An Overview of Convert

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Beamery Convert allows you to capture candidate data for your recruitment initiatives at key candidate touchpoints, such as first contact, job application, joining a talent community, or registering for an event. Convert uses Flows, which are linked forms, to collect the information most relevant to you. Convert Flows are easy to build and offer a seamless candidate experience.

Beamery Convert was first released as part of an early access program in September 2020. 


Table of Contents

Flows Dashboard
Creating a New Flow
Adding Questions to Your Flow - NEW FEATURES
Creating a Thank You Page
Candidate Experience
Using Flows in Recipes


Flows Dashboard

The Flows Dashboard provides you with at-a-glance information on all of your Flows. From the Flows Dashboard, you can quickly and easily access your Flows, create new Flows or edit existing Flows, and check Flow submission rates.

The diagram below breaks down all of the component parts of the Flows Dashboard.

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a. Convert Tab - Find Convert within the Marketing module of Beamery, by clicking on the ‘Convert’ tab. 

b. Create Conversion Flow - Click this button to start the Flow creation process. 

c. Search Your Flows - Use  these three search options to search existing Flows. Search using free text, filter by the Flow’s status, or filter by the creator of the Flow. 

d. Flow Name Column - Here, you will see all Flows. You can click the name of a Flow in this column to open and edit it. 

e. Flow Status Column- Here, you can see the status of a Flow. 

  • Published - This Flow is published, and can be viewed by candidates. 
  • Unpublished - This Flow is in a draft state, and is not yet published. This Flow will not be seen by candidates.
  • Unpublished Changes - This Flow has been published, but there are recent changes that have not been published. This Flow can be viewed by candidates, but the recent unpublished changes would not be visible. 

f. Creator Column - Here, you can see which Beamery user created a Flow. 

g. Last Updated Column - Here, you can see the date a Flow was most recently updated. 

h. Date Created Column- Here, you can see the date a Flow was initially created. 

i. Conversion Rate - Here, you will find the conversion rate for each of your Flows. This is calculated as a percentage. Note that this metric will be shown from April 7th 2021 onwards. 

j. Views - Here, you will see the number of views for each of your Flows. Note that this metric will be shown from April 7th 2021 onwards.

k. Visitors - Here, you will see the number of unique visitors to each of your Flows. Note that this metric will be shown from April 7th 2021 onwards.

l. Submissions - Here, you will see the number of submissions made for each of your Flows. Note that this metric will be shown from April 7th 2021 onwards.

 


Creating a New Flow

Creating a new Flow to convert leads into candidates and capture useful information about your candidates is simple and quick. After clicking the ‘+ Create Flow’ button, you will see the below modal appear on screen: 

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a. Flow Name - Enter the name of your Flow. 

b. Flow URL - choose a unique URL for your Flow. Try to make this meaningful, and not too long, as this URL will be seen by candidates accessing the Flow. 

c. Cancel or Create Flow - Click ‘Cancel’ to leave this modal without saving any changes, or click ‘Create Flow’ to create the Flow. 

 


Adding Questions to your Flow

To capture the information you wish to gather about your candidates, you’ll need to add questions to your Flow. Your candidates will see and respond to the questions contained in your Flow, which will be captured as part of the candidate profile in Beamery. This process is intuitive and flexible, so you can get precisely the information you want at each of the touchpoints that matter to you.

The diagram below will guide you through the various options available to you for adding questions to your Flows.  

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a. Add Form Elements - In this column, click on an element to add it to your form and customize it. 

b. Profile Questions - Choose a profile question to add this to your form. Responses to profile questions will be mapped to the corresponding standard profile field on a contact profile. NEW - let candidates find their university quickly from a pre-populated list with University Dropdown. 

c. Custom Questions - Choose a custom question to add this to your form. If clicked, you will be able to add any of the existing custom fields from your Beamery instance to your Flow. Responses to a custom question will be mapped to the corresponding custom field on a contact profile.

d. More elements - Select other elements to add to your Flow. Choosing Data Protection or Terms and Conditions will add the information set up in these fields by a company admin to your form. Choosing ‘Upload your Résumé’ will include a file upload area on your Flow. Files uploaded by a candidate here will be available in the attachments tab of their Beamery profile. 

e. Edit Page - Reorder your Flow’s questions, update the wording of a question, and select whether the question requires an answer in order for the candidate to be able to make a submission. 

f. Save, Publish, More Options - Click ‘Save’ to save changes to your Flow without publishing them. Click ‘Publish’ to save and publish any changes. Click the vertical ellipsis button for more options. 

