Cadences 2.0 Glossary of Terms

Use this glossary as a quick reference for product terms, statuses, workflow actions, and reporting language.

A

Add Recipients: The action that lets a user enroll additional contacts in a cadence after it has been created, provided the user has the appropriate level of control, and the cadence is eligible for new recipients.

Advanced Settings: Optional cadence or bulk message settings used to refine how outreach works. Depending on the workflow, these can include sender details, exit conditions, sharing, blueprint linking, tags, and blackout-related controls.

Assets: The area of the product where users manage reusable email content, including Email Templates and Your Email Signatures.

Automated Email Step: A cadence step that sends an email automatically when a contact reaches that point in the sequence.

Automated Tasks: A log-style view that shows outreach activity completed automatically on a user’s behalf, such as automated cadence steps and bulk message sends.

B

Blackout Dates: Dates and times when outreach should not be sent or assigned. In Cadences 2.0, automated cadence emails respect blackout rules by default, while bulk messages follow their schedule unless the user chooses to respect blackout timing.

Blueprint: A reusable parent outreach strategy that users can copy into their own live work. Blueprints help teams standardize structure while allowing individuals to own and manage their own cadences or related outreach.

Branching: A cadence feature that lets a workflow split based on a condition, such as whether a contact opened the previous email. Users can add multiple conditions to the cadence, but all resulting branches must split directly from the main workflow path; branching off existing branches is not supported. 

Bulk Message: A one-time email sent to many people at once. It is used for broad outreach that does not require a multi-step sequence.

C

Cadence: A structured outreach flow that moves one or more contacts through a sequence of steps over time. Cadences can include email steps, waits, and a limited amount of branching logic.

Cadence Actions: User actions taken on a live cadence to manage an individual contact’s progress, such as removing a contact, skipping a current wait, or skipping a current manual step.

Cadence Details Page: The page where users review a cadence’s setup, step-level activity, recipient progress, and performance data. It is also the main place to manage live contacts inside a cadence.

Cadence History: The historical record on a contact profile that shows completed, removed, or otherwise ended Cadences 2.0 and bulk message activity for that contact.

Cadence Recipients Table: The table on the cadence details page that lists the contacts in or previously associated with a cadence, along with their current or historical status.

Cadences 1.0: The earlier cadence experience, separate from Cadences 2.0. It is useful as a point of comparison, but does not include the same structure, controls, and reporting model as the newer experience.

Cadences 2.0: The newer outreach experience focused on structured workflows, optional automation, stronger reporting, blueprints, bulk messages, and clearer recipient-level tracking.

Conditions: Rules used in a cadence to determine which path a contact takes next. Conditions are commonly based on engagement or status changes, such as opening an email or meeting a search criterion.

Contact Profile: The individual contact record where users can review current cadence enrollment, historical cadence activity, and other relationship information tied to that person.

Create New: The entry point used to start a new cadence, bulk message, blueprint, prospect plan, template, or signature, depending on the section of the product.

Current Cadences: The area on a contact profile that shows any Cadences 2.0 workflows the contact is currently enrolled in.

D

Delivered: A status indicating that a sent email successfully reached the recipient’s inbox or receiving mail system.

Draft: A saved but not yet published or sent outreach object, such as a cadence or bulk message.

E

Early Exit: A status showing that a contact left a cadence before natural completion. Early exits can happen because of removal, automatic skip conditions, or failed sends.

Email Open Rate: A success metric option that measures the percentage of recipients who opened an email in the defined workflow or send.

Email Signature: A reusable sign-off block that users can add to emails. Signatures are managed under Assets in the Your Email Signatures area.

Email Template: Reusable email content that can include a subject line, body copy, and signature. Templates help users speed up setup and keep outreach more consistent.

Error Rate: A reporting measure that shows how often sends encountered an error instead of being delivered successfully.

Exit Conditions: Settings that define when a contact should be removed automatically from a cadence. Some removals happen automatically by system rule, while others can be selected by the user as part of setup.

F

Failed Send: A send outcome that means the system attempted to deliver the email but the message did not successfully reach the recipient.

G

Giving Day Appeal: A common use case for Cadences 2.0 or bulk messaging in which an organization sends giving-day outreach and may pair it with an automated thank-you follow-up.

Goal Performance: A reporting view that shows progress against the selected primary success metric for a cadence or bulk message.

Group by Cadence Step: A Manual Tasks page option that groups similar cadence-related tasks together so users can complete them more efficiently in batches.

I

In Progress: A status indicating that a contact is currently active inside a cadence and has not yet completed or exited the workflow.

