Releases tagged: crm

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

      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 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 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