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RevenueGrid Settings

RevenueGrid Settings pane is used to view and adjust the basic parameters of user activities in RG.

To access RevenueGrid Settings, click the ⚙️ Settings icon on the left-hand side of RG user interface.

>>> Click to see a screenshot <<<

 

You will see the following tabs on the Settings pane:

Account

Indicates current RG user’s Display name and Email address.

 

Limits

Enforced limits on the number of RG Sequence emails sent by RG users. The limits override sending schedules.

Note

These settings can only be adjusted by an RG user with Admin permissions.

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Number of sequence emails an RG user can send per day

To prevent SPAM generation, most email services impose a limitation on the number of emails a user (or automated email software) can send per specific period of time. A typical limitation is 1 email per 1 minute.

When RevenueGrid sends out emails, both custom written by a user and automated ones, it respects this limitation, observing the one minute minimum interval between sending emails.

The recommended (default) value of this setting is 500 emails; this value approximates the maximum number of emails that can be sent over a standard working day’s span with a single minute interval.

Important

Please consider this standard limit of 500 emails/day per RG user when planning your emailing campaigns.

The maximum value that can be set for this parameter is 1000, that is approximately 17 hours of automated emailing per day. Please note that there is also another factor that defines individual emails dispatching patterns, the Minimal time interval to wait parameter set for Sequence steps.

 

Sequence emails limit per prospect per day

The number of RG sequence emails allowed to be sent to a prospect per 24 hours. This parameter is set depending on the essence of the campaign and the target auditory. Normally the maximum number of such emails should not exceed 5, not to get a prospect annoyed. Note that this number does not include extra “custom” emails message composed by an RG user, for example a reaction to a prospect’s reply or a post scriptum follow-up clarifying a previously sent email. This parameter’s default value is 5 and the maximum value is 10.

 

Sequence emails limit per prospect per week

This parameter is similar to the above one, only it sets the RG sequence emails limit imposed over a period of one week. This parameter’s default value is 10 and the maximum value is 20.

 

Sequence emails limit per email domain per day

This parameter defines the number of RG sequence emails that can be sent to prospects sharing the same corporate email domain by an RG user per day. This parameter’s default value is 10 and the maximum value is 50.

 

Configuration

Signature

Here you can set up signature(s) to be used in your RG emails for different circumstances.

  • Make use of the standard formatting tools located above the body field to format the signature

  - Customize the signature in any way you need with standard HTML tags: insert images/gifs, implement special text effects and layout. You can also create a signature in your preferred HTML editor and copy-paste it into this field, or use your MS Outlook/Office 365 signature.

  • Add URLs into the signature and define how the URLs will be displayed and opened
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  • While working on a signature, you can preview how it will look for the prospects by clicking the (Preview) icon on the right-hand side of the dialog window.
>>> Click to see a screenshot <<<

 

Unsubscribe section

To keep RevenueGrid’s automated email sequences non-obtrusive, messages sent via the platform must include an unsubscribe link for the prospects. The unsubscribe text and link can be customized to match specific campaign needs.

Unique unsubscribe URLs are automatically generated by RevenueGrid for every created Sequence, as RG-specific merge fields.

To set the unsubscribe section to be used in your emails:

1. Open the Unsubscribe link tab on the Settings pane

2. In the Unsubscribe link tab, click on the text field and enter the line to surround the unsubscribe link, e.g. “Click this link to unsubscribe from our offers

3. Highlight the URL placement word or phrase (e.g. “this link” in the above example) with your cursor and then click the (insert URL) icon on the right-hand side of the text formatting toolbar

4. In the Insert/Edit Link that appears, type {{UnsubscribeLink}} in the URL field.

5. Optionally, change the URL placement word of phrase (the Text to display field), enter a Title and select how the link will be opened for the prospect (same browser window or a new window).

The URL will be inserted into the unsubscribe section as merge field placeholders. Other Sequence and Lead/Contact-specific merge fields can also be used in the unsubscribe section.

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6. Click Save in the dialog and then Save in the Unsubscribe link tab.

Now the unsubscribe section is ready to be inserted into your RG emails, as {{UnsubscribeText}} merge field.

 

Note

If the unsubscribe section is not set up by a user, RevenueGrid will be using one defined by an RG Admin. In addition, Sequence-specific unsubscribe sections can be used according to the campaign’s requirements: for example, for emails sent out to prospects who speak a different language.

 

Schedules

In this tab you can create and manage RG Sequence schedules.

A schedule is a set of specific days of the week and daily time intervals (set in the prospect’s Time zone retrieved from Salesforce) used in RG Sequences. Automated emails sent by RevenueGrid will only be dispatched on these days and within these time intervals.

>>> Click to see a screenshot <<<

 

Note

If you wish to exclude automated emails sending on the dates which are federal holidays in the USA, you need to select the checkbox Exclude federal US Holidays in the schedule creation/editing dialog.

 

The schedules you select for your sequence steps are overridden by wait intervals set for individual steps.
For example, if you create a sequence consisting of steps scheduled for every other day of the week except weekends (that is 3 sequence emails per business week) and set the wait interval between the steps to two days, the steps will be performed with a two days interval (that is 2 sequence emails per business week).
At the same, if the schedule implies sending one email per week, a two days wait interval between steps will be always observed, not affecting the sending schedule.