Account open wizard

• Organization Owner: Verify that your user account is designated as the “owner” of the organization.
• Organization Name: Enter your organization’s name as you want it to appear within Rizer.
• Website: Provide your organization’s website URL. Rizer uses this for AI-powered suggestions.
• Recycling Information: This is where you set up how records are recycled in Rizer.
  • Import historical records: Decide whether to import past data or only use newly lost deals. If you choose to import historical records, specify a start date using the calendar.
  • Recycle from (Pipeline/Stage): Select the pipeline and stage that will trigger data recycling.
• Export Information: This is where you define how new deals are created in Hubspot.
  • Create new deals in the pipeline: Select the pipeline where new deals will be created.
  • Stage: Choose the stage in which new deals should start.
  • Max deals exported per day: Set a limit for the number of deals created daily.
• Save: Click “Save” to store your settings.

After completing the onboarding wizard, Rizer automatically sets up several features to jumpstart your recycling efforts:

• Email templates: Based on your website, Rizer generates customized nurturing email templates organized into 6 different workflows that target specific recycle reasons. Read more about workflows.
• Smart segmentation: Two ready-to-use segmentations are created automatically—one based on country and another on deal size—helping you target your recycling efforts more effectively. Read more about segmentation.
• Recycle timing: A default 3-month recycle time is set for all recycle reasons, giving your lost deals the perfect amount of time before reengagement. Read more about estimates.

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.