Releases tagged: pages

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

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

Romuald Restout February 8th, 2018

Update: Release Notes - February 8th 2018

Hello there,

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:

  • Expanding on the recently released ability to see active campaigns in the candidate profile, you can now see past campaigns as well. This gives you the complete picture of all communications, past and present, with this candidate.
  • Branding is an important aspect of the Pages module. With this release you now have more controls over the look & feel of your pages.
  • Custom Footers creates a more consistent candidate experience across Beamery Pages and your own sites. You can now display links and site notices that exist on your webpages across pages and forms, and direct candidates to your social media sites via social icons.

Past Campaigns in Profile

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.

Pages Improvements

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:

  • Change text size
  • Create a numbered list
  • Erase the formatting to revert to the default format

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.


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 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.

Coming Soon

Finally here is a sample of the things we are currently working on and that will be available soon:

  • A brand new navigation and redesign of the user experience
  • A new dashboard for our CRM module
  • A completely-revised email digest
  • Some improvements to our Quick Search

New Features

  • custom footers

Updates

  • pages improvements

  • completed campaigns in profile

Romuald Restout December 15th, 2017

New Feature: Release Notes - December 15th, 2017

With this last release of the year, we are very happy to offer to users of Beamery Pages, all the insights they need to monitor the performance of their forms and pages

Pages & Forms Analytics

Talent Marketers want to understand the success of a particular Page or Form: how many candidates see these pages, how many convert, how it evolves over a period of time, where are candidates coming from, ....

With the new Pages & Forms Analytics module, Talent Marketers can now track page performance

For more details, please consult the help docs.


New Features

  • Page & Forms Analytics

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