Release Notes

Stay up to date with what’s new in Rizer Recycling. This page covers recent updates, improvements, and what’s coming next.

How We Release Updates

Rizer is a cloud-based application, so updates are deployed automatically. You don’t need to download or install anything — new features and improvements appear in your account as they’re released.

We typically release:

  • Major features: Every few months
  • Improvements and enhancements: Monthly
  • Bug fixes: As needed, often weekly

When significant changes affect your workflow, we’ll notify you through in-app announcements or email.

Latest Updates

January 2026

Improved AI Suggestions for Recycling

We’ve enhanced the AI that suggests recycle reasons and callback dates when you recycle a deal.

What’s new:

  • More accurate reason detection based on deal notes
  • Better callback date suggestions aligned with your historical patterns
  • Clearer reasoning explanations so you understand why AI made a suggestion

How to use it: When recycling a deal, AI suggestions appear automatically. Review the reasoning, accept if it matches your knowledge, or override with your own selection.

Bulk Actions for Ready Callbacks

Managing large numbers of ready-for-callback deals is now faster.

What’s new:

  • Select multiple deals from the Ready for callback list
  • Re-engage all selected deals at once
  • Assign owners individually or apply the same owner to all
  • Choose lead or deal for the entire batch

How to use it: Go to Deals > Ready for callback, check the boxes next to deals you want to re-engage, and click “Re-engage prospect.”

Flow Performance Enhancements

Better visibility into how your nurturing flows perform.

What’s new:

  • Step-level metrics showing opens, clicks, and unsubscribes per email
  • Trend indicators showing improvement or decline over time
  • Comparison view to see how flows perform against each other

How to use it: Open any flow and go to the Performance tab to see the enhanced metrics.

December 2025

Missing Feature Auto-Callbacks

Deals linked to missing features now automatically become ready when features ship.

What’s new:

  • Mark a feature as “Completed” in Reports > Missing Features
  • All deals linked to that feature instantly move to Ready for callback
  • “Triggered by” field shows “Feature completed” so you know why it’s ready

How to use it: When recycling a deal for a missing feature, link it to the specific feature. When your product team ships that feature, update the status to Completed. Affected deals become ready automatically.

Competitor Satisfaction Tracking

Track how satisfied prospects are with the competitor they chose.

What’s new:

  • Satisfaction field when recording competitor information during recycling
  • Satisfaction data visible in Competitors report
  • Filter and prioritize re-engagement based on satisfaction levels

How to use it: When recycling a deal lost to a competitor, rate the prospect’s apparent satisfaction. Use this later to prioritize outreach to dissatisfied prospects.

Enhanced Dashboard

The main dashboard now provides better at-a-glance insights.

What’s new:

  • Pipeline expansion highlights showing key metrics
  • Recent activity feed for wins and re-engagements
  • Nurturing status overview
  • Getting Started checklist for new accounts

How to use it: The new dashboard appears automatically when you log in. Click any metric card to drill into details.

November 2025

Day-of-Week Restrictions for Auto-Creation

Control which days of the week Rizer automatically creates deals in HubSpot.

What’s new:

  • Configure allowed days for auto-creation (e.g., only Tuesday and Thursday)
  • Deals becoming ready on restricted days queue until the next allowed day
  • Separate settings for deals and leads

How to use it: Go to Settings > Integrations > HubSpot > Settings > Deal Export (or Lead Export) and configure the day-of-week checkboxes.

Nurturing Audience Match Count

See how many contacts match your flow criteria in real-time.

What’s new:

  • Live count displayed while editing audience filters
  • Instant feedback as you add or remove criteria
  • Warning when filters result in zero matches

How to use it: When creating or editing a flow, go to the Audience tab. The match count updates as you adjust filters.

Email Template Improvements

Creating nurturing emails is now easier.

What’s new:

  • More pre-built templates for common scenarios
  • Improved drag-and-drop editor
  • Better mobile preview
  • Additional personalization fields

How to use it: When adding a step to a flow, browse the template gallery or start from scratch with the improved editor.

October 2025

Lead Recycling

Full recycling support for HubSpot leads, not just deals.

What’s new:

  • Import leads from HubSpot lead pipelines
  • Recycle leads with reasons and callback dates
  • Re-engage leads to create new lead records
  • Lead-specific reporting and metrics

How to use it: If your HubSpot uses leads, configure lead import in Settings > Integrations > HubSpot > Settings > Lead Import. Leads appear in a separate section in the navigation.

Sales Execution Issue Tracking

AI now identifies potential sales process problems in lost deals.

What’s new:

  • AI analyzes deal history for execution issues (slow follow-up, limited stakeholder engagement, etc.)
  • Issues displayed when recycling
  • Aggregated reporting on common execution problems
  • Breakdown by rep for coaching opportunities

How to use it: When recycling a deal, review any AI-identified execution issues. See aggregate data in Reports > Sales Execution.

