Cadences 2.0 Guide

This guide combines the key articles for Cadences 2.0. Use the linked contents below to jump to the article you need.

Cadences 2.0: New Features

Cadences 2.0 gives teams a more structured way to manage outreach. Instead of relying on one-off reminders or separate workarounds, users can build multi-step cadences, send one-time bulk messages, reuse blueprints, store templates in Assets, and review reporting in one connected workflow.

• Use a cadence for multi-step outreach with wait periods, branching, and follow-up tasks.

• Use a bulk message for one email sent to many recipients at one time.

• Use a blueprint when you want a reusable starting structure for future cadences.

• Use Assets to manage email templates and signatures in one central place.

• Use reporting views to review performance at the goal, message, and recipient levels.

Article about features

Common questions about 2.0

What is the biggest difference from older workflows?

The newer experience brings setup, sending, reuse, and reporting into one clearer process instead of scattering the work across separate tools or manual workarounds.

Who should use prospect plans instead of cadences?

Prospect plans are better for more tailored relationship work where the sequence matters, but the workflow is more customized to one fundraiser or prospect type.

DNS Setup for Cadences 2.0

Before users can send bulk emails or automated cadence emails, an EverTrue Owner must complete DNS setup for the organization’s sending domain. Users can still build cadences, blueprints, and bulk messages before setup is complete, but sending will fail until the domain is verified.

• An Owner starts the setup by entering the sending domain and generating DNS records.

• Those records are added by the IT team or by whoever manages the domain records.

• Once EverTrue verifies the records, the organization can send bulk and automated emails.

Common questions about DNS

Can users keep building while the DNS setup is pending?

Yes. They can create cadences, bulk messages, and blueprints, but they cannot send until the setup is verified.

Why is DNS setup required?

It helps verify the sending domain and improves email deliverability and trust.

Who can start DNS setup?

An EverTrue user with an owner role.

An article about setting up DNS

Set Up Email Templates and Signatures

Assets is the central home for reusable email templates and signatures. Users no longer need to hunt through the email composer to find saved content. The same templates can be used in bulk messages and in automated email steps within cadences.

• Use tags to organize templates and signatures so they are easier to search and reuse later.

• Templates save time, but users should still review the final message before sending.

• Signatures can be managed in the same area as templates.

Common questions about Assets

Can the same template be used in more than one workflow?

Yes. A template can be reused in the composer, in a bulk message, and in an automated cadence email step.

Why should users still review a saved template?

Because templates are a starting point, the final message still needs to fit the audience, timing, and purpose of the specific outreach.

Article about assets 

Create a Cadence Blueprint

A cadence blueprint is a reusable starting structure for outreach. It is not a live cadence. Teams use blueprints when they want to save a repeatable strategy with step order, timing, email content, conditions, and a success goal so others can start from a proven framework instead of rebuilding it each time.

• Choose a primary success metric that matches the real goal of the outreach.

• Build the sequence with automated steps, manual steps, wait periods, and branching logic when needed.

• Name the blueprint clearly and share it with the right users so they can create live cadences from it.

Common questions about Blueprints

What carries over from a blueprint to a live cadence?

The goal, much of the step structure, timing, and much of the email content can carry over as a starting point.

Can users still customize a cadence after starting from a blueprint?

Yes. The blueprint provides the framework, but the live cadence can still be tailored after it is created.

Article about creating a cadence blueprint

Create and Publish a Cadence 2.0

Use a cadence when the outreach requires more than one step, such as an email, a wait period, a condition, and a follow-up task or reminder. Each cadence uses one primary success metric so users can judge whether the outreach achieved its intended result.

• Select recipients from a list, saved search, or individual contacts, or leave the cadence empty and add people later.

• Review enrollment rules, sender details, sharing, tags, and exit conditions before publishing.

• Use exit conditions to remove contacts automatically when the desired outcome has already happened.

Common questions about Cadences 2.0

What should users do if unexpected people keep getting added?

Check whether the cadence is tied to a saved search and whether lock enrollment is enabled.

Can a cadence be created before recipients are added?

Yes. Users can build and publish first, then add recipients later if that fits their process.

How long do success metrics continue to be tracked?

Success metrics are tracked for up to 30 days after the cadence ends.

Article about creating a cadence

Create and Send a Bulk Message

Use a bulk message when one email needs to go to many recipients at one time, and the content is mostly the same for everyone, aside from light personalization such as merge fields. If the outreach needs reminders, follow-ups, or logic-based branching, a cadence is the better fit.

• Build the message, preview it, choose the audience, and select one primary success metric.

• Use a test send before launch to catch formatting, merge-field, or sender-detail issues.

• Choose Send Now or schedule the message for later after reviewing the date, time, and timezone.

Common questions about bulk messages

What is the difference between a bulk message and a cadence?

     A bulk message is a one-time send. A cadence is a sequence.

Why is a primary success metric required?

    Because the system uses that metric to measure whether the message met its goal.

What happens if the DNS setup is not complete?

    Users can build the message, but any attempt to send it will return a DNS-related error.

If you would like bulk messages disabled for your organization, contact EverTrue Support at genius@evertrue.com.

Article about creating and sending a bulk message

Review Bulk Message Performance and Recipient Status

After a bulk message is sent, the detail page is the main place to review performance. Users can check goal progress, headline counts, performance over time, and recipient-level outcomes to decide what follow-up action to take.

• Start with Goal Performance, then review sends, deliveries, opens, clicks, replies, skips, errors, and unsubscribes.

• Use recipient filters and search to review what happened to one person or one group of recipients.

• Use the detail page to select recipients for follow-up actions such as adding them to a list, trip, pool, or cadence.

Common questions about message performance

Are skipped recipients and errors the same thing?

No. A skip means the system did not attempt to send to that recipient. An error means a send attempt happened but failed.

What should users do if the reporting looks incomplete right after sending?

Refresh and check again. Reporting may not appear instantly, especially for very recent sends or activity that takes time to register.

How often does the data refresh?

The reporting refreshes every hour unless the user selects Refresh Metrics.

Article about message performance

Cadences 2.0 Brief Glossary (Full Glossary here)