Download the latest version of our plugin: ����k8�콢�� LinkedIn Plugin.

The plugin works in development mode. to read the installation guide.

LinkedIn ����k8�콢�� plugin

To enable the plugin log yourself in on www.firmbee.com. In a new tab open www.linkedin.com web-page and log yourself in there.

On LinkedIn open the profile of the candidate you wish to add to ����k8�콢��.

Click Add to ����k8�콢�� green button and wait for the script to create candidate’s profile in ����k8�콢��.

When the candidate’s profile is created, its detailed view will be displayed. The profile is already on the list of candidates and now you may edit all details by clicking the Edit blue button. You may stop here and go back to LinkedIn and add more candidates.

Trouble shooting

If error notification with the message: You need to be logged in ����k8�콢�� to add candidate, appears, close all firmbee.com tabs in your browser, and then open firmbee.com tab and once more log yourself in.

Slack is a tool that is used for remote communication within a team. ����k8�콢��’s integration with Slack allows for sending notifications to Slack channels.

In Slack you can be notified about:

• check-ins – automatically sent questions to the selected team members,
• tasks for today.

2. Privileges

The integration is only available for admins, which means that only users with admin privileges are entitled to switch on, configure and switch off the integration. After switching on the integration on the ����k8�콢�� account, users can individually connect their Slack accounts with ����k8�콢��.

3. Switching on the integration with Slack

Connecting ����k8�콢�� with Slack is possible through the Configuration module. In order to go to the Configuration module, click on the avatar in the upper right corner, and then choose either Personal settings or Organization configuration.

If you have admin privileges, you will now see the Integrations tab in Other.

After going to the Integrations tab, boxes with available integrations will be displayed. In order to switch on the integration with Slack, you should click Connect in the box with Slack integration. You will then be taken to the Slack login form.

4. Setting up a Slack account

If you don’t have a Slack account yet, choose either Find your workspace or Create a new workspace, and then select one of the available login methods: through Google, Apple or email address.

The next step is to enter an access code sent to the previously indicated email address.

After logging into Slack, ����k8�콢�� will request permission to access the Slack workspace. At this stage, you should also choose a channel where notifications should be sent.

5. Sending notifications

Turning on task notifications

In order to switch on notifications about tasks for today, go to the Configuration module and then choose the Notifications tab in Preferences.

On the form that appears you can:

• set time when notifications should be sent;
• choose where notifications should be sent (Email and Slack / Only Slack / Only email);
• choose a type of notification.

Click Save in order to save the introduced changes. An active consent to email notifications is required for task notifications.

Turning on check-ins notifications

In order to send check-ins to Slack, you should tick Send to slack on the check-ins form. Check-ins notifications are sent at the time specified in the given question details.

At any time, you can resend a question to Slack. In order to do this, click the Slack icon and choose Remind anyone who has not yet answered. After doing this action, a message informing that slack has been sent will be displayed.

Viewing slack notifications

Slack notifications will appear in the channel chosen during integration.

You can click on questions and task notifications. This action will take you to ����k8�콢��’s login screen. After logging in, details of a given task or check-ins will be displayed.

In the task details you can:

• change status,
• change date,
• add subtasks,
• assign users,
• add attachments and comments,
• choose a project which a given task is assigned to,
• define a milestone,
• change repetition settings.

You can also share your tasks by clicking share.

In check-ins you can answer the question and view or comment on other users’ questions.

6. Slack username

If the account is integrated with Slack, then in user and coworker forms the Slack username field will appear. If it is filled in one place, its content will be copied to the other. Slack username activating the integration can be automatically downloaded from the connected account.

User form

In order to view the user form, you should go to the Configuration module, choose the Users tab, click on the ellipsis icon next to the selected user, and click Edit (2).

After you perform this action, the Edit User form will be displayed. You should now see the Slack username field there.

Coworker form

In order to view the coworker’s form, go to the Coworking (1) module and to the Coworkers tab. Then, you should choose the given coworker from the list by clicking on their name.

After you perform this action, a detailed view of the given coworker will be displayed. The Slack username field will appear on the form.

7. “I want to talk about it” feature

The members of the team can talk about any project task on the Slack channel. To initiate the conversation the user should hover over the Slack icon on the task tile in Kanban board.

The list of users assigned to the given task will appear on the screen. The notification about the conversation can be sent to some or all of the users on the list.

Selected users will receive a message on their individual Slack channel. The content of the notification will include the following elements:

• who wants to have a conversation about the project task
• to which project the task belongs
• linked task name

8. Switching off the integration with Slack

In order to switch off slack notifications, you should go to the Configuration module again, choose the Integrations tab, and then click Disconnect in the Slack box.

