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
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.
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
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:
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.
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:
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.
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.
Finally here is a sample of the things we are currently working on and that will be available soon:
completed campaigns in profile
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.
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:
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.
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.
Active Campaigns in Profile
Filters: Autocomplete for Organisations should be only returning results based on name searching, not on any other basis
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
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
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,
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.
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
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.
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.
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.
In this release, you are now able to automate more than before, and in more precise ways.
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
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.
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.
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!
Send Test Email
Sign-up with Google on Beamery Pages
Linking Questions to Custom Fields in Beamery Pages
New Recipe Triggers
New Recipe Filters
Send Test Email