with the consent request statement. As per the GDPR, we'll also include our Data Enrichment policy automatically next to your privacy policy in the consent capture forms, to let candidates know how their data is enriched. If candidates are uncomfortable with having their data enriched, they'll need to contact you. We can disable enrichment for specific candidates. You will soon be able to control enrichment for each candidate from their profiles. 


        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:

        If you have the candidate's email address, you can set up a consent request campaign which includes either an opt-in button, or a link (which you can enter as a campaign variable). When the candidate clicks on the button or link, they will be redirected to the consent capture form, with the wording and privacy policy statement set up in your Compliance Settings.

        If you don't have the candidate's email address, you can still request consent by sharing a consent form URL that's unique to them. You can generate this link directly from their profile and copy it into your communication. As with the opt in button or a link in a campaign, this link will take them to a unique consent capture form with the wording and privacy policy statement set up in your Compliance Settings.


        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: 

        1. Consent: This displays if a candidate has opted In or opted out
        2. Last Consented: This displays the time in days since the candidate opted in, to help you eventually schedule re-opt in campaigns, or to automate purges of contacts without up-to-date consent 

        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).


        MANUAL ANONYMIZATION

        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.

            Anonymizing contacts:

            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.

            Un-anonymizing 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.


            COMING SOON: Compliance automation including automated anonymization, and compliance reporting.

            Craig Brown April 29th, 2018

            Update: Release Notes - Beamery 4.0: Workflow enhancements

            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:

            CRM Filters

            We have released two major upgrades to filtering in Beamery:

            • ‘Contains’ filters - to enable better identification when filtering 'Title' and 'Company', with ‘Location’ and ‘Keywords’ to follow. This means you can filter candidates based on a partial text search. For example, you can enter part of a job title or part of a company name to search for candidates in your CRM. Search results appear immediately as soon as you start typing.
            • Default Filters - organisations can now set a default filter, which can be used to automatically exclude certain contacts ‘by default’ within any view within the CRM. For example, you can exclude ‘rejected candidates’ or contacts in a certain status from appearing, until the default filter is removed.



            Bulk Actions in Advanced Search

            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.


            Email Digest

            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:

            • Tasks: overdue, upcoming, and all unread mentions
            • User’s contacts: updates on new contacts added to the pools and vacancies that the user is managing (either as a creator/owner or as an assigned manager)
            • Messages in campaigns: emails delivered, opened, clicked


            Recipe Actions

            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.

            Craig Brown April 29th, 2018

            Update: Release Notes - Beamery 4.0: New Integrations

            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 support@beamery.com. You can also request a new Beamery integration here.


            Jobvite

            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.

            COMING SOON: A deep integration with SmartRecruiters ATS

            Romuald Restout March 28th, 2018

            New Feature: Improved Navigation and Filters

            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.

            Improved Navigation

            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:

            • added a counter that displays the number of elements you have in the list
            • added a direct link to the main report for that module

            The table and screenshots below indicates what has been added, and where.

            Pools


            Vacancies




            Campaigns




            Pages


            Forms

            Improved Filters: Partial Match on Companies and Job titles


            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.

            Coming Soon

            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.



            Updates

            • 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

            Bugfixes

            • 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

            Romuald Restout March 9th, 2018

            New Feature: Release Notes - Our biggest update coming on Tuesday 13th

            A few weeks ago, we announced our upcoming Beamery 3.0 new navigation. We're pleased to say it'll be live on Tuesday 13th March.

            Good things always come in pairs, so we have also released custom footers for pages and forms (and another usability enhancement on the extension!)

            New Navigation

            The time has come to introduce a new, more intuitive navigation as the flagship element to our upcoming Beamery 3.0 release. You’ll enjoy a faster user experience and notice that there’s now more space for us to grow.

            How does 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 does 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.

            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 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.

            Extension 5.0

            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.





            Coming Soon

            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.


            New Features

            • Custom Footers in Pages and Forms

            • New Navigation

            Updates

            • Extension usability

            Bugfixes

            • 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

            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