Admin Quickstart

Ripcord only works if it is embedded fully into your organization. To do so we first must need to make sure you add EVERY sales person, sales manager & onboarding specialist as users in the system.

Step 1: Add Products

Click the "Add Product" button in the. top right to go through the product wizard.


  1. Add name, commission paid to sales person and total dollar amount of expected commission, these will be used in the sales leader board to calculate stats.
  2. Add the pricing, choose if it's paid month, yearly or one time. Don't worry if you have multiple pricing structures you can add that after the product is created.
  3. Every product gets its own landing page to send traffic to. Fill out the info need to build this page.
  4. Choose the default recorded demo that will be shown to people that do not complete a live demo, miss their scheduled demo or are routed to a product that doesn't need a live demo. This recording can either be a ripcord demo or a manually uploaded produced video

  5. Choose the steps your product needs to compete the sale.

    a. Contract: If you product has a contract please select this step, than head over to our Contract link of your admin panel to create a new contract and get the url you will need to put in this field.

    b. Payment: Put the url of your payment link in this field. Make sure your payment system has the ability to set a custom "thank you" redirect url after payment is submitted. You will need to update this redirect page to, https://api.ripcord.io/public/deals/redirect so that after payment is submitted they continue on with the deal flow. If you have different types of payment for monthly, yearly or one time payment, please make sure you enter those urls separately.

    c. Onboarding: If your product needs an onboarding team to help get them up to speed after they pay for the product. Please make sure you select this option and than choose the team that will handle these requests.


Once you completed the product wizard there are a few options you have that we recommend taking a look at.


  1. Promotion - Using a product promotion is the best way to get your demos to complete a one demo close. We recommend you offer the best deal you can, and stick with the timeframe for when it can be accessed. This promotion is used in the sales room and in the automation emails to create a sense of urgency & to give your reps a tool to close the deal.
  2. Additional commissions and quotas. You can configured custom commissions and quotas for individual sales reps, so it matches your business goals.

Step 2: Add Users

Make sure you fill out the user information including their CELL phone for SMS notifications. If you want the user to have their meetings automatically recorded and available to be seen by others please select the "is coachable" option. If you want them to have full admin rights to add users, teams and routing select "is admin". Lastly make sure you select all the products you want this user to have the ability to sell.

Step 3: Add Teams

Teams are the grouping of users that allow you to route bookings into. When you add a new team you only really need to do two things. One, put all the users into this team that you would like to be a part of it. Two, choose the routing option you which this team to follow.

  1. Round Robin: Routes the bookings into this team in an even fashion. 1, 2, 3,4.....1, 2, 3,4.
  2. Fair Distribution: Routes into the team by trying to weight bookings into the team members calendars that have the LEAST amount of appointments first.
  3. Rain Maker: This routing option will user the previous months demo to closed deal conversion rate to weight the appointments to the reps who have the best closing rate. This is a great option to use if you want the demos going to your best sales reps.

Step 4: Add Routing

The routing will dictate how the leads will be assigned to products, teams or recorded demos. To get started give the routing a name, choose the default team and product this routing will send people to.

Hit submit than the real magic happens.

Do you want to ask a routing question to decided how the leads will be routed or would you just like to use our data append data points or UTM codes. If you want to add questions scroll down to the questions section and add the question or questions you will need to route upon.

After adding the routing question, go back up top and hit the "add" button to add a routing logic step. You can add as many routing outcomes that you wish, they will be evaluated in the order in which you add them. When adding a new outcome you can route by enrichment data, questions or UTM codes. When you create the logic it can be ANY which is like OR or ALL which is like the AND condition, or you can use custom and/or logic. This allows for the ultimate flexibility is building your routing outcomes.

Once you add your routing logic, make sure you add a default team/recorded demo & default product to send this routing logic to.

Lastly, you want to embed the Ripcord javascript widget on your website to start generating demo requests. This process is very simple and involves putting the javascript code in your header or footer.

<script src="https://cdn.jsdelivr.net/npm/@ripcord.io/meeting"></script>
<script>
  const ripcord = new Ripcord({el: "#open-widget-button" routingId: "XXXXXXXXXXX"})
</script>

To attach this widget to a button you do the following.


To attach to a single html element by ID, lets say the html ID is called #buttonopen

const ripcord = new Ripcord({el: "#buttonopen" routingId: "XXXXXXXXXXX"})

If you looking to attach to multiple html elements all at once you can use the class identifier. For example attaching to all buttons with the class of buttonclass

const ripcord = new Ripcord({el: ".buttonclass" routingId: "XXXXXXXXXXX"})

Please remember that you can always ask your Ripcord onboarding team to help you build your routing rules. We do not expect everyone to have the skillset need to build this themselves.

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