Introducing Beamery Search Assist, the most flexible candidate search experience powered by Behavioural Boolean. Identify talent based on their characteristics and interactions faster, reducing the time to find the relevant candidates for your business. Below is what’s included in Search Assist.
Preferred locations lists the places the candidate is happy to work, found in the profile overview and as a filterable field. You can set the candidate’s preferred location using country, city, street and zip code from a predefined list, ensuring this data is structured and consistent.
Find the right candidates rapidly, with true Boolean search and new filters, including radius search, vacancy stage, dates added to vacancies and pools, past companies, and who created and sourced the candidates.
Repeat Recipes make it even more time-efficient for Recruiters and Sourcers to automate repetitive tasks. Now only a single repeatable Recipe is required to automate the same action each time a candidate matches a set of filters. Automatically re-add candidates to pools, update statuses as candidates move through consecutive vacancies, and re-assign them to users.
Use new Recipe actions to automatically add keywords, un-tag candidates, and remove them from pools, vacancies and campaigns. Manage which candidates should only be messaged directly rather than included in campaigns, by automatically marking them as ‘Do not campaign’ / ‘OK to campaign’.
Get a holistic view of the time of communication with candidates. Now, adding notes from a candidate profile (e.g. Call, InMail) updates the ‘Last Heard From’ and ‘Last Contacted’ times, so you can track the times of inbound and outbound communication beyond Beamery messages, then segment, engage with and automate actions with more relevance and rigour.
Note: All features aside from Repeat Recipes are automatically available in Beamery. The Repeat Recipes functionality comes at an additional cost. Please contact your Customer Success Manager for further details and pricing.
Find further details on all Search Assist features here.
Following the Beamery Comply 'Consent Management' and 'Manual Anonymization' releases, we have been busy making enhancements enable customers to achieve and maintain a state of compliance more efficiently, by:
Now users can generate the consent URL for contacts in Beamery directly from the Extension, allowing users to more easily share the consent link outside of direct messages or campaigns, e.g. via LinkedIn InMail. We recommend using a link shortener before sharing the URL to provide a better contact experience.
Anonymized contacts will be flagged and blocked from being sourced into your CRM.
We have upgraded Recipes so users can automate compliance-related workflows on a regular basis. In addition, users will benefit from additional Recipe filters that also complement GDPR Automation to better target the right candidates with automated actions. There are three key updates to Recipes:
Run checks on the database of contacts at regular intervals of every 1, 6, 12 or 24 hours, for filters selected. For example, this enables customers to automate the following:
The following filters have been added into recipes as part of this release, which work well with compliance workflows:
Trigger actions depending on whether the candidate has opted in or out. For example, you can automatically send a confirmation email to the candidate or archive them using the consent trigger.
Filter contacts by the Consent field and the Last Consented field. For example, to run regular purges of contacts who have opted out and have been archived (used in conjunction with the scheduled trigger), or to send 're-opt in' campaigns when the candidate’s consent is about to lapse.
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:
We have released two major upgrades to filtering in Beamery:
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.
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:
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.
It even works without email whitelabelling.
Global Tags as Action in Recipes
Email From Name
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
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