Search Results for: Email Templates

Email Nurturing Overview

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

Troubleshooting

Troubleshooting

When something isn’t working in Rizer, this article helps you diagnose and fix it. Problems are organized by symptom — find what you’re experiencing and follow the steps to resolve it. HubSpot Connection Issues Connection Shows Disconnected Symptoms: Possible causes: Solutions: Your data is preserved. Reconnecting resumes normal operation. Unable to Connect Initially Symptoms: Possible Troubleshooting

Nurturing Configuration

Nurturing Configuration

Nurturing configuration covers the infrastructure that powers your email workflows — domains, senders, and default settings. Before you can create flows 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. For Nurturing Configuration

Organization Settings

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 [Screenshot: Organization settings page showing company details] The organization settings Organization Settings

Creating and managing workflows

Creating and managing workflows

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

Setting Up Domains and Senders

Setting Up Domains and Senders

Before you can send nurturing emails from Rizer, you need to configure a custom sending domain and create sender profiles. This article walks you through the setup process — adding your domain, configuring DNS records, verifying everything works, and creating the senders who’ll appear in your recipients’ inboxes. Why You Need a Custom Domain You Setting Up Domains and Senders

Onboarding Wizard

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 and come back Onboarding Wizard

Release Notes

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 Release Notes