Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

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You can enroll constituents in up to five Signal Cadences either individually or at scale from multiple locations within the Signal platform: 

• The Actions button of a constituent profile
• The Add to… button of your Constituents tab
• The Add to… button of a list’s detailed view, accessed via your Lists tab
• The Add to… button of a search’s detailed view, accessed via your Saved Searches tab
• The Add to… button of your Recently Viewed tab
• The Add to… button of your Portfolios tab
• The three-dot button found in Recommended Actions, accessed via your Home tab

Below, we’ll walk through how to add constituents individually from a constituent profile and in bulk from your Constituents tab. The steps for adding from other locations are similar no matter where you take them!   

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Adding to a Cadence from a Constituent Profile 

Step 1. Click Actions in a Constituent Profile

To add a constituent to a cadence, open their profile and click the Actions button in the upper-right corner.

Step 2. Select Add to Cadence 

Next, select Add to Cadence from the dropdown. 

Step 3. Choose New Cadence and Save

An Add To Cadence popup appears. Under Select New Cadence, start by selecting a category in the Category column. Then, choose from the category’s available cadence options listed in the Cadences column. 

If you want to see all available cadences regardless of category, select All Cadences in the bottom left to view a complete list. 

Click Save to finish adding the constituent to your selected cadence!

Note: If the constituent is currently enrolled in any cadences, these appear under Current Cadences. Constituents can be enrolled in a maximum of five cadences at a time. If you try to save and the constituent is already enrolled in five cadences, an error message will appear.  

Step 4. Review Your Newly Added Constituent 

After you add the constituent, a label showing their current cadence and cadence step appears in their profile header. Click this label to go directly to the corresponding cadence in the Cadences tab!

If the constituent is enrolled in multiple cadences, a second label of + [Number] more appears in their profile header. Click this label to open a Cadences popup that shows a summary of their cadences.

When you navigate to the Cadences tab (either by clicking the profile header label or accessing it from your left-hand navigation bar), you’ll find the constituent in their new cadence. Signal also begins populating outreach steps based on the selected cadence! Learn more about running these steps in our article, Running a Cadence.

The constituent’s cadence steps also appear in the Your Tasks table found on your Tasks tab. A label similar to the one in their profile header is visible below the task name, making it easy to differentiate between ad-hoc tasks and cadence steps.

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Adding to a Cadence from the Constituents Tab

Step 1. Apply Filters and Select Constituents 

To add multiple constituents to a cadence, head to the Constituents tab from your left-hand navigation bar. Use the Filters dropdown to add filters and narrow down your results. After setting your filters and running your search, click the checkbox to the left of each constituent you want to add to a cadence.

Note: You can add up to 50 constituents to a cadence at one time.    

Step 2. Click Add to… Your Cadences 

Next, click the Add to… button at the upper-left of your constituents table and select Your Cadences.

Step 2. Choose Cadence

Choose the cadence you want to add the constituents to. After choosing, a confirmation message appears in the upper-right corner of the platform. 

Note: Constituents can be added to a maximum of five cadences. If any selected constituents are already enrolled in five cadences (whether added by you or by a teammate), you’ll see an error message: “This constituent is in the maximum allowable cadences.” Only those not already enrolled in five cadences will be added.

Once added, you can find these constituents in their new cadence by navigating to the Cadences tab. Signal also populates outreach steps based on the selected cadence! Learn more about running these steps in our article, Running a Cadence.

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For any other questions reach out to EverTrue Support at genius@evertrue.com.