Ripcord Admin Setup Guide

This guide walks you through setting up Ripcord so you can:

  • Capture leads
  • Route them correctly
  • Drive them into a gated demo → sales room → close flow

Setup Order (Do Not Skip)

  1. Add Users
  2. Create Teams
  3. Create Product (includes demo + gating)
  4. Configure Routing
  5. Deploy (links + embed)

1. Add Users

  1. Go to Dashboard → Users
  2. Click + New User
  3. Enter:
    • Name
    • Email
    • Phone
  4. Click Invite

Use real closers. This is who meetings go to.

2. Create Teams

  1. Go to Dashboard → Teams
  2. Click + New Team
  3. Name it (ex: “Sales”)
  4. Add users
  5. Set Rotation Type → Round Robin

This automatically distributes inbound meetings.

3. Create Product (Demo + Sales Flow)

This is the core of Ripcord.

3A. Create Demo Video (LM Notebook)

Before uploading anything, generate your demo.

Use LM Notebook with this prompt:

Create a 3–5 minute sales demo script for [product].  Structure: 1. Hook (first 10 seconds) 2. Problem 3. Demo walkthrough 4. Results 5. Soft close  IMPORTANT: - First 30 seconds must be extremely strong - Designed for cold traffic - No fluff

Key Strategy

Your demo must:

  • Deliver value fast
  • Build curiosity
  • Get cut off at the right moment

Because Ripcord will gate the video.

3B. Create Product

Fill in:

  • Price Type → Paid
  • Price Visibility → Public
  • Commission → internal
  • Sale Method → Live Demo

3C. Upload Demo

  • Upload video
  • Upload thumbnail

3D. Set Demo Gate (CRITICAL)

Set Demo Time Limit:

  • Recommended: 30 seconds

What happens:

  • User watches demo
  • Gets cut off
  • Must take action (book / proceed)

This is where conversion happens.

3E. Promotion

Enable promotion:

  • Description:

    “Sign Up Today and Get Your First Month Half OFF”

  • Code: HALFOFF  
  • Expiration: 1 day

3F. Product Steps

Create:

  1. Meeting
  2. Payment
  3. (Optional) Onboard

Final flow:

Started → Meeting → Payment → Won


4. Routing (Critical)

Routing connects:

Lead → Team → Product → Demo Flow

4A. Create Routing Rule

Click New Outcome

4B. If These Match

Define conditions.

Simple:

  • Email exists

Advanced:

  • Source = facebook
  • Campaign = X

4C. When to Route

Select:

  • ALL (recommended)

4D. Then Route To

Select:

  • Team
  • Product

This step is what actually triggers everything.


4E. Webhook

Copy your Routing Webhook URL and send leads from:

  • Facebook Lead Ads
  • Google
  • Forms
  • APIs

4F. Field Mapping

Map:

  • Email → Email
  • Name → Name
  • Phone → Phone

Scheduling fields:

  • Day → day
  • Time → time

4G. Test

Send a test lead and confirm:

  • Assigned to team
  • Product flow starts
  • Demo triggers

5. Deploy (How You Actually Use This)

This is what most people miss. You now need to drive traffic into Ripcord.

There are 3 ways to do it:

A. Landing Page Link (For Ads)

Each product has a direct link you can use in ads.

Use this for:

  • Facebook ads
  • Google ads
  • Email campaigns

What happens:

User clicks link → looks a quick UGC video + offer → books demo

This is the core Ripcord experience.

This link:

  • Opens the demo
  • Plays video
  • Triggers the time gate
  • Pushes user into:
    • Meeting booking OR
    • Payment

Use this when:

  • Sending direct traffic
  • Following up with leads
  • Embedding in emails

Important:

This is NOT just a video link

This is a conversion environment

C. JavaScript Embed (On Your Website)

If you want Ripcord on your site, use the embed.

How to Install

Add this to your site:

<script src="https://cdn.jsdelivr.net/npm/@ripcord.io/meeting@2"></script> <script>   const instance = new ripcord.Widget({     el: "#open-widget-button",     routingId: "YOUR_ROUTING_ID"   }) </script>

What This Does

  • Attaches Ripcord to a button
  • When clicked → opens widget → starts routing + demo flow

Button Example

<button id="open-widget-button">   Book a Demo </button>

Alternative (Direct Element)

const button = document.getElementById("open-widget-button")  const instance = new ripcord.Widget({   el: button,   routingId: "YOUR_ROUTING_ID" })

Programmatic Open

You can trigger it manually:

instance.open()

When to Use Embed

Use this if:

  • You already have traffic on your site
  • You want a “Book Demo” button
  • You want seamless integration

D. Facebook Lead Ads (High Volume + Built for Ripcord)

This is one of the most effective ways to feed Ripcord at scale.

Instead of sending users to a page, you:

  • Capture the lead directly inside Facebook
  • Collect scheduling intent (day + time)
  • Send the lead into Ripcord via webhook
  • Automatically route and trigger the flow

Why This Works

  • Lower friction than landing pages
  • Higher conversion rates on cold traffic
  • Pairs perfectly with Ripcord’s routing + scheduling

What You Should Do

Your lead form should:

  • Ask if they want a demo
  • Collect:
    • Day of week (Mon–Fri)
    • Time of day (AM/PM)
  • Include SMS verification (recommended)

This allows Ripcord to:

  • Pre-qualify leads
  • Route them properly
  • Schedule faster

What Happens

  1. User submits FB form
  2. Lead hits your Ripcord webhook
  3. Routing rules evaluate
  4. Lead is assigned to team
  5. Product flow starts
  6. Demo + booking process begins

Full Setup Guide

Follow the complete step-by-step here:

How to Setup Facebook Lead Ads

Best Practices

  • Keep form simple but intentional
  • Use day + time fields (this matters a lot)
  • Use strong, clear ad creative
  • Set expectation: they are booking a demo

Final Thought on Deployment

If you’re serious about volume:

  • Use Facebook Lead Ads (D) for scale
  • Use Landing Page (A) for intent traffic
  • Use Sales Room (B) for follow-up + closing
  • Use Embed (C) for your existing site

Each channel feeds the same system.

Ripcord handles the rest.

What Completed Looks Like

You are fully set up when all of the following are live:

1. JavaScript Widget Installed on Your Website

  • Ripcord script is added to your site
  • Button is connected (ex: “Book Demo”)
  • Clicking the button opens the Ripcord widget
  • Routing fires and starts the demo flow

Result:

Your existing website traffic can enter the Ripcord sales process instantly.

2. Facebook Lead Ads Feeding Into Routing

  • Facebook Lead Ads are live
  • Lead form includes:
    • Name
    • Email
    • Phone
    • Day + Time selection
  • Leads are sent to your Routing Webhook

Result:

New leads automatically:

  • Enter Ripcord
  • Get routed
  • Assigned to your team
  • Enter the demo / booking flow

3. Click Traffic Going to Product Landing Page

  • You are running traffic (Facebook, Google, email, etc)
  • Traffic is directed to your Ripcord product landing page link

Result:

  • User lands on page
  • Starts demo video
  • Gets gated at 30–60 seconds
  • Takes action (book or proceed)

What This Means Operationally

When all three are active:

  • Website traffic → widget → demo flow
  • Paid leads → webhook → routing → team
  • Cold traffic → landing page → gated demo

Everything feeds into the same system.

The End State

  • Leads are coming in from multiple sources
  • Every lead is routed instantly
  • Every lead enters a structured demo flow
  • Your team only talks to qualified, engaged prospects

No dead leads. No manual sorting. No wasted demos.

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