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An Overview of the Beamery Profile

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The Beamery Profile is your single source of truth for all information and communication history for a contact. You should head to a candidate’s profile in Beamery if you’re looking to learn more about a candidate, update their contact information, take an action such as adding them to a Campaign or Pool, or to make direct contact with a candidate. 


Table of Contents

Profile Header Vacancies Tab Related Profiles Tab
Profile Sidebar Pools Tab Navigating Between Profiles
Overview Tab Timeline Tab Duplicate Profile Banner
Custom Fields Tab Attachments Tab  

 


At the top of all Beamery profiles, you’ll see the profile header. This header remains the same as you move through profile tabs. The profile header contains all of the at-a-glance information you need on a candidate, and the buttons you’ll use to take action on the profile. 

The diagram that follows will detail all of the elements of the profile header and how they are used.

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  1. Consent Status - Indicates  whether a candidate has opted in to your consent policy.  If so, you will also see the date they opted in. If their consent has not yet been provided, you will see ‘Required’ show here.
  2. Engagement Status- Offers a quick look at how engaged this contact has been with your company. 
    1. Not Contacted means you or your team members have not yet contacted this candidate.
    2. Contacted means you or a team member has sent an email, campaign message, SMS message, or InMail message via LinkedIn to the candidate.
    3. Engaged means you have contacted the candidate and their last message to you is equal to or less than 14 days ago.
    4. Slipping Away means you have contacted the candidate but their last message to you is more than 14 days ago.
    5. Do Not Contact means the candidate profile has been flagged "Do not contact" and the contact will be blocked from receiving any direct or campaign messages.
    6. Do Not Campaign means the candidate has been flagged "Do not campaign" via a recipe and the contact will be blocked from receiving campaign messages.
  3. Enrichment Status - Here, you will see when a contact’s profile was most recently enriched. Click ‘re-enrich’ to run enrichment on this profile again, but be aware that a contact profile can be enriched only once every 30 days. If enrichment has been disabled on this contact profile, you will see Enrichment Disabled in this area of the profile. Enrichment can be manually disabled from a contact’s profile, using the vertical ellipsis button. 
  4.  Blue + Button- Use this button to take a quick action from the contact’s profile. The available actions from this button are:
    1. Add to Pool
    2. Add to Vacancy
    3. Add to Campaign 
    4. Add Related Profile (available for customers with the Exec Search module enabled, find out more here).
    5. Compose Email
    6. Compose SMS ( Currently available to customers participating in our SMS Early Access Program)
    7. New Task
    8. Log Activity
  5. Vertical Ellipsis Button- Use this button to complete the below actions:
    1. Open the full profile in a new tab.
    2. Download a PDF of the profile. 
    3. Set the profile to the Do Not Contact engagement status.
    4. Generate a consent link, which can be shared with a contact to allow them to opt-in to your company’s data privacy policy.
    5. Set the contact profile as Confidential. (available for customers with the Exec Search module enabled, find out more here).
    6. Disable Enrichment on this profile. This will update the enrichment status to show Enrichment Disabled and users will not be able to see or click the re-enrich option for this profile.
    7. Archive the contact profile. Find out more about archiving and deleting contact profiles here
  6. Contact Profile Picture - If a profile picture was available when Beamery’s enrichment engine ran on this contact, it will be shown here. The profile picture cannot be manually updated. 
  7. Contact Name - This is the contact’s full name. Click the name to edit it.
  8. Contact’s Current Job Title - This is the contact’s current job title. Click the job title to edit information about this role. 
  9. Contact’s Current Company - This is the contact’s current company. Click the company name to edit information about this role. 
  10. Contact’s Location - This is the contact’s location. Click the location to make changes to a contact’s location. 

 


Profile Sidebar

On the right side of the contact profile, you will see a sidebar which remains present as you navigate through profile tabs. Use the sidebar as an easily referenceable area of the profile that can provide information on how the profile has been actioned in Beamery. You can see which pools, campaigns and vacancies this contact has been added to, as well as view information about the contact owner, status, global tags, and source tracking. 

The diagram that follows will detail all of the elements of the profile sidebar and how they are used.

