Releases involving Craig Brown

Romuald RestoutRomuald RestoutMay 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. 

5ade39320ecbb_Screen%20Shot%202018-04-23%20at%2020.50.27.png


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.

5ade3948c5ea2_Screen%20Shot%202018-04-23%20at%2020.50.39.png

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.

5ade395c4c533_Screen%20Shot%202018-04-23%20at%2020.50.47.png

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.

5b0803ee84a18_image.png

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.

5b08026aab31b_image.png

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.

5b0802dbbbefc_image.png

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).

5b06a433b5fc2_Screen Shot 2018-05-24 at 12.38.09.png

New Features

  • "Contains" filters on location and keywords

  • Bulk Actions in Advanced Search

  • Manual Anonymization

Updates

  • Location filter in Advanced Search

  • Messaging Leaderboard update

Craig BrownCraig BrownApril 29th, 2018

Update: Release Notes - Beamery 4.0: Compliance automation + Forms/Pages updates

As part of Beamery 4.0, users can now ensure their database automatically complies with GDPR.

TRIGGERS:

1.) When contact has submitted consent and opt in/opt out

  • This allows you to do something instant when someone opt-out, e.g. archive them straight away, this means an instantly up to date/accurate/clean database
  • Or if someone opts-in, you can send them a campaign which is for consent confirmation that includes the consent link allowing candidate to opt back out at any point (as specified by GDPR that a candidate should be able to opt out as easily as they opt in), so a consent confirmation loop - implementation check list
  • 2.) Schedule trigger, where you can run a check on your database at any pre-specified time interval (e.g. every 24 hours), which means you can create a trigger when any change has been reflected in the candidate’s entire profile, not just when they move through the candidate funnel...

FILTERS:

    • - Filters: [Consent Field] [is Opted in]/[is Opted Out]/[is Empty] - this field confirms which candidates need to be checked, and who should be archived
    • - Filter: [is Archived] - if archived and marked as do not contact and heard from them over a year ago, then anonymize them - so you can do a daily anonymization to keep your database clean
    • - Filter: [marked as Do Not Contact]
    • - Filter: [date created] [less than]/[more than]
    • - Filter: [Last heard from] [less than]/[more than]/[never]
    • - Filter: [primary email] [is filled]/[is empty] - Important one to explain - you are secure in the knowledge then when adding people from LinkedIn or any other source, or you parse the candidate’s CV (however you get their primary email) you can then straight away send the candidate a consent form - this can be now be automated - to ensure your database is up to date/clean/relevant

ACTIONS:

  • Archive - check every 36 hours if date created is over 30 days + consent field = empty, then archive
  • Do not contact - mark candidate as do not contact because of the above example/use case OR when contact has opted out, action ‘archive’ and ‘do not contact’
  • Anonymize - clean up database - you could directly delete someone from the database (e.g. they haven’t been speaking to you for 365 days) OR if someone has been archived, labelled as do not contact and they were given opportunities to opt-in - anonymize allows you to clean up database
  • Opted out
  • Archived
  • And not contacted for over a year, you can purge your database of those candidates by anonymizing them - benefit of this vs deletion is to protect your company from re-adding candidates who have previously opted out or unsubscribed

Form and Pages updates

  • Pages improvements - ability to clone, remove and move blocks within page builder. Won’t allow deleting of blocks when only one of that block type remains, in which case you can hide it.
  • Pages - ability of ‘Team Members’ to create and edit pages BUT NOT publish pages - currently only Admins have the ability to create and publish. It means you can collaborate and allow others to create pages/content but Admins still hold publishing rights
  • Forms - providing ability to add forms to campaigns which allows candidates to complete a form straight from their email inbox, which means you can send surveys for example with additional questions, speeds up form submission
  • Forms - creating public forms that provides same functionality (i.e no sign-up page prior to the form is required), e.g. graduate event to sign up and allows for volume form submissions where candidate can submit a form, page refreshed and new form appears for a new candidate
Craig BrownCraig BrownApril 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.


5ae0a934654c8_Screen Shot 2018-04-25 at 14.23.52.png


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.

5ae0b9a2bb6b8_image.png


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
5ae0b979852f6_image.png


Recipe Actions

Beamery 4.0 sees a series of new recipe actions allowing for improved candidate data management in your CRM.

5ae0a709bf90c_Screen%20Shot%202018-04-25%20at%2014.02.19.png


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 BrownCraig BrownApril 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

Craig BrownCraig BrownFebruary 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:

s_39F62253635F12619271F7B7579C62ACDF66B3C56BCD57CE54B5DFDD957F18A0_1518528456145_Screen+Shot+2018-02-13+at+13.09.24.png

  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.