You will now be asked to confirm this action in a separate window. After clicking Yes, delete, the integration will be switched off.

Twilio is a tool that allows users to send SMS messages and make phone calls directly from the app using virtual numbers provided by Twilio.

Activate integration

In the new window complete the authorization keys:

• Twillio Account SID
• Twillio Auth Token
• Twilio API SID Token
• Twilio API Secret
• TwiML App SID

To receive the authorization keys log in to Twilio (If you don’t have an account, register it)

1. Twilio Account SID

The key for this account is on the main home page (in the console)

Twilio Auth Token

The key for this account is on the main home page (in the console). To reveal the key click Show.

Twilio API SID Token and Twilio API Secret

To receive keys for those accounts expand the Account list on the right top side of the page and choose API keys & tokens…

… and choose Create API key

In the next step add your Friendly name and click Create API Key on the bottom part of the page.

After copying the right keys to the ����k8�콢�� form, click Done.

TwiML App SID

Go to the main home page (in the console), and in the Develop tab expand #Phone numbers, then Manage lists and choose TwiML apps. To create the key click Create new TwiML App.

In the next step complete the Friendly name and REQUEST URL and click Save.

After copying all the keys click Connect. Confirm the integration in the separate window.

That’s not all after the successful integration, the phone number will have to be associated with the account. To receive free phone number go to the main home page of Twilio (in the console) and choose Get a trial phone number option.

After receiving of your new number, once more choose Integrations tab on your Personal settings tab (in your Avatar module) and choose Connect the phone number. In the separate window indicate the user to assign with your new Twilio phone number.

Here your integration is over. Now you can make phone calls and send SMS messages directly from ����k8�콢�� – all thanks to integration with Twilio.

To make a phone call or to send a text message click on the phone number tab on the contact details form.

Disconnection of the integration

To disconnect the integration with Twilio, go to the Personal settings tab in your Avatar module and choose Integrations tab on bottom part of the page, and choose Disconnect option.

Disconnection of the integration has to be confirmed in the separate window.

With the WordPress plugin, you can create or download data from WordPress and transfer prospective customer information to ����k8�콢�� to use as leads or for recruitment purposes. You can also create and publish a form on your website by using a drag & drop creator. There are ready-made form templates available for users to customize or a blank template.

Download the latest version of our plugin: WordPress ����k8�콢�� Lead Plugin

Once the form is designed, a code is generated to be embedded on the page. Data submitted via the form will automatically be saved in the ����k8�콢�� application. Leads can be converted into contacts and candidates assigned to specific recruitments.

1. Installing the WordPress plugin

To do this, you have to go to the Plugins tab in his WordPress dashboard. Then select Add New action and upload the ZIP file of the plugin.

After the installation, remember to enable the plugin – to do this, click the Activate button.

2. Configuring the plugin

From the dashboard panel, you can see a tab called ����k8�콢�� Leads Forms. After entering its settings connect the plugin to your ����k8�콢�� account – click the Connect link.

You will be redirected to the ����k8�콢�� login panel. After logging in, you will see a screen requesting permission to access the contacts, candidates and profiles modules. You have to click Allow, for the plugin to work properly.

You can also configure the recaptcha settings (this option is not mandatory).

3. Creating a new form

To create a form, select the Add new form action in the forms list view. You will go to a new form creation view.

Form settings

In the settings section, you can:

• • fill in the Form name
  • select a Form template

• • Specify to which module in ����k8�콢�� transport the imported leads

• • If you choose to import leads to the candidate module, you will also be asked to select an HR profile that will manage the recruitment process.

•  You have to decide on Confirmation of sending form between:
  • displaying the indicated content as Popup message – the text field has to be completed,
  • redirecting to the Landing Page – you must fill in the address of the page to which the form user will be redirected after sending an announcement.

4. Configuring the form

Form templates

Depending on the selected template, the following fields are proposed:

For the contact form:

• Email address – mandatory field by default,
• Company name or name and surname – the mandatory field with no delete option,
• Description

For the form dedicated to candidate application:

• Email address – field marked as mandatory by default,
• Name and surname – mandatory fields that cannot be deleted,
• Description,
• button to upload a CV file – max size 10 MB. If the file size exceeds the limit, the form will not be uploaded, and the record will not be saved in ����k8�콢��.

You can also use the option to create his form by selecting an empty template. In such a form, the fields required when creating a profile in ����k8�콢�� are:

• Company name – for the form which is associated with companies,
• First and last name – for the form associated with Contacts or Candidates.

Fields not visible on the form

Other fields required when creating a profile in ����k8�콢��:

• status – saved as Lead for Companies and Contacts (as To contact),
• source – saved as Form (name of the form).

