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. By managing these you’ll manage workflow strategies more effectively.

During onboarding, Rizer AI automatically scans your HubSpot data and suggests common missing features based on lost deals. At any time, you can edit this list, remove irrelevant items, or add new feature requests manually to keep your tracking accurate.

Add a New Missing Feature

1. In the main menu, in the Feature requests section click “+ Feature” button (top-right).
2. Select the relevant product from the dropdown menu.
3. Enter a clear, concise Feature Name.
4. Select an initial Status (Unplanned, Planned, or Rejected).
5. (Optional) Enter an estimated Build Cost.
6. Click “Save”.

Edit an Existing Missing Feature

1. Select the feature request from the list.
2. Update details clearly:
   • Feature Name: Change, if necessary.
   • Status: Update to Unplanned, Planned, Implemented, or Rejected. (Selecting Implemented will mark all associated leads as Ready to callback.)
   • Build Cost: Adjust if necessary.
3. Click “Save” to apply changes.

View and Organize Feature Requests

In general you can use the Feature Requests screen to:

• View statuses (Unplanned, Planned, Completed, Rejected).
• Review initial request date, average importance ratings.
• Filter requests by Status, Product, and Importance for better prioritization.

Add Competitors

Adding competitors allows your team to accurately monitor market activities, strategically position your products, and improve sales outcomes. Doing this early ensures database accuracy and better competitive insights.

Rizer AI also detects your most frequent competitors during onboarding by analyzing your deal history. You can edit this list at any time, add new competitors, or update existing profiles to keep your database accurate and insights reliable.

Add a Competitor

1. Inside settings in the Competitors section click “+ Competitor”.
2. Enter the competitor’s name.
3. Add products individually, matching them to equivalent or related products you offer.
4. Click “Add” to save the competitor profile.

Edit a Competitor

1. Select the competitor profile from the list.
2. Update the competitor’s name, products, or your equivalent product mappings as needed. Note: If any competitor products are linked to existing leads or customers, remove these associations first.

Add / Edit Workflows

Workflows allow you to automate targeted email communication sequences. Having workflows correctly defined and activated at this stage helps efficiently nurture leads immediately after setup completion.

Create a Workflow

Workflows let you automate targeted email sequences for your recycled deals and leads. Here’s how to create one in Rizer:

• Open the Nurturing section from the main menu and click + Workflow.
• Name your workflow – Give it a clear title (e.g., Historical recycling).
• Set the basics:
  • Language – Choose the language for all emails in this workflow.
  • Default sender – Select who the emails will come from (must be a verified sender).
• Choose your audience type:
  • Dynamic (recommended) – Companies are added automatically when they match your filters and removed when they don’t.
  • Static – Companies stay fixed unless you update them manually.
• Define your audience filters – Narrow down who enters the workflow by selecting:
  • Segments
  • Products
  • Recycle reasons
  • Recycle source
  • Recycle dates or lost dates (optional)
• Set the trigger – Choose when the workflow should start. For example, Product is recycled.
• Click Save to create your workflow.

Activate and Manage Workflows

• Toggle the workflow to “Active” to start automated nurturing.
• Review detailed workflow metrics (open rates, send rates, CTR, etc.) through the “Workflow Performance” tab.
• Manage specific audiences and contacts as needed under Dynamic Audience.

Add / Edit Email Templates

Email templates form the core content for your nurturing emails. Creating or editing templates now ensures consistency, saves time, and provides clear communication aligned with your nurturing objectives.

Create or Edit Templates

1. Access templates inside any workflow → “Email Templates”, or directly from within workflows.
2. Select “+ Template” to create or choose from existing templates to edit.
3. Clearly name, write, and format email content according to your audience and nurturing goals.
4. Save templates with descriptive names for easy identification within workflows.

Add / Edit Steps

Email steps represent individual actions within workflows (i.e., sending emails). Defining steps clearly allows workflows to precisely automate communications at relevant intervals.

