Here's our little big updates

March just marched on by. The rate at which this year is flying by is unreal.

But so is the pace at which our dev team has been releasing updates.

March was the month of quick wins for our customers in the form of powerful updates delivered in multiple small packages.

Ready to take a look at all the updates that went live this month?

1. Choose the frequency for balancing fair meeting distribution

That’s right! Your round-robin reset queue can be set to a quarterly frequency.

Did we just hear a huge wohooo from all the sales folks?

How does it work?

All your distribution rules, across all your routers, have their own round-robin queue in RevenueHero. You can now choose how frequently you want to reset these queues - either monthly or quarterly based on your organization’s process and preference.

This gives admins the flexibility to set the time frame in which they want to balance out fair meeting distribution.

Regardless of whether the reps in your sales team have monthly or quarterly targets, you get to give them a fair shot at hitting their targets. You no longer have to worry about your round-robin queues resetting every month and being skewed when you work on a quarterly target basis.

2. Create lists easily and effortlessly

Lists in RevenueHero allow admins to create reusable custom conditions that require a prospect’s details to be checked against a list of custom values.

For instance, with the new update, you can create lists in 3 different ways:

• Manually enter the list details
• Upload lists via CSV/Excel
• Create lists from CRM field values

It gives admins greater control and manageability on how they want to create the lists that can be used as a filter in your routing logic. Plus it saves a ton of your admins’ time and effort. Who doesn’t want that? :)

3. Decide if your handoff meetings require an RSVP confirmation from your prospects

When meetings are booked by your SDRs using RevenueHero’s Relays, you can choose whether the default RSVP status of the prospect is left blank, or whether it’s set to auto-accept.

Here is why.

Depending on the style of sales org functions, this process might follow one of these two styles:

• You might want your SDRs to nudge your prospects to update the RSVP as an additional touchpoint before the meeting to increase chances of show rates.

• Given that meetings are already booked based on a prospect’s approval, you might want your SDRs to focus on chasing newer prospects and meetings and not have to manually follow up for an RSVP on a booked meeting.

RevenueHero can now accommodate either preference.

You can easily change this from the Relays Settings page.

4. Balance meeting compensation for no-shows and cancellations

RevenueHero load balances meetings by automating credit backs for canceled and no-show meetings to ensure that every sales rep gets a fair shot at their targets. We’ve added further configurability to this automated credit back.

You can now choose whether you want to automate the addition of meeting credits for just cancellations, no-shows, or both.

This way admins get more control over managing round-robin meeting settings and ensuring a fair split of meetings.

5. Route meetings based on your prospect’s preferred language

Hola. Bonjour. Ciao. Kon’nichiwa.

Say hello to RevenueHero’s native enrichment filter for distribution rules, available in over 30 languages.

You can now choose to route meetings based on the browser language or locale of your prospects for a more hyper-personalized buyer experience.

When you add a routing condition based on this enriched field, you’re essentially adding another layer to the distribution logic, so that you can route meetings to reps who can converse in the preferred language of your prospects.

6. Clone Relays and Forms to create similar workflows quickly

Ahh, convenience in a single click!

You can now easily clone your Relays and Forms setup in a single click. Yup, it’s that easy.

Admins, we know you’ll love this one as it cuts down the backend setup work in half.

By allowing you to duplicate all your rules and logic without the need to create everything from scratch, it lets you be more efficient. It works great in situations when you need to replicate a setup across different regions or scenarios. Or when you want to do a/b testing.

7. Marie Kondo your RevenueHero account

Keep only those that speak to your heart pipeline!

Raise your hand if you’re an admin for a tool or two in your org’s tech stack and you’ve been trying hard to maintain the platform’s hygiene and sanity.

But there are a few things that help make it easier. One such recurring activity that works is to reassess all your links, routers, forms, and everything else in your account. See if it still serves the purpose. Is it actively contributing to your goals?

