đ Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! â Learn more
đ Native Enrichment by RevenueHero: RevenueHero fills in all your prospect details with just the email. Instant enrichment, automated scheduling, more pipeline! â Learn more
Mapping your lead intake form is the first step in setting up your distribution workflows in RevenueHero.The mapping allows RevenueHero to use each one of your form input fields (visible and hidden) as conditions in routing rules.
NOTERevenueHero only listens to the form submission to trigger the scheduling widget. It doesnât interfere with any of your existing data or form functions.
Matching rules help in routing leads and their meetings to existing owners in the CRM. This ensures your leads talk to the same sales rep and removes the chances of any confusion.By default, your account will have two matching rules:a. Assign meetings to the existing companyâs owner.b. Assign meetings to the existing contactâs owner.c. (For Salesforce) Assign meetings to existing leadâs owner.
Select the rules youâd like to be part of the routing logic and click on add.
You can click and drag the rule to rearrange the order in which the router checks these rules before assigning the meeting to a sales representative. To delete a matching rule from your Inbound Router, click on the trash icon to the right of the rule.
Alternatively, you can create a new matching rule or choose to delete either of the rules that are added by default.
Distribution rules help assign a new owner to an incoming lead and their meeting. You can route based on a round-robin or your custom logic. You can keep it as simple or complex as youâd like and distribute it across all or specific members of a team.If youâve already created a Distribution Rule, you can select the rule youâd like by clicking on the âSelect Distribution Rulesâ. You can use the search functionality to look for a specific rule that youâd like to add to this router.
However, if you havenât created a Distribution Rule, click on the âCreate New Ruleâ button to create a new rule.Hereâs a detailed step-by-step guide to creating a new Distribution Rule.But hereâs a quick walkthrough:
Once youâve clicked the âCreate New Ruleâ button, youâll see a pop-up for the Distribution Rule Setup.
Click on âAssign to Single Memberâ. This means the meeting will get assigned to a single member who is available at the chosen time, from a single Round Robin list.
Now, you need to decide how you want meetings to be distributed for this particular rule.
In the drop-down choose the Team from which a single member will be assigned the meeting based on a flexible round-robin.
Next, choose the team members who should be considered for round-robin. It can either be all team members or select team members.
When you choose to distribute meetings âTo all membersâ, you can create and build your own logic for how the meetings should be distributed between team members.
When you choose to distribute meetings only âTo selected membersâ, you can add specific members instead of the entire team and create your own distribution logic.
Once selected, you can adjust the meeting weightage for each team member.
5. Toggle on/off the option to update the meeting owner in your CRM. Choose a user field if youâd like to change it from the default option of Contact Owner .
Next, youâll have to set the conditions you want to check. This is where you tell RevenueHero which property in your CRM to look up to set this condition.
Set conditions based on CRM fields or Form Inputs or Enriched Fields that need to be checked.
You can add multiple conditions with a combination of AND or OR for the Distribution Rule to check before meetings are assigned.
8. Click âContinueâ.
9. Give your Distribution Rule a name. For example, if youâre creating a Distribution Rule for your US Enterprise sales, you can name it US Enterprise .
Lastly, you can override default meeting settings for this specific rule/queue by clicking on Show advanced settings.
Add guests to meetings every time a meeting is booked through this Distribution Rule. This is particularly helpful if youâve recently onboarded a new sales rep and you want their manager to be on calls to guide them, for example.
You can override the routerâs default meeting type or the redirection URLs for prospects who qualify through this rule.
Once done, click âSaveâ.
Select the rules youâd like to be part of the routing logic.
Add the rules to the router.
Distribution rules are set! We now know how to route meetings.Letâs set up redistribution to route those who donât book a meeting after submitting the form.
When a prospect fills your form but decides not to book a meeting for some reason, you can set up rules to re-distribute that lead to a new owner who can follow up with them offline.
Youâll be asked if youâd like to redistribute prospects who do not book a meeting. If you select âNoâ, you donât have to set up anything. However, we do recommend that you select âYesâ and set up Redistribution rules.
You can redistribute leads to your SDR team to follow up and book meetings for your AEs.
If you select to redistribute your leads, youâll be asked to choose between overriding existing owners and retaining existing owners for the contacts in the CRM.
Finally, you can select Redistribution rules for your router. Setting up the Redistribution rule is similar to how you set up your Distribution rule. You can follow the same steps as above to create a new Redistribution rule if you havenât already.
Now that weâve set up your Redistribution Rules, weâre just one step away from creating your Inbound Router.
Use the âWhat kind of meeting should this router assign?â field to select the meeting type for this router.
Set when a meeting should be considered as âNot bookedâ using the drop-down field under âMeeting considered ânot bookedâ afterâ. You can choose between â5 minsâ, â10 minsâ, or â15 minsâ.
RevenueHero will send the meeting status as âNot bookedâ to your CRM. Your team can decide to run campaigns or follow up based on this field.
Use the âWhat would you like to call this router?â field to give your router a name. Using the same example weâve used throughout this article, weâll name our router USA Router.
Thatâs it! Now, all you have to do is click the âCreateâ button. This will generate a javascript that youâll need to copy and paste on your website.