Knowledge Articles
The Contact Profile
Articles focused on understanding and using the Contact Profile.
- Contact Profile | Custom Fields Tab
- Smart Profile | Notes Tab
- How to Share a Candidate Profile for Review
- The Beamery Smart Profile - Overview Tab
- An Overview of the Beamery Profile
Dynamic Job Architecture
- How to Manage Job Architecture Skills within the Portal
- Dynamic Job Architecture - Understanding Skills
Beamery Training and Events
Information on where to find additional training including webinar recordings, certifications, and onboarding tools.
Frequently Asked Questions (FAQs)
Find answers to commonly asked questions on Beamery's features.
- Hiring Manager FAQs
- Custom Domain FAQs
- Beamery CRM and Workday ATS Data Sync FAQs
- Beamery AI FAQ
- Beamery AI Talent Match FAQ
- The Beamery Extension FAQ
Beamery's Artificial Intelligence (AI)
- The Fundamentals of Artificial Intelligence in Talent Management and Acquisition
- Beamery AI Explained
Getting Started with Beamery
- An Overview of Beamery's Navigation
- An Overview of the Home Dashboard
- An Overview of the NEW Homepage
- An Overview of the People Grid
- Beamery Glossary of Key Terms
- Connected Email vs. Verified Email
Configuring your Account Settings
- Connecting your Email Inbox and Calendar with Beamery
- How to Add an Email Signature in Beamery
- Managing your Account Settings
- Managing your Sharing Settings
- Using Custom Web Domains in Beamery
Understanding User Roles
- Understanding Beamery User Roles
- Understanding User Roles: Compare all Roles
- Understanding User Roles: Hiring Manager
- Understanding User Roles: Marketing Admin
- Understanding User Roles: Marketing Limited
- Understanding User Roles: Marketing Standard
Tasks and Collaboration
- How to Assign Contacts to a Colleague Using a Bulk Action
- How to Collaborate with Your Team in Beamery via the Tagging and Notification Functionalities
- How to Create and Assign Tasks
- How to Create and Leverage User Teams in Beamery
- How to Keep Timeline Notes Private or Share Them With Selected Users
- How to Make Communication with Candidates in Beamery Private
Adding and Managing Contacts
- An Overview of Using Skills in Beamery
- Data Enrichment: Overview of Enrichment Actions & Settings
- How to Add and Edit Social Links on a Candidate’s Profile
- How to Add Resumes/CVs to Candidate Profiles
- How to Apply Bulk Actions to Groups of Candidates
- How to Apply Global Tags to Contacts in Beamery
Talent Pooling and Pipelining
- An Overview of Find Similar Contacts
- An Overview of Pools
- An Overview of Suggested Contacts
- Capitalizing on Previous Work to Generate Suggested Contacts
- Discover Smart Sourcing with Beamery
- Find Similar Contacts: How It Works
The Beamery Extension
- Applying Sourcing Settings in the Beamery Extension
- How to log InMail with the Beamery Extension
- How to Use Autopilot with the Beamery Extension
- How to Use the Beamery Extension with Workday
- Skipped Contacts in Autopilot
- Understanding What Happens when you Create a Contact with an Attachment Using the Extension
Messaging
- An Overview of SMS Messaging in Beamery
- Bulk Email Messages in Beamery
- How Can I Make my Emails with Contacts Private?
- How to Add a Custom Font to Beamery
- How to Manage Consent for SMS Messaging
- How to Prevent Beamery Users from Contacting Specific Candidates
Vacancies
- An Overview of Vacancies
- How to Add Candidates to a Vacancy
- How to Create a Vacancy, Manage Vacancy Groups, and Search for Vacancies with the NEW Vacancies List View
- How to Move Candidates Through Vacancy Stages
- How to Share a Vacancy with a Team Member
- How to Use the Vacancies Profile Tab
Searching and Filtering
- An Overview of the Filter Panel and Search Options
- Enhanced Search with Inferred Skills: How It Works
- Find Contacts with Profiles that Lack an Email Address
- Geo-location, Geo-enrichment, and How to Use the Radius Search Filter
- How to Filter for Contacts Who Have Not Replied to your Emails
- How to Search for Candidates by Global Tag
Campaigns
- An Overview of Booking Meetings in Beamery [Campaigns version 1.0 only]
- An Overview of the Campaign Analytics Dashboard
- Booking Meetings: Editing and Customizing Availability Pages (Version 1.0 only)
- Building Campaigns in Campaign Editor 2.0
- Can a Campaign be restored after deletion?
- How do I schedule or edit automatic follow up emails in a campaign?
Pages, Forms and Convert Flows
- An Overview of Convert
- An Overview of the Beamery Pages Structure
- Candidate Profile Overview
- Choosing the Right Image for your Page Header
- Convert: How To Create a Flow
- Disabling Data Enrichment
Events
- Adding Custom Fields and Location Information to Event Registration & Check-In Flows
- An Overview of Beamery Events
- Beamery In-Event Experience
- How to Clone an Event
- How to Create a Beamery Event
- How to Create Virtual Events
Reporting and Analytics
- An Overview of Data Explorer
- An Overview of Pages and Forms Reporting
- An Overview of Reporting in Beamery
- Campaign Dashboard: Messaging Leaderboard
- How to Create, Save and Share a Report
- How to Generate User Activity Reports
Understanding Time Delta Metrics
Everything you need to bring intelligence and insights to your talent lifecycle
- How to Create a Report using Time Delta Metrics in Beamery’s Data Explorer
- Using Time Delta Metrics to Measure Time to Submit
- Using Time Delta Metrics to Measure Channel Efficiency
- Using Time Delta Metrics to Measure Time to Offer
Privacy and GDPR Compliance
- Becoming GDPR Compliant: Anonymization for When Candidates Wish to be Forgotten
- Becoming GDPR Compliant: Beamery Comply Automation
- Becoming GDPR Compliant: Consent Management
- Cookie Consent
- Session Cookies and Multiple Environments
Recipes and Workflow Automation
- AI Search in Recipes
- How to Create a Recipe
- How to Create Recipes for Beamery Forms
- How to Export Your Recipe Lists
- How to Use Recipes to Add Candidates to Campaigns, Pools and Vacancies Automatically
- How to Use Recipes with Custom Questions on Forms
Integrations
- Beamery Developer API Documentation
- Get Started with Workday Skills Cloud Integration
- Greenhouse Integration: Frequently Asked Questions
- How to Find Candidates Based on Rejection Reasons and Sources from Greenhouse
- How to find IDs on Workday
- How to Integrate Greenhouse with Beamery
Working with Beamery Support