If not, it’s time to let it go and hit that delete button.

To help make this very part easier, we have now introduced the option to delete Personal meeting links, Group meeting links, Campaign routers, Relays, Form mappings, and Meeting types. All in a single click.

The option to easily delete links and routers helps admins maintain platform hygiene and sanity.

8. Make situation-specific provisions in your Relay meetings

RevenueHero has now extended the capability to override the default meeting types and add guests to your Relay meetings.

What does this mean for you?

In instances where you want to use a specific meeting setting instead of the default one in your Relay setup, you can choose to override the default meeting setting. This can be done in either your matching rule or distribution pod.

Plus, not only do you get to select the meeting type you want, but you also have the option to add guests to all meetings booked via this rule.

This gives you the flexibility to create situation-specific provisions in an already existing router rather than create a new one for it.

With that, we’ve come to a close on our March announcements! We hope these updates will make your day-to-day experience of using RevenueHero a lot more frictionless and efficient.

And in a few weeks, we’ll be back with the next update. Until then if you need any assistance, reach out via Slack or drop us an email.

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Welcome to the February version of our Changelog.

This month was all about leveling up the game for admins. 💪

We’ve released power-packed features that focus on better insights and visibility so that admins can focus more on improving performance and pipeline.

From time travel in Relays to the new and improved team availability view, we are excited to share a ton of exciting updates.

Huge shoutout to the Engineering heroes who are working at lightning speed to bring all these fantastic feature updates! 🎉

Let’s dive right in.

1. Get a bird’s eye view of your team’s availability - in any timezone you want

Find out who is available and when. In any timezone. Easily.

With the revamped Team Availability page on RevenueHero, you can easily view and manage all your team members’ availability, across multiple timezones, in one compact and convenient view.

This makes it so much easier for team managers especially to find out who is available at a specific time and region without having to individually go to each team member’s profile to do so. You can also view the current time for each team member which removes the need for any mental math and confusion.

In the event, you need to adjust the availability of any of your team members, just click on the edit icon next to their time.

But most of all, the UX team did a kickass job to ensure providing sufficient availability for prospects at any given time is a breeze.

Go try it out and let us know! 👀

2. All-time data export from the Routing Log

The devil is in the data, amirite?

You know the RevenueHero Routing Log and you know how it gives you a record of every single form fill that is connected to your routers and helps understand the outcome of each form fill and the reason for each.

Up until now, you could access and export the Routing Log for only a few months back. And if data was required that dated beyond that, our team helped with it on an ad-hoc basis.

As much as we love our Slack conversations, sometimes we know you’d rather just click a button. :D

We have now enabled the export of Routing Log that dates back to the very start. You can choose the required time duration in the drop-down and get the CSV version of the report sent to your email.

The upside to this is you can import all this historical data via the CSV into other tools that you use for data analysis and report creation. It’ll help you track performance, monitor changes, compare results across time periods, and take prompt action where necessary.

3. UTM parameters are now supported for RevenueHero meetings

Do we hear a cheer from the MarkOps and Demand Gen folks?

You can now map UTM parameters to all your RevenueHero meeting links. The identified UTM values will be mapped to your CRM, making it easier to track where your leads came from. Was it that LinkedIn campaign from last week or an outbound email you sent today?

The UTM settings apply to all the meeting links powered by RevenueHero, like your personal meeting links, group meeting links, relay links, and even your campaign routers.

This allows you to attribute meeting sources no matter how they’re booked.

4. Time travel mode in Relays

Time Travel? What? How?

Here’s the rundown. Time Travel allows you to add multiple time zones to your relay calendar as you’re booking a meeting. This makes it super easy to see availabilities in the context of multiple time zones in one place. No more Googling and finding a common time across various geographies.

There’s more. You can also toggle between a full week and work week view now while booking a Relay meeting. The work week view looks more spacious and is just another protective layer to ensure you don’t book a meeting on a weekend accidentally.

