Using Beamery to Measure Candidate NPS

Measuring candidate NPS allows you to assess and understand the impact of your employer brand, nurture programs and any other candidate outreach initiatives on the sentiment of candidates towards your organization. 

By following this guide, you’ll be able to use Convert Flows to build a Flow to gather NPS feedback from candidates, use Campaigns to share your NPS feedback Flow with candidates, use Recipes to automatically group candidates into Detractors, Passives and Promoters, and use Data Explorer to build an NPS report. 

If you are new to any of these features in Beamery, you may want to take a look at the below resources to familiarize yourself, before getting started with this NPS project. 

An Overview of Convert
How to Create a Campaign
An Overview of Data Explorer

Table of Contents

Using Convert to Build an NPS Feedback Flow
Automatically Group Candidates using Recipes
Using Campaigns to Share your NPS Feedback Flow with Candidates
Using Data Explorer to Build an NPS Report

Using Convert to Build an NPS Feedback Flow

Follow the below steps to build a Convert flow that will allow you to gather NPS Feedback from candidates. 

Note: If you’re new to using Convert, you may also want to refer to this guide on creating a Convert Flow. 

1. Before you begin building your Convert Flow, you will need to create a Custom Field that will be connected to the NPS question on your Convert Flow. Follow the instructions in this guide to create a custom field with the below specifics:
   
   Field Name: NPS
   Type: Single Select
   Dropdown options: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10
   
   
2. Once you have created this NPS Custom Field, head to Convert in the Marketing Module. 
3. Next, click Create Conversion Flow, give your flow a name and enter a URL slug for your NPS Feedback Flow. Then, click Create Flow to move to the Flow Builder.
4. In the Flow Builder, give your Flow a title. To do this, click on the top block in the Edit Page area of the Flow Builder to expand the section, then enter your Flow’s title into the text box.
   
5. Once you’re happy with your Flow’s title, click on the Form block in the Edit Page area of the Flow Builder, and select the Custom Question option from the Add Form Elements menu.
   
6. Then, select the NPS custom field that you just created from the Link a custom field dropdown menu. 
7. Next, in the Question Text field, enter your NPS question. The question you use will be specific to your organization and the parts of the process on which you are looking for feedback, but here are few examples: 
   1. Based on your experience with [your organization’s hiring team], how likely would you be to recommend us to a friend or colleague?
   2. How likely would you be to recommend applying for a role with [your organization] to a friend or colleague? 
   3. How likely would you be to recommend joining the [your organization] talent community to a friend or colleague? 
8. Then, ensure that all 11 answer options are selected, and check the box to make this a required question.
   
9. If you wish, you can add more questions to this Flow, but we recommend keeping it short and sweet to maximise the number of responses you receive from candidates. 
10. Once you are finished building your Flow, click Publish. Your NPS Feedback Flow is now ready to be shared with candidates. 
11. Before leaving the Flow Builder, click the vertical ellipsis button, and select Copy Flow URL from the dropdown menu. 

Automatically Group Candidates Using Recipes

When a candidate submits your NPS Feedback Flow, the NPS score they give will be populated in the NPS Custom Field on their profile. Take this up a level by automatically assigning whether a candidate is a Detractor (0-6), Passive (7-8) or a Promoter (9-10) based on the NPS score they have given. 

Note: This section is optional, and while it does allow for more in depth NPS reporting, you can build an NPS Report without this step.

1. To do this first create a custom field with the below specifics:
   
   Field Name: NPS Group
   Type: Single Select
   Dropdown options: Detractor, Passive, Promoter
   
   
2. Next, build 3 recipes with the below specifics:
   1. Recipe 1 - Detractors:
      
      Trigger:
      When contact has submitted a flow called Candidate NPS, and answered NPS with 0
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 1
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 2
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 3
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 4
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 5
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 6.
      
      Filters:
      Do not add any filters.
      
      Actions:
      Update Custom Field NPS Group with Detractor
      
      
   2. Recipe 2 - Passives:
      
      Trigger: 
      When contact has submitted a flow called Candidate NPS, and answered NPS with 7
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 8.
      
      Filters: 
      Do not add any filters.
      
      Actions: 
      Update Custom Field NPS Group with Passive.
      
      
   3. Recipe 3 - Promoters: 
      
      Trigger: 
      When contact has submitted a flow called Candidate NPS, and answered NPS with 9
      
      OR
      
      When contact has submitted a flow called Candidate NPS, and answered NPS with 10
      
      Filters: 
      Do not add any filters.
      
