Overview of the Beamery Chrome Extension

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The Beamery Chrome Extension is a powerful sourcing tool that allows you to add new candidates to your CRM and make updates to existing candidate profiles directly from web pages and social media profiles.

Incorporating the Beamery Chrome Extension into your candidate sourcing process allows you to quickly and easily add a candidate’s contact information, education, experience, resume, and more to Beamery as soon as you find it, without ever leaving their social profile. 

Using the Beamery Chrome Extension automates the manual contact creation process and can save you a lot of time.  When using the Beamery Chrome Extension, you can add candidates to Pools, apply Global Tags, and add them to Campaigns right from the Extension. What this means is you can begin nurturing relationships with candidates as soon as you find their profiles.

You can download the Beamery Chrome Extension on the Google Chrome Store, here. To install the Beamery Chrome Extension, just click ‘Add to Chrome’ from this page, and then click ‘Add Extension’ in the pop-up window that appears. 

The Beamery Chrome Extension was first released in March 2017.


Table of Contents

Getting to Know the Beamery Chrome Extension
Using Recruiter Mode with the Beamery Chrome Extension
Creating Contacts using the Beamery Chrome Extension
Understanding BeamAssist Settings
Viewing Profiles in the Beamery Chrome Extension
Using AutoPilot in the Beamery Chrome Extension
Logging InMails using the Beamery Chrome Extension
Using Email Finder in the Beamery Extension


Getting to Know the Beamery Chrome Extension

The Beamery Chrome Extension can be used over most web pages and social profiles to add candidate profiles to Beamery, or update existing Beamery profiles. The Beamery Extension is can be used on the public version of LinkedIn, LinkedIn Recruiter Lite and LinkedIn Recruiter. This means that you can view existing contacts, add new contacts and use features like BeamAssist and AutoPilot when using LinkedIn Recruiter. However, LinkedIn Campaigns are not supported by the Beamery extension. 

To open the extension over a webpage, click the Beamery Icon in your Chrome taskbar. Note that to use the Beamery Chrome Extension, you will need to be logged into the Beamery app.

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The Extension can be closed by clicking this icon again, but note that you do not need to close the Extension as you move from one social profile to another. The extension will reload automatically on most social sites, including public LinkedIn, but you may need to re-open the extension when using LinkedIn Recruiter Lite.

 


Using Recruiter Mode with the Beamery Extension

Recruiter Mode for the Beamery Extension allows you to minimize the Extension to an icon state which you can drag around the screen, allowing you to position it in a place that is convenient for you. The outside edge of the icon acts as a status indicator for activities in progress, and the icon will alert you with messages, statuses and updates at key points in your sourcing workflows.

Read more about using the Extension in Recruiter Mode here

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Creating Contacts using the Beamery Chrome Extension

When you initially open the Beamery Chrome Extension over the profile of a candidate that does not already exist in your CRM, you will first see the below screen.  

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  1. Search - Click this search icon to open a quick search bar. You can use this to find the profiles of candidates in your CRM, by searching for names or email addresses.
  2. BeamAssist Toggle - Click here to turn BeamAssist on and off. BeamAssist allows you to automate the repetitive tasks in your sourcing workflow, by automatically applying preset actions to the candidates you source with the Beamery Chrome Extension.
  3. BeamAssist is Disabled - You will see this message when BeamAssist is turned off. Click the BeamAssist toggle (b) to turn BeamAssist on, and this message will change to reflect that BeamAssist is enabled.
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  4. Candidate Name - The Beamery Chrome Extension will automatically pull the candidate’s name in from most social profiles. If the name needs to be updated, click this field and make your changes. 
  5. Email - Insert the candidate’s email address here, if you have it. This is not required in order for the profile to be created, so this can be left blank if needed. Of course, including a candidate’s email address is always a good idea, so you can communicate with them.
  6. Company - This is where the candidate’s current company will be reflected. 
  7. Source - This is a drop-down menu of the sources in your CRM. Click the dropdown menu to review the source list, and then click on a source to select it from the list. 
  8. Status - This is a drop-down menu of the statuses in your CRM. Click the dropdown menu to review the status list, and then click a status to select it from the list. 
  9. Upload Resumes or Attachments - This is where you can attach a candidate resume or other profile attachment. The data on this attachment will be parsed onto the candidate profile. Note that when you upload a file here, the candidate profile will be created automatically, and you will not need to click the ‘Beam It’ button.
    Also included here is Auto-Upload - if you download a file while you have the extension open over a candidate profile, the extension will automatically upload this file, saving you the work of dragging and dropping the file. 
  10. Beam It - To manually create a contact profile without uploading an attachment, click the ‘Beam It’ button.

