You can automate workflows in Beamery so that candidates are sent messages, added to Pools or added to Vacancies automatically.  This saves you the time of making manual changes to profiles, and allows your team to operate at scale. 

Table of Contents

Using a Recipe to Add Candidates to a Campaign
Using a Recipe to Add Candidates to a Pool
Using a Recipe to Add Candidates to a Vacancy

Using a Recipe to Add Candidates to a Campaign

After creating a Triggered campaign, you will define a set of criteria in a Beamery Recipe. This will send the campaign automatically to any candidate that meets the criteria.

NOTE: you cannot add candidates manually to a Triggered campaign. They will only be added to a Campaign if they meet the Recipe's specified criteria. Candidates can also be added to a Dynamic campaign automatically via a Recipe.

1. First, set up a Triggered campaign. Navigate to "Campaigns" from the left-hand navigation menu. On the Campaigns page, click on the "Add Campaign" button to create a new campaign.

2. Give your campaign a title, then select the "Triggered" option.

3. As recipients are added to Triggered campaigns automatically via a Recipe, you do not need to add any contacts. You can immediately begin creating your campaign, without having to filter for a group of candidates. Additionally, make sure that you select an email to send the Triggered campaign from.

4. Enter a subject heading and begin composing the first touch point using text and variables, or by uploading a saved template. Schedule the first touch point to send immediately, or later, in the scheduling window on the left of the page.

5. Add additional touch points to your Triggered campaign by clicking on the "Add touch" button at the bottom of the page. Alternatively, keep your triggered campaign as a single touch point.

6. Build your Campaign from scratch or use a template. 

7. When you have finished creating your triggered campaign, click the green "Set Live" button at the top right of the page.

NOTE: you can only launch the campaign if you have entered a subject heading for each email touch point.

8. After you click 'Set live', you confirm or cancel. 

NOTE: you can also set up a Dynamic campaign and add candidates automatically via a Recipe. However, Dynamic campaigns also appear in campaign drop-down menus, allowing users to add contacts to the campaign manually and in bulk.

9. Now that you have created a Triggered campaign, the next step is to create a Recipe. This Recipe will add candidates to the campaign automatically. Note: only users with Super Admin level permission can create and edit Recipes.

10. To create a Recipe, click on Automation from the left-hand navigation menu. On the recipes page, click the "Add Recipe" button in the top right of the page to launch the Recipe creator.

11. Give your Recipe an intuitive name that indicates the action of the Recipe. Recipes are made up of triggers, actions and filters (optional). This is what the Recipe creator looks like:

12. First Select a Trigger for your Recipe:

Triggers

• • a contact's status is changed (specify the status)
  • a contact is added to Beamery (specify by what method)
  • is added to a Vacancy (specify the particular vacancy)
  • is added to a Pool (specify the particular pool)
  • has unsubscribed

13. Then, select any filters you would like to apply to your Recipe:

Filters (optional)

• • a contact is assigned to user (specify the user)
  • a contact belongs to Vacancy (specify the vacancy)
  • belongs to Pool (specify the pool)
  • has status (specify the status)
  • has source (specify the source)

14. Finally, select the add to Campaign action for your recipe, and select a Specific campaign. 

15. When you have finished creating your recipe, click the Create button at the bottom right of the page. The Recipe will now go live.

16. You can pause a Recipe from automatically adding candidates to campaigns, by simply navigating back to Recipes and clicking the vertical ellipses and choosing 'Pause'.

Example Recipes:

• Add candidates to Campaign when they join Vacancy

• Add candidates to Campaign when they join a Pool AND have a particular status

Using a Recipe to add Candidates to a Pool 

Automate how you add candidates to Vacancies and Pools. Manage your candidates seamlessly throughout the pipeline and let Beamery take care of the manual work.

Note: only users with Admin level permission can create and edit recipes.

1. Click on the "Add Recipe" button from the Automation tab/screen

2. For the name call the recipe 'Sign up Form" or another preferred name.

3. For the trigger, select: "joined via Beamery Pages"

4. You can add additional filters if required. For example in this case, if the candidate answered the Form Question of "Would you require sponsorship?" negatively. If you do not wish to add a filter, you can simply click "Remove".

5. For your action, select: "Then Add to Pool - [select pool from your list]". 

6. Press the blue "Save" button at the bottom right hand side of the screen to save the Recipe.

7. This Recipe is now created and you can activate or pause it using the associated toggle for the recipe. Now, any contacts that sign up via the relevant Beamery form and submit those responses, will automatically be added to Beamery and automatically be added to a Pool. A team member can then review to qualify leads into more specific Talent Pools, or even Vacancies.

Using a Recipe to add Candidates to a Vacancy

You can automatically add candidates to Vacancies. For example in the case below, if a candidate belongs to the Talent Pool "Talent Acquisition Professionals" and their status changes to "Ready for next live role", you can trigger the candidate to automatically be added to the "Tech Recruiter" vacancy in Beamery.

1. Click on the "Add Recipe" button from the Automation tab/screen

2. Call the recipe "Tech Recruiter Vacancy" or another preferred name.

3. For the trigger, select: "When status is changed to X".

5. For filters, select: "If contact belongs to Pool - X"

6. For your action, select: "Then Assign to vacancy - X"

7. Press the blue "Save" button at the bottom right-hand side of the screen to save the Recipe.

Now the Recipe is live!