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General Settings of Revenue Grid

8 min read - updated few hours ago


Settings page is used to view and adjust the basic parameters of user activities in Revenue Grid (RG).

To access Revenue Grid Settings, click the Settings icon in the top right corner of the RG interface.

Now more detailed about every of the tabs.



Go to Setting → My account subtab. It indicates current RG user's display name and email address. You can't change it, since it's being pulled from your CRM and email accounts.




Sequences settings

Update role, set numbers for sending SMS and making voice calls, log out

In addition, when Admin level SMS setting is set, you can choose a single number from SMS # drop-down. This number will be reserved for executing SMS type of steps only of your sequences.

Similarly, you can choose a single number from Voice # drop-down. This number will be reserved for executing call type of steps only of your sequences.


Configure the Action Center

Go to Setting → Notifications subtab. When the Place all undelivered email reports into notifications. checkbox is unselected, all undelivered emails will not be shown in the Action Center, though still will be counted as Bounced in a Sequence's statistics. When the checkbox is selected, you will find undelivered emails in the Notifications tab of the Action Center.

The Receive daily sequence digest checkbox controls whether you receive daily sequence's digest or not. If the checkbox is selected, but you still don't receive the digest, it means the digest option is turned off for your organization. Contact you Revenue Grid Signal manager.






Manage signatures

Go to Signature subtab. Here you can set up signatures which will be used in your RG emails. Use Primary signature or Secondary signature Signature types of RG merge field in order to add these signatures to Sequences' steps.

You can set up 2 different signatures, Primary and Secondary. They can be used in various cases, e.g. intended for prospects who speak different languages, or when you want your replies and new threads singed differently.

Primary signature has two check boxes below the text editor, to define when to use it:

Auto-add signature to sequence emails – select this box if you want the signature to be automatically added to all email type of steps sent by Sequences.

Add primary signature only to the 1st email in every new thread – select this checkbox if you want the signature to be used only in "New thread" type of email Steps, rather than in "Reply". You choose the type when adding or editing an email type of a step. This checkbox is only available if you select the previous check box.

Secondary signature:

Add secondary signature to all the threads starting with the 2nd email – select this box if you want the Secondary signature to be added to every email sent in a Sequence starting from the second step. This check box is only available if the signature is automatically added to emails and if the Primary signature is included only in the 1st email.


Auto inserted Signature

Keep in mind that based on selected preferences of auto-adding a signature to sequence emails, you will see a special tag {{Auto inserted Signature}} in the email body editor when creating or editing an email type of step.

When there is {{Auto inserted Signature}}, then Primary nor Secondary signature merge fields will not appear when you try to add them manually.

• Make use of the standard formatting tools located above the body field to format the signature

• You can import a signature from a preferred HTML editor or from your MS Outlook/Office 365/Gmail. In order to create such signatures, switch the Source code (HTML) mode by clicking the Source on the bottom of the editor, and paste the preferred signature into it.

Add URLs into the signature and define how the URLs will be displayed and opened. If you need to remove an URL (unlink), click on the URL placement word or phrase and then click the (Unlink) icon on the right-hand side of the text editing bar.

Use Revenue Grid merge fields to add recipient- or campaign-specific data into your signature. ⚠️Now through Merge Fields, you can add a pre-made Unsubscribe Links directly to your signature and when adding a signature to your email, the unsubscribe link will be added within.

• Paste an image inline from clipboard




Manage merge fields

Go to Setting → Merge fields subtab to set personal Unsubscribe and Book me link.

Unsubscribe text

To keep Revenue Grid’s automated email sequences non-obtrusive, messages sent via the platform must include an unsubscribe link for the prospects. The unsubscribe text and link can be customized to match specific campaign needs.

Unique unsubscribe URLs are automatically generated by Revenue Grid for every created Sequence, as specific merge fields.

To set the unsubscribe section to be used in your emails:

1. Open the Merge Fields tab on the Settings page

2. In the Unsubscribe text area, click on the text field and enter the line to surround the unsubscribe link, e.g. "Click this link to unsubscribe from our offers

3. Highlight the URL placement word or phrase with the cursor (e.g. "this link") and then click the icon on the right-hand side of the text editing bar. If you decide to remove the URL (unlink), click on the URL placement word or phrase and then click the (Unlink) icon on the right-hand side of the text editing bar. The hyperlink will be removed.

6. Then Save in the Unsubscribe text tab.

Now the unsubscribe section is ready to be inserted into your RG emails, as {{UnsubscribeText}} merge fields. Alternatively, you can insert the “bare” unsubscribe link, as {{UnsubscribeLink}} merge field.

After a prospect clicks the Unsubscribe link in an email, he/she will be prompted to confirm this action on the unsubscribe page opened in ones' browser.

Note

If the unsubscribe section is not set up by a user, Revenue Grid will be using one defined by Admin. In addition, Sequence-specific unsubscribe sections can be used according to the campaign's requirements: for example, for emails sent out to prospects who speak a different language.



BookMe text

The ‘Book me’ text gets configured here, and it will be used when:

• A sequence, which has recipients you own in SFDC, is being run on behalf of prospect's owner, and the {{Owner BookMe Text}} merge field is being used.
• You run a sequence on behalf of sequence owner, and you use the {{Sender BookMe Text}} merge field.



In order to set your Book me text, go to Settings → Merge Fields.

1. Open the Merge Fields tab on the Settings page

2. In the BookMe text area, click on the text field and enter the surrounding text, e.g. "Book a meeting with me".

3. Highlight the URL placement word or phrase with the cursor (e.g. "Book a meeting") and then click the BookMe link icon on the right-hand side of the text editing bar.

6. Then Save.

Now the Book Me link is ready to be inserted into your RG emails, as {{Sender Booking Text}} or {{Owner BookMe Text}}merge fields.

Attention

In order to be able to use such merge field, the CalendarAvailabilityDefaultTimezone setting must be set on any level of settings (User / Org / Global). The value must be in IANA format statistics.





Add domains not to be imported to Revenue Grid

Go to Setting → Import subtab. List email domains which don't need to be imported to Revenue Grid as targeted audience.

For example it can be your corporate domains, so emails of your colleagues don't get flown to the Audience tab.



You company domain will be added to the blocklist by default, so not to generate unnecessary communication traffic between colleagues through Revenue Grid. As a result, if you add a colleague to a sequence just to test Sequences, it won’t work. Use alternative emails to test sequences.


Change fonts

Go to Setting → Editor subtab. Change default font of the text editors, whether when creating a Step or a Template, replying in the Action Center, etc.





Your email and CRM connections to Revenue Grid

On this tab you can renew your Exchange / Office 365 / Gmail and Salesforce access credentials.

Refer to this article for detailed instructions.








Synchronization

On the Sync tab you can Pause/Resume and Force your email-to-crm synchronization. Normally synchronization happens every 30 minutes, unless you manually force it.
Refer to this article for details.



Book me defaults

On this tab you can set the default values to appear in the Revenue Grid Email Sidebar every time you start creating a Book me link.

Refer to this article for detailed instructions.








Customization of the Email Sidebar

Refer to this article for detailed instructions on customization of the Email Sidebar.





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