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  1. Contact Owner and Global Status - In this area, you will find information on the contact owner and the contact’s global status. To update the contact owner and assign the contact to yourself or another colleague, click the current owner’s name to open the drop-down menu and select the name of the new contact owner. To update the global status, click the current global status to open the drop-down menu and click on the new global status to select it. 
  2. Pools - In this area, you can see the pools that a contact is part of, and click on the name of a pool to be taken to that pool. You can also use the + button to add the contact to a new pool, and use the vertical ellipsis button to remove a contact from a pool. 
  3. Vacancies - In this area, you can see the vacancies that a contact is part of, and click on the name of a vacancy to be taken to that vacancy. You can also update the vacancy stage for the contact by using the drop-down menu underneath the vacancy title. You can also add a contact to a new vacancy using the + button, and remove a contact from a vacancy using the vertical ellipsis button. Learn more here
  4. Campaigns - In this area, you can see the campaigns that the contact is currently a part of, and click on the name of a campaign to be taken to that campaign. To remove a contact from a current campaign, use the vertical ellipsis button next to the campaign’s name. You can see the past campaigns a contact has received by clicking Show past Campaigns.
  5. Global Tags - In this area, you can see the Global Tags that have been applied to this contact. To add a new Global Tag to this contact, click on the drop-down menu and select the tag(s) you would like to add. To remove an existing Global Tag, click on the ‘x’ next to the tag. 
  6. Source Tracking- In this area, you can see the source information for a contact.

    The Source field shows where the contact was found, which can be updated by opening the drop-down menu and selecting a new option. The list of options in this menu is configurable by Super Admin users from Settings. 

    1. The Sourced By field shows which of the Beamery users in your company was responsible for the sourcing of this candidate. This can be updated by opening the drop-down menu and selecting a new name from the list.

    2. The Creation Source field shows you how the contact was added into Beamery. This cannot be edited and is set automatically when the contact is created.

    3. The Created By field shows which user was responsible for creating this Beamery profile. This cannot be edited and is set automatically when the contact is created.

    4. The Referral Site field shows where a contact came from if they clicked a link to one of your Beamery forms or flows. This cannot be edited, and is set automatically when a contact is created, but will only show a value if the contact was created after submitting a form or flow.

 


Overview Tab

In the Profile Overview tab, you will find all of the fields that appear as standard on a Beamery profile. To navigate to the profile tab from any other tab, click Overview just underneath the profile header. 

The diagram that follows will detail all of the elements of the Overview Tab and how they are used.

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  1. Profile Summary - This is a free text field where a summary can be left for colleagues taking a look at the profile. This field is useful if there is important information that everyone looking at this profile should be aware of. 
  2. Links - These are links to a contact’s social profiles. Links can be added manually by clicking the pen icon in the top right of the block, or links can be added automatically via the Beamery Enrichment Engine, or via attachment parsing. To navigate to any of the links, click on the icon of the profile you wish to view.
  3. Email - Here you will find a contact’s email address(es).  Email addresses can be added manually by clicking the pen icon in the top right of the block or added automatically via the Beamery Enrichment Engine, or via attachment parsing. To send a direct email to a candidate, click on the email address. 
  4. Phone Number - Here you will find a contact’s phone number(s). Phone numbers can be added manually by clicking the pen icon in the top right of the block or can be added automatically via the Beamery Enrichment Engine, or via attachment parsing. To send an SMS to a candidate, click on the phone number.
  5. Experience - Here you will find a contact’s professional experience. Experience entries can be added manually by clicking the ‘+’ icon in the top right of the block or added automatically via the Beamery Enrichment Engine, or via attachment parsing. Click ‘show details’ to see more information about each experience entry, or click the pen icon that appears when you hover over the entry to make changes to an existing entry. 
  6. Education - Here you will find a contact’s education and qualifications. Education entries can be added manually by clicking the ‘+’ icon in the top right of the block or can be added automatically via the Beamery Enrichment Engine, or via attachment parsing. Click ‘show details’ to see more information about each education entry, or click on the pen icon that appears when you hover over the entry to make changes to an existing entry. 
  7. Profile Tags - In this area, you can view the profile tags that have been added to a contact, add new tags using the drop-down menu, and remove tags by clicking the X next to a tag. Find out more about Profile Tags here
  8. Skills - Here you can view the skills that have been added to a contact, add new skills using the drop-down menu, and remove skills by clicking the X next to a skill. Skills can also be added via attachment parsing
  9. Languages - In this block, you can view and edit the languages a contact speaks. Click on the pen icon in the top right corner to edit an existing language or add a new one. 
  10. Preferred Locations - Here you can view and update a contact’s preferred locations. Click the pen icon in the top right corner to edit an existing preferred location or add a new one.

