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.
As previously announced, this week we are releasing the final features as part of Beamery 4.0, including:
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'
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.
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.
‘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.
Beamery 4.0 allows you to refine your search per location. As with filters, this is based on partial text 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.
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).
"Contains" filters on location and keywords
Bulk Actions in Advanced Search
Location filter in Advanced Search
Messaging Leaderboard update
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.
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
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
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,
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.
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