5. Pull reports from custom date ranges

RevenueHero now lets you view conversion and distribution reports from a custom data range, no longer limiting to you a few pre-set options. This is beneficial when you need to compare the performance between a specific time range and see what’s working and what’s not to make the necessary tweaks.

Additionally, you can also easily filter your conversion and distribution reports based on quarters now.

6. App reauthorization flow for users

Users whose calendar/video conferencing tool is integrated with RevenueHero will now get a notification (in the form of a red banner on the top) informing them if any of the app authorizations have expired.

RevenueHero proactively prompts users to reauthorize the integration and helps admins keep track of any reauthorization issues amongst all users.

It also gives admins a way to check if a rep not getting a meeting assigned can be attributed to their calendar/video conferencing tool integration’s authorization being expired.

7. All your meeting links in one place

With this new update to the RevenueHero Chrome Extension, the RevenueHero command menu in the Gmail compose box will populate all your meeting links and slots and not just Relay meetings.

That’s right. You don’t need to open your Chrome Extension each time and copy meeting links.

You can share personal meeting links, campaign router links, and even embed meeting slots directly in your email content from the RevenueHero command menu. It really is that easy and simple.

8. Send your meeting data to any app, with Webhooks

We have now added Webhook as an action item to workflows which can be chosen based on set triggers. In simpler terms, you can now send meeting data to whichever tool your Webhook is linked to when a particular meeting trigger occurs.

For example, in all instances when a prospect does not book a meeting, you can use Webhook to send the data to your CRM and pull up reports to analyze why those meetings were not booked.

Here’s our detailed help doc on Webhooks, in case you need more information.

9. Centralise meeting templates and workflows across your RevenueHero account

Meeting types are critical to the creation of workflows, we know that, and you know that.

So far, you could only add meeting types to your inbound routers, campaign routers, and relays. Which essentially meant that workflows could only be created for them.

But now, we have enabled the selection of meeting types for personal and group meeting links as well. Not only do you get to configure settings such as duration, buffers, and invite texts for your meeting links, but you can also set up workflows for your personal and group meeting links.

You can choose the meeting type from the drop-down menu in the “Create Personal Meeting Link” pop-up. Easy-peasy!

You can also map existing personal meeting links to a global meeting type.

10. @mention Slack members about important events using Workflows

Last but not least, RevenueHero now has the option that lets you notify specific members from a Slack channel as a part of the action when a particular trigger occurs.

For example, you have a Slack channel with all your SDRs and the Sales Manager. But your Sales Manager is not a user on RevenueHero but still wants to be in the know of all the meetings that are getting booked.

You can now set up a workflow where in the event a prospect books a meeting, you can send a message to the Slack channel, along with a message, and the option to tag specific members who will be notified.

And with that, we’ve reached the end of all the new and happening product updates of Feb! Catch you in the next announcement.

Until then, if you need any assistance, reach out via Slack or drop us an email.

Improvements & Fixes

1. We’ve improved the performance when booking a “Relays” meeting right from calendar syncing to managing busy slots.

2. Previously, if a user is not part of a Relay the “Book a Relay Meeting” button would be hidden for them. To help eliminate any confusion behind why, we have now made the button visible to all users.
   
   Users who are not part of Relay and click on the button will see a pop-up that lets them know that they need to be part of a Relay to book a meeting.

3. Subdomains are now removed from the RevenueHero app. This means that all access will be only via app.revenuehero.io and not company.revenuehero.io.

4. We have added empty states to each section of our product which allows the users to better understand the RevenueHerio terminology as well as the most common use cases for the particular feature/capability.

5. When the RevenueHero scheduler is embedded into the website and a user presses the back button in the browser after booking a meeting via the scheduler, there was an issue of a duplicate meeting being booked. This has now been resolved and in such situations, users are redirected to the post-meeting booking redirect URL setup in the router.

