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

Get started by linking your Rizer account to HubSpot. Here’s how:

1. Click the Rizer sign-up link provided to you. This will kick off the connection process and create your new Rizer account.
2. You’ll be redirected to HubSpot’s authorization page. Select the HubSpot account you want to connect with Rizer (make sure you’re logged into the right one!).
3. Grant all required permissions to the “Rizer HubSpot App.” This ensures Rizer can access the data it needs to work seamlessly.
4. Once authorized, you’ll return to the Rizer onboarding wizard.

Complete the account onboarding wizard

Next, let’s configure your Rizer account to match your organization’s needs using the account open wizard.

• Organization owner: Verify that your user account is set as the “owner” of the organization.
• Organization name: Enter your organization’s name as you’d like it to appear in Rizer.
• Website: Provide your organization’s website URL. Rizer uses this to power AI-driven suggestions, so accuracy is key!
• Choose the language you want the default AI generated content to be in
• Recycling information: Define how records will be recycled.
  • Import historical records: Decide if you want to include past lost deals or start with only newly lost ones. If importing, use the calendar to pick a start date.
  • Recycle from: Choose the HubSpot pipeline that will trigger recycling (e.g., “Sales Pipeline”).
• Export Information: Set up how new deals are created in HubSpot.
  • Create new deals in the pipeline: Select the pipeline where recycled deals will appear.
  • Stage: Pick the starting stage for these new deals (e.g., “Prospecting”).
  • Max deals exported per day: Set a daily limit for new deals to keep your workflow manageable (we suggest starting with 10-20).
• Save: Click “Save” to lock in 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.

See your imported deals in Rizer

As you finish the onboarding wizard, you’ll be taken straight to a list of all your imported past lost deals. This is where you can start exploring and managing your recycled opportunities in Rizer!

Depending on how many lost deals you have, the import process might take anywhere from a few seconds to a few minutes.

What you’ll see once deals are imported

Once the import is complete, all your lost deals will appear in your Rizer account. Each deal comes with key details to help you stay organized and take action, including:

• Callback date: When it’s time to follow up on this deal.
• Company name: The company tied to the deal.
• Link to the original HubSpot deal: A handy link to jump back to the deal in HubSpot.
• Products and their values: A breakdown of the products involved and their worth.
• Total deal/recycled value: The overall value, either original or recycled.
• Nurturing workflow status: Whether the deal is currently in a nurturing workflow or not.

This list, known as “In recycling,” is your go-to spot for tracking and managing all your recycled deals.

Want more details? From the “In recycling” list, just click on any company name to visit its dedicated company page. This is where you can dive into the specifics of each deal’s recycling journey.

What’s on the company page?

On the company page, you’ll have access to:

• Extra information: Additional insights about the company and its deals.
• Detailed timelines: A full history of events related to the company and its recycling process.
• Editing options: The ability to update or tweak details about the company and its recycling status.

This page puts you in the driver’s seat, giving you everything you need to make smart decisions and keep the recycling process moving smoothly.

Nurturing Workflows in Rizer

In this section, you’ll learn how to set up workflows, choose the right audience, use email templates with AI, and monitor performance—all tailored to help you succeed in Rizer.

Nurturing workflows are automated email sequences sent to a specific group of leads (your audience) at set intervals. They’re designed to re-engage recycled deals, keeping your brand top-of-mind and paving the way for new opportunities.

Core Elements

• Templates: Pre-written emails you can customize and send to your leads.
• Workflows: Automated sequences that control when and how emails are delivered.
• Audience: The group of leads targeted by your workflow, defined by criteria like segments or recycle reasons.

Rizer provides pre-written email templates and pre-set workflows to kickstart your nurturing. These are crafted to engage recycled deals effectively, depending on recycle reason, saving you time.

Before starting any of the workflows the first thing you have to do is set-up your DNS details and determine who you are sending as.

In the list of nurturing workflows you will see all workflows currently set-up in Rizer. For each workflow you have:

• Name – the name of the workflows
• Status – this can be se as draft, active or stopped depending user choice
• Steps – how many steps the workflow has. usually each steps correlates to a different email template
• Language – what language the workflow and email templates inside are in
• Audience type – static or dynamic, you can read more about this and about setting up workflows
• Audience criteria – a summary about the audience criteria
• All time audience – how many contact people have passed trough the workflow since it was originally started
• Open rate – how many people opened the emails
• Click rate – how many people clicked on a link inside the email

Add the Rizer card to HubSpot views

Make Rizer’s features easily accessible by adding our custom card to your HubSpot deals. This displays key recycling data right where you need it.

Prerequisites

• The Rizer Recycling app must be installed in your HubSpot account.
• You need permissions to modify integrations and customize views.

Step-by-Step Instructions

• Log into HubSpot and click the settings icon (gear) in the top navigation bar.

• In the left sidebar, go to Integrations > Connected apps.

• Find “Rizer Recycling” in the list, click “Actions,” then select “Go to settings.”
• In the app settings, click the “App cards” tab.
• Next to the card you want, click “Add to deal”.

• You’ll land on the object customization page. Click the name of the view you want to edit (e.g., “Default View”).
• In the view editor, click “Add cards.”
• In the right panel under “Card types,” switch to the “Apps” section.
• Check the box next to the Rizer Recycling card.

• Click “Save and exit” in the top right corner.

Additional Tips

• Card not showing? Refresh your browser or clear your cache.
• Need to tweak it later? Return to the object customization page to modify or remove the card.
• For advanced customization, see HubSpot’s guide on customizing object views.

You’ve successfully set up Rizer Recycling and integrated it with HubSpot! You’re now ready to recycle lost deals. If you have any questions or need a hand, our support team is just an email away at support@rizer.com.