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Understanding Deal Associations in Rizer Recycling

When you recycle deals in Rizer, you’ll often see those deals tied to different companies and contacts at different times. That’s completely normal—and it’s actually a big part of what makes Rizer effective. These associations help keep your data organized and your sales follow-up smart. In this guide, we’ll walk you through how these connections … Understanding Deal Associations in Rizer Recycling

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

Start using Rizer

In this guide, we’ll cover the primary processes to help you get started with Rizer: recycling a deal or a lead, managing feature requests and competitor insights, re-engaging deals and leads back in HubSpot, and tracking recycled deals and leads on your dashboard. Recycle a deal in HubSpot Recycling a deal in Rizer starts right … Start using Rizer

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

Export a deal from Rizer

This article explains how to export recycled deals from Rizer to HubSpot. Recycling lost deals allows you to revisit potential opportunities. Follow these steps to transfer recycled deals into HubSpot. Exporting the deal Every day, at the end of the day, Rizer will automatically export completed recycling deals into HubSpot as new deals. The number … Export a deal from Rizer

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

Dashboards and reports

Rizer gives you complete visibility into how your lost deals and leads are being recycled. Two areas work together to provide this: the Dashboard for high-level monitoring, and the Reporting section for deep-dive analysis. Used together, they help your sales, product, and leadership teams spot opportunities, fix weaknesses, and win back more revenue. The Dashboard … Dashboards and reports

Workflow performance

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 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