6. We’ve added America/Atlanta to the list of time zones supported by RevenueHero.

7. The preview size of invite emails in meeting types has been fixed to a much more optimal viewing size.

8. When a router is deleted, the view router button in the routing log has been disabled.

9. RevenueHero meeting slots now display the correct time depending on the timezone when sharing them. Earlier it would pull up the time slots based on the browser time and if a user was sharing slots in a different timezone to their browser, they would see incorrect values. This has now been fixed.

10. Users can be deleted by admins after searching for them in the search bar.

11. We have now added stream.mux.com to meeting links to help the videos uploaded in Personal Meeting Links and Group Meeting Links load in Safari.

12. It is now mandatory for Okta users to choose their calendar tool when onboarding, compared to before Google Calendar would get selected automatically and Outlook users could not select Outlook Calendar.

13. We have added support for the +00:00 timezone in RevenueHero.

14. Clicking on the profile icon on the top right of the navbar will no longer redirect you to the profile page in Settings but instead will show you a dropdown menu with the options of either going to ‘My Profile’ or ‘Sign Out’.

15. We have fixed the leakage of CSS from our Chrome extension to other apps. Styles of tooltips in other apps are no longer broken when using the extension.

16. When a user updates their profile, the working hours would get auto-populated based on the availability set. However, an issue with the timezone updation was causing the working hours to be calculated wrong and resulted in meetings getting booked outside the user’s working hours. This issue has now been resolved.

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The first changelog of 2024 is here! And it’s time to jump right in and discover all the amazing launches and updates that went live in January.

1. Collective Round Robin - Cause it takes an entire team to win a deal

THE BIGGEST FEATURE LAUNCH YET!!! 🔥🌪

Our excitement is through the roof for this one. And rightly so.

RevenueHero’s Collective Round Robin lets you round-robin, pair members from two teams, and display common times to prospects.

“Wait… Can this be right? Round robin more than one team, display common time slots, and add them to the meeting?” We hear you. And yep, you read that right.

If you run a technical demo and haven’t been able to add your SEs to your first call without your AEs doing the manual work of finding who is available at the same time, this is the solution you’re looking for.

This has been a highly sought-after capability by GTM teams who sell technical products to enterprise customers so they have all the right people at the meeting.

And if you’re a RevenueHero customer you can set it up in 5 minutes and have your A team on the call without your AE juggling calendars.

The best part? You can set up Collective Round Robin to run on any channel— be it by email, on the website after form submissions, or even from within the app.

Let’s take a look at the most popular scenarios where RevenueHero’s Collective Round Robin can have a big impact.

(1) When you have to add a Solutions Engineer on the first call

If you are selling a complex product you might want to have a solutions engineer with your account executive on the first call to handle any technical questions.

Better to leave the technical details to the tech expert, am I right?

(2) When you have to set up implementation calls

If your implementation starts after a deal is won, your account executive can share a link to set up the implementation call along with the implementation manager.

(3) When you onboard via email sequences

If you send onboarding emails with RevenueHero’s Magic Links, ensure you have your A-Team on the call for your most important accounts by including an onboarding specialist and a sales rep.

(4) When you have to renew contracts

If you are setting up calls to discuss account health and contract renewals, this is a great way to include your account executive and your CSM from the get-go.

Here’s a quick walkthrough of how you can set up collective round-robin on RevenueHero. For more assistance, reach out to us on Slack and we’ll help you set it up.

2. Time zone search in the RevenueHero Scheduler

You can now search for time zones in the RevenueHero scheduler using capital cities. For example, when you search for Madrid, you’ll automatically get the corresponding time zone, CET. Because let’s be honest, it’s less annoying to search for a city you know instead of doing mental mathematics.

3. Translation support

RevenueHero now offers translation support across Personal Meeting Links, Relays, and Magic Links.

