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 doesn’t 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 company’s owner.b. Assign meetings to the existing contact’s owner.c. (For Salesforce) Assign meetings to existing lead’s owner.
Select the rules you’d 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 you’d like and distribute it across all or specific members of a team.If you’ve already created a Distribution Rule, you can select the rule you’d like by clicking on the “Select Distribution Rules”. You can use the search functionality to look for a specific rule that you’d like to add to this router.
However, if you haven’t created a Distribution Rule, click on the “Create New Rule” button to create a new rule.Here’s a detailed step-by-step guide to creating a new Distribution Rule.But here’s a quick walkthrough:
Once you’ve clicked the ”Create New Rule” button, you’ll see a pop-up for the Distribution Rule Setup.
Click on “Assign to Single Member”. 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 ”To all members”, 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 ”To selected members”, 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 you’d like to change it from the default option of Contact Owner .
Next, you’ll 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 “Continue”.
9. Give your Distribution Rule a name. For example, if you’re 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 you’ve recently onboarded a new sales rep and you want their manager to be on calls to guide them, for example.
You can override the router’s default meeting type or the redirection URLs for prospects who qualify through this rule.
Once done, click “Save”.
Select the rules you’d 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.Let’s set up redistribution to route those who don’t 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.
You’ll be asked if you’d like to redistribute prospects who do not book a meeting. If you select “No”, you don’t have to set up anything. However, we do recommend that you select “Yes” 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, you’ll 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 haven’t already.
Now that we’ve set up your Redistribution Rules, we’re just one step away from creating your Inbound Router.
Use the “What kind of meeting should this router assign?” field to select the meeting type for this router.
Set when a meeting should be considered as “Not booked” using the drop-down field under “Meeting considered ‘not booked’ after”. You can choose between “5 mins”, “10 mins”, or “15 mins”.
RevenueHero will send the meeting status as “Not booked” to your CRM. Your team can decide to run campaigns or follow up based on this field.
Use the “What would you like to call this router?” field to give your router a name. Using the same example we’ve used throughout this article, we’ll name our router USA Router.
That’s it! Now, all you have to do is click the “Create” button. This will generate a javascript that you’ll need to copy and paste on your website.