Releases tagged: reporting

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

      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

      Romuald Restout December 8th, 2017

      Update: Release Notes - December 6th, 2017

      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

      Campaign Dashboard

      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



      Messaging Leaderboard

      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,

      Quick Search

      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.


      New Features

      • Messaging Leaderboard

      Updates

      • Campaign Dashboard

      • Quick Search

      Bugfixes

      • 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