When we launched our region-based, native scheduling experience at the end of last year, it was only for inbound routers. But now this capability is available across all your routers and meeting links to help you engage in the language of your prospects.

It’s like we’re breaking language barriers left and right! 🌐

4. Individual routing log for every router

Some folks preferred adding filters to the Routing Log and viewing the nitty gritties of where each prospect came from. But others spent time within the router and had to go back and forth to view these details. If you’re one of those folks in the other camp, this one’s for you. The latest update lets you access the Routing Log specific to a router in 1 click. Easy peasy.

Improvements & Fixes

1. Chrome extension support has been added for more Outlook domains such as outlook.ae and outlook.office.com.

2. Asia/Hebron has been added to our timezone list. Now our clocks are totally vibing with that Asia/Hebron groove! 🌏

3. Prospect names in the routing log will show the values as entered rather than capitalizing them, which prevents confusion when filtering users.

4. Get this: with the Chrome extension, there were moments when sharing personal meeting links would make the whole screen freeze when switching time zones. Major bummer, right? Well, good news! We’ve totally squashed that bug now. Smooth sailing from here on out! 🕒🚀

5. When it comes to distribution pods, you’ll now see the total members showcasing only the active users. No more clutter with deleted users in the mix – keeping it clean and straightforward is how we roll.

That’s all for now folks! Catch you in the next announcement. Until then, if you need any assistance, reach out via Slack or drop us an email.

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Say hello to your prospects in 31 different languages!

We are thrilled to be ending the year on a high note with the launch of our region-based, native scheduling experience.

In simpler terms, RevenueHero now speaks the language of your prospects!

By adding localization to the scheduler, RevenueHero auto-detects the locale from your prospect’s browser and shows them the scheduler in one of the 31 languages supported.

Meet your customers where they are and engage in their dialect by eliminating language barriers from the get-go.

If you need further assistance, reach out via Slack or drop us an email and we’ll show you how it works.

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This week we’ve released more improvements to RevenueHero to provide the best possible user experience to our customers.

1. Booker domain filter in native enrichment feature ✨

This can be used when you want to add another layer of qualification by blocking/allowing a particular domain in your distribution and matching rules. You can choose if you want to qualify prospects only with a particular booker domain, or based on if it’s part of an existing list.

For example, you can filter out generic and spam leads whose booker domain names are abc.com.

2. Scheduler Settings tab is replaced with Meeting Settings ✨

The next update you’ll notice within the product is under Organization Settings.

Previously you could only edit the auto-redirection timer under the scheduler settings.

With the new update, you can also choose if you want the form entries/answers to be included in meeting invites from here. This is applicable only for Inbound Routers and Personal Meeting Links.

Admins can use the toggle button to easily enable/disable this at any time.

3. UI refresh of the round-robin settings page ✨

You can find the round-robin settings under your Organization’s Distribution Settings tab.

This setting determines how meetings are distributed amongst different members in teams and will impact the number of available slots that your customers get to choose from.

You can switch between Strict and Flexible Round Robin easily from the drop-down menu in just a couple of seconds. All your meetings going forward will be assigned to reps based on the distribution method you choose.

It’s new. It’s nimble. It’s neat.

4. Meeting calibration for cancellations and no-shows ✨

This one’s a biggie. And one that we are sure admins and reps will appreciate.

You can now credit meetings back to reps whenever a meeting is canceled or marked as a no-show. Just by enabling the capability. This ensures that everyone gets a fair shot at hitting their targets and it is so much easier for sales and RevOps managers to ensure fair distribution amongst reps. Win-win!

5. Option to delete inbound routers

We have now introduced this capability for admins to delete an inbound router by clicking on the 3 dots at the top right of the router. From the menu, choose the Delete option.

A pop-up message will inform you of the consequences of doing so and ask for your confirmation. Click on “Yes, Delete” to delete the router.

Catch you in the next announcement. Until then, if you need further assistance, reach out via Slack or drop us an email.

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