  • Unpublish Flow
  • Copy Flow URL
  • NEW! Clone Flow 
  • Delete Flow 
    • Please note: You cannot delete a published flow. You must first unpublish your flow and then delete.
  • NEW! Settings - Change the logo on your Form and Thank you page 

g. Flow Preview Options - Click an icon to select the preview option for your Flow. You can preview how your Flow will look on a desktop, tablet, and on mobile screens. 

h. Preview Area  - See a preview of your Flow that is updated in real-time, as you make changes. 

 


Creating a Thank You Page

After a candidate has submitted a Flow, they will be taken to your thank you page where they will see confirmation that their form has been submitted. This page can be created easily within the Flow Builder.

The diagram below will highlight the options you have available when creating a customized thank you page. 

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a. Thank You Page Tab - Click this tab to open the Thank You page editor.

b. Header Text - Click here to update the header text for your Thank You page. This will be filled with default text, but we recommend updating this to make it more specific to the candidate experience. 

c. Body Text - Click here to add body text to your Thank You page. 

d. Go Back Button - Click on this area to see an explanation of how the button works, and to remove it from your Flow. 

e. Preview Area  - See a preview of your Thank You page that is updated in real-time, as you make changes. 

 


Candidate Experience

The candidate’s experience with a Flow will be exactly as you have seen the Flow in the preview area of the Flow Builder. Candidates are not required to sign in before submitting a Flow. If you used Beamery Forms, you’ll notice this as a design improvement.  

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Using Flows in Recipes

Beamery Flows can be used as the trigger action in recipes, making the information gathered actionable and allowing you to customize a candidate’s experience based on the information they provide.  All types of flow questions can be used to trigger recipes, for example, a candidate’s responses to a form question about areas of interest can be used to automatically add them to relevant pools. You can find out more about recipes here

The diagram below will show you how Flow submissions can be used as recipe triggers. 

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a. Flow Submission Recipe Trigger - Choose ‘has submitted Flow’ from the drop-down, to begin creating a recipe that is triggered when a candidate submits a Flow. If you would like the recipe to be triggered by the submission of a Flow, you will need to select this option. 

b. Flow Selection - If you would like the recipe to trigger only when a specific Flow is submitted, select the name of the Flow here. If you would like the recipe to trigger based on all submissions of any Flow, select ‘Any form’. For example, if you would like the recipe to be triggered only when a candidate submits your talent community sign-up Flow, choose this Flow from the drop-down menu.

c. Question Selection - If you would like the recipe to trigger only when a Flow has been submitted with an answer to a specific custom question, you can indicate that here. If you would like the recipe to trigger when a Flow has been submitted with an answer to any custom question, select ‘Any custom field’ from the drop-down. For example, if you would like your Flow to trigger only when a candidate has answered a question on your Flow about areas of interest, select this question from the drop-down menu. All types of flow questions are available as recipe triggers, including free text, single-select, multi-select and date. For more on adding a custom question to your flow, check out this article.

d. Answer Selection - if you would like the recipe to trigger only when a Flow has been submitted with a specific answer, select that answer from the drop-down. If you would like the recipe to trigger when a Flow has been submitted with any answer to the question you have selected, choose ‘any answer’ from this drop-down. For example, if you would like the recipe to only be triggered when a candidate has responded to a question about areas of interest with a specific area, select that answer from this drop-down list. 

 


In Summary…  

Beamery Convert allows you to create modern, easy to use forms that allow you to convert leads into candidates. With Convert, you can easily link form questions to custom fields to gather meaningful, actionable data from your candidates. Convert also allows for the submission of forms - or even of specific answers to custom questions - to trigger recipes.

Have questions about Beamery Convert? Reach out to support@beamery.com 

 


Additional Resources

How to Create a Flow
How to add a Custom Question to a Flow
What's the Difference Between a Convert Flow and a Beamery Form?

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