Here's our little big updates

RevOps friends, you know a feature lands when customers pepper Slack with heart-eyes. “Didn’t know we needed this so much 😍,” “Exactly what I never realised I needed ❤️,” “Solved two mysteries before lunch.” That’s the vibe since we turned on Routing Logs. Now every inbound form or Relay link produces a CSI-style replay—matching rules, pods, fallbacks, the whole trail—so you can answer “why’d this lead go there?” before the question even hits Slack. June’s release is basically a stress-eraser: less detective work, more pipeline.
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Revamped Routing Logs

Your ops-grade recorder from First interaction to Touchdown on your Calendars

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RevenueHero’s new Routing Logs give RevOps a frame-by-frame replay of every routed meeting. The moment the form is submitted to request a demo, a handoff initiated, or a magic link clicked RevenueHero records the entire decision tree:

Trigger → Which source initiated the booking sequence and who clicked it

Matching Rule evaluation (existing-owner look-ups, disqualifiers, etc.)

Rule selection and weightage calculations

Fallback Pod check for Relays (skipped or used)

Scheduler render & slot pick (timezone + locale captured)

Assignee confirmation (single rep or pre-defined Pairing)

Down-stream writes to HubSpot/Salesforce, Google/Outlook Calendar, Zoom/Meet.

Every log lives in an immutable timeline with green ticks for hits, grey for skips so admins can audit, troubleshoot, and optimize without chasing five different systems.

RevOps heroes, grab a chair — May’s drop is the Swiss-army upgrade your stack didn’t know it needed.

RevenueHero’s Native Enrichment now fills in all the info you need before the lead even meets your CRM, to determine whether the prospect is qualified, and whom to book the meeting with while your marketing form asks for just name and email.

Got reps who close better in tag-teams? Pairings lets you hard-wire your killer AE + SE duos; no more roulette-wheel match-ups that leave one rookie alone with an enterprise whale. And when someone still wonders “why’d this lead route to me?“, point them to the brand-new Routing Logs—an immutable replay of every rule, fallback, and calendar write. Case closed.

While you’re at it, enjoy invites that arrive pre-stuffed with company intel, UTMs that survive the entire funnel, scheduling that works like a charm with HubSpot’s multi-step forms , bulk-minted personal links that actually look on-brand, and more.

Breathe in. That’s the smell of fewer Slack pings at 5:17 PM.

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1. Native Auto-Enrichment

RevenueHero now performs real-time enrichment the millisecond a form submits, fetching all the relevant information from the enrichment provider of your choice. Before your lead even touches your CRM, RevenueHero pulls up data from your enrichment provider, to instantly determine the right experience for your prospect.

Setup qualification rules based on any of the enriched information, and allow qualified prospects to schedule meetings. Route disqualified prospects to different landing page experiences based on enriched data to make the experience as relevant as possible.

• Bring-your-own provider: plug in Apollo via API key, consume Clearbit/Crustdata credits only when a lookup is missing, or run a blended waterfall for coverage
• Zero extra form fields: data is injected server-side, so Marketing can keep the “Name + Work Email” form while still getting meetings booked and routed perfectly, and to the right team. Automated end to end.
• Your data, in your CRM: Enriched attributes flow to HubSpot/Salesforce properties on your contacts/company.
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2. Pairings (Collective Round-Robin 2.0)

Qualify, round-robin members from two functions, pair them, display common time slots to your prospects, and add them to your sales call. Collective Round Robin already lets you book two roles on the same call (e.g., AE + SE) by presenting common availability between two pools of users from your team to prospects in any of the channels they’re trying to book time with your team.

Pairings take this one step further: you can now pre-define fixed duos and let the router round-robin those pairs instead of assembling them on the fly. No changes to capacity logic, CRM writes, or reports. Just rock-solid, ready-made teams that rotate fairly.

Why we built it

• Some sales motions rely on proven chemistry and expertise (think “Alex + Priya” for enterprise demos).
• Dynamic pairing sometimes mixes a senior SE with a new AE—or vice-versa—creating lopsided calls.
• Ops teams were manually hacking this with extra routers or calendar blocks. Pairings bake it into the product.

Collective Round Robin still handles the heavy lifting—qualifying the lead, checking calendars, and firing the hand-off—but now you decide which two calendars count as a single unit.

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3. Calendar Context Injection

RevenueHero writes the enriched content to mapped custom fields in your CRM and lets you add context directly into the calendar body. Reps open Zoom knowing “700-employee | Austin HQ |VP Marketing”—no tab-hunting required. One click opens the Salesforce/HubSpot record if deeper prep is needed.
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4. First-Party UTM Preservation

UTMs are captured at form, attached to every CRM touch, and survive lead→contact conversions. The same mapping schema is applied to all routers, so attribution gaps between form, router, and pipeline objects disappear—even for SGE/LLM traffic.

5. HubSpot Multi-Step Form Support

RevenueHero is the first scheduler natively compatible with HubSpot’s progressive, multi-screen forms. Submission ➜ enrichment ➜ routing ➜ booking all fire without workarounds or hidden iframes.

6. Bulk Create Personal Links

Ops can now generate hundreds of locked-layout personal booking links in a single action—complete with canonical theme, shared form, and analytics tags. Perfect for new-hire onboarding or programmatic SDR outreach.