Cohorts for Flow Organization

Organize nurturing flows into folders.

What’s new:

  • Create cohorts to group related flows
  • Cohorts appear in sidebar navigation
  • Filter flow list by cohort

How to use it: When creating a flow, select or create a cohort. Flows are then grouped in the Nurturing > Flows sidebar.

September 2025

Rizer Card in HubSpot

Access recycling features directly from HubSpot deal records.

What’s new:

  • Rizer card displays on HubSpot deal and lead records
  • View recycling status without leaving HubSpot
  • Recycle deals directly from the card
  • See AI suggestions in context

How to use it: After connecting Rizer, customize your HubSpot record layout to add the Rizer card. It appears in the right sidebar of deal and lead records.

Callback Defaults Configuration

Set default callback periods for each recycle reason.

What’s new:

  • Configure standard callback periods per reason
  • “Missing feature” can default to “When feature ships”
  • Defaults pre-fill when recycling but can be overridden

How to use it: Go to Settings > Recycling > Callback defaults to configure periods for each reason.

Product Merging

Combine multiple HubSpot products into single entries for cleaner reporting.

What’s new:

  • Merge products during onboarding
  • Merged products appear as one in reports
  • Original HubSpot data unchanged

How to use it: During onboarding, select products to merge in the Products step. For post-onboarding merging, contact support.

Earlier Updates

August 2025

  • Initial release of Rizer Recycling
  • HubSpot integration for deal import and export
  • Basic recycling workflow (recycle, track, re-engage)
  • Competitor tracking
  • Missing feature tracking
  • Email nurturing with flows
  • Core reporting dashboard

Coming Soon

We’re always working to make Rizer more powerful and easier to use. Here’s what’s on our roadmap.

In Development

Advanced Filtering for Reports

More ways to slice and analyze your recycling data, including custom date ranges, multi-select filters, and saved filter presets.

Improved Onboarding Experience

Streamlined setup with better guidance, video walkthroughs, and contextual help throughout the wizard.

Enhanced Nurturing Analytics

Deeper insights into nurturing performance including A/B testing capabilities, send time optimization suggestions, and engagement scoring.

Planned

Custom Recycle Reasons

Ability to create organization-specific recycle reasons beyond the standard set.

Slack Integration

Notifications and quick actions in Slack when deals become ready for callback or features ship.

Advanced User Permissions

More granular access controls including team-based visibility and custom permission sets.

API Access

Programmatic access to Rizer data for custom integrations and reporting.

Under Consideration

These features are being evaluated based on customer feedback:

  • Salesforce integration
  • Custom callback triggers beyond dates and features
  • Multi-language support for a single flow
  • Territory-based auto-assignment
  • Predictive callback timing based on historical win patterns

Feature Requests

Have an idea for Rizer? We’d love to hear it.

How to submit a request:

  • Email support@rizer.io with your idea
  • Use the in-app chat to share feedback
  • Talk to your account manager

What helps us prioritize:

  • Your specific use case
  • How the feature would improve your workflow
  • How many people on your team would benefit
  • Any workarounds you’re currently using

We review all requests and prioritize based on customer impact and alignment with our product vision.

Notifications and Announcements

How We Communicate Updates

In-app announcements: Major features and important changes appear as notifications when you log in.

Email updates: Significant releases are communicated via email to account administrators.

This page: Comprehensive release notes are always available here.

Support communications: If an update affects your specific workflow, support may reach out directly.

Staying Informed

To make sure you don’t miss important updates:

  1. Check this Release Notes page periodically
  2. Ensure your account email is current
  3. Review in-app announcements when they appear
  4. Follow up with support if you have questions about new features

Version Information

Rizer is a cloud application with continuous deployment. There aren’t traditional version numbers to track — you always have the latest version automatically.

If you need to reference when a feature was added or confirm you have access to a specific capability, check this release notes page or contact support.

Questions About Updates

I don’t see a new feature mentioned here

New features roll out gradually. If you don’t see something yet:

  • Wait a day or two — it may still be deploying
  • Clear your browser cache and refresh
  • Contact support to confirm availability for your account

A feature changed and I’m not sure how to use it

Check this release notes page for guidance on new features. If you need more help:

  • Review the relevant documentation article
  • Contact support for assistance
  • Request training if your team needs it

I want to provide feedback on a recent change

We welcome feedback:

  • Email support@rizer.io
  • Use in-app chat
  • Be specific about what’s working or not working

Your feedback directly influences our roadmap.

Can I opt out of updates?

As a cloud application, Rizer updates automatically for all users. This ensures everyone has access to the latest features and security improvements.

If an update significantly impacts your workflow, contact support. We can discuss your situation and provide guidance on adapting to changes.

Further reading:

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