Within the Centercode platform, Departments allow you to better organize your various beta projects into groups, typically based on beta types, product lines, or organizational teams at the Community level. For example, for a hardware company with multiple product lines, your Departments might be broken into organizational teams - mobile devices (tablets and smart phones), media players, and laptops. Each department might have particular testing objectives, measures of success, and messaging - all which can be supported by dedicated templates, recruitment requirements, and pre-built reports.
To create a new Department:
- From the Community Homepage click Community Tools in the left hand menu
- Click “Create a New Department”
- Fill out your Department name
- Click Submit to complete
Once you’ve created your Department(s), you can select an existing project or create a new project template for each Department - one that’s specifically aligned with beta Projects in that Department.
Recruitment Limiting Filters
When creating a new Department or editing an existing one, you may configure a Recruitment Limiting Filter intended to provide a safety net or universal blacklist for that Department’s projects. This filter can be configured to identify specific criteria set by you, then prevent any accounts meeting those criteria from joining your Projects, adding them to a Blacklist for that Source. Blacklisting a user based off of a Department filter will guarantee that user will not be able to join any projects in said Department while providing them with a neutral “unavailable opportunity” message.
To create a Recruitment Limiting Filter in a Department:
- From the Community homepage click on Community Tools
- Click into a Department of your choice
- Click “Basic Settings” under Administration on the left hand menu
- Clicking the + icon
- Set your specific filter criteria
- Click submit to set your Recruitment Limiting Filter
Click here for more information on building custom Filters.
Keep in mind that your Recruitment Limiting Filter prevents matches from joining your Projects through your Onboarding tools. Users who meet the criteria will receive the blocking message, but those who meet the criteria after joining your Project have bypassed the point where the Filter applies.
How the Recruitment Limiting Filter Affects Onboarding
Onboarding, as well as each individual Source, utilizes the Recruitment Limiting Filter when determining which addresses will be added to Source Pools or will be allowed to convert through the Opportunity. When viewing your Opportunity Candidates / Source Pools, you’ll be able to see how many accounts have been filtered out by this feature with a quick glance. It’s important to keep in mind that different Sources will handle blacklisting in different ways even though blacklisted users will always be unable to join a Project.
- Dedicated URL - Users accessing a Dedicated URL to an Opportunity who match the Recruitment Limiting Filter will be able to see the landing page and click to apply. Once they have established a session (logged in or created a new account), the RLF will block their access and prevent them from joining the Project. “The page you are attempting to access is unavailable.”
- Imported Candidates - Users who may have accidentally been included in an import to a project that match a Recruitment Limiting Filter will get the following message when attempting to view an Opportunity: “This Opportunity is no longer available”.
- Recruited Candidates via Community Filter - Users who happen to match a Community Filter to be invited into a project that also match a Recruitment Limiting Filter will get the following message when attempting to view an Opportunity: “This Opportunity is no longer available”.
- Single use Tokens - If a user is given a single use token, but they meet the criteria of a Recruitment Limiting Filter, the token will be consumed but the user will not be allowed to convert through Token Source for your Opportunity.
- User Referrals - If a user is referred by another but they meet the criteria of a Recruitment Limiting Filter, the referrer’s referral token is consumed, but the invited user will not be allowed to convert through the Referral Source.
- Community Teams - Existing Community users who are on the appropriate Community Team but otherwise match the Recruitment Limiting Filter will not be shown the Opportunity on the Community Homepage as other team members would. If provided the link by another team member, the user attempting to access the Project will receive the following message: “The page you are attempting to access is unavailable.”
As Departments are a way of organizing your validation tests, you can additionally designate chosen Projects as Department Templates. These templates are merely a way of highlighting certain Project Templates as specially aligned with Department goals and processes. Department Templates are displayed in a special grouping when an administrator is choosing the appropriate template to be cloned when creating a new Project, as shown here.
To create a Department Template:
- Within the chosen Project, click Project Tools
- Click Basic Project Settings in the main menu
- Select the Department Template checkbox
- Click Submit
Department Templates are only displayed as cloning sources within their particular Departments. This helps prevent other organizational teams from cluttering your Templates list at time of new Project creation. Aside from being easier to identify and administrate, Department Templates function in exactly the same way as Global Project Templates or pre-existing Projects when selected for cloning purposes.
Utilizing Departments is a great way to organize your various Projects and bring a bit of order into a shared beta management platform. Furthermore, establishing a Recruitment Limiting Filter within your various Departments will guarantee that Candidates you don’t want participating in your testing opportunities will never gain access into your Projects.
If you encounter any issues with Departments, your Recruitment Limiting Filter, or Project Templates, please let us know! We’d be happy to guide you through these processes and address any other questions you may have. You can schedule a coaching call with us here.