Activating and Managing a Cadence in a Data Form
To activate cadence:
Drag sequences from inventory over to the canvas
Connect them in order by finding the blue circle and releasing the mouse
Add triggers if desired in the triggers tab
Save the sequence in draft mode
Select all stages and hit the active button
Save the sequence again to make it live
To make changes to the sequence:
Double-click on the stage to edit it
Make sure all stages are selected and save the changes
When a lead is added to the entry point on the data form, the sequence will start triggering the steps.
Video Transcript
Okay, now that we have all our sequences set up and they're in inventory, we can begin bringing them over to the canvas and activating this cadence. To do that, you have this icon over here. You just click on it and hold it down and you can drag it over to the canvas just like that, to drag your second one over. Same thing, drag over, and what you're wanting to do is find that little blue circle. So you want to bring it just below the step prior and you'll see that blue circle. Just release your mouse and now it's connected, and so you just keep doing that.
With step three and four, the next piece to this is: you can actually add in triggers. So if I wanted to put some triggers in between here, I could have it in the triggers tab. You have the ability to remove from cadence if they clicked on an event like a link click, same thing would change lead disposition. In this example, I'm just doing a simple cadence to trigger all these in order here.
Also, in addition to that, these stages here are just on the canvas right now, in draft mode. You do have to save this. So if I click save here, that's going to save my steps, and so now, when I come back, my steps are here, but this is not active in live yet. To make them active, you have to hit the active button and you have to select them so they're highlighted. So this turns on each stage and active, and so, of course, I would need to save this again.
If you need to make some changes, you can just double-click here and this will bring up the actual stage right, so you can change out the text or the frequency or whatever you want to do. But once you edit them again, you're going to need to make sure all of these are selected and you're going to go ahead and save. Once you do that, this sequence is ready to go. All these stages are set and active and as soon as you add a lead to one of the entry points on your data form, it'll start triggering all these steps.
