Here's our little big updates

It’s been a minute!

But we’re back here with some massive updates, which are in fact capabilities that have been highly requested and sought after by prospects in a scheduling solution like ours. And it’s finally here!

DKIM (Email Configuration)

With DomainKeys Identified Mail (DKIM) you can customize the email domain used for all system generated emails to your prospects. This lets you add an additional layer of personalization, ensure spam-free communication for your prospects, and helps you stay on-brand at every touchpoint.

Yes, that includes email notifications for meeting invites, reminders, and more.

How to set it up

It’s a fairly simple and straightforward process.

1. Head over to the Email Configuration tab under Settings.
2. Click on “Get Started” and enter the custom domain you would like to use.
3. You’ll be required to verify the domain.
4. Upon verification, all your emails sent out via RevenueHero will have the custom domain.

Okta SSO

You can now set up a custom RevenueHero integration in Okta for Single Sign-On. This is another step forward in our commitment to our customer’s data security and privacy.

The Okta integration will enable secure access and authentication for customers while logging into our platform.

When it comes to setup, we’ll do most of the heavy lifting but we do require some initial setup to be done at your end to enable it. You can find the steps to get started here.

If you need any help during this process, reach out to us via the Slack channel and we’ll jump right in and get it sorted.

If you, like the author of this release note, have multiple tabs open on your browser to remember all the things you need to get done, you also know the hassle of shuffling through the tiny tabs till you find the one you’re looking for.

Especially if it is a time-critical task, like say booking a meeting with your AE and prospect while reading an email confirmation.

We are delighted to announce the launch of our Chrome Extension that lets you book meetings instantly from anywhere, anytime, and for the right sales rep.

Let’s break down the details of this huge release.

• RevenueHero’s Chrome Extension is designed to allow SDRs/BDRs to book meetings wherever they are. This includes your sales engagement tools like Outreach, SalesLoft, Apollo, your CRM, your mailbox, or any screen on your browser.

• With this extension, SDRs will be able to add and send instant meeting availability slots in your emails. Customers get a 1-click booking experience as they can choose the slot that works for them right from their mailbox.

• Reps can also use it to add inline meeting slots to email responses without having to navigate between multiple tabs.

• SDRs can use the Chrome extension to handoff meetings to the right AEs instantly. Relay meeting links can be created and accessed from wherever they are - CRM, inbox, Outreach, and SalesLoft. RevenueHero looks up the right AE and lets them book the meeting instantly, sends out the invites, and updates all the meeting details in the CRM automatically.

• With the extension, reps can view and manage all their meetings as well as their time zone and availabilities from wherever they are in the browser.

• Another great aspect of the extension is that it creates shortcuts for all the meeting links (be it personal meeting links, Relay meeting links, or Campaign links). These shortcuts can be used by SDRs and AEs inside Gmail, HubSpot, and LinkedIn to quickly share specific meeting links.

Our Chrome Extension’s capabilities have been designed to cover a wide range of activities and tasks inside Google Calendar and Gmail.

• Option to click and view the meetings’s primary guest account details in the CRM from Google Calendar.
• Mark no-shows and Reassign meetings directly from the Google Calendar invite.
• Easy navigation to view complete meeting details inside RevenueHero.
• Check if a prospect exists in the CRM when creating a new event in Google Calendar, using the email address.

• In Gmail, each email thread and compose email window has a “Book a meeting” icon next to the sender’s name that allows you to insert meeting slots instantly.

• An alternative to this is to use the meeting shortcuts by directly typing rh/ which will open a command menu to automatically insert the meeting link.

How to set this up

1. Download the RevenueHero extension to book meetings from the Chrome web store.
2. Once installed, you will see a small RevenueHero icon on the Chrome extension bar, near the bookmarks.
3. Click on the RevenueHero icon and sign in to your account.
4. Once you’re logged in, you’re all set to start managing and booking meetings from wherever you are in the browser.

If you need further assistance reach out via Slack and we’ll help you set it up.

Earlier this week we rolled out a massive feature for all our customers to make the #SDRtoAEHandoff as efficient and effortless as it can be - Relays.