 


Understanding BeamAssist Settings

BeamAssist allows you to automate the repetitive tasks in your sourcing workflow. When this feature is enabled, it allows you to create preset actions that will automatically be applied to the candidates that you source with the Beamery Extension.

After clicking the BeamAssist Toggle to enable BeamAssist, you can click the word ‘edit’ to update your BeamAssist Settings. Your BeamAssist Settings will be automatically applied to all of the candidates you create while BeamAssist is enabled. 

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  1. Source - This is a drop-down menu of the sources in your CRM. Click the dropdown menu to review the source list, and then click a source to select it from the list. 
  2. Status - This is a drop-down menu of the statuses in your CRM. Click the dropdown menu to review the status list, and then click a status to select it from the list.
  3. Pool  - This is a list of the Pools that you have access to in your CRM. You can begin typing the name of a specific Pool to narrow the list down, and then click the name of a Pool to select it. Note that you can add multiple Pools to this field.   
  4. Vacancy - This is a list of the vacancies that you have access to in your CRM. You can start typing the name of a specific vacancy to narrow the list down and click the name of a vacancy to select it. Note you can add multiple vacancies to this field. 
  5. Global Tag - This is a list of the global tags in your CRM. You can search the list of tags, and click the name of a global tag to select it. Note you can add multiple global tags to this field. 
  6. Cancel or Save - click ‘Cancel’ to leave this screen without saving changes, or click ‘Save’ to save your changes and leave this screen. 

Once you have enabled BeamAssist and saved your chosen BeamAssist settings, you will be able to see fields for Pools, Vacancies, and Global Tags on the Extension when you open it over a new contact (a), in addition to the fields that were previously visible. You will also see your saved BeamAssist presets under each of these fields (b) when you open the Extension over a new candidate. 


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Viewing Profiles in the Beamery Chrome Extension

Once you have created a profile using the extension, or if you come across a profile that already exists in Beamery while browsing candidates on social media, you will see the Extension Profile for this candidate. Note that if the social URL isn't present on the existing profile in Beamery, the Chrome Extension won't be able to recognize an existing contact when revisiting their social page. 

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  1. Engagement Status- This is the candidate’s engagement status, as shown on the main Beamery profile. There are 6 possible engagement statuses. These are updated automatically and cannot be manually changed. 
    1. Not Contacted - The candidate has not yet been contacted by you or anyone on your team.
    2. Contacted  - The candidate has been emailed or sent a campaign message but has not yet replied. 
    3. Engaged - The candidate has been contacted, and has replied. The last email interaction between you and the candidate was within the last 14 days. 
    4. Slipping Away - The candidate has been contacted and has replied,  but the last email interaction between you and the candidate was over 14 days ago.
    5. Do not contact - The candidate has been flagged as ‘do not contact’ and will be blocked from receiving any direct or campaign messages. 
    6. Do not campaign - The candidate has been flagged as ‘do not campaign’ and will be blocked from receiving any campaign messages. The candidate is still able to receive direct messages. This engagement status can only be updated using a recipe action.
  2. Open Profile in Beamery  - This is a link to the contact’s full profile in the main Beamery app.    
  3. Sync Contact - This will update the Extension profile with any information that has been added to the profile in the main Beamery app while the Extension has been open on this profile.
  4. More Functions - This is where you’ll find the option to archive a profile, generate a consent form URL for this candidate, and set a profile’s engagement status to ‘do not contact’. 
  5. Contact Information - The candidate’s name, job title, company, and email address will be displayed in this area. 
  6. Extension Profile Tabs- Each of these tabs houses a different section of the candidate profile.
    1. Summary - Everything you’ll need to get a quick overview of the candidate is in this summary: Their social links, status, any vacancies, pools or campaigns that they are in, and their experience. All of these fields can be updated from within the extension. 
    2. Fields - Here you’ll find the rest of the standard Beamery profile fields, including the contact owner, location information, global tags, and more. All of these fields can be updated from within the extension. 
    3. Custom - Here you’ll find the custom field information for this candidate. All of the custom fields can be updated within the Extension.
    4. Related - In this tab, you can take quick actions like adding a note, creating a new task, or viewing recent message history. 
    5. Files - In the Files tab, you can view existing attachments for this contact, and add new files as attachments. 
  7. Social Links - The candidate’s social links will be shown here. You can add a new social link or update existing links by clicking ‘edit’.
  8. Summary Fields - Here you can view the candidate’s status, any vacancies, campaigns or Pools the candidate is in. You can also update the status, and add the candidate to new vacancies, campaigns, and Pools from here. 
  9. Experience - The candidate’s work experience will be shown here. You can update or remove an existing entry by clicking on it, and you can add a new entry by clicking ‘+add new’. 
  10. Education - The candidate’s education will be shown here. You can update or remove an existing entry by clicking on it, and you can add a new entry by clicking ‘+add new’. 