Interaction Created: A success metric option that treats a logged interaction, such as a meeting, as the key outcome for a cadence or bulk message.

M

Manage Columns: A table control that lets users turn columns on or off so they can customize which data points are visible in a list or report.

Manual Email Step: A cadence step that creates a task instead of sending automatically. The contact remains on that step until the task is completed or skipped.

Manual Skip: A user-initiated skip of a current step for a specific contact, such as skipping a current wait or manual task. A manual skip moves the contact forward instead of removing them from the cadence.

Manual Task: A task created for a user to complete as part of an outreach workflow. In Cadences 2.0, manual email steps generate these tasks.

Manual Tasks Page: The page where users review and manage tasks that require human action, including cadence-related and non-cadence tasks.

Merge Field: A dynamic field used to personalize email content with contact-specific information, such as a first name. If required, the merge data is missing; the message may be skipped.

Missing Email Address: A condition in which a contact does not have the email data required for an email step or bulk message, which can prevent sending and may remove the contact from the cadence.

O

Opened: A tracking result showing that the recipient opened a sent email.

Outreach Planner: The navigation area that contains Cadences 2.0 and related outreach tools.

P

Paused: A status showing that a cadence or bulk message is temporarily not progressing or not sending.

Permissions: The access rules that determine what a user can view or change, such as whether they can edit, share, archive, send, or manage recipients.

Portfolio Stage Reached: A possible success metric or exit condition tied to a contact reaching a defined portfolio stage.

Primary Email: The preferred email address used for sending when a contact has multiple email addresses on file.

Progress Bar: A visual indicator used on detail pages to show how current results compare with the selected success metric goal.

Prospect Plan: A more customized version of the same core workflow system, often used by a fundraiser who wants to tailor a reusable plan to their role or approach and then duplicate it for similar prospects.

Q

Qualified for a Cadence: A potential automatic removal or routing condition based on a contact qualifying for another cadence-related rule.

Qualified for a Saved Search: A condition that can either trigger enrollment or act as a success or exit rule, depending on how the workflow is configured.

R

Recipients: The contacts selected to receive a cadence or bulk message. Recipients can be added through lists, saved searches, or direct selection.

Refresh Metrics: An action available on detail pages that lets the user manually update performance data instead of waiting for the next scheduled refresh.

Remove from Cadence: The action used to take one or more contacts out of a live cadence from the cadence details page.

Reply Rate: A reporting measure that shows the percentage of recipients who replied to the message.

Review & Publish: The final step in cadence setup, where a user checks the structure, confirms settings, and makes the cadence live.

S

Saved Search: A reusable audience filter that can be used to select or auto-enroll recipients based on changing criteria.

Schedule for Later: A bulk message option that lets the user pick a future send time instead of sending immediately.

Send Immediately: A bulk message option that starts the send process as soon as the user confirms the message.

Send Test: A bulk message feature that lets a user send a test version of the message before sending it to the full audience.

Sender Details: Settings that define the visible sender name, from email, and reply-to information used in an email workflow.

Sharing: The controls that determine who else in the organization can view or edit a cadence, bulk message, or other outreach object.

Skip Wait: A cadence action that lets a user end a contact’s current wait step immediately so the contact can move to the next step.

Skipped: A send outcome that means the system did not attempt to send the message because the contact was not eligible for that step or send at that time.

Skipped Manual: A backend-style outcome for a manual task that was skipped so the contact could move forward in the cadence instead of waiting for task completion.

Status: The label that shows where a cadence, bulk message, or recipient currently stands, such as Draft, Active, In Progress, Completed, Skipped, or Early Exit.

Step: An individual action or stage inside a cadence, such as an automated email, manual email, wait, or conditional branch path.

Success Metric: The primary goal selected for a cadence or bulk message. It defines what success looks like and drives the main performance reporting.

T

Tags: Labels users add to outreach objects, templates, or signatures to make them easier to organize, filter, and find later.

Task Summary Page: A dashboard-style view that helps users see due, overdue, and completed work across cadence and non-cadence tasks.

U

Unsubscribed: A state showing that a contact is no longer eligible to receive outreach from the relevant sending setup. Unsubscribed contacts are skipped instead of being sent new messages.

V

View Details: The action used to open a more detailed recipient view, often through a drawer on the cadence details page.

W

Wait Step: A cadence step that pauses progression for a defined period before the contact can move to the next action.

Y

Your Email Signatures: The Assets section, where users create, store, and manage reusable email signatures, including a default signature option.