7. Auto-Accept Controls

“I never let my prospect cut the call without accepting the Calendar invite”

That’s a real quote from a RevenueHero user. The best sales reps dot the Is and cross the Ts even before the Contract is on the table, and we’re built for the best. RevenueHero lets you choose, per booking channel, whether the RSVP for the guest added to a Calendar invite is an automated Yes or if the confirmation has to be updated by the guest. You now get to build out the right behaviours based on your business context. Here are some best practises/examples:
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8. Qwik SDK — add RevenueHero to your Qwik forms in one step

Install @revenuehero/sdk-qwik, call useRevenueHero() inside your component, and any form you render will stream its submissions straight into the RevenueHero router you specify—no extra fetch() calls or custom handlers. Qwik’s resumable output keeps the page “hydration-free,” so you still ship a zero-JS initial load while RevenueHero takes care of enrichment, lead routing, and meeting scheduling behind the scenes. Use it on a landing-page demo form, an in-app upgrade prompt, or an event-signup flow—anywhere you already rely on Qwik’s native < Form > to capture submit events.

RevOps teams, your most thankless job has just become obsolete. No more playing mediator because Brad got 8 meetings this week and Stacy got 2 (and somehow that’s your problem).

Introducing Balanced Round Robin: the first system that actually distributes meetings fairly. Not “fairly” as in everyone technically had their calendar open, but fairly as in, we also checked how many meetings they already have before assigning another one. Revolutionary, we know.

The breakdown’s below, but take a moment to picture a world where sales reps don’t ping you at 5:17 PM asking why they didn’t get that lead. Companies like Seamless are already living that dream. So what’s stopping you? (Besides Brad.)

Oh, and marketers, we see you too.

Inbound Links turns your entire routing logic into one smart, reusable link. Drop it anywhere — LinkedIn, newsletter, bathroom stall (you do you) — and it just works.

Yes, the possibilities are endless. And yes, we’re a little smug about it.

1. Balanced Round Robin: Because fairness shouldn’t be a spreadsheet exercise

You know what keeps RevOps teams up at night? Seeing one rep with 7 meetings while another has 2 — even though they’re in the same round robin queue…with the same rules.

Balanced Round Robin is our answer to the age-old meeting distribution problem. It dynamically balances meetings across your team based on actual workload, not just sequence or availability.

What it does:

• Intelligently filters reps based on both real availability AND current meeting load
• Prioritizes reps with fewer meetings to keep distribution fair
• Adjusts automatically when someone gets overloaded
• Still shows enough slots for prospects to book smoothly

No more toggling reps on/off. No more “quick spreadsheet checks” at 6 PM. It runs in the background and keeps things even—like it always should’ve.

Dive into all the details here.

2. Inbound Links: Your entire routing engine, packed into a simple link

Need to drop a demo link in a campaign, email, or support chat and have it route properly? You can now do that. Inbound Links let you embed your full routing logic: qualification + matching + distribution, into a single link.

What makes inbound links different from campaign links?

Campaign links match meetings to people within a specific team, perfect for dedicated team campaigns or straightforward SDR-to-AE handoffs.

Inbound Links go a step further—they run through your full routing engine—applying complex qualification rules, territory mappings, and custom distribution logic just like your web forms do.
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Perfect for:

• Running LinkedIn ad campaigns where enterprise leads go to senior AEs and SMB leads to mid-market reps
• Adding to knowledge base articles where product-specific questions route to specialized solution consultants
• Using in nurture emails where prospects from different territories need to connect with their regional teams

Set up once, deploy everywhere. No more creating different workflows for different channels.

Want to see these new features in action? Request a demo and we’ll show you how they can transform your meeting distribution game.

This month, we’ve made it easier to route leads based on the context they come in with — whether it’s language, region, or product interest. You can now dynamically tailor your routing rules based on the page URL where a form is submitted.

In addition, you now have the ability to skip account ownership if there’s no prior activity, making lead distribution fairer and helping your reps engage faster without blockers.
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Source URL filters: Route based on exactly where someone landed 🔍

You can now add source URL filters to your distribution or matching rules — which means you can route leads based on the specific page they filled out your form on.

No more generic routing logic that treats everyone in the same way.

This is especially helpful if you have:

• Multiple product lines: Route straight to reps who know that product inside out
• A global team: Leads from /uk/ or /de/ pages go directly to regional reps
• Localized content: Match folks from Spanish pages with Spanish-speaking reps

Basically, no more awkward handoffs or “hey can someone else take this?” threads in Slack. Leads land with the right person from the get-go.

Advanced date filters: Smarter routing based on activity ⏰

We’ve expanded your date filter options so you can build smarter rules around ownership and engagement windows. Use filters like Last activity date, Create date, Date of last meeting booked. And apply conditions like:

• Last 60 days
• Last 90 days
• Before 180 days
• This month, last month, etc.

This gives you more control over when a rep keeps ownership, and when it’s time to move the lead back into rotation. A few examples:

• “If they’ve been active in the last 60 days, keep them with the current owner.”
• “If no one’s touched this in 90+ days, send it back to the round robin.”

Fairness among sales reps is a core value of how we build features and this small but super useful feature should help reps who work accounts more get more shots at making quota than someone who owns an account but doesn’t have any activity.

That’s it for February.

March is looking exciting — let’s just say your RevOps team might want to keep a close eye. 👀

Till then, happy routing.

