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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

Frequently Asked Questions

Common questions about Rizer Recycling, organized by topic. If you don’t find your answer here, check the detailed articles in our documentation or contact support. General Questions What is Rizer Recycling? Rizer Recycling is a HubSpot add-on that helps sales teams re-engage lost deals and leads at the right time. It tracks closed-lost opportunities from … Frequently Asked Questions

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

Users and Permissions

Managing users in Rizer controls who has access to your recycling data and what they can do with it. As your team grows or changes, you’ll invite new members, adjust permissions, and occasionally deactivate accounts. This article covers user management — inviting team members, understanding roles, managing access, and handling common user administration tasks. Accessing … Users and Permissions

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

Recycling Configuration

Recycling configuration controls the mechanics of how deals and leads flow between HubSpot and Rizer. Which pipelines do you import from? Where do re-engaged deals go? Should Rizer automatically create records, or wait for manual action? These settings shape how recycling works for your team. This article covers import settings, export settings, auto-creation strategies, and … Recycling Configuration

HubSpot Integration Settings

Your HubSpot connection is the foundation of Rizer Recycling. Everything flows through it — lost deals come in, recycled opportunities go back out, contacts sync, and the Rizer card appears in HubSpot records. When the connection works smoothly, you barely notice it. When something’s wrong, everything stops. This article covers how to manage your HubSpot … HubSpot Integration 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

Tracking Performance

Understanding how your nurturing flows perform helps you optimize messaging, timing, and targeting. Without performance data, you’re guessing. With it, you can see what’s working, what’s not, and where to focus improvement efforts. This article covers the metrics available for email nurturing, how to interpret them, and how to use data to improve your flows. … Tracking Performance

Audience & cohorts

Effective nurturing requires sending the right message to the right people. A contact who left because of budget constraints needs different content than one who chose a competitor. A prospect interested in your enterprise product needs different messaging than one evaluating your starter tier. This article covers how to define and refine your flow audiences … Audience & cohorts