Revenue Grid Settings

Revenue Grid Settings tab is used to view and adjust the basic parameters of user activities in RG.

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

You will see the following tabs on the Settings tab:


Indicates current RG user’s Display name and Email address.
In addition, via this tab you can log out from the current RG account, if you need to switch to another one.





Here you can set up signatures to be used in your RG emails for different circumstances. Note that these pre-set signatures are only auto-added if you do not insert a signature into email step body on its creation as an RG merge field {{User Signature}} or {{User Alternative Signature}}, thus double signature insertion is prevented and your signatures customized for specific email steps are prioritized.

  • 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. To open the Source code (HTML) mode, click the icon < > in the formatting toolbar. 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

⠀⠀⠀If you need to remove an URL (unlink), click on the URL placement word or phrase and then click the (Unlink) icon on the right-hand side of the text editing bar.

  • Use Revenue Grid merge fields to add recipient- or campaign-specific data into the signature.


You can set up two different signatures, Default and Alternative, to be used in various cases, e.g. intended for prospects who speak different languages.

⠀⠀⠀There are two checkboxes under the Default signature to define when it is used:

⠀⠀⠀⠀⠀⠀⠀Auto-add signature to sequence emails – select this box if you want the signature to be automatically added to all email type of steps sent by Sequences.

⠀⠀⠀⠀⠀⠀⠀Add Default signature only to the 1st email in every new thread – select this checkbox if you want the signature to be used only in “New thread” type of email Steps, rather than in “Reply”. You choose the type when add or edit an email type of a step. This checkbox is only available if you select Auto-add signature to sequence emails checkbox.

 ⠀⠀⠀Alternative signature:

⠀⠀⠀⠀⠀⠀⠀Add Alternative signature to all the threads starting with the 2nd email – select this box if you want the Alternative signature to be added to every email sent in a Sequence starting from the second step. This checkbox is only available if the signature is automatically added to emails and if the Default signature is included only in the 1st email (see the descriptions of the two Default signature checkboxes above).



To keep Revenue Grid’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 Revenue Grid 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 tab

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 with the cursor (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 editing bar.

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

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

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

  If you decide to remove the URL (unlink), click on the URL placement word or phrase and then click the (Unlink) icon on the right-hand side of the text editing bar. The hyperlink will be removed.

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. Alternatively, you can insert the “bare” unsubscribe link, as {{UnsubscribeLink}} merge field.


After a prospect clicks the Unsubscribe link in an email, he/she will be prompted to confirm this action via the unsubscribe page opened in ones’ browser:



If the unsubscribe section is not set up by a user, Revenue Grid 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.



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

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 Revenue Grid will only be dispatched on these days and within these time intervals.



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 day long interval (that is 2 sequence emails per business week). At the same, if the schedule implies sending one email per week, a two day long wait interval between steps will be always observed, not affecting the sending schedule.




These tabs are editable only by users with Admin rights and changes get applied to all RG users company wide.


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

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 emailing software) can send through a single email account per specific period of time. The applied limit is 1 email sent per 1 minute.

When Revenue Grid 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 one minute interval. It is the emails quantity “bandwidth” shared by all email sequences you run in RG.
When the limit is reached, all remaining automated emails have to be postponed to the following day’s sending span defined by the Sequence’s Schedule, regardless of the step’s actual timeline. Therefore, 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 24 hours. If you do not set a limited daily Schedule for the Sequence (for example to imitate emails sending by a real person) that is emails sending will be allowed for 24 hours, this increased limit is easily attainable, since the automated emails are sent out by your email server.


In a realistic common case scenario a single RG user can send out around 100 emails per working day; this number is defined by his/her capability to process the recipient’s responses to these emails. However, a informative mass email campaign that requires no specific response can make use from the maximum emailing “bandwidth”.

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 a number of RG sequence emails that you and your colleagues combined can send to prospects who share the same corporate email domain. The purpose of such limit is not to get marked as spam by prospects’ corporate email policies. The default value is 10 and the maximum value is 50.


In the Emails are being sent on behalf of dropdown, you choose who your recipients will see as sender of emails. As well as whose inbox a sequence will send out emails to its recipients. There are values Prospect’s owner and Sequence’s owner to choose from. If you choose Prospect’s owner, recipients will receive emails from whoever is listed as their owners in Salesforce, no matter who owns the sequence. If you choose Sequence’s owner, then the recipient will get an email from whoever started a sequence. Note that this is a company-wide setting applied to all users and sequences by default. There a setting to override global preference locally for every Sequence located in Setting tab of Sequence.

When Admin selects Allow adding prospects, owned by other users, to the sequences checkbox, you will see contacts/leads on People tab which have been imported not only by you, but also those who have been imported to Revenue Grid by your colleagues’ as well. Otherwise, you see those contacts/leads who have been imported to Revenue Grid by you only, and also those to whom at least one email have been sent from your mailbox in the past.