 


Using AutoPilot in the Beamery Chrome Extension

AutoPilot lets you automate sourcing candidates by importing your search lists from Linkedin. This frees you from juggling a massive array of tabs when scanning your results pages for great candidates. 

Note: Autopilot may not be automatically activated on your version of the Extension. To activate this feature, please contact your Customer Success Manager for more information.

While AutoPilot is working you will see the below screen in the Extension, and will see AutoPilot work through adding each of the contacts in the list.

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  1. AutoPilot Status - Here you will see when AutoPilot is running, and updates on the progress of AutoPilot as it adds candidates to your CRM.
  2. Contact Skipped as it already exists - If AutoPilot finds that a contact already exists in Beamery, it will skip this contact and you will see this message below the contact’s profile.
  3. Contact Added With Resume - When a contact has been successfully added to Beamery by AutoPilot with a Resume, you will see this message. You may also see ‘Contact Added Without Resume’ here. This may be because the PDF profile is not available, or due to connectivity issues.
  4. Adding... - The profile that AutoPilot is currently adding to Beamery will show ‘Adding…’ below the contact’s profile.
  5. Stop Button - Click this button to stop AutoPilot entirely, once you are finished adding contacts from this list. 
  6. Pause Button - Click this button to pause AutoPilot temporarily, you can restart AutoPilot on this same list after pausing. 

AutoPilot Summary Page

After stopping or pausing AutoPilot, you will see this summary appear. In the summary, you’ll be shown an aggregate view of the work AutoPilot has done in the current session. 

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  1. AutoPilot Summary - This is your summary of the work AutoPilot has done, and an update on your remaining daily allowance for creating contacts using AutoPilot. The daily allowance is 100 contacts. 
  2. Contacts Added with Resume - This is the number of contacts who were successfully added to Beamery with a resume. 
  3. Contacts Added without Resume - This is the number of contacts who were successfully added to Beamery without a resume. This may have been because the profile PDF was unavailable, or due to connectivity issues. 
  4. Out of Network Contacts That Were Skipped - This is the number of contacts that were not added to Beamery because they are out of your LinkedIn network. 
  5. Existing Contacts That Were Skipped - This is the number of contacts that were not added to Beamery because they already exist in your CRM. 
  6. Yes, I am Done button - Clicking this button will complete the import via AutoPilot, and will take you to a final summary page, where you can review the groups of candidates from this summary. 
  7. No, resume AutoPilot link - This link will return you to the AutoPilot screen, where you can continue to create contacts using AutoPilot. 

 


Logging InMails using the Beamery Chrome Extension

The Beamery Extension can be used to automatically log InMails you send to candidates. This allows a candidate’s Beamery profile to be an accurate source of truth for your communication history with the candidate, making it easy to collaborate with your colleagues and provide a seamless candidate experience.

Once Auto-Logging is enabled, InMails sent to candidates will be automatically logged on the timeline of the candidate profile in Beamery. 

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Find out more about automatically logging InMails in this article

 


Using Email Finder in the Beamery Chrome Extension 

Email Finder for the Beamery Chrome Extension uses publicly available information to automatically add email addresses to profiles you create using the Beamery Extension, ensuring data completeness and making it easier for you to communicate with candidates. 

Note that Email Finder is currently in alpha. 

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Each time you create a new contact using the Extension on LinkedIn, Email Finder for the Extension scans publicly available data to find email addresses associated with the LinkedIn profile, and adds any email addresses it finds to the Beamery Profile automatically. This happens in the background each time you create a contact, so there’s no extra steps to take, just extra candidate information! 

Email finder also works when you use AutoPilot with the Beamery Extension. Similarly to when you create a single contact, Email Finder works automatically in the background to add publicly available email addresses for the contact to each Beamery Profile as it is created.

 


In Summary…

The Beamery Chrome Extension is a powerful tool that makes your sourcing experience efficient and easy, allowing you to add new candidates to your CRM and update existing candidate profiles, all without leaving a candidate’s social media profile! 

 


Additional Resources

How to use AutoPilot
How to use BeamAssist
How to Install and Update the Beamery Chrome Extension
How to Add Candidates to Beamery from Their Social Media Profile

 

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