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Email nurturing overview

Email nurturing overview

Core elements

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 Get started by linking your Rizer account to HubSpot. Here’s how: Complete the account onboarding wizard Next, let’s configure Initial setup

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.

Workflows

Workflows