The new year is here, but our goal at RevenueHero remains the same: to grow our product based on customer feedback. And one of the interesting things we found out is that Relays are used not just by SDRs at companies but also by AEs + CSMs or AEs + technical experts.

And as always, we made sure this becomes even easier for you to do - with this latest feature release.

Relays makes sure bookers are also available for the handoffs that matter 📅

Now, when booking a meeting using Relays, you can check the timeslots of both the booker and bookee before confirming that meeting.

This, of course, helps SDRs who need to be part of high-stakes handoffs. But it’s also a nifty add-on for all the amazingly innovative ways that different teams are actually working together – whether when you need an SE for technical demos or CSM tag along for quarterly reviews.

The best part? It’s just a toggle away on your Relay router settings. Turn it on when you need it, off when you don’t. Simple as that.

Want to see this feature in action? We’re just a demo away! And as always, drop us a line in Slack if you’ve got any questions or feedback - we love hearing from you!

That’s January wrapped up! Stay tuned for February - we’ve got some exciting updates cooking that’ll make your scheduling experience even smoother.

December is here, and we’ve saved our best for last! While Santa’s elves are busy in the North Pole, our dev team has been working their own magic to deliver one final gift to wrap up 2024. This month, we’re introducing collective round-robin for your Relay meetings - a feature that makes team meeting coordination as smooth as a well-orchestrated holiday concert.

1. Collective round-robin for team handoffs: A smarter way to tag-team meetings

Ever tried assembling IKEA furniture solo when you really needed a second set of hands? Some meetings are exactly like that—they demand more than one expert to get the job done right.

That’s why we’ve built a smarter way to handle meeting handoffs between your teams that maintains momentum while ensuring the right experts are present.

Here’s how it works:

When your SDR lands a “yes” from a prospect for a new business opportunity, they simply click the Relay button in their browser extension and select “New Business Meeting.” RevenueHero automatically:

• Checks if it’s an existing account in your CRM
• Shows overlapping availability between the SDR and relevant AE
• Books a meeting with both present
• Updates your CRM with meeting info, and meeting the meeting activity

This eases the transition from prospecting to closing, building trust with your prospects and keeping the sales cycle on track.

And when you need the dream team:

When an SDR secures a meeting with a decision-maker who’s ready to dive into APIs, scalability, and pricing, Relays steps up again. It automatically pairs your AE with the SE, ensuring the right mix of business and technical expertise.

No more calendar juggling, no “let me check with our SE” delays, and no manual CRM updates.
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Key benefits:

• Eliminate “who’s available when” email chains
• Ensure smooth transitions between teams
• Maintain context through automated CRM updates
• Fair distribution of meetings across both teams
• Reduce no-shows with both key contacts present
  

Think of it as your personal meeting matchmaker, removing the need for manual coordination so your team can focus on delivering their A-game in every call.

And that’s a wrap on 2024! While everyone else is winding down for the holidays, we’re already buzzing with excitement about what’s coming in 2025. Until then, may your meetings be merry, your calendars bright, and your team coordination delightful. See you next year with even more updates that’ll make you go ‘now that’s what I call magic!’ ✨

Curious about how 2024 unfolded for us? Check out our RevenueHero Wrapped 2024 blog here..

The leaves are falling, but our features are rising! This November, we’ve packed some serious upgrades that’ll make your routing and scheduling experience simpler, smarter, and faster—just in time to wrap up the year strong!

1. Match & route meetings using custom objects in Salesforce

Custom objects are no longer the awkward middle child in your routing setup! You can now match and route meetings based on any custom object on Salesforce.

How does it work?

When someone books a meeting, RevenueHero can look up records in custom objects to determine the right owner. Just map your form field to any field in your custom object, and we’ll handle the routing. Let’s understand this better with some examples.

For B2B SaaS teams:

Let’s say you run a financial software platform with a custom “Partner Program” object:

• A customer books through your partner portal
• They enter their Partner ID in the form
• RevenueHero matches this against your “Partner Program” object
• The meeting routes to the Channel Manager assigned in that Partner record
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For non SaaS businesses:

Imagine you’re a real estate agency with a custom “Property Listings” object:

• A prospect books a viewing appointment
• They enter the Property ID from your listing
• RevenueHero matches against your “Property Listings” object
• The meeting gets assigned to the listing agent for that property
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Key Benefits:

• Route based on complex relationships tracked in custom objects
• Maintain data integrity between your objects and meeting assignments
• Support sophisticated business models without custom development

Leads and contacts don’t always capture the full picture. With this update, your routing is as unique as your business!

⚡ Pro tip: This is particularly powerful for marketplace businesses where you need to route based on relationships between multiple parties (sellers, buyers, agents etc.)

2. Advanced matching for Salesforce

You know how sometimes it feels like you need to play detective to track down a misplaced lead? With our advanced matching, we make sure every lead lands exactly where it should—no sleuthing required.

Got a prospect using a personal email but working at a Fortune 500 company? No problem! You can match based on multiple conditions, like company name AND location, ensuring leads land where they should.

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For example, meet Alex:

→ Signs up using alex@gmail.com (tricky, since it’s a personal email!)
→ Works at TechCorp (provides this in the form)
→ Based in London (also from the form)
→ TechCorp has multiple accounts in your CRM

The old way? Simple domain matching would’ve left Alex in limbo since they used a personal email.

