Save time by using Beamery to capitalize on your organization’s proactive sourcing efforts by combining automation with Beamery’s Recipes and Similar Contacts. Combining these features makes ‘hard to find talent’ a concept of the past, and helps you easily source talent for mission-critical roles. 

Follow this guide to understand how you can combine Recipes and Similar Contacts in Beamery to accelerate your sourcing. You’ll set up a Recipe to automatically fill pools with top-quality candidate profiles, and then leverage Beamery’s smart matching tools to easily surface more candidates who have similar profiles to those top-quality candidates. 

For users who are new to either of these features, you may wish to take a look at this deep dive into how Similar Contacts works, this introduction to Recipes, or this step-by-step guide to creating a Recipe.

Table of Contents

This guide will allow you to configure Beamery to do the hard work of finding great candidates for you. The steps you’ll take are as follows:

Create a Pool
Create a Recipe
Review your Similar Contacts

Create a Pool

Start with an empty Sourcing Pool. The Recipe you build in the next section fills it with your top-quality candidates automatically.

1. Click Pools in the left-hand navigation, then click Create Pool.
2. Choose Sourcing as the Pool type and continue to the next step. You can’t change a Pool’s type after you create it.
3. Give your Pool a name. Add a description, Global Tags and a Pipeline if your team uses them, then choose the Pool owner and Pool manager.
4. Choose who can see the Pool. If you are an admin creating this Pool for another Beamery user or team, make sure those users can see it.
5. Finish the last step to create your Pool. After you create your Recipe in the next section, you’ll come back to this Pool to review your Similar Contacts.

Create a Recipe

Next, set up a Recipe that adds your top-quality candidates to this Pool automatically. The Recipe builder shows the whole Recipe on one page, and the filter panel lists the contacts who match as you build it, so you can check your criteria before anything runs.

Only users with the Super Admin, Sourcing Admin or Marketing Admin permission level can create Recipes. If you don’t have one of these, ask a Beamery admin on your team to help with the steps below.

1. Click Automation (the lightning icon) in the left-hand navigation, then click Add Recipe.
2. Give your Recipe a name and add any relevant Global Tags.
3. Under Trigger, open the drop-down next to When contact, select is checked, then select 24 hours. This trigger checks your database every 24 hours for contacts who match your filters, so the Recipe needs at least one filter.
4. Under Filters, add the filters that describe your top-quality candidates. Start with Global Tag is Silver Medalist, then add filters for the experience, location, education and languages that the role or job family needs. The panel lists the contacts who match as you add each filter.
5. Check that the filter logic is set to Match all, so the Recipe only acts on contacts who meet every one of your criteria. You can switch between Match all and Match any at the top of the filters panel.
6. Under Action, select Add to Pool, then select the Pool you created in the first section.
7. Leave Repeat recipe unchecked. Each contact only needs adding to the Pool once.
8. Click Activate. A confirmation window summarizes the Recipe: its name, Global Tags, Repeat setting, trigger, filters and action. Check the summary, then click Activate to confirm, or Keep editing to make changes. If you want to finish later, click Save instead. The Recipe is saved as a paused draft and doesn’t run until you activate it.
9. Let your Recipe run for at least 24 hours. Your Pool then fills with the contacts you defined as top-quality, and new profiles that meet your filters are added once every 24 hours.

Review your Similar Contacts

1. Once your Pool has been populated with top-quality candidate profiles, as identified by Beamery’s automation engine, it’s time to use Beamery’s Similar Contacts to find even more contacts like these. 
2. Click Pools in the left-hand navigation, then click the name of your Pool to open it.
3. Click Find similar contacts to begin reviewing candidates who are similar to those already in your Pool. 
4. Click on a candidate’s name to open their profile and review their match score, click Add to add great candidates to your Pool, or click Dismiss to remove candidates who don’t quite meet the standard from your suggestions.

In Summary… 

Using this guide, you can quickly set up Beamery to do the hard work of finding great candidates for you. Use automation to add top-quality candidates to a Pool, then use Similar Contacts to find even more candidates who are similar to those top-quality candidates. With this setup, you’ll have a thriving pipeline before you know it!

Additional Resources: 

How to Create a Recipe 
Similar Contacts in Beamery: How It Works 
Discover Smart Sourcing with Beamery