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.



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

Go to Setting → Account sub-tab. It 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 # 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.

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.




Add signatures

Go to Setting → Signature sub-tab. Here you can set up signatures which will be used in your RG emails. Use {{User Signature}} or {{User Alternative Signature}} types of RG merge field in order to add these signatures to Sequences’ steps.

• 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


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.




Manage merge fields

Go to Setting → Merge fields sub-tab 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 configured here 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 to the blacklist

Go to Setting → Import sub-tab. 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.




Configure the Planner

Go to Setting → Planner sub-tab. 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.






Change fonts

Go to Setting → Editor sub-tab. Change default font of the text editors, whether when creating a Step or a Template, replying on the Engagement Planner, etc.





Manage sending schedules

Go to Setting → Schedules sub-tab. 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.





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