Here's our little big updates

It’s finally here!

The fresher, faster, and finer version of the RevenueHero interface.

Over the last year as we worked with a lot of our customers, we received feedback, inputs, and insights that got our team thinking. The goal at the end of the day is to make it as easy and efficient as possible when customers use our platform.

Our brilliant dev team has worked relentlessly to give a makeover to the RevenueHero app, making it sleeker than before. It is designed to make your day-to-day interactions with the app a breeze.

This revamp is focused on 3 major aspects:

1. A brand new layout for effortless navigation Our clean new layout is like a well-organized closet—everything has a place, making finding what you need a walk in the park.

2. Info packed, easy on the eyes interface More information, less hunting. Our new layout ensures you can soak in all the vital details through a quick glance across modules. At the rate at which marketers experiment with our features, it’s only fair that we help them go faster.

3. Get more done with less clicks The app feels like it’s almost a mind reader when you try navigating around with our context-aware command center. Some actions now need zero clicks. It’s like magic with a K.

With this release, not only have we elevated the look and feel of the platform but we have also added a lot of new capabilities and upgraded existing ones. Let’s take a quick tour of everything new and buzzing!

The RevenueHero app is now organized into 8 modules.

1. Meetings
2. Links
3. Inbound Hub
4. Campaign Hub
5. Relays Hub
6. Meeting Types
7. Workflows
8. Settings

Meetings - The source of all the magic

Our new Meetings layout makes it easy to get the most important details of a meeting in a quick glance, with more emphasis on the date, time, and source of the meeting, along with details of the meeting. Whenever you land on the RevenueHero’s meetings list page, you can quickly spot what’s coming up and plan your day accordingly.

Your meetings are also neatly categorized based on statuses (Scheduled | Completed | Canceled | No Show) to help you quickly navigate through to what you’re looking for without adding filters.

Dive into the finer details of each meeting through the updated meeting detail page which is now divided into 5 cards.

1. Meeting Overview
2. Meeting Participants
3. Meeting Invite, Reminder, and Form Entries
4. Meeting Actions (reschedule, reassign, cancel, schedule again)
5. Meeting Source (inbound/campaigns/relays along with qualified rule, meeting link URL, and routing log)

Links - Bespoke booking experiences

Choosing the right meeting link is now a virtual stroll. Quick previews save you from having to open links to figure out which one to send over. The previews show you the duration of each meeting, along with the pre and post-meeting buffer, and the pages you’ve added inside each meeting link (booking page, contact info, and confirmation page).

Inbound Hub

One of the major changes you’ll notice in the left navigation bar is the addition of Inbound, Campaign, and Relays. What we’ve essentially done is create individual and easy-to-access sections for each of these features. Previously, it was all housed under the Routing and Rules, and now we’ve cleaned it up and made it more simpler and straightforward.

Let’s get started with the Inbound Hub. The new dashboard is a one-stop-shop for traceability (Routing logs), configuration, and reporting for your inbound routers.

Traceability

The 3 main reports concerning your inbound routers can be found here. While it’s gotten a fresh new look, all functionalities remain the same, like you know and love. This includes:

1. Routing Log
2. Conversion Reports
3. Distribution Reports

Routers

The new layout for your Inbound Routers gives you a quick health and sanity check of each router by surfacing additional information about -

1. Form submissions in the last 28 days and the trend relative to the last 28 days
2. Number of meetings booked in the last 28 days and the trend relative to the last 28 days
3. Redistribution and contact creation status for the router
4. A summary of rules that are active in the router

Additionally, the edit and duplicate actions are now safely placed as extra button clicks so you don’t accidentally clone your router.

Rules

The new layout for your Matching and Distribution rules gives you a preview of:

1. Which team/teams do the meeting get assigned to
2. Whether the rule updates the owner in the CRM
3. In cases of matching rules - what condition and object is considered for a match

We have also updated the flow of creating Matching and Distribution Rules to make it more convenient and easier for admins. You can find the detailed process breakdown here, but in the meantime take a look at one of the biggest changes.

Matching Rules

You are now required to first choose ​​who the meetings should be assigned to.

This would be a single member from a matched criteria where the meeting is assigned if the prospect is matched to an owner in CRM.

Distribution Rules

Similar to matching rules, you are required to first choose ​​who the meetings should be assigned to.

This would be a single member from a Round Robin list where the meeting gets assigned to a single member who is available at the chosen time, from a single Round Robin list.

Campaign Hub

The overhaul of the Campaign Router Hub is very similar to the Inbound Router Hub. The new dashboard is your go-to place for traceability (Routing logs), configuration, and reporting for your campaign routers.

Functional and visual updates made to routers, rules, and reports in the Campaign Hub are equivalent to the Inbound Hub ones.

Find the detailed guide to Campaign Routers here. And if you need further assistance reach out via Slack and we’ll help you set it up.

Relays

RevenueHero’s Relays can now be managed in a single section that now houses all the workflow and links for your handoff process.

With that, we’ve come to a close on today’s updates.

There are so many new capabilities and actions for you to explore. And we are so excited for you to take the new and exciting UI for a spin.

We’d love to hear your thoughts on it. If you have any questions, just drop a message on our Slack channel or send an email to support@revenuehero.io and we’ll help you out.

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