Knowledge Articles
Contact Privacy & Communication Controls
For admins and compliance teams.
- Understanding Public and Private Contacts
- How to Prevent Beamery Users from Contacting Specific Candidates
- Managing Unsubscribed and Do Not Contact Candidates
- How to Keep Timeline Notes Private or Share Them With Selected Users
- How to Make Communication with Candidates in Beamery Private
- How to Manage Consent for SMS Messaging
Getting Started - Account & System Setup
For new users and admins setting up Beamery.
- How to Connect Your Calendar In Beamery
- Supported Languages
- Setting Up Custom Email Domains and Branded Tracking Links
- Understanding Beamery User Roles
- Managing your Account Settings
- How to Add an Email Signature in Beamery
Getting Started - Role Reference
For new users and admins setting up Beamery.
- Understanding User Roles: Hiring Manager
- Understanding User Roles: Marketing Admin
- Understanding User Roles: Marketing Limited
- Understanding User Roles: Marketing Standard
- Understanding User Roles: Recruiter Confidential
- Understanding User Roles: Recruiter Standard
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
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 Move Applications Between Vacancies
- How to retrieve Workday Audit Logs
GDPR & Candidate Rights
For admins and compliance teams.
- Archive vs Delete vs Anonymize
- Becoming GDPR Compliant: Beamery Comply Automation
- Becoming GDPR Compliant: Consent Management
- Cookie Consent
- GDPR Compliance: Process for When Candidates Wish to be Forgotten/Not Contacted
- Session Cookies and Multiple Environments
Adding and Managing Contacts
- Understanding and Using Contact Type
- Where Do Skills in Beamery Come From?
- Understanding Contact Merge Flow
- 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.
- Using the Smart Profile
- Smart Profile - Tabs
- Smart Profile - Workspaces
- How to Merge Duplicate Candidates in Beamery
- Using Language-specific Contact Names on the Contact Profile
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)
- Using AI in Beamery: Sourcing with Ray
- Understanding Artificial Intelligence in Beamery
- 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 Similar 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 Share a Candidate Profile for Review
- How to Share Pools, Vacancies and Candidates with your Team
Using Beamery In LinkedIn
- Comparing Features: LinkedIn Recruiter Users vs LinkedIn Public Users
- FAQs: LinkedIn CRM Connect
- FAQs: The Beamery Extension
- LinkedIn CRM Connect
- LinkedIn CRM Connect: 1-Click Export
- LinkedIn CRM Connect: Closed LinkedIn Profiles
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 Send and Reply to Direct Email Messages in Beamery
- Sending Bulk SMS Messages via Campaigns
Vacancies
- An Overview of Vacancies
- Automatic Vacancy Calibration
- 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
Campaigns
- An Overview of the Campaign Analytics Dashboard
- Beamery Enterprise Email Connector
- Building Campaigns in Visual Builder
- Can a Campaign be restored after deletion?
- Connected Calendar and Meeting Scheduler Version Changes
- Creating and and Using Templates in Beamery Campaigns
Convert Flows
Articles related to creating and maintaining Beamery Convert Flows
- Tracking Convert Flows with Third Party Analytics
- 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
Events
- Adding Custom Fields and Location Information to Event Registration & Check-In Flows
- An Overview of Beamery Events
- How to Clone an Event
- How to Create a Beamery Event
- How to Create Virtual Events
- How to Edit an Event Page
Pages
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 Vimeo and Wistia Videos to Beamery Pages
- How to Clone a Page
- How to Create a Beamery Page
- How to Create and Edit Beamery Surveys
Reporting and Analytics
- An Overview of Reporting in Beamery
- Understanding the Vacancy Attribution Report
- Understanding the User Insights Report
- Understanding the Vacancy Insights Report
- Understanding the Campaign Insights Report
- Understanding Pools Reporting in Beamery
Recipes and Workflow Automation
- How to Create a Recipe
- How to Export Your Recipe Lists
- How to Use Recipes to Add Candidates to Campaigns, Pools and Vacancies Automatically
- Using Scheduled or Time Interval Recipe Triggers
- What is a Recipe?
- When to Enable Repeat Recipes
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
Work Architecture
- Work Architecture User Roles
- Key Building Blocks of a Workforce Architecture
- How to View Labor Market Insights in Work Architecture
- How to Manage Role Details within the Work Architecture
- Compare Roles with Work Architecture
- How to Generate AI-Powered Job Descriptions
Working with Beamery Support
- Contacting Beamery Product Support
- How to create and access Support tickets
- How to Gather a Browser Trace (.HAR files) for Support Tickets
- How to submit Product Feedback and engage with our Roadmap plans
- Our Support Ticket Statuses Explained
- Product Support Priority Definitions
Campaigns (Legacy)
Articles related to creating and managing Campaigns in Beamery with the Legacy Campaign Editor (V 1.0)