      Actions: 
      Update Custom Field NPS Group with Promoter.

Using Campaigns to Share your NPS Feedback Flow with Candidates

Follow the below steps to build a Campaign that will share the link to the NPS Feedback Flow you just created with Candidates. 

Note: If you are new to using Campaigns in Beamery, you may wish to refer to this guide to creating a Campaign.

1. Head to the Campaigns area of the Marketing module, and click the Add Campaign button. 
2. Give your Campaign a name, such as Candidate NPS Survey, and select a campaign type. We recommend using a Dynamic Campaign, as it will give you the most flexibility in adding candidates to the campaign, but if you wish to only add candidates using automation and not manually, the Triggered Campaign type is a great option. Click Next to move on. 
3. Now, you are in the Campaign Builder. If you have selected a Dynamic Campaign, you can use filters to add recipients at the top of this page, but it is not obligatory and you can always add recipients once the Campaign is launched. 
4. Below this, you will see the text editor where you will build your Campaign message. In this area, you can use the text editing tools to create your Campaign message directly in the editor, or you can click on the </> icon to open the HTML view, and paste the HTML for your campaign message. Whichever method you choose, be sure to include the link to your NPS Feedback Flow as the main call to action in your Campaign, and use variables to customize the Campaign content to each recipient. 
5. Once you are happy with your first message, you can either launch your Campaign with just one touchpoint, or add an additional touchpoint to remind candidates to submit their feedback. 
6. To add another touchpoint, click Add new message below the Campaign Editor.
   
7. Then, select a sending rule to decide under what circumstances a candidate should receive this follow up email. We recommend using If ‘no click’ to previous touch here, as this will mean that only candidates who have not clicked the link to your NPS Feedback Flow will receive this message. 
8. After this, select how long after the first message the second message should be sent. We recommend waiting a few days here, to give candidates a chance to respond to your first message. 
9. Next, build the message content for your second touchpoint as you did the first, ensuring that your call to action is a link to your NPS Feedback Flow. 
10. At this point, we’d recommend clicking Next and launching your Campaign with two touchpoints, but if you would like to add further touchpoints you can repeat the previous steps until you have the number of touchpoints you would like.
11. Now that your Campaign is launched, you can add candidates to this Campaign directly from the Profile, using a Bulk Action, or build a Recipe to add candidates to this Campaign at a specific point in the hiring process. 

Using Data Explorer to Build an NPS Report

Once you have gathered NPS feedback from candidates, it’s time to build a report with Data Explorer in order to analyze and understand your results. 

Follow these steps to build an NPS report using Data Explorer. 

Note: If you are new to building reports with Data Explorer, you may want to refer to this guide to creating reports. 

1. Head to the Data Explorer Home Page in the Reporting module. 
2. Under Create New Report, choose Current Contacts and click Next. If you do not see this option, skip to the next step. 
3. In the Visualize by dropdown, if you opted to create an NPS Group field, select that here. If not, select the NPS custom field you created at the beginning of this project. 
4. In the filters area, you can select filters to narrow down which candidates should be included in the report. To build an NPS report for your entire CRM, leave this area blank. If you’d like to build a more specific NPS report for a specific department or for candidates assigned to a specific Beamery user, you should use filters for this. Click Create new Report to move on. 
5. Now, you will see your NPS report. Use the dropdown menus at the top of your screen to make adjustments. 
6. Use the Split by drop down to select an attribute you would like to split your data by, which can give you insight into the factors that may be affecting NPS scores. If you selected NPS Group in the Visualize by dropdown, try selecting NPS here to see the breakdown of scores within each group. Or, you may wish to split by Status to understand if the NPS score is affected by the candidate’s overall position in the hiring funnel. Another option is to split by Assigned to in order to understand whether certain Beamery users on your team have any effect on a candidate’s NPS. 
7. Use the Chart Type drop down to change the visual representation of your report. By default, you will see a Stacked Column Normal report. If you have selected a split by option for your report, try selecting Stacked Column Percentage or Stacked Bar Percentage here. 
8. Once you are happy with your NPS report, click the vertical ellipsis button and save it for future use. Now, you can come back to this report time and time again to see how your candidate NPS score has been impacted by your team’s efforts. 

In Summary… 

Following each of the steps in this guide allows you to use various Beamery features to gather and report on candidate NPS, allowing you to understand the impact of your initiatives on the candidate experience. 

Additional Resources

An Overview of Data Explorer
An Overview of Convert
How to Create a Campaign
How to Create a Recipe