Convert: How To Create a Flow

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Beamery Convert allows you to capture candidate data for your recruitment initiatives at key candidate touchpoints, such as first contact, job application, joining a talent community, or registering for an event. Convert uses Flows, which are linked forms, to collect the information most relevant to you. For an overview of Convert, check out this article.

To capture the information you wish to gather about your candidates, you’ll need to create a Flow and add relevant questions. Your candidates will see and respond to the questions contained in your Flow, which will be captured as part of each candidate profile in Beamery. Convert Flows are easy to build and offer a seamless candidate experience. 


Table of Contents

Creating a New Flow
How to Change the Logo on a Flow
Editing an Existing Flow


Creating a New Flow

To create a Flow, follow these instructions:

  1. Navigate to the Convert module by clicking Marketing (a) in the right-hand sidebar, and then select the ‘Convert’ tab (b).  
    1601370769243-XCs.png
  2. Now, from the Flows Dashboard, click the ‘Create conversion Flow’ button in the top right-hand corner (c).
    1601370788899-Brs.png
  3. Give your Flow a title - this will be how the Flow is named on the Flows Dashboard.
    1601370815708-Qmo.png
  4. Create a URL for your Flow. This must be a unique URL and will be visible in the address bar when a candidate completes the form.
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  5. Click ‘Create Flow’
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  6. Now, in the Flow Builder you can update the title of your Flow (d), add some additional text (e), and add questions to your Flow by clicking into the ‘Form’ area (f). Each Flow must include a name and email field, but the rest is up to you!
    1601370911335-V70.png
  7. You can add a question to your Flow that is linked to a standard field on a profile. You will find these under ‘Profile Questions’ in the form elements list. Click on the name of the field in the form elements list to add the question to your Flow. 

    1601370932214-ioA.png

  8. Now, in the Edit Page area of the Flow Builder, click on the question to choose whether or not you would like this question to be a required question in order for a candidate to submit the Flow by checking the ‘Required’ box.
    convert_required_field.png

  9. To add a custom question, you’ll first need to create the related custom field. Once you have the custom field set up, click on ‘custom question’ in the Page Blocks column.

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  10. Then, in the Edit Page area of the Flow Builder, select the custom field from the ‘Link a custom field’ drop-down menu (g). Here you can also rename the custom field to make it a more candidate-friendly question (h), and if your custom field is a drop-down or multi-select field, select the options that you would like to expose to the candidates who will complete this Flow (i). You can also choose whether or not you would like this question to be a required question in order for a candidate to submit the Flow by checking the ‘Required’ box (j).convert_custom_field.png

  11. Then, select whether you would like to include any of the following on your form: file upload area, data protection for GDPR, and terms & conditions. You can find these under ‘More elements’ in the form elements list.
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  12. After you have added all of your standard and custom fields, you can add section breaks to your form to make it easier to read. Go to the question above where you want the section break and tick the box for Section Break After and then add a Section Title. contact_flow.png
  13. Once you have finalized your questions, you can move on to your Flow’s thank you page, by clicking the ‘thank you’ tab.
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  14. On the thank you page, you can update the thank you message (k) and add additional information if necessary (l) by clicking the relevant area in the edit page area. You should update this to personalize the candidate experience but keep it brief to avoid overloading candidates with information. You can also remove the ‘Go Back’ button from the thank you page by clicking on ‘Go Back’ in the Edit Page area (m) and then clicking on the trash can icon.
    1601371082193-E5c.png

  15. As you have made changes to both your Flow and thank you page, you will have noticed that these changes have been reflected in real-time in the Flow preview area (n) of the page. In this area, you can click on the icons (o) to preview your Flow and thank you page as they will appear on desktop, tablet, and mobile screens.
    1601371100166-9R0.png

  16. Once you are happy with your Flow’s questions, thank you page, and layout, click ‘Publish’ (p) to make your Flow available to candidates, or click ‘Save’ (q) to save changes without publishing the Flow.  Note that only admin users can publish Flows. Once you have published your Flow, use the vertical ellipsis button (r) to unpublish your Flow, copy the flow’s URL, clone your flow, delete your flow, or change the logo (accessed in settings) on your flow and Thank You page.  Please note: you cannot delete a published Flow. You must first unpublish and then delete your Flow.                                    Flow-clone_delete_copy.png

  17. Once your Flow is published, you can build automation around this Flow by using Flow submissions as a recipe trigger.

 


  1. While editing a flow, click on the vertical ellipsis button and choose Settings.Flow_vertical_ellipsis.png
  2. Upload the logo file of your choice and use the built-in editing tool. Then click Upload. flow_logo_change.pngFlow_logo_change_2.png

 


How to Edit an Existing Flow

  1. Navigate to the Convert module by clicking Marketing (a) in the right-hand sidebar, and then select the ‘Convert’ tab (b).
    1601371182884-R1Q.png
  2. Now, from the Flows Dashboard, find the Flow you would like to edit by using keywords to search (c), or filtering by the status (d) or creator (e) of the flow. 

    1601371197792-97o.png

  3. Once you have found the Flow you would like to edit, click the title of the Flow to be taken to the Flow Builder.

  4. Follow steps 6-13 in the guide to creating a new flow above, to add new questions as required.  

  5. To make changes to an existing question on your Flow, click on the ‘Form’ area of the Edit Page area of the Flow Builder and select the question you would like to update (f). Then, change the wording of the question in the ‘Question text’ field (g), or make updates to the answers that are exposed to the candidate (h) if your question is linked to a single-select or multi-select custom field.
    1601371263073--QI.png

  6. You can also update whether or not you would like a question to be a required question in order for a candidate to submit the Flow by checking the ‘Required’ box.
    1601371290102-15k.png

  7.  Then, to update your thank you page, click the thank you page tab.
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  8. Click on an item in the ‘Edit Page’ area to make changes to the text on your thank you page.

  9. Then, once you have made all of the required changes to your flow, click ‘Publish’ to make your updated Flow available to candidates, or click ‘Save’ to save changes without publishing the Flow. Note that only admin users can publish Flows.

 


In Summary...

Beamery Convert allows you to create modern, easy to use forms that allow you to convert leads into candidates. With Convert, you can easily create Flows to gather meaningful, actionable data from your candidates. 

Have questions about Beamery Convert? Reach out to support@beamery.com.

 


Additional Resources

An Overview of Convert
How to Add a Custom Question to a Flow
What's the Difference Between a Beamery Form and a Convert Flow?

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