Search Results for “Email Templates” | Rizer Recycling Knowledge Center

Email nurturing overview

Email nurturing

> Email nurturing overview

Sometimes one follow-up call isn’t enough. A prospect who wasn’t ready to buy six months ago might need several touchpoints over time before they’re ready to engage again. Email nurturing lets you maintain relationships with recycled contacts through automated email sequences until the timing is right. This article explains what email nurturing does in Rizer, … Email nurturing overview

Nurturing configuration

Settings & admin

> Nurturing configuration

Nurturing configuration covers the infrastructure that powers your email workflows — domains, senders, and default settings. Before you can create workflows and send emails, this foundation needs to be in place. Once configured, it mostly runs quietly in the background. This article provides an overview of nurturing configuration and how the pieces fit together. Accessing … Nurturing configuration

Organization settings

Settings & admin

> Organization settings

Organization settings control account-level preferences that apply across your entire Rizer Recycling workspace. These settings affect how information displays, what defaults are used, and how your organization is represented throughout the platform. This article covers how to view and update organization settings. Accessing organization settings The organization settings page displays your company information, account settings, … Organization settings

Creating and managing workflows

Email nurturing

> Creating and managing workflows

Workflows are automated email sequences that nurture recycled contacts over time. Instead of a single follow-up when the callback date arrives, workflows keep your brand present throughout the waiting period with helpful content, updates, and check-ins. This article covers how to create workflows, configure their settings, add email steps, and manage them once they’re running. … Creating and managing workflows

Onboarding wizard

Getting started

> Onboarding wizard

After connecting your HubSpot account, the onboarding wizard guides you through configuring Rizer Recycling. This is where you tell Rizer which deals to import, where to create new opportunities when you re-engage, and set up competitor and missing feature tracking. The wizard takes about 20-40 minutes to complete. You can skip steps, but it’s worth … Onboarding wizard

Release Notes

Help

> Release Notes

Stay up to date with what’s new in Rizer Recycling. This page covers recent updates and improvements. 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: When … Release Notes

Reports & analytics

> Reports & analytics

Rizer turns every closed-lost deal into structured data. Every recycle reason you assign, every callback date you set, and every won-back deal gets captured and rolled up into reports that help you see patterns you’d otherwise miss. This article covers the dashboard and all nine reports available in Rizer across the three reporting pillars: Sales … Reports & analytics