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.


Account

This sub-tab indicates current RG user's display name and email address.

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

On this tab you can log out from the current RG account, if you need to switch to another one. If logged out, there will be two buttons to sign back in.



Related article:

Read more about delegation.


Configuration

Signatures

Here you can set up signatures to be used in your RG emails for different circumstances. Note that these pre-set signatures are only auto-added if you do not insert a signature into email step body on its creation as an RG merge field {{User Signature}} or {{User Alternative Signature}}, thus double signature insertion is prevented and your signatures customized for specific email steps are prioritized.

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


Customize the signature in any way you need with standard HTML tags: insert images/gifs, implement special text effects and layout. To open the Source code (HTML) mode, click the icon on the formatting toolbar. You can also create a signature in your preferred HTML editor and copy-paste it into this field, or use your MS Outlook/Office 365 signature.


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


You can set up two different signatures, Default and Alternative, to be used in various cases, e.g. intended for prospects who speak different languages.


Default 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 Default 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.

Alternative signature:

Add Alternative signature to all the threads starting with the 2nd email – select this box if you want the Alternative 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 Default 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.




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 RE-specific merge fields.

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

1. Open the Unsubscribe tab on the Settings page

2. In the Unsubscribe tab, 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* tab.

Now the unsubscribe section is ready to be inserted into your RG emails, as {{UnsubscribeText}} merge field. 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.

Blacklists

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.



Planner

When this checkbox is unselected, all undelivered emails will not be shown on the Engagement Planner, though still will be counted as Bounced in a Sequences statistics. When the checkbox is selected, you will find undelivered email in the Notifications tab on the Engagement Planner.





Editor

Change default font of the text editors, whether when creating a Step or a Template, replying on the Engagement Planner, etc.





Schedules

On this tab you can create and manage email send-out schedules which you use in RE Sequence.

A schedule is a set of specific days of the week and daily time intervals (set in the prospect's Time zone retrieved from Salesforce) used in RG Sequences. Automated emails sent by Revenue Grid will only be dispatched on these days and within these time intervals.
If you wish to exclude automated emails sending on the dates which are public holidays in the USA, you need to select the checkbox Exclude federal US Holidays in the schedule creation/editing dialog.



The schedules you select for your sequence steps are overridden by wait intervals set for individual steps. For example, if you create a sequence consisting of steps scheduled for every other day of the week except weekends (that is 3 sequence emails per business week) and set the wait interval between the steps to two days, the steps will be performed with a two day long interval (that is 2 sequence emails per business week). At the same, if the schedule implies sending one email per week, a two day long wait interval between steps will be always observed, not affecting the sending schedule.


Admin

Important

These tabs are editable only by users with Admin rights and changes get applied to all RG users company wide.

Users

On this tab, Admins can see company-wide Revenue Grid users, their:

• Names
• Emails
• Who are their delegates (if any)
• What is their Dial-out and Texting phone numbers (if any) to perform SMS and Phone call types of steps
• and Role (Admin or a regular User)

By clicking on a user, Admins can see their Account, where admins can set up delegates for users.


Signature

In this editor, Admins can set the default signature which will be applied company-wide. This signature gets overridden by a signature set by users.



Limits

Enforced limits to the number of RE Sequence emails sent by RG users.

Number of sequence touches an RG user can send per day

To prevent SPAM generation, most email services impose a limitation on the number of emails a user (or automated emailing software) can send through a single email account per specific period of time. The applied limit is 1 email sent per 1 minute.

When Revenue Grid sends out emails, both custom written by a user and automated ones, it respects this limitation, observing the one minute minimum interval between sending emails.

The recommended (default) value of this setting is 500 emails; this value approximates the maximum number of emails that can be sent over a standard working day's span with a one minute interval. It is the emails quantity "bandwidth" shared by all email sequences you run in RG.

