Convert 2.0: How To Create a Flow

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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. For an overview of Convert, check out this article.

To capture the information you wish to gather about your candidates, you’ll need to create a Flow and add relevant questions. Your candidates will see and respond to the questions contained in your Flow, which will be captured as part of each candidate profile in Beamery. Convert Flows are easy to build and offer a seamless candidate experience. 


Table of Contents

Creating a New Flow
Flow Builder Diagram
How to Build and Customize a Flow
Customizing Fields
Customizing Blocks
Creating a Thank You Page
Previewing Flows
Flow Settings
Editing an Existing Flow


Creating a New Flow

To create a Flow, follow these instructions:

  1. Navigate to the Convert module by clicking Marketing (a) in the right-hand sidebar, and then select the ‘Convert’ tab (b).  
    1601370769243-XCs.png
  2. Now, from the Flows Dashboard, click the ‘Create conversion Flow’ button in the top right-hand corner (c).
    1601370788899-Brs.png
  3. Give your Flow an internal name - this will be how the Flow is named on the Flows Dashboard. Your organization may have rules for proper naming conventions when it comes to Flows. These naming conventions help users organize and find Flows across teams. 
    Convert_2.0_-_build_flow_8.png
  4. Set your Flow's external name - this is the title visible to candidates. 
    Convert_2.0_-_build_flow_9.png
  5. Create a URL for your Flow. This must be a unique URL and will be visible in the address bar when a candidate completes the form.Convert_2.0_-_build_flow_10.png
  6. Click ‘Create Flow’
    Convert_2.0_-_build_flow_11.png

 


Flow Builder Diagram

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 diagrams below will guide you through the various options available to you for building Flows with high completion rates.  

Convert_2.0_-_build_flow.png

a. Views - Switch back and forth from the Form builder, the Thank You page, a responsive Preview window with options for desktop, tablet, and mobile window sizes, and Settings tab to control global form functions. 

b. Form Builder - Drag and drop your form fields and blocks into this area to build your form. 

c. Form Controls - See if your form has been published, undo changes, or Publish your form. 

d. Fields and Blocks - Toggle back and forth between available fields and blocks to add to your form.

e. Profile and Custom Fields - With the Fields tab active, see profile and custom fields available to add to your form. This includes a search feature to make finding a field easy. 

Convert_2.0_-_build_flow_2.png

f. Blocks - With the Blocks tab active, see all the form components available to add to your forms. 

 


How to Build and Customize a Flow

To bring a form field or form block into your form, drag and drop the item from the fields or blocks list into the form builder area. Click and hold to drag the component anywhere on the form you like. 

Convert-2.0-Drag-and-Drop.gif

Customizing Fields

When a field in the form builder is selected, a customization window appears. Use these customization tools to mark a field as required, change the way a question is asked or the language it is written in, or manage response choices for single select and multi select fields. 

 

Short Text and Date Field Customization

Convert_2.0_-_build_flow_3.png

a. Back to Fields - return to the fields menu.

b. Delete Field - delete the current field from the form. 

c. Customize Question - change the way the question is presented to the candidate. This could be as simple as changing 'Company' to 'Current Company' or building an entire form in your candidate's language. 

d. Mark as Required - require a candidate to answer a question before submitting the form.

 

Single Select and Multi Select Field Customization

Convert_2.0_-_build_flow_4.png

a. Back to Fields - return to the fields menu.

b. Delete Field - delete the current field from the form. 

c. Customize Question - change the way the question is presented to the candidate. This could be as simple as changing 'Company' to 'Current Company' or building an entire form in your candidate's language. 

d. Select Answers - Choose which responses a candidate can choose from. Use this for instances where not all response options apply to the use of the field. 

e. Customize Answers - Like with the question customization, use this feature to change how answers are shown to candidates. Without needing to create a new response option for the custom field, simply customize the label shown to candidates. Use this for creating forms in a candidate's language.  

f. Mark as Required - require a candidate to answer a question before submitting the form.

 

Customizing Blocks

Convert_2.0_-_build_flow_blocks.png

Text Blocks - Insert custom text. Use this block to add titles, subtitles, or form instructions. Add links and format your text to create an easy-to-read form. 

Image Blocks - Use this block to add images to your forms. File types accepted are png, jpeg, and gif. Max file size is 2MB. 

Company Logo - Use this feature to add your company logo a second time on the form or add your company logo back if you've deleted it. 

Divider Blocks - Divider blocks are easy ways to visually break up form sections and improve form completion rates. 

Compliance Block - Add the appropriate compliance statement to your form. Choose from the dropdown list of compliance statements created by your admin.

Button - Use this block if you've deleted your submit button and need to add it back, or if you need to customize the button text. The color of the button is controlled in your company setting by your admin.

 


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 image below will show the options you have available when creating a customized thank you page. 

Convert_2.0_-_build_flow_5.png

Text Blocks - Insert custom text. Use this block to add an additional message to candidates. Add links and format your text to create a better candidate experience. 

Image Blocks - Use this block to add images to your forms. File types accepted are png, jpeg, and gif. Max file size is 2MB. 

Company Logo - Use this feature to add your company logo a second time on the thank you page or add your company logo back if you've deleted it. 

Divider Blocks - Divider blocks are easy ways to visually break up sections.

Button - Use this block f you've deleted your 'Go Back' button and need to add it back, or if you need to customize the button text. The color of the button is controlled in your company setting by your admin.

 


Previewing Flows

When you select the Preview tab you will be able to see and test the form as a candidate would. 

Convert_2.0_-_build_flow_6.png

Use the dropdown at the top right of the page to change the preview from Desktop, to Tablet, and to Mobile views.

 


Flow Settings

The Settings tab can be used to make changes and customizations globally to your Flows. 

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a. Name Settings - Change the internal name, external name, or the URL of your flow.

b. Flow Controls - Delete, Duplicate, Unpublish, or copy the flow URL

c. Custom Branding - If your organization has multiple brands, use this feature to change the logo on your form without changing the parent company logo in company settings.

d. Single Select - Change the placeholder text for single select questions. Default statement is "Select an option". Use this feature for creating forms in your candidate's language.

e. Multi Select - Change the placeholder text for multi select questions. Default statements are "Select options" and "Selected:". Use this feature for creating forms in your candidate's language.

f. Error Test - Change the placeholder text for the error statement when a candidate does not answer a required field. Default statement is "The is required". Use this feature for creating forms in your candidate's language.

 


How to Edit an Existing Flow

  1. Navigate to the Convert module by clicking Marketing (a) in the right-hand sidebar, and then select the ‘Convert’ tab (b).
    1601371182884-R1Q.png
  2. Now, from the Flows Dashboard, find the Flow you would like to edit by using keywords to search (c), or filtering by the status (d) or creator (e) of the flow. 

    1601371197792-97o.png

  3. Once you have found the Flow you would like to edit, click the title of the Flow to be taken to the Flow Builder.

  4. Follow steps 6-13 in the guide to creating a new flow above, to add new questions as required.  

  5. To make changes to an existing question on your Flow, click into the form builder and select the field you would like to edit. Use the customization window to make changes or delete a field.
    Convert_2.0_-_build_flow_12.png

  6. Then, once you have made all of the required changes to your flow, click ‘Publish’ to make your updated Flow available to candidates. Note that only admin users can publish Flows.

 


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 create Flows to gather meaningful, actionable data from your candidates. 

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

 


Additional Resources

An Overview of Convert
How to Add a Custom Question to a Flow
What's the Difference Between a Beamery Form and a Convert Flow?

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