Our customers have been using and loving it. They also keep us on our feet and it drives us to do more and do better. Our newly launched Relays just got better with this update.

Fallback Pods

As any distribution logic goes, you will always have exceptions. And with relays, we just launched a mandatory fallback pod to make sure that the dependency to create a fallback for that one sneaky CRM record that doesn’t match is no longer on the admin.

What this essentially means is that you’ll have to create a Distribution Pod without any conditions so that in the event the existing Pods with conditions don’t match the meeting will still get assigned to a rep from the Fallback Pod.

This is a mandatory step when you are setting up Relays. Find the detailed guide here.

Relay Links

With this new feature, you can easily access and share your Relay meeting links from wherever you are on your browser using the Chrome extension.

This lets you share a meeting booking link directly with your prospect and assign it to the right AE based on the conditions and distribution rules set up. Every time you create a new Relay meeting this link gets automatically generated.

1. All you have to do is, click on the RevenueHero Chrome Extension icon.
2. Click on the My Links tab in the pop-up.
3. Under the Relay Meeting Links, select the link you want to share.
4. It automatically gets copied to your clipboard.
5. You can now paste it to your email, message, or any other communication channel you want to.

Alternatively, you can also copy this Relay meeting link from RevenueHero after you create the Relay.

Relays - Book for yourself

Your reps can now book meetings for themselves after talking to a customer/prospect using Relays. The Relay setup helps identify what CRM fields need to be mapped for updating meeting details in real-time.

If you need any help with any of these Relays functionalities, feel free to reach out via Slack and we’ll walk you through it.

You can now generate Daily meeting links for all the scheduled meetings between your prospects and sales teams.

This latest integration can be used as a video conferencing tool for meetings booked through RevenueHero and is available to customers across all plans.

Head to your Organization Settings and find it listed under the My Integrations sections. You can connect and set it up in 4 simple steps, without having to get a developer’s help.

And for new users, Daily will show up as a meeting tool option during onboarding.

Once Daily is integrated, all new meeting invites from RevenueHero will have the Daily conference link included automatically.

How to set this up

You can find the detailed setup guide for the Daily integration here. If you need further assistance, reach out via Slack and we’ll help you set it up.

In the world of templates and look-alike booking pages, wouldn’t you want to stand out with a booking experience that looks and feels like an extension of your brand? We heard this from many of our customers and prospects and spent the last few weeks working on a major release - Themes. You can now customize the booking experience for your customers to reflect your brand across your website widget, personal meeting links, and more.

It can be customized and tailor-made to your brand’s style and design easily in a few clicks. No code is needed. Nor is a developer’s help. You can ensure that your customers get a unified and consistent brand experience across all touchpoints.

Let’s take a tour of Themes in RevenueHero, how it works, and how you can make the most of it.

• There are a total of 12 scheduler themes for you to choose from - 6 in light mode and 6 in dark mode.
• Each theme has a different confirmation page style and animation, give it a spin to see what works best for your brand.
• Choose your brand color with the help of the color picker which reflects on the scheduler.
• Mobile views of the scheduler have been completely revamped based on the new themes.
• The theme you choose adapts to poor color choices and also has adaptive backgrounds.
• Themes are not restrictive to just what’s on the UI. If you want to revamp the look of the entire scheduler completely, you can do that too. Just reach out to us via Slack and we’ll help you customize it as per your requirements.

You can find the detailed guide for Branding and Themes here.

That’s not all. We also have another big release that we rolled out this week.

Remove team members from RevenueHero

You might want to remove a member from your RevenueHero workspace. Regardless of the reason, we’ve now created a way for you to delete a team member easily. Only users with Manager or Admin permissions can remove a member.

How does it work

1. Go to the Organization Settings page and select the Members tab.
2. Hover your mouse over the user you’d like to remove and click on the trash icon.
3. You’ll see a popup indicating what the consequences are.
4. Select “Yes I understand”.
5. You’ll now see a screen that shows all the rules/routers this user is part of.
6. Here’s where you can configure who these meetings should get assigned to once the user is removed.
7. After clearing all the dependencies, you’ll see a screen indicating the user is safe for deletion.
8. To confirm, click “Delete”.

For a much more detailed version, check out our help article here.