But with advanced matching, you can now stack conditions like building blocks:

• Match company name (TechCorp) AND
• Match location (London) AND
• Match industry (Financial Services)

So when Alex hits submit, RevenueHero automatically:

• Finds all TechCorp accounts
• Filters to London-based accounts in Financial Services
• Routes to the right account based on these specific criteria

Think of it as your CRM’s built-in Sherlock Holmes. Because in the real world, matching prospects to accounts often requires more than just an email domain – and now you’ve got all the clues you need to get it right the first time!

3. Smart settings in Relays

Ever wish your calendar could read minds? Well, we got pretty close:

• Auto-suggested best available time slots
• The ability to override suggested meeting assignees when a different team member is a better fit.
• The power to prioritize prospect meetings by scheduling over internally reserved slots, such as team syncs or internal catch-ups.

Because when that prospect finally says “yes” to a meeting, the last thing you want is to lose momentum shuffling calendars around. With smart suggestions and flexible overrides, you can keep your pipeline moving at the speed of sales. And hey, if we ever figure out actual mind reading, we promise to add that feature too! 😉

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4. Skip the form, get to the meeting

Remember the last time you enjoyed filling out a form? Yeah, we don’t either. That’s why we’ve made it possible to prefill ANY form field from your URL parameters.

As a marketer, fields can feel like a necessary evil—can’t live with them, can’t live without them. With this update, you can pass all the data you already have in your CRM to automatically route prospects to the right sales rep. For instance, if Sarah from TechCorp watched your recent webinar on API integrations, you can route her straight to the AE who specializes in tech solutions.

The best part? Prospects skip the form entirely and head straight to picking a time slot. It’s like giving them a VIP pass—both smarter routing and a premium user experience!

That’s a wrap on November! Stay tuned for December’s updates - rumor has it they’re so good, Santa put them on his nice list twice! 🎅

Another month, another set of updates crafted to simplify your workflows and bring a little more calm to your day. From smarter routing to making meetings just a little less chaotic, these features are here to keep things running like clockwork, and maybe even a bit more fun!

Grab a coffee (or a kale smoothie, if you’re feeling adventurous), and let’s dive into October’s changelog.

1. Always a team player

Ronaldo’s quirk? He steps onto the field with his right foot first. Your quirk? You’re all about Teams for meetings, even though you’re not in the Outlook club.

No judgment—we get it. Everyone performs better on their home turf, and when it comes to meetings, comfort is key.

Now, with RevenueHero, you can use Teams as your go-to meeting tool—even if you’re using a Google calendar. Just sign in with your existing email, and voilà, you’re ready to roll!

Because winning starts with a setup that works for you.

2. Advanced matching for Hubspot

Rules are meant to be broken customized.

We’ve enhanced our HubSpot integration to let you match custom fields in your forms with relevant HubSpot properties, making it even easier to look up existing ownership.

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How does this help?

Alongside the existing account and contact matching rules, you can now create more advanced routing rules to fit your business needs.

For example, if event attendees use personal emails, it can be tricky to link them to the right AE. With this update, you can now match any of the custom form inputs to account properties on HubSpot and assign the meeting to the owner of the account, ensuring smooth follow-ups and accurate routing.

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3. Ownership made easy

Ever tried to share credit for a group project but somehow only one person gets their name on the final slide? Not exactly fair, right? 📝

We hear you.

With this update, when you’re using collective round robin to match leads, both the primary and secondary owners now get updated in your CRM. No more missing data or overlooked team members.

And here’s the cherry on top: you can now update both primary and secondary owners to any custom CRM properties of your choice. Whether it’s the default owner field or something unique to your workflow, the power is in your hands.

Keep your team in sync, your CRM in check, and everyone accounted for. Because nothing says teamwork like giving credit where it’s due. 🙌

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4. Distribution reports on the go

“Is that a distribution report you’re holding?”

“Don’t judge—I’m more of a ‘print it out and highlight it’ type.”

“Okay, boomer! Do you also fax your insights to leadership?”

- Overheard in downtown SFO

Whether you’re all about dashboards, lean on GPT to analyze your uploaded logs, or still swear by printed reports, we’ve got you covered.
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Now, you can export distribution reports for your chosen timeline, making it easier to track trends, review them on the go, and share insights with leadership in seconds.

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5. The new router? Built for the big leagues.

We’ve given it a glow-up, and it’s not just looking better—it’s working harder than ever. Think of it as the router equivalent of your best marketing campaign—sleek, strategic, and built to deliver.

When you’re dealing with enterprise-level routing, sophistication isn’t a luxury—it’s a necessity. Larger organizations have complex distribution needs, and as those routing rules multiply, your tools need to scale right alongside them.

Enter our sleek new list view: a tray of all your matching rules laid out for easy access. Whether you’re scaling up or fine-tuning, managing complex setups has never felt this smooth.

Big leagues, big rules, and now, big clarity. It’s routing made for the pros.

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6. Auto suggest guests in Relays

Ever feel like you’re playing detective, hunting down guest emails one by one while booking a meeting? Yeah, we’ve all been there.

Now, when you’re booking a meeting, any guests marked in the email thread will appear in your relay booking workflow as suggested guests. There is a word for “satisfying feeling when software transfers context beautifully across apps in your workflows”, what is it called again? Let us know if you find out.