The above statuses and sources are automatically added to the application and cannot be removed in the configuration later.

Other fields

The user can also add new fields to the form. To do that, he has to click the Add another field button.

The user can choose between system-defined and custom fields. Properties of the system-defined fields are predefined and mapped to specific fields in ����k8�콢��, while for the custom fields, the user defines the type and name of the header. The user can mark each of the fields as mandatory. The content of custom fields in ����k8�콢�� will be displayed as a note – the header is the name of the note, and the content of the field is content of the note.

Standard fields

• website – text field, validation for the presence of http:// or https://,
• city – text field,
• phone number – only digits,
• file upload – uploading files button, max size: 10 MB (if the file size exceeds the limit, the form will not be submitted and the record will not be saved in the application. Files are saved in the Attachments tab for the given contact profile,
• email address – validation for the presence of the @ symbol,
• LinkedIn – field for the link. Must contain https://.

Only available as standard for the link to the candidates module:

• position – the name of the position the applicant is applying for,
• CV – upload button for a file containing a CV. The document will be saved in the relevant section in the attachments tab of the candidate’s profile,
• Experience – select the list with a fork. One-choice field,
• Salary expectations – fields with financial widgets.

Custom fields

• single line text field,
• number – only digits,
• URL – link, must contain http:// or https://,
• textarea
• multiple-select field multiselect (the user additionally completes the item list),
• single-selection selectlist (the user additionally completes the item list),
• checkboxes (the user additionally completes the item list),
• radio buttons (the user additionally completes the item list),
• HTML code,
• date – datapicker,
• time – timepicker.

Selected fields can be marked as mandatory to be completed in the form. To do so activate the Required checkbox in the section of the given field.

Mandatory fields in the form

Selected fields can be marked as mandatory to be completed in the form. To do so activate the required checkbox in the section of the given field.

Deleting a field

You can delete selected fields from the created form (except those required by the system). To delete a field, select the Delete action in its section.

Advanced settings

In the advanced settings section you can:

• • Change the label of the form’s submit button. After checking the Change CTA name a field with Set to default button label will be displayed. You can change it.

• • Add a privacy policy. After checking the checkbox, a field will appear for the content of the policy. With this setting active, submitting the form will be the same as accepting the privacy policy.

Form appearance

The user can configure certain visual elements of the form. He can set:

• font size,
• the color of the button text,
• the color of the button.

Publishing the form

After saving the created form, a shortcode will be generated on the subpage.

The generated shortcode should be embedded on a subpage dedicated to the form.

5. Campaign module in ����k8�콢��

List of campaigns

Information about forms created in the WordPress panel is displayed in the application in the Campaigns tab. The list shows the following information:

• campaign name,
• status:
  • created – if the form is an unpublished draft,
  • active – if it is active and the form code has been embedded on the page,
  • inactive – if the form is not a draft, but the name has not been filled in and the shortcode has not been generated.
• campaign author,
• creation date.

Campaign details

After clicking on the campaign name, a modal window with details is displayed. The information visible on the list below is available, but also:

• a link to the published form,
• Form template used,
• related module in ����k8�콢��,
• Show leads button.

List of leads

Data from completed forms go into the appropriate campaign inside ����k8�콢��. To check the list of the records generated from the form, select Show leads button from the list or campaign details.

The information available on the list:

• name – is a link to the details of the lead,
• status: new or imported,
• contact details: e-mail address, phone number,
• creation date (form data generation).

Filtering a list

Leads in the list can be filtered by:

• first name and surname or name,
• email address,
• phone number,
• status,
• creation dates.

Importing and deleting leads

Leads can be imported and deleted in 3 ways:

• by selecting the Delete/Import action for a record in the list of leads,
• by selecting the Delete/Import button in the details of the lead,
• collectively by checking boxes of selected rows in the list and selecting the action D

Import blocking

If a record has already been imported then:

• • the import action in the list and in the details of the lead is blocked,

• in case of bulk import of leads, already imported records will be skipped.

6. Permissions

For the Campaign module, the choice of permissions is limited to access (none, private or public) and read (at the organization, role or record owner level). In addition, you can set whether the role user should have access to:

• import leads,
• delete leads.

To do this, the relevant switch must be enabled. The options are available after expanding the additional settings for the campaign module.

The administrator and manager roles have organization-wide scanning enabled and permission to import and delete leads. The access of the default user is limited to the private level. The settings for the manager and default user can be changed.

The import of leads depends on the right to add contacts and candidates. This means that:

• import records into the contacts tab if you have enabled the option to add to the contact module,
• import records to the candidates tab, if you enabled the option to add to the �����Ի徱�岹�ٱ����module,
• you cannot import any records if you don’t have the access rights to the given tabs.