 


Custom Fields Tab

Custom Fields in Beamery are configurable fields that are created by Super Admin users to reflect the specific workflows of a company. There are four types of custom fields: Free Text, Single-Select, Multi-Select and Date. Custom fields can be organised into folders, and the visibility of a custom field can be restricted by user permission type. 

For a guide to setting up custom fields, check out this article

To get to the Custom Fields tab on the Beamery Profile, click on the words Custom Fields underneath the profile header. 

The diagram that follows will detail all of the elements of the Custom Fields Tab and how they are used.

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  1. Search Custom Fields - Use this search box to find a specific custom field by typing in all or part of its name. Searching can save you time if your organisation has a large number of custom fields, or if you’re not sure which folder a custom field is a part of. 
  2. Minimized Custom Field Folder  -This is how a custom field folder will be shown in its minimized state. Click Show to expand the folder and view the custom fields within it. 
  3. Expanded Custom Field Folder - After expanding a custom field folder, you will see this view. Click Hide to minimize the folder, view existing values for custom fields, or click n the drop-down to update the values for a custom field.  

 


Vacancies Tab

The vacancies tab offers an in-depth view of the vacancies a contact has been added to, directly from their profile. To get to the Vacancies tab from the Beamery Profile, click on the word Vacancies underneath the profile header. 

The diagram that follows will detail all of the elements of the Vacancies Tab and how they are used.

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  1. Search Vacancies - Type all or part of a vacancy name to search for a specific vacancy. This can save you time if a contact has applied for a large number of vacancies with your company. 
  2. Minimized Vacancy - This is how a vacancy will be shown in its minimized state. Click the name of the vacancy to be taken to the vacancy page. Click Show to expand the vacancy within this profile tab. Use the vertical ellipsis button to view the vacancy, remove the candidate from the vacancy, or copy the vacancy ID.
  3. Expanded Vacancy - After expanding a vacancy by clicking Show, you will see this expanded vacancy view. In this view, you can update the Vacancy Stage, the Priority of the candidate within the Vacancy, add notes and update the Vacancy Sub-Status if applicable. You can also view the date that the candidate was added to the vacancy, but this cannot be updated. 

 


Pools Tab

The Pools tab offers an in-depth view of the Pools that a contact has been added to, seen from the convenience of their profile. To get to the Pool tab on the Beamery Profile, click on the word Pools beneath the profile header. 

The diagram that follows will detail all of the elements of the Pools Tab and how they are used.

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  1. Search Pools - Type all or part of a Pool’s name to search for a specific Pool. This can save you time if a contact is part of many  Pools. 
  2. Pool Type - Pools are arranged by type in the Pools Tab. There are three available pool types: General, Sourcing and Event. Sourcing Pools are available to customers with the Exec Search module, and Event Pools are available to customers with the Events module
  3. Minimized Pool - This is how a Pool will be shown in it’s minimized state. Click on the name of the Pool to be taken to the Pool page. Click Show to expand the Pool within this profile tab. Use the vertical ellipsis button to view the Pool, or remove the contact from the Pool.
  4. Expanded Pool - After expanding a Pool by clicking Show, you will see this expanded Pool view. In this view, you can update the Pool Step for Event and Sourcing Pools, and view the date that a contact was added to the Pool. 

 


Timeline Tab

The timeline tab offers a comprehensive history of the action taken on a contact profile, the communication history with the contact, and a log of all of the notes made in relation to a contact.

To get to the Timeline tab on the Beamery Profile, click on the word Timeline beneath the profile header.

When duplicate profiles are merged in Beamery, the timeline of each profile will be merged into one timeline. This means that no information is lost, and the profile timeline remains the single source of truth for the candidate.

The diagram that follows will detail all of the elements of the Timeline Tab and how they are used.

