Releases tagged: filters

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.

      Sultan Saidov October 18th, 2017

      Update: Release Notes - October 18th, 2017

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

      Improvements to Pages and Forms

      Linking Questions to Custom Fields

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

      Use Google as Social Sign-up

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

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

      Increased Automation

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

      Additional Recipe Triggers

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

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

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

      For more details, you can access the help docs

      Additional Recipe Filters

      There are now more ways you can filter within vacancies:

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

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

      For more details, you can access the help docs.

      Campaign Setup Improvement

      Send Test Email

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

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

      Note from Beamery Team:

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

      Best,

      Beamery Team


      New Features

      • Jazz Integration

      Updates

      • Send Test Email

      • Sign-up with Google on Beamery Pages

      • Linking Questions to Custom Fields in Beamery Pages

      • New Recipe Triggers

      • New Recipe Filters

      Bugfixes

      • Send Test Email