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Email nurturing DNS setup guide

Email nurturing DNS setup guide

This is a generic, step‐by‐step guide that you can use to set up the three required DNS records to enable email sending with our Email nurturing. This guide is designed to work with most DNS providers, whether you’re using your domain registrar or a third-party DNS host. DNS set up Log In to Your DNS Email nurturing DNS setup guide

Email nurturing overview

Email nurturing overview

Core elements

Email nurturing settings

Email nurturing settings

Navigate to Email Nurturing: Click on the “Email Nurturing” settings option.

Finalize setup

Finalize setup

This guide explains how to finalize your setup, ensuring your Rizer system is fully configured. Completing these steps before daily use ensures more accurate tracking, effective nurturing, refined competition monitoring, and improved overall results. Add Missing Features Adding missing feature requests helps you clearly and consistently track product improvements needed by your customers or prospects. Finalize setup

Initial setup

Initial setup

This setup guide will walk you through connecting Rizer to HubSpot, setting up your account, and adding our custom card to your HubSpot views—all in a few simple steps. Let’s dive in! Connect Rizer to HubSpot Before doing anything else, connect your HubSpot account to Rizer: When you approve the connection, HubSpot shows a list Initial setup

Workflow performance

Workflow performance

Rizer gives you detailed performance metrics for every nurturing workflow, so you can track engagement, optimize messaging, and understand how your recycled leads and deals respond over time. Where to find workflow performance To view workflow performance: You’ll see a full breakdown of results, from audience size to individual step metrics. Highlights section At the Workflow performance

Nurturing audience

Nurturing audience

Each workflow in Rizer targets a specific audience of recycled deals and contacts. You can choose between two audience types: Dynamic or Static. Dynamic Audience A dynamic audience updates automatically based on the filters you define when creating the workflow. Rizer constantly checks for new contacts that match your criteria and adds them in, while Nurturing audience

Workflows

Workflows

Workflows let you automate nurturing emails for recycled deals and leads. By creating a workflow, you can decide who to target, when to contact them, and what messages to send — all in an organized, repeatable sequence. Access Workflows Go to Nurturing. Here you’ll see your list of existing workflows and the option to create Workflows

Segmentation

Segmentation

Access Segmentations: In the “Settings” menu, click on “Segmentations.”

User management

User management

Access Users: In the “Settings” menu, click on “Users.”

Organization settings

Organization settings

Account open wizard

Account open wizard

After completing the onboarding wizard, Rizer automatically sets up several features to jumpstart your recycling efforts: Don’t worry if these automatic settings aren’t perfect for your needs. You can easily adjust, edit, delete, or change any of these settings at any time as you get more familiar with the platform.