Beamery’s Preference Center is a place where candidates can login to update and manage their own data. Accessible from all parts of the candidate experience, it allows you - as the hiring organization to ensure you have the most up to date information on a candidate. This ensures you can communicate with candidates effectively and get the right roles in front of them, at the right time.
Beamery’s Preference Center is effectively an extension of the Convert Flow product; it is a Convert Flow which candidates can login to access the data your organization has for them. It then empowers them to update it as their circumstances change or add to it as they begin to interact with your organization more. The preference center is built within the Convert builder and uses the same profile fields and custom fields that have been set up in your Beamery CRM instance.
Read on to see an overview of how to build a Preference Center
Creating a Preference Center:
- Navigate to the Convert module by clicking on it in left-hand navigation bar.
- Click the ‘Create conversion Flow’ button in the top right-hand corner.
- Follow the same steps you would to create a Convert Flow (listed in Convert: How to Create a Flow), but before you click Create flow, choose 'Yes' for "Will candidates use this flow to update their information?"
Building the Flow
When building the Convert Flow, you will follow the steps you normally would, as listed in Convert: How to Create a Flow, with these key differences.
What fields are available?
The following field is not available in this version of the Candidate Profile. You will see these fields grayed out when building a Convert Flow where you choose 'Yes' for "Will candidates use this flow to update their information?" in step 3.
You are able to make fields required. A field will be counted as "complete" if information is already in there - i.e. if it is returning data from the CRM or if a candidate fills it out.
Removing the Thank You page
When building the Candidate Profile it is advisable to remove the Thank You Page and replace this with a toast message. You do this by doing the following:
- Go to Thank You and Click on “Advanced”
- Change the submission experience to “Display a Toast Message”. You are then able to customize and change the message within the toast message.
The link to the Preference Center can be found here in the settings page:
If you don’t have Beamery custom domains set up, we have implemented a new type of domain for the Preference Center as follows:
Sandbox
US: https://yourcompany.sandbox.talent-on-beamery.com/flows/preferencecentre
(dependent on how you name the preference center)
EU: https://yourcompany.sandbox-eu.talent-on-beamery.com/flows/preferencecentre
(dependent on how you name the preference center.)
Production
US: https://yourcompany.us.talent-on-beamery.com/flows/preferencecentre
(dependent on how you name the preference center)
EU: https://yourcompany.eu.talent-on-beamery.com/flows/preferencecentre
(dependent on how you name the preference center.)
The Candidate Experience
The Candidate Profile is a logged in experience for candidates; in order for candidates to be able to access the candidate profile, all you need to do is share the link on your candidate facing assets and then the candidate will be able to click to login
How does a Candidate Login?
Candidates will login using our Candidate Authentication Service.
Candidates will enter their email address and will receive an email.
Candidates will then click on the link in the email or use the One Time Password included in the email to login.
Once a candidate has logged in, they will see the convert flow you have created and have the ability to manage their profile data, search for job matches and more.