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  1. Timeline Filter- To more easily view the type of timeline activity you are interested in, use this filter to choose which type of timeline activity you would like to see. You can filter the timeline by: 
    1. Updates - updates made to the contact profile in Beamery 
    2. Messages - all messages a contact has received, including email, SMS and InMail 
    3. Notes - notes logged by Beamery users onto the profile timeline 
    4. Email -  email communication with the contact 
    5. SMS - SMS communication with the contact 
  2. Log Activity - Use this area to log activity on the contact’s profile timeline. There is a wide range of activity types to allow you to accurately capture and log a contact’s interactions with you and your team. You can make notes and activities private, and @mention other Beamery users in the content of a note here. 
  3. Campaign Message - When a contact has received a campaign message, you will see this timeline card. Here, you can see the name of the touchpoint, the name of the campaign, and the action owner, who is the Beamery user that created the campaign. Click Show thread to view the campaign message content. 
  4. Status Update - When a contact’s global status is updated, you will see this reflected on the profile timeline. In this image, the action was taken by a company recipe.
  5. Vacancy Update - When a contact is added to a vacancy, or updated in a vacancy, you will see the minimized timeline card here. Click Show to view details of the vacancy, vacancy stage and the user who added the contact to the vacancy.
  6. Note - When a note is added to the timeline, as in point b, you will see the note card on the timeline like this. If the note has been made private by the user who logged it, the content of the note will not be visible to other users. 

 


Attachments Tab

The attachments tab allows you to view, add, and remove files associated with a contact, such as a resume or cover letter. Information from files added here will be parsed onto the contact profile.

To get to the Attachments tab on the Beamery Profile, click the word Attachments beneath the profile header. 

The diagram that follows will detail all of the elements of the Attachments Tab and how they are used.

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  1. Upload Attachment - Click the upload attachment button, or drag and drop a file into this area to upload an attachment to the profile. New attachments will be added to the top of the list of attachments in this tab. 
  2. Minimized Attachment - This is how an attachment will be shown in it’s minimized state. Click Show to expand the attachment, click Copy URL to copy an attachment link (please be aware that this attachment link will expire after 7 days). Click Remove to delete the attachment from the profile.  Use the attachment type dropdown to select the purpose of an attachment, from the following list: Resume, Cover Letter, Certificate, Other. 
  3. Expanded Attachment - After expanding an attachment by clicking show, you will see this expanded view of the attachment where you can view the document. Click Hide to minimize the attachment, or click the diagonal arrow icon in the top right corner to open the attachment in a new tab or download the attachment, depending on the file type. 

 


Related Profiles Tab

The related profiles tab is a part of Beamery’s Exec Search module and allows you to log and track the relationships between contacts in your CRM.  

To get to the Related Profiles tab on the Beamery Profile, click the words Related Profiles underneath the profile header. 

The diagram that follows will detail all of the elements of the Related Profiles Tab and how they are used.

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  1. + Button - Click the + button to add a new related profile for this contact. 
  2. Search Related Profiles - Search for a related profile using some or all of the related contact’s name. This is especially useful if a contact has a long list of related profiles, or you’re looking to check that a related profile hasn’t already been logged before you add it.
  3. Related Profile -  In each related profile entry, you can see the name of the person, the relation between the two contacts, the shared workplace if applicable, and the duration of the relationship.  Click Show to see any notes that have been added. 

 


As you review lists of contacts in Beamery, you will want to open a contact’s Beamery Profile to take a closer look into their profile or to take action. Click the name of a contact from any grid view to open the profile. 

Once you have opened a profile, you will see that there are two chevron buttons on the left corner of the profile. Use these buttons to navigate through the profiles in your list. 

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Handily, as you use these buttons to navigate through profiles, you will remain on the same profile tab, rather than defaulting back to the Overview tab each time you change profiles. 

You can also share a link to a specific profile tab with a colleague by navigating to that profile tab and then copying and pasting the URL from the address bar in your browser. 

 


Duplicate Profile Banner

In cases where Beamery has identified potential duplicate profiles in Beamery, you will see the below duplicate profile banner at the top of the Beamery profile. Click Review & open merge options to see which profiles have been flagged as potential duplicates, and either merge the contacts, or keep them separate. 

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After merging two profiles, the timeline information for each profile will be merged into one timeline, retaining all of the information. This means the Beamery profile remains the single source of truth for candidate information. 

For a guide to merging duplicate profiles in Beamery, check out this article

 


In Summary…

The Beamery Profile is your single source of truth for all information and communication history for a contact. From the Beamery Profile, you can learn more about a candidate, update their contact information, take an action such as adding them to a Campaign or Pool, or make direct contact with a candidate. 

Have questions about the Beamery Profile? Contact support@beamery.com 

 


Additional Resources

How to Edit Information on a Candidate Profile

 

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