When the limit is reached, all remaining automated emails have to be postponed to the following day's sending span defined by the Sequence's Schedule, regardless of the step's actual timeline. Therefore, please consider this standard limit of 500 emails/day per RG user when planning your emailing campaigns.

The maximum value that can be set for this parameter is 1000, that is approximately 17 hours of automated emailing per 24 hours. If you do not set a limited daily Schedule for the Sequence (for example to imitate emails sending by a real person) that is emails sending will be allowed for 24 hours, this increased limit is easily attainable, since the automated emails are sent out by your email server.


Important

In a realistic common case scenario a single RG user can send out around 100 emails per working day; this number is defined by his/her capability to process the recipient's responses to these emails. However, a informative mass email campaign that requires no specific response can make use from the maximum emailing "bandwidth".
Please note that there is also another factor that defines individual emails dispatching patterns, the *Schedule idle* parameter set for Sequence steps


Sequence touches limit per prospect per day

​ The number of RG sequence emails allowed to be sent to a prospect per 24 hours. This parameter is set depending on the essence of the campaign and the target auditory. Normally the maximum number of such emails should not exceed 5, not to get a prospect annoyed. Note that this number does not include extra “custom” emails message composed by a RG user, for example a reaction to a prospect’s reply or a follow-up clarifying a previously sent email. This parameter’s default value is 5 and the maximum value is 10.


Sequence touches limit per prospect per week

This parameter is similar to the above one, only it sets the RG sequence emails limit imposed over a period of one week. This parameter’s default value is 10 and the maximum value is 20.


Sequence touches limit per email domain per day

This parameter defines a number of RG sequence emails that you and your colleagues combined can send to prospects who share the same corporate email domain. The purpose of such limit is not to get marked as spam by prospects’ corporate email policies. The default value is 10 and the maximum value is 50.


Teamwork

Read an extended article describing Admin rights vs regular user rights

Allow access to prospects, owned by the other users

When the checkbox is selected:

• All regular users have access to leads and contacts owned by other SFDC users for prospect search/import, given that these prospects are visible to them in SFDC
• All regular users can add all leads and contacts directly to Revenue Grid Audience page or to Sequences
• All regular users have access to all all leads and contacts on Audience page, organization wide
• All regular users can delete their own Prospects only
• All regular users have access to the Activity History of all the prospects in Revenue Grid, organization wide
• drop-down "Emails are being sent on behalf of" becomes enabled (see below)

When the checkbox is cleared:

• All regular users can't access leads and contacts they don't own. Not while searching/importing in/from SFDC, not on Revenue Grid Audience page, nor able to add other users' prospects to sequences.
• All regular users have access to the Activity History of only those prospects who have been involved in their sequences at least once

Note

Regardless of this setting, Admin level users always have full access to all prospects available on Revenue Grid Audience page, can delete any prospect, as well as see all the items for every prospect in Activity History.

Email is being sent in every sequence on behalf of

In this drop-down, choose default value which will be populated in corresponding field while creating a new sequence.
Possible values to choose from are:

Prospect's owner - recipients will receive emails generated by the sequence from whoever is listed as their owners in Salesforce, no matter who runs the sequence

Sequence owner - recipients will receive emails generated by the sequence from whoever runs the sequence


Status mapping

On this tab, Admins can map Prospect statuses to any value of any field in Salesforce for seamless mirroring, as well as create additional Prospect statuses tailored for any possible business need. Updates on this tab will get applied to all users in an Organization.

By default, you get these Person statuses mapped to following values of the selected Salesforce fields (see the picture below).

SMS

SMS reach out is available through integration with Twilio or SMS 360.

If you choose to use Twilio, you have to have Twilio account connected to Revenue Grid. Please go to Twilio in order to create an account and get SID and Token values, which you then enter on this sub-tab.

When this Admin level setting is in place, every user will be able to choose a single number from a pool of available to them numbers on their Settings→Account→SMS sender ID drop-down.




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