Sometimes, it’s the small stuff that makes a difference—saving you those extra clicks and letting you focus on what actually matters.

7. Redirect pages for every prospect

Remember those “Choose Your Own Adventure” books? We’ve brought that energy to your thank you pages (minus the dragons… for now).

Now you can automatically direct prospects to exactly where they’ll get the most value:

• Enterprise prospect? Get them straight to your dedicated sales team’s calendar
• Small business looking for a demo? Route them to your group demo showcase page
• Current customer with questions? Direct them to your support portal

Because every prospect has different needs, and one size doesn’t always fit all. With redirect rules, you can create efficient pathways that match your prospects’ needs with the right resources - whether that’s your help center, group demos, or free trial.

And there you have it—October’s updates, packed with all the little tweaks that make a big difference. As always, keep those suggestions coming; after all, we love adding little touches that make you go, “Yes, finally!”

Remember the billboard that split the marketing community down the middle? How did that go again?

1. Cheaper
2. Faster
3. Better

Well we just added number 4.

4. The best damn scheduling experience in chat.

Introducing RevenueHero’s native integration with Intercom!

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Intercom integration: Book meetings where conversations happen!

Using our Intercom integration as your go-to meeting scheduler? Well, grab your party hats, because we’ve just made it even better!

RevenueHero’s native integration with Intercom gives you the most powerful routing capabilities ever in a native intercom scheduling integration. Access Intercom’s in-depth enrichment and give the right leads to the right reps.
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It also gives your prospects an inline scheduling experience right in the conversation!
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RevenueHero’s native integration with Intercom gives your prospects an inline scheduling experience right in the conversation, and you the most powerful routing capabilities ever in a native intercom scheduling integration.

With this integration you can:

• Route your meeting using all the details of the user in Intercom.
• Enable a formless scheduling experience for users who have already provided their details in your earlier bot flows.
• Get those meetings booked right in your messenger, and increase conversions.
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And that’s it for our September update! While you’ve been out there conquering the business world, we’ve been busy tinkering in our secret lab (okay, it’s just our office, but “secret lab” sounds cooler). Until next time–may your calendar be organized and your meetings be short (but productive)!

August may mark the end of summer, but the heat isn’t letting up over here at RevenueHero! We’ve been listening to your feedback and developing some features that’ll take your RevenueHero experience to the next level.

1. Schedule longer meetings types—because some discussions deserve more time

Not all meetings are created equal, especially when you’re in industries like finance or consulting, where complex discussions and strategic planning often require extra time. For instance, if your sales team is working with a potential client on a detailed proposal or getting on an onboarding call, those extended sessions are crucial. We’ve expanded your options to include meeting types ranging from 15 minutes to 120 minutes, so you can easily choose the perfect duration for every discussion.

After all, great things take time—just like a fine wine or a successful sales pitch!

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2. Avoid double logging in Salesforce: Keep your CRM squeaky clean 🧼

When you hear Salesforce, what do you imagine? Clean data, up to date information and… okay okay, we doubled over laughing and couldn’t even finish typing.

Clean CRM data is the most commonly cited Oxymoron in dictionaries all over the world. We get it. It’s just hard to maintain at scale. Which is why RevenueHero prevents you from adding on to all that junk. While we can’t help with everything, what we can do is solve duplicate meeting activities from getting logged. (If you stay very silent, You can almost hear the ops community cheering world over. Or just another Slack notification to get that workflow live). Well life goes on.
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Say goodbye to duplicate meeting logs in Salesforce and enjoy a fresher, cleaner data experience. This update ensures your RevOps teams can rely on accurate data for confident reporting and strategic insights, leading to better decision-making.

Can we get a collective cheer for finally tidying up that data mess? 🎉

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3. Enjoy reassignments without the headache of figuring out meeting credits

Sometimes you’ve got to take from Peter to give to Paul. You know, because Peter is sick and Paul is available. It happens. But you’ve got to keep things fair. Which is exactly what you get with this new enhancement.
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When meetings get reassigned because of unexpected leaves or last-minute work emergencies, it can put your teams on edge. After all, reassigning a meeting is more than just a calendar swap and can lead to “who gets what” within the team. But don’t worry—RevenueHero has your back!

With our updated reassignment logic, you can ensure fair lead distribution, even when plans change. Just reassign the meeting, and we’ll recalibrate the weight and credits so the right person gets the next meeting, keeping everything balanced (and everyone happy)!

And there you have it—August updates all served up! We hope these features bring even more value to your workflows. Keep an eye out for more in September!

July has been all about leveling up your meeting game at RevenueHero! From email campaigns to personal meetings and handoffs–we’re here to ensure every part of our platform is working harder for you, making your workflows more efficient.

Curious about the new updates? Let’s dive in!
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1. Auto-fill details with CRM data in campaign & relay forms

Guess what? Your forms just became mind readers… well, almost! We’ve leveled up our campaign & relay forms with the new object ID support.
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What does this do?

You know those magic links? The ones that made forms disappear in the scheduling experience when prospects booked a meeting through links in your marketing and sales emails? Well our team added even more magic to it.

Wait, what’s the correct unit of magic 🤔?

Anywho… Admins can now set up campaign links and relay links to look up the right owner using the CRM ID and not just the name and email tokens!

