How to Create a Recipe

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Beamery Recipes are automated workflows that you can use to save time, nurture candidate relationships, identify relevant candidates and seamlessly manage candidates down the recruiting funnel. For each Recipe, select a trigger and an automated action, and apply filters so your Recipe works only for candidates meeting specific criteria.

Note: Only users with Admin role permissions (Super, Marketing, or Sourcing Admins) can create and edit recipes. 


Table of Contents

How to Create a Recipe
How to Pause a Recipe
Deleting a Recipe
How to Manage Recipes


How to Create a Recipe 

  1. To create a Recipe, head to the Automation module by your clicking on the lightning icon in the left-hand navigation panel. This will take you to your Recipes list.
    recipes.png
  2. To create a new Recipe click on the Add Recipe Button, this will take you to the Recipe builder.
    Screen_Shot_2018-11-19_at_02.20.29-IYw.png
  3. First, give your recipe a title. You can also choose to attach a Global Tag (or multiple Global Tags) to your Recipe. This can help you find and categorize your Recipes later.
    recipes2.png
  4. The option for Repeat Recipe will allow the recipe to run on individual contacts repeatedly. Without this option checked, a recipe can only act on a contact one time. If your Recipe should be able to run on a contact profile repeatedly, check the Repeat Recipe box. 
  5. Click Continue to move on to the Triggers step.
  6. Next, choose the action that you would like to act as the trigger for the subsequent action in the Beamery platform. You can apply one or more of the following triggers:
    • A contact's status is changed - You must specify which status they were changed to
    • A contact is created in Beamery - You can specify a creation source or select any creation source
    • A contact has submitted a Form - Only available to customers with Beamery Forms; optionally, you can specify which form, which question was answered and the answer that was given (for dropdown only)
    • A contact is added to a Vacancy - You can specify a vacancy or select 'any vacancy'
    • A contact's Vacancy Stage is changed - You must specify which stage they were changed to
    • A contact is added to a Pool - You can specify the particular pool or select 'any pool'
    • A contact has unsubscribed - Meaning they have clicked the ' unsubscribe' link within a Campaign
    • A contact has submitted consent - This is available to customers using Beamery's advanced compliance features
    • A contact is checked - Only available for some customers, this trigger checks for contacts in your database matching the filters applied in the next step (choosing this option will make Filters required). Learn more here
    • A contacted submitted a flow  - Only available for organizations with Convert as part of their Beamery package, this trigger allows you to take action on contacts who have submitted a Flow.

      You may also select multiple triggers if relevant. Note that this means the recipe will fire if either trigger occurs, rather than requiring that they occur simultaneously.
  7. Now, click Continue to move on to the Filters step. 
  8. Filters are optional but can help you ensure your recipe applies only to a very specific set of candidates. The filter options in Recipes are exactly the same as those available in the CRM grid view.

    Note: if you are using the trigger "contact checked every X hour(s)" then you are required to add a filter.

    A Note on Filter Logic

    It is important to be careful when applying filters to make sure the logic operators (AND or ORALL and ANY) are applied in a way that gets you the outcome you expect. This is best illustrated with some examples.

    First, we'll look at the logic between filters. This is the AND - Match all and OR - Match any logic that you can toggle at the top left of the filters panel and impacts the logic used between filters of different types. Unless changed by you, the default logic is AND - Match all, meaning all conditions indicated by the filters must be true for contacts to be actioned by the recipe.

    For example, in the filter configuration below, the resulting list of contacts are in the "Operations - All" pool AND do not have the Global Tag "DEPT - People" on their profile.

    Screen_Shot_2019-11-27_at_11.49.04_AM-Dcg.png

    If we click on the AND - Match all button to switch it to OR - Match any, then the list of contacts changes. Notice below that the total number of results has increased from 233 to 897. This is because the list now includes all the contacts in the "Operations - All" pool in addition toall the contacts who do not have the Global Tag "DEPT - People" on their profile. This means the recipe will action the contacts who have both conditions true but it will also action the contacts who have just one of the conditions true.
    Screen_Shot_2019-11-27_at_11.49.18_AM-4So.png

    Similar care should be taken when considering the logic within multiple instances of the same filter. By default, when you click "+Add additional" to add another instance of the same filter type, the logic is OR - Match any. This is shown visually as an OR between each additional filter and by the OR - Match any shown at the bottom left below the last iteration of the filter.
    Screen_Shot_2019-11-27_at_11.58.07_AM-tbg.png

