Admin level settings
8 min read - updated few hours ago
Admin settings page is used to view and adjust the company-wide parameters for users 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.
These tabs are editable only by users with Admin rights and changes get applied to all RG users company wide.
Control what to sync with Salesforce¶
Go to Setting → Schedules sub-tab. Control automatic synchronization of all activities generated by sequences with Salesforce.
Allow creating Salesforce campaigns for each sequence.
Enable automatic import of recipients into Revenue Grid from Salesforce email send out widget.
Integration with Eloqua¶
Upload opt-out statuses from Eloqua.
Allow upload and export from/to CSV¶
Manage all users¶
Go to Setting → Users sub-tab. On this tab, Admins can see company-wide Revenue Grid users, their:
By clicking on a user, Admins can see their Account tab, where they can set up delegates, select SMS and Voice numbers, grant admin rights, and set up Primary signature.
Set company-wide, Primary signature¶
Go to Setting → Signature sub-tab. In this editor, Admins can set the Primary signature which will be applied company-wide. This signature gets overridden by a signature set by users.
Control sending capacity and other limits¶
Go to Setting → Limits sub-tab. Enforced limits to the number of RE Sequence emails sent by RG users.
Number of sequence email/sms 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.
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
Number of sequence call, misc and signal steps scheduled per day
Set the limit to number of automatic or manual steps of these types that can be scheduled per user per day.
Sequence touches limit per email domain per day
Set the limit of touches per specific domain to avoid overwhelming a certain company with your outreaches.
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.
Active sequences per prospect
How many active sequences a user can have at the same time.
Customize status mapping to Salesforce¶
Go to Setting → Status mapping sub-tab. 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).
Select SMS and call provider¶
Go to Setting → SMS and Calls sub-tab. 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.
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.
Go to Setting → Signals sub-tab. This setting is available to Managers only. Here you can select which signals to run company-wide. Once a signal is disabled, already generated signals of that type will not disappear from the interface until resolved.
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