And for your SDRs? They can focus on building relationships instead of getting bogged down in repetitive data entry.

To set this up, all you need to do is add the {{contact.id}}/{{lead.id}} to your magic links and they’ll do what they do best. Make forms disappear, and book meetings faster.

No more redundant form filling—just a faster, more efficient way to book meetings.
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2. Create event-specific meeting links for both pre-event and in-event bookings

Have you been to events these days? They’re getting so big they need their own mini-maps. It’s way harder to get your prospects to your booths than ever before. Which is why you need to get those event meetings calendared, and confirmed way ahead of time.

RevenueHero’s event meeting types give your prospects a mini map to make it straight to your booth. Let’s look at how:
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1. Optimized meeting type for events:

Our new dedicated meeting type allows you to create unique meeting links linked to specific event dates. This allows you to:

• Showcase available days and time slots based on the event schedule.
• Assign specific sales reps to these event types, ensuring all related meetings are routed exclusively to them
• Ensure that all other meetings are redirected to team members not assigned to the event, preventing any scheduling conflicts and allowing your designated reps to focus entirely on event-related engagements.
• Add the exact meeting locations for your booths, right to the calendar invite and reminders.

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2. Personal meeting links for sales reps:

Sales reps attending the event can link their personal meeting link to this event meeting type, enabling them to send these links to their contacts or others to pre-book meetings ahead of the event. This proactive strategy helps your sales team connect with interested attendees and make the most of valuable networking opportunities.

Pro Tip: Your team can also convert personal meeting links into a QR code using Google Chrome, so prospects can scan and instantly schedule time with your team on the spot. This way, curious attendees can easily book follow-up meetings for later dates, ensuring that valuable connections made at the event are instantly converted into qualified opportunities.

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3. Have your own personal booking page

Gone are the days of playing calendar Tetris just to schedule a meeting! Now you can publicly share all meeting types linked to a person through RevenueHero, offering prospects an easy way to choose the meeting that suits them—whether it’s a 15-minute inquiry, a demo, or a troubleshooting call.

For instance, a client can book a 30-minute product consultation or a detailed 60-minute strategy session, depending on what they need—without the back-and-forth of emails. This also eases the process for your sales rep, who can now send a single link for prospects to choose the type of meeting that works best for them.

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4. SMS Reminders: Because being the 187th unread email isn’t as effective📱

Never let your prospects forget a meeting again. With our integration with Twilio powering SMS notifications, you can send quick reminders about upcoming meetings straight to their phones (because we’ve heard that everything, everywhere, all at once is quite a delightful experience, both in theaters and in sales!)

By sending timely, personalized text reminders, you can reduce no-shows and last-minute cancellations, keeping your meetings front and center.

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5. Set custom schedules for specialized meetings

Does your calendar look like a Jackson Pollock painting—chaotic, colorful, and impossible to decipher? Let’s add some order to that masterpiece with RevenueHero’s new feature!

Now, you can create custom schedules for specific meetings that occur only on set days or at certain times.

For example, if you hold weekly Q&A sessions every Thursday from 2 PM to 4 PM, you can set a custom schedule that only allows bookings during those hours. This way, your clients and leads know exactly when these sessions are available and makes your booking process more efficient. No more back-and-forth trying to align calendars—just structured scheduling that you can tailor to your needs.

That’s July in a nutshell! These updates are all about making your meeting management smoother than ever. Stay tuned – August is just around the corner with even more exciting features!

June brought the heat, and so did our dev team! We’ve cooked up some highly anticipated features that are sure to spice up your RevenueHero experience.

Let’s take a peek at what went live this month.
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1. The one where DQ tracking is fully automated

Remember the days of manually marking contacts as DQ? Neither do we! We’ve automated marking DQ contacts with a simple checkbox on your CRM, updating their status in both HubSpot and Salesforce.

This brings several benefits:

With a reliable CRM field that denotes whether a contact is disqualified you now have:
✓ Accurate reporting on inefficient campaigns based on data stored right in your CRM.
✓ Reliable filtering that allows you to exclude DQ’d contacts from nurture sequences for accurate conversion metrics on your email campaigns.

Go ahead, take that well-deserved coffee break, you’ve got the time! 😉

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2. Keeping up with the calendars: Reschedule and cancel URLs now in your CRM

Say hello to your new favorite CRM properties:

The reschedule and cancel URL links are now integrated as properties in HubSpot and Salesforce which means that your teams can easily add these links to automated email sequences and campaigns—like reminder emails or nurture cadences—directly from their CRM.

This gives prospects quick access to reschedule or cancel meetings, making the whole process easy for both your team and your clients. This was previously available through RevenueHero in emails, but now you can incorporate it into your marketing and follow-up emails directly from HubSpot.
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3. Ready, Set, Relay: Improve your demo prep with Relay forms

Hate the chase (for prospect details)?

Introducing Relay forms—your reps’ new sidekick for providing essential information before booking a meeting. With these forms, SDRs no longer need to manually update the CRM, and your sales team has all the crucial information at their fingertips before diving into that demo call.

But wait, there’s more! The data collected in these forms automatically syncs with your CRM, allowing your SDRs to schedule calls instantly and quickly move on to the next. This update not only saves time but also boosts data accuracy, ensuring your sales team is always prepared for each call.

