Riva CRM Integration - Documentation and Knowledge Base
Sales Engagement Features
Setup & Configuration of Sales Engagement Features
Introduction: This article will walk you through the prerequisites and setup steps needed to configure the Sales Engagement feature set within your Riva Cloud environment. By the end of this article, you will have configured and...
Statement on Security & Privacy
Applies to Riva Bookings and Riva Sales Engagement features like Cadences, Email Burst, Opens & Clicks, and Email Templates. Contained in this article: Riva Bookings - statement on Data Storage and Employee / Customer Privacy....
Administration Settings
Introduction This document will review the admin settings tab in the bookings portal. User management, branding, and global settings changes that can be made to suit your needs. Not each option applies to every feature, as of today the...
Setting up Email Engagement Tracking in Salesforce
In addition to the required changes in Salesforce, additional configuration is required within the Riva application for this to work correctly. Please contact us Setting up Email Engagement Tracking in Salesforce Riva Sales Engagement...
Creating and using Email Templates
Overview Improve your meeting scheduling experience with the Riva Insight web experience. This guide will assist you in streamlining the template creation process. Email Templates can be accessed in a couple of different methods. ...
Creating and using Cadences
Overview Riva's web experience offers a comprehensive solution for enhancing your meeting scheduling and engagement tracking. This guide provides insights into creating, viewing, editing cadences, and monitoring engagements. It...