To set up a cadence in the system:
Go to marketing and click on cadences
Create a new cadence by clicking "create new cadence"
Choose a data form and assign it to a workspace (if applicable)
In the cadence, click on "add sequence" and choose a type (email, voicemail, or call)
Configure the sequence by choosing an email account/template, voicemail template, or call script and schedule
Add the sequence to the inventory and drag it to the canvas
Configure triggers (removing from cadence or changing lead disposition) and add them to the canvas
Save and activate the cadence
Video Transcript
All right, so in this video I'm going to walk-through on how to set up a cadence in our system. And a cadence is simply a series of steps that are automated. When a lead is entered into a data form, whether that data form is a manual, it, whether it's imported to the data form, whether you've submitted a lead or lead was submitted on an external website or internal website to that data form. So by now you should know what data forms are and how to set those up, and they're essentially assigning lists or leads to a specific data form that you then can set up cadences with automation steps, to send out, email, Samas, voicemail and call stages.
So to do that, you're going to come over here to do marketing and click on cadences. So the first time when setting up a cadence, you have to build a data form. So you know if you've watched these videos and sequence, you know and how you know how to set up a data form, and you likely already did. But if you haven't watched the video on how to set up a data form and come over here and click, create new cadence.
So here is internal name. So this can be anything you want for students, set up and then you're going to choose your data form. So what's important here is if you don't see your data form here and you're inside a workspace. What that means is that you created a data form, assigned it to a different workspace and now you're inside a workspace and you're not seeing that data form either to go to all workspaces or go back to that data form and change the workspace. So that's normally a common issue, is that you know your data forms associated with a different workspace and if you're using workspaces you're not in the right workspace. This cadence will inherit your data forms workspace if you're using workspaces. So, for instance, I'm going to put this to my WayneIndustries, which I applied to my WayneIndustries workspace. So it's going to inherit it. And of course, if you've set up a data form with no workspaces and you're not using workspaces. This is all irrelevant at that point.
So here you can just create that's going to show your data form in this data table. Here you can access your cadence by clicking on the name or the edition. You can also delete it here as well as clement. So once you have all your steps set up, you can clone this and apply it to different data form and go in an edit your sequences if you want to have a different set up or whatever you may want to do on the colony aspect of it.
So to get in your cadence, just click on the name and here you're going to see several different sections. So this section over here, the sequences and triggers. Think of this as your inventory. So whatever you add to your inventory over here, you're going to want to bring it to the canvas, configure the order and save it and then activate it. So in this first series or in this first video, I'm going to go through the types of sequences and then we'll go into each sequence and how to add those sequences and and really start configuring them.
So first step, your going to click on add sequence, and so you have three different types. So the name here is internal. So this name is whatever you want. You can call a step one, step, two steps, three. It's just to help you reference when it's in the inventory over here and then type.
So type is going to be email. So if I select email I have to choose an email account, I have to choose an email temple. I have to put my subject in. Oh, I don't have to choose an email template, can choose an email template, I can put my subject in my email body and then my schedule. So scheduling is minutes, hours, days, weeks, months. What's important about the scheduling of sequences? It's the order in which the previous sequence was. So, for instance, if I want an email to go out instantly, then I want an email to go out the next day and then I want an email to go out on dates two and three, the sequences that from the previous step.
So all of my settings would be one day. So I'd come. So my first would be instant. So if it's set to zero in minutes, zero. Obviously that's going to trigger immediately. My next sequences would be, you know, days, and I would do one day. And it would all be one day because one day from the previous sequence. So it's not 234, it's one day because that's from the previous sequence, rights, one day from the previous sequence. And so that's my email type.
So if I want to set a different type, so if I want to do same thing I'd choose a voiceless temple, my message if I choose to my sequence, there, the call only stage. So this stage is essentially so let me let me jump to voice all real quick and I'll come back also. Voice. Well, this is going to be your voice, small drops. So in the previous video I talked about how you can set off a single voice small drop, including a voice small drop. This is the same process. It's choose your voice line and at that point you choose whatever voice small drop that you have access to and that's how you're setting up your voice. All options and of course your sequence and the last type is also call sequence. Is, you know, proprietary to arcading system.
The concept behind it is when you send out email, let's say you have a sequence for your sales people that we're going to send an email. We're going to drop a voicemail. We're going to send a text message on day two. By the time it gets to day three we want you to call. So if you watch the filter video there's an option for call only stas right. And so what happens is this: lead will stay in this call stage until a lead disposition or call disposition is updated from that lead to trigger the next sequence or step in the sequence.
So that lead will stay in here until your calls them or you call them right. So it's just a great way of saying: okay, I have these sequences set now I want to get into the call status. I can filter my legs that are only in call status. I'm only calling people that have got a couple of messages already and you know they're a little bit more aware of who I am when I'm calling. So that's what call status is. You put your call details in here and this is just a script. So when you're in the system or in the lead, you can click on the call status or call stage for the cadence, which I'll show you in the following video, and you'll see your call script that you can call when, when you're calling that lead.
So those are the options. So these are our types.
So you'll select each type, you'll configure them, you'll add everything in here and you'll create, and what that does is it just puts it in the inventory over here to be able to use one time in the sequence, and so you're going to drag them over to the canvas and you'll see in the following video how to do that.
And then, of course, you have triggers which are removing from cadence and also changing the lead disposition of the lead. And so you would drag those over to the canvas as well, activate on save and so watch the following the next videos to to learn how to do that.