Looks like our dev team is truly in good form, don’t you agree? 😎

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4. Enable flexible round robin in Relays

Feel like your team’s availability is always in high demand? Well, we wanted to add extra hours to a day, but due to space-time restrictions and science, we did the next best thing possible! Curious?

In addition to the existing strict round robin option, you can now enable flexible round robin when you’re setting up a Relay.

Why does it matter?

By showing all available team slots during the booking process, you:

• Improve the customer experience by presenting a full range of calendar availabilities from your entire sales team, giving prospects more options and increasing the likelihood of finding a time that works for them.
• Simplify the booking process for your reps, so they don’t have to search for available team members.
• Eliminate booking bias by automatically adjusting lead distribution based on real-time availability and custom weightage set by you, giving everyone a fair share of leads based on their availability and assigned priority.

Admins can change this at any time on the Relays Settings Page.

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5. Disable automated ‘Meeting completed’ status update

Ops teams often have a love-hate relationship with automation, which is exactly why they love RevenueHero! Our automated meeting status updates in your CRM are now fully configurable to align with your organization’s workflows.

Previously: Meetings were automatically marked as complete 30 minutes after they ended.

Now: You can choose to activate this feature or manage the completion status manually, providing the flexibility you need.

If your team’s compensation depends on completed meetings, having control over this feature ensures accurate reporting—no more accidental completions or data discrepancies.

This update is available on demand, so if this is something you need, feel free to drop a message on our Slack channel or reach out to us support@revenuehero.io.

That’s a wrap on our June updates! We hope these new features give your RevenueHero experience the same boost as a strong cup of coffee on a Monday morning.

Stay tuned—July has even more exciting updates brewing, and plenty of reasons to cheer!

This month, we’re all about those small-but-mighty tweaks that make a world of difference in your RevenueHero experience. Ready to see what’s new this month?
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1. Magic slots: Your availability, your way 📅

We’ve given you the power to choose how your magic slots appear in emails. It’s like picking the perfect outfit for your schedule – stylish and functional!

Now, when sending meeting slots, you can choose how the time slots are displayed, giving you the flexibility to adapt the experience for your prospects. For instance—vertical columns are ideal for mobile users, while horizontal rows provide a quick overview for desktop users.

This update ensures your emails with in-line slots remain sharp and professional.

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2. Add your custom domain to rescheduled/canceled meeting URLs

Your custom domain has finally been invited to all the parties – including reschedule and cancel URLs!

Your custom domain now appears across all URLs, including rescheduling and cancellation links.

This means, your prospects get a consistent experience and interact with your domain at every touchpoint for a fully white labeled experience.

That’s all for May, folks! Stay tuned for June’s updates – rumor has it, it’s going to be hotter than a summer barbecue! 🔥

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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.

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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! 👀

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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.

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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.

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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.

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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.

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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.

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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.
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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.

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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.

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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.
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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.

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.

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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.

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(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?

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(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.

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(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.

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(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.
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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.

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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! 🌐

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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.
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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.

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.

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

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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.

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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.

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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!

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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.

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.
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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.

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.

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.

2. 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.

3. 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”.

4. Visible scrollbars added across the app

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

5. 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.
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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.

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.

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A new week calls for new updates from the RevenueHero HQ!

Our existing native enrichment feature already supports the Email TLD field. It is now updated to include more educational subdomains.

These enriched fields can be added as conditions in your distribution rules to help qualify or disqualify if the lead’s email ids contain any of these top level domains.
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Improvements & Fixes

1. Previously, prospects were able to submit contact forms with incorrect values and validation errors. This issue has now been fixed.
2. The onboarding screen is shown for customers using Okta, which was earlier getting bypassed.
3. Cloning of the inbound router now creates a new router rather than updating the existing router.
4. The issue of the selected fallback pod not showing up when assigning a Relay meeting has been resolved.

It’s like magic but with a ⌘+K.

RevenueHero’s context-aware command center makes it feel like it can read your mind when you’re able to start relevant actions on any module with nearly zero clicks.

You’ll be able to navigate and execute actions that are contextual to the screen you’re on, entirely using text and your keyboard. The Command Center box can be found at the top of the screen, right in the middle. You can either access it by clicking on the box, or with the ⌘+K shortcut.

The Command Center pop-up shows the most popular actions/sections you can navigate to. Beyond that, you can also type in a particular space/action you want to go to and it instantly gives you the shortcut link to do so.

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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

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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)

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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).

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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
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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.
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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.

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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.

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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.

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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.
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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.

It’s a new quarter and our dev team is going full steam ahead to bring you some amazing feature updates.

This week the focus has been on upgrading existing capabilities and improving the overall experience of RevenueHero. Let’s find out what’s gotten a sprucing over.

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Contact Form for Campaign Routers

When creating/editing a Campaign Router, an additional step has been added to allow admins to customize what data needs to be collected in the contact form. This has been specifically introduced for situations where you require additional data from your prospects such as phone number or consent to process the meeting booked.

There are 4 fields in the Contact Form -

1. Email (Mandatory)
2. Name (Mandatory)
3. Phone Number
4. Consent

You can use the toggle button to choose if you want to add/remove the phone number and consent fields. Based on your company guidelines, you can also customize the text that is displayed in the consent field.

This is how the Contact Form will look to the customer.