    In the example below, the list of contacts to be actioned includes anyone who is a member of any of the three pools indicated. That means every member of the "Operations - All" pool, every member of the "Recruiter Pipelining Pool" pool and every member of the "Women in Tech - Boston" pool will be actioned, for a total of 334 current contacts.
    Screen_Shot_2019-11-27_at_11.54.20_AM-eZ4.png

    However, if we toggle the OR - Match any at the bottom of the filter to AND - Match all, then the list of contacts changes (and the word between the filters changes to AND).
    Screen_Shot_2019-11-27_at_11.58.14_AM-YSI.png

    Notice below that the total number of contacts to be actioned has decreased from 334 to 3. This is because the list now includes only the three contacts who are members of all three of the pools.
    Screen_Shot_2019-11-27_at_11.54.46_AM--sE.png
  9. After applying your filters click Continue to move on to the actions step.
  10. Select the action(s) to be taken for candidates who meet the criteria you have specified in the trigger and filter steps:
    • Add to Campaign - You must specify the campaign
    • Remove from Campaign - You must specify the campaign
    • Add to Pool - You must specify the pool
    • Remove from Pool - You must specify the pool
    • Assign to Vacancy - You must specify the vacancy
    • Remove from Vacancy - You must specify the vacancy
    • Update status - You must specify the status
    • Set assigned to - You must specify a user to assign contact ownership to
    • Add a Global Tag - Select from your list of existing Global Tags
    • Remove Global Tag - Select a specific Global Tag to remove from a contact profile
    • Update Custom Field - Set a response to a custom field on the contact profile
    • Remove Custom Field - Clear a response to a custom field on the contact profile
    • Add to ATS - For clients using an ATS integration
    • Assign to source - You must specify the source
    • Add Profile Tag - You can choose from previously used profile tags or create a new one
    • Update Communication status:
      1. Do Not Contact - Prevents contact from being added to campaigns or sent direct messages
      2. Ok to Contact - Contacts previously marked 'Do Not Contact' can now receive messages again
    • Update Campaign Status:
      1. Do Not Campaign - Prevents contacts from being added to campaigns, but they can still receive direct messages
      2. Ok to Campaign - Contacts previously marked 'Do Not Campaign' can now receive campaigns again
    • Anonymize - Removes the profile so that same contact cannot be added again; available only to clients using Beamery's advanced compliance features
    • Archive - Archives the contact profile; reversible
    • Delete - Deletes the profile; not reversible
    • Update Confidentiality - Marks profiles as confidential and/or shares them with only specific users (only available to customers with Executive Search features).

      You may also select multiple actions if relevant. Note that this means the recipe will act on all actions specified.
  11. Once you have decided on your actions, click Continue to move on to the Review step. 
  12. Here, you will see a section where you can review your Recipe. If you would like to make change to your Recipe, you can return to any step by clicking on it. Once you are happy with your Recipe, click the Activate button, then confirm that you would like to activate your Recipe. 
  13. Your Recipe has now been created and is active. You will see it in the Recipes List. 

 


How to Pause a Recipe

You can pause a Recipe if you only want it active momentarily, or you wish to temporarily disable it. 

  1. To do this, navigate to the recipe you want to pause. Click on the green toggle button located at the bottom right-hand corner of the recipe. The word active should now change to paused
  2. You can re-activate the recipe by simply clicking this button again.
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Failed Recipes

Recipes can fail for a few reasons. If a recipe includes an action to assign contacts to a specific user and the user is removed from the system, the recipe will fail. Removing a Status, Source or Custom Field will cause recipes that use those customizations to fail as well. 

 

To identify failed recipes, filter by Recipe Status - Failed. Failed Recipes will have a red warning next to the name along with how long ago they field. 

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Deleting a Recipe

Important Note: Users are not able to delete a recipe.  

If a recipe is no longer needed or created in error, please pause the recipe

 


How to Manage your Recipes

On the Recipes list, you have 3 main ways of sorting through your recipe list:

Search: You can easily sort by searching for the name of your recipe

Status: Search through All recipes that are set to "All", "Active", "Pause", "GDPR", or "Failed" statuses

Global Tag: search/select from a list of global tags that is associated to your recipe

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