CHANGELOG

Here's our little big updates

See what's new added, changed, fixed, improved or updated in RevenueHero.

Updated enrichment filter, calibration settings, and more

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 ✨

Enrichment filter

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 ✨

Enrichment filter

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 ✨

Enrichment filter

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

Enrichment filter

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.


New conditions for text-based filters

We know it’s not been a week yet, but we are back with a few quick product updates that we think you’ll love.

New conditions have been added for text-based filters!

When you are adding conditions to your distribution/matching rules, it can be based on Form Inputs, CRM Fields, or Enriched Fields.

The new update supports 3 new operators for text-based filters - “contains”, “does not contain”, and “starts with”.

This lets you get a lot more granular when it comes to setting up qualification criteria so that your reps don’t waste their time on dead-end meetings and can prioritize buyers with the most potential.

Improvements & Fixes
  1. We have now fixed issues with our Chrome Extension to ensure that whenever you use HubSpot/Salesforce our Chrome Extension always shows within the tool, compared to earlier when it was not showing for some people.

  2. The scheduler snippet now works for multiple HubSpot forms on the same page.

  3. When choosing members in the Relays distribution pod, deleted users won’t be shown in the list of members.

  4. The issue of CRM filters not loading for manual form mapping when refreshing the fields has been fixed.

  5. On the Workflows page, when you toggle between the active/inactive options for any workflow, the order of the workflow list will not get jumbled now.


improvement
sambit
Dec 5, 2023
Chrome extension upgrades

It’s been a couple of months since we rolled out the RevenueHero Chrome Extension to all our customers. Based on all the conversations we’ve had since then, we realized it’s time for an upgrade.

Lo and behold! Here’s everything new and improved in our Chrome Extension.

  1. We have updated the extension to reflect the new UI design.

  2. The extension is now disabled when inside RevenueHero to avoid bugs due to using both together.

  3. Chrome extension support for Outlook web will work similarly to Gmail where a prospect name will have a RevenueHero icon next to it. You can click on that icon to book a meeting instantly from your inbox.

  4. The individual conversation layout in Outlook web is now supported by our Chrome Extension. Outlook has 3 different display layouts similar to Gmail, of which you can access the RevenueHero Chrome Extension from the individual conversation pane.

Improvements & Fixes
  1. There were issues while using our Chrome extension in Gmail where the “view in CRM” icon next to the prospect’s name would not always show up. This has now been fixed.

  2. The issue with shortcuts in the Chrome extension not getting saved properly has been resolved.

Watch this space for the next announcement. Until then, if you need further assistance, reach out via Slack or drop us an email.


Enrichment support for matching rules, UI updates, editable groups, and more

Our dev team is working at the speed of light to improve, update, and better the product. And we are super pumped to be sharing the next set of updates with you.

  1. Native enrichment support for matching rules

Our native enrichment feature now lets you add enriched fields as conditions in your matching rules as well.

With this, RevenueHero can enrich and detect 3 fields without having to set up hidden fields in the web form - personal email, disposable email, and email TLD.

These enriched fields can be added as conditions in your matching rules to help you match the prospect with the existing lead/contact/account owner in your CRM and assign meetings to them.

Enrichment improvement image

  1. Simpler UI for contact form management

Managing the contact forms in your campaign routers (A.K.A magic links) has gotten a whole lot easier.

We have given the UI a much-needed refresh so that it is simpler and easier for you to manage the contact form for each of your campaign routers.

You can now find a Contact Form tab when you open each router. This makes it easier for you to access and manage your forms for each router.

Enrichment improvement image

  1. Added edit group functionality

A group is a collection of people with similar roles that can be created within each team. For example, if you’re selling a technical product where you need both an Account Executive and a Solutions Engineer on the call,you can create groups to show combined availability of an AE plus SE.

Today, we’ve added the ability to edit a group, which includes adding/removing members and updating the group name.

To edit a Group:

  • Go to the Teams tab in your Organization Settings.
  • Choose the Team which has the group you want to edit.
  • Click the Groups tab under the Team Name.
  • Click on the edit icon that is on the top-right of each Group box.
  • Make the changes you want and click “Update Group”.
  1. Visible scrollbars added across the app

Moving through the app is easier than before with the addition of visible scrollbars throughout the app.

Enrichment improvement image

  1. Upcoming meetings included in distribution reports

That’s right.

In addition to viewing your team’s past meeting stats, you can now also get insights into all the number of upcoming meetings assigned to each rep. This helps you monitor meeting distribution amongst reps, allowing you to proactively change your distribution logic if needed.

Improvements & Fixes
  1. The routing log now displays the session ID.

  2. The “Confirm” button shows when hovering over a slot in the scheduler.

  3. Matching rules now work properly for custom field-based rules. Existing issues when creating relay meetings where the booker and assignee are the same person have been fixed.

  4. Minor glitches when duplicating a Personal Meeting Link are now resolved.

  5. Login input after pressing enter has been disabled to prevent bad login.

  6. Performance optimization to make pages that have tabs render faster.


improvement
sambit
Nov 25, 2023
Updates to DKIM configuration

It’s a short and sweet update from us this week. So let’s dive right in.

We have updated our DKIM configuration such that the keys required now while configuring it need to be “rhs1.domain name” and “rhs2.domain name”. This is to prevent conflicts for customers who are using SendGrid with “s1.domain name” and “s2.domain name” in use.

Improvements & Fixes
  1. Personal meeting links now support video embeds from Vimeo business accounts. Previously, you could embed videos only from Vimeo personal accounts.

  2. Fixed issues when the redirect timer wouldn’t show up at times in the scheduler.

  3. The table width for round-robin history has been fixed to stretch to full screen.

  4. The casing for the values in the routing log has been removed. Values that come in via the form will be displayed as is rather than capitalized.