Automated Form Mapping

Next up, we have introduced the capability to automatically identify fields to be mapped within RevenueHero for any customer’s website.

Here’s how you can set it up:

1. When creating a Campaign Router, the first step gives you the option to map a form via the URL of the webpage that hosts the form.
2. Once you enter the URL, RevenueHero does a quick check to detect the form. If detected, it shows you a screenshot of the said form.

3. Select and confirm the form.
4. The form ID gets automatically mapped.
5. You’ll have to map individual form fields to your CRM field based on the values extracted from your webpage. And you’re good to go.

-In cases where RevenueHero can’t identify the form, you’ll be asked to map it manually

If you need further assistance with this, reach out to us via Slack.

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Chrome Extension Support for Outreach, SalesLoft, and Outlook

It’s been over a month since we rolled out the RevenueHero Chrome Extension. And our engineering team has been pulling out all the stops to make the Chrome Extension available within more tools you love and use - Outreach, SalesLoft, and Outlook.

• In Outreach, you can now see a “Book a meeting” button inside the platform using which you can schedule a time with your prospect right away.
• In addition to the “Book a meeting” button inside SalesLoft, you also have the option to use the rh/ command shortcut which is integrated with the SalesLoft text editor to book a meeting with your prospect.

For Outlook Web, here are all the capabilities that our Chrome Extension offers:

• Option to click and view the meetings’ primary guest account details in the CRM from your Outlook Calendar.
• Mark no-shows and Reassign meetings directly from the Outlook 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 Outlook Calendar, using the email address.

We hope these updates make your daily experience using RevenueHero a lot more frictionless and efficient.

If you need any assistance with any of these, feel free to reach out via Slack and we’ll help you set it up.

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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!
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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.
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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.
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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.

We are excited to share that RevenueHero offers native enrichment support through which it can enrich and detect 4 new fields without having to set up hidden fields in the web form.

It works out of the box without the need for any additional products. You can route meetings to the right team based on region without any extra developer effort.

The 4 fields that we support out of the box are:

• Personal email: whether the prospect used a free inbox or not
• Disposable email: whether the prospect’s email came from a list of temporary emails
• Country: what country did they visit from
• Timezone: what timezone did the prospect operate in

These enriched fields can be added as conditions in the distribution rules to help you qualify leads instantly.

Easily map the RevenueHero enriched fields to your CRM fields to ensure all the data gets synced in real-time. Furthermore, you can find all the leads that have been qualified based on the enrichment rule in your Routing Log.

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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.

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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.

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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.

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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.

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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.
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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.

We’ve been adding a lot of depth to our product over the last few months. And we couldn’t be more thrilled to release a feature that is bound to be a game changer in your sales process.

There were 3 main challenges we wanted to address in the broken #SDRtoAEHandoff workflow:

1. Tedious manual coordination between prospects and AEs to agree on a meeting time by SDRs, coupled with an acute lack of visibility into AEs’ schedule and availability.
2. Getting leads back on track after missed demos with AE while also ensuring constant engagement to stay on top of their minds.
3. Figuring out ways to recover AEs’ missed monthly quota manually because of no-shows, leaves & vacation days while taking lead qualification, account ownership, and AEassignment workflows into consideration.

Introducing RevenueHero’s Relays that is here to ensure zero drop-offs between your sales teams and make the SDR - AE handoff a 1-click experience. Through automated qualification, account matching, routing, and scheduling of meetings.

Sales teams can leverage Relays for smooth meeting handoffs from wherever they are - be it their inbox, CRM, sequencing products, or anywhere in their browser using the Chrome extension.

Setting up Relays is fairly simple. All you have to do is choose who gets to handoff meetings, create your matching rules, set up your distribution logic, map it to your CRM, and configure meeting settings. Once you have all this in place, you’re ready to launch your sales superpower.

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

We would also like to share a couple of ways of how your sales team can implement Relays:

• SDRs can book meetings with prospects and AE instantly by finding out which of your AEs are available at what times, distributing meetings fairly to AEs based on your round-robin logic and getting the meeting booked.
• SDRs can schedule meetings on behalf of AEs by sharing the RevenueHero Relay link with inline meeting slots to prospects via email. It automatically looks up the prospect’s information and shows the right AE’s availability for your prospects to book meetings directly.

• RevenueHero’s Chrome extension allows your SDRs/BDRs to book meetings for AEs in just 1 click from within the tools they use every day. This includes your sales engagement tools like Outreach, SalesLoft, Apollo, your CRM, your mailbox, or any screen on your browser. And even when they are on a phone call with prospects.

• Plus, all Relay and meeting activities (such as assignments, calendar invites, reminders, and follow-ups) get automatically logged in your CRM, to help you save time, maintain CRM sanity, and eliminate manual errors.

Improvements & Fixes

• Fixed the round-robin history popup which was facing loading issues.
• Enabled custom domains to now work with Personal Meeting Links/Campaigns.
• Our Chrome Extension command menu rh/ now works on LinkedIn and HubSpot.
• We now support custom HubSpot embeds that use the “target” attribute natively. This means HubSpot embed forms with custom code will work out of the box.
• Programmable Events are now passed for every interaction on Personal Meeting Links/Campaigns.

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?
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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?
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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.

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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? :)

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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.

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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.

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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.

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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.

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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.

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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.

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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 you
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.