Knowledge Articles
Getting Started with Beamery
- An Overview of Beamery's Navigation
- An Overview of the Homepage
- An Overview of the People Grid
- Beamery Glossary of Key Terms
- Connected Email vs. Verified Email
- Hiring Manager FAQs
Configuring your Account Settings
- Connected Email Deprecation FAQ
- Custom Domain FAQs
- How to Add an Email Signature in Beamery
- How to Disconnect and Reconnect an Email Address or Calendar
- Managing your Account Settings
- Managing your Sharing Settings
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
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
Integrations
- Beamery CRM and Workday ATS Data Sync FAQs
- Beamery Developer API Documentation
- Get Started with Workday Skills Cloud Integration
- How to find IDs on Workday
- How to retrieve Workday Audit Logs
- Overview of Beamery Careers Sites
Adding and Managing Contacts
- Where Do Skills in Beamery Come From?
- Understanding Contact Merge Flow
- Understanding Public and Private Contacts
- How to Create a Profile in Beamery
- How to Add and Edit Social Links on a Candidate’s Profile
- How to Add Resumes/CVs to Candidate Profiles
The Contact Profile
Articles focused on understanding and using the Contact Profile.
- How to Merge Duplicate Candidates in Beamery
- Smart Profile | Attachments
- Smart Profile | Custom Fields
- Smart Profile | History Log
- Smart Profile | Inbox
- Smart Profile | Notes 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
Beamery's Artificial Intelligence (AI)
- Beamery AI FAQ
- Beamery AI Talent Match FAQ
- The Fundamentals of Artificial Intelligence in Talent Management and Acquisition
- Beamery AI Explained
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
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
The Beamery Extension
- Applying Sourcing Settings in the Beamery Extension
- How to Update and Install the Beamery Extension
- How to Use the Beamery Extension with Workday
- The Beamery Extension FAQ
- Using the Beamery Extension
SMS and Email Messaging
Knowledge Articles surrounding SMS text messaging and one-to-one and bulk emails
- 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
- Calibrating Vacancies with Beamery Insights
- How to Add Candidates to a Vacancy
- How to Create a Vacancy, Manage Vacancy Groups, and Search for Vacancies
- How to Move Candidates Through Vacancy Stages
- Using AI in Vacancies
Campaigns
- An Overview of the Campaign Analytics Dashboard
- Building Campaigns in Campaign Editor
- Can a Campaign be restored after deletion?
- Creating and and Using Templates in Beamery Campaigns
- How to Add a Custom Font to Beamery
- How to Add Candidates to an Existing Campaign
Convert Flows
Articles related to creating and maintaining Beamery Convert Flows
- Creating and Editing Multi-Page Flows in Convert
- Convert Flows - Authenticated Access
- Convert Flows - URL Parameter Mapping
- Convert Flows - Embed Convert Flows
- How to Create Recipes for Convert Flows
- Convert Flows - How To Create a Flow
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
Pages and Forms
Articles related to the creation and management of Beamery Pages and Forms
- An Overview of the Beamery Pages Structure
- Choosing the Right Image for your Page Header
- How to Add Custom Questions to Forms
- How to Add Vimeo and Wistia Videos to Beamery Pages
- How to Clone a Page
- How to Create a Beamery Page
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 a Report using Time Delta Metrics in Beamery’s Data Explorer
- How to Create, Save and Share a Report
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
Preference Center
Articles related to the creation and maintenance of an organization's Preference Center
- Using Magic Links for Candidate Portals and Preference Center
- Embedding Your Preference Center in Campaigns
- Preference Center Overview
Dynamic Job Architecture
- How to Generate AI-Powered Job Descriptions
- How to Utilize Job Architecture Skills within Beamery
- How to Manage Job Architecture Skills within the Portal
- Dynamic Job Architecture - Understanding Skills
Working with Beamery Support
- Contacting Beamery Product Support
- How to Gather a Browser Trace (.HAR files) for Support tickets
- How to submit Product Feedback and engage with our Roadmap plans
- How to view my Support Tickets
- Our Support Ticket Statuses Explained
- Product Support Priority Definitions
The Contact Profile (Legacy)
Articles related to the legacy contact profile.
Campaigns (Legacy)
Articles related to creating and managing Campaigns in Beamery with the Legacy Campaign Editor (V 1.0)