Add Steps to a Workflow

1. Within an opened workflow, click the “+” symbol and select “Send Email”.
2. Choose a predefined email template.
3. Define the Delay (time interval for sending).
4. Select a specific sender from previously added senders (optional if different from default).
5. While adding steps, you can set their precise position within the workflow sequence.

Edit or Manage Steps

• Adjust delays, templates, senders, or sequence positions directly within your workflow overview.
• Regularly review and manage these steps in the Workflow Management tab.

Set default callback times

Setting default callback times enables your team to establish structured follow-up schedules based on specific deal recycling reasons.

Configure Default Callback Times

1. Navigate to “Settings” → “Default callbacks”.
2. Review the table displaying all recycling reasons and their corresponding callback timeframes.
3. For each recycling reason, set an appropriate callback time:
   • Click the edit icon (pencil) next to the current callback time.
   • Select the desired timeframe from the dropdown (e.g., 1 week, 1 month, 3 months, 6 months).
   • Click “Save” to apply the change.

Customize Callback Strategy

When setting callback times, consider:

• Business urgency (shorter times for high-potential leads)
• Sales cycle length for your products
• Reason-specific follow-up strategies (e.g., shorter for “No time” vs. longer for “Happy with current solution”)

Default callback times automatically apply when deals are recycled with specific reasons, ensuring timely follow-ups and improving deal recovery rates.

Update Historical Recycling Reasons

During onboarding, Rizer AI does its best to guess the most likely recycle reason for each lost deal. These guesses are a strong starting point, but they’re not always perfect. By reviewing and updating historical reasons, you’ll ensure your reporting is accurate, your nurturing workflows are more relevant, and your callbacks are better timed.

Recommended actions:

• Open the company’s deal card from the In recycling list.
• Click the options menu (three dots) and choose Edit recycling.
• Update the Recycle reason to something specific (e.g., Missing feature – Housekeeper plugin instead of Unknown).
• Save your changes.

Doing this provides clarity and significantly improves data-driven decision-making.

Segmentations

Segmentations allow precise targeting of email nurturing workflows. Defining segments at the start ensures leads receive highly relevant, personalized messages, thus improving opens, clicks, and responses.

Create or Edit a Segment

1. Navigate to “Settings” → “Segmentations”.
2. Click “+ Segment”.
3. Clearly define criteria based on country, industry, recycle reasons, or other relevant segmentation factors.
4. Combine multiple variables logically to create accurate, effective segments.
5. Name your segment clearly and click “Save”.

DNS Setup

Correctly configuring your DNS settings ensures reliable email deliverability and stronger sender credibility. Set your domain and sender information clearly and verify DNS records before starting your email nurturing.

Set Up Your Sending Domain

1. Navigate to “Settings” → “Email Nurturing” → “Domains”.
2. Click “+ Domain”, add your sending domain (e.g., yourcompany.com).
3. Once added, Rizer will provide three required DNS records (TXT and CNAME types) to add within your DNS hosting provider (GoDaddy, Cloudflare, etc.).

Add DNS Records (Generic Steps)

1. Sign in to your DNS hosting control panel.
2. Navigate to the DNS records management area (usually labeled as “DNS Management,” “Zone Files,” or similar).
3. Click “Add Record” and select the type required by Rizer (CNAME, TXT, etc.).
4. Enter DNS record information exactly as provided by Rizer.
5. Save changes individually and repeat for all provided DNS records.
6. Allow up to 24-48 hours for DNS propagation.

Verify Domain Setup in Rizer

• Return to Rizer to check DNS verification status. Your domain will automatically reflect a “Verified” status once propagation is complete.
• If verification fails initially, carefully recheck your DNS entries for accuracy and completeness.

Add Email Senders

After verifying your domain:

1. Navigate to “Settings” → “Email Nurturing” → “Senders”.
2. Clearly enter the sender’s display name and email address (e.g., John Doe, john.doe@yourcompany.com).
3. Add multiple senders if needed and verify each accordingly.

Read more about the DNS setup.

Completion of all these setup tasks equips your team with all the necessary tools, settings, and processes for effectively nurturing leads, responding competitively, clearly communicating product enhancements, and continuously optimizing prospect engagement.