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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After adding constituents to your cadences and beginning outreach, you can manage cadences by taking actions like moving constituents to a new cadence, changing due dates, or pausing cadences during extended out-of-office time. You can apply these actions to individual constituents or handle multiple constituents at once to streamline your workflow! 

Below, we will take a closer look at the available management actions. Open a cadence from your Cadences tab, and dive in!

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Reviewing Your Manage Cadences Actions

Step 1. Move a Constituent to a Different Cadence 

When it’s time to move a constituent to a different cadence, click the three-dot button next to their name and select Move to Another Cadence. 

A popup appears where you can first select a cadence category in the Category column, then choose from the available cadence options in the Cadences column. Click Save to finalize the change.

Once saved, the constituent moves from their previous cadence into the new one, with their new cadence steps populating accordingly.  

Step 2. Remove a Constituent from a Cadence

If removing a constituent from a cadence is the best course of action—for example, if they prefer not to be contacted by your organization—click the three-dot button next to their name and select Remove from Cadence. 

A popup appears where you can use the Reason dropdown to provide a reason for the removal. If you select Other, a Details text field appears for you to add more information before clicking Remove.

Step 3. Update a Constituent’s Portfolio Stage 

If a constituent’s relationship with your organization has evolved, you can update their portfolio stage directly from the cadence. Click the three-dot button next to their name and select Update Prospect Stage. 

A popup appears where you can select a new portfolio stage and click Save to finalize the update. 

Notes: 

• To update a constituent’s portfolio stage, they must already be in a stage and assigned to you. 

• If you are in a role that allows you to edit assignments, you’ll also see an option to Remove Prospect from Portfolio.

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Reviewing Your Manage Task Actions

Step 1. Change a Cadence Step Due Date

If outreach timing isn’t right for a particular constituent, you can change their cadence step’s due date. Click the three-dot button next to their name and select Edit Due Date. 

A popup appears where you can choose a new due date using the date selector. Use the Reason dropdown to include a reason for the change. If you select Other, a Details text field appears for you to add more information before clicking Save.

Note: Changing a cadence step’s due date automatically adjusts the due dates for the constituent’s remaining outreach steps. 

Step 2. Skip a Cadence Step

In some situations, like not having a constituent’s phone number, skipping a step may be the best option. Click the three-dot button next to their name and select Skip Step. 

A popup appears that summarizes the change. Use the Reason dropdown to include a reason for skipping. If you select Other, a Details text field appears for you to add more information before clicking Save.

Note: Skipping a step cannot be reversed, as steps only move forward. If you need to revisit a skipped step, move the constituent to another cadence and then back to the original cadence. Use the Skip Step action to get them back to the right place. 

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Reviewing Your Bulk Actions

Step 1. Click Select Tasks and Select Constituents 

A Select Tasks button at the top of your cadences steps allows you to apply step actions to multiple constituents at once. 

Click Select Tasks to reveal checkboxes to the left of each constituent. To manage multiple steps simultaneously, select checkboxes across steps. To apply the same action to all constituents in a step, click the checkbox next to the step’s name. 

Step 2. Click the Actions Button

After selecting your constituents, click the Actions button in the upper-right corner of the cadence. This opens a menu displaying all available bulk action options. 

Step 3. Choose a Bulk Action

From the Actions menu, select the action you want to take. Available bulk actions include:

• Mark as Complete
• Mark as Incomplete
• Update Due Date
• Skip Current Step
• Remove from Cadence
• Move to New Cadence
• Delete Tasks 

Step 4. Confirm the Action

A confirmation popup appears that summarizes the action you’re about to take. Some actions, such as Update Due Date or Move to New Cadence, require additional input (e.g., selecting a new date or cadence). Once you provide the necessary details, click Save to apply the action to all selected constituents. 

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Pausing Your Cadences

Taking some time off, or dealing with a busier-than-usual schedule? You can pause cadences so steps don’t become overdue.

Note: Cadence step due dates automatically adjust to avoid weekends and U.S. federal holidays, so you don’t need to pause cadences for these dates.

Step 1. Click the Cadences Tab’s Settings Icon

Navigate to your Cadences tab and click the settings gear icon in the upper-right corner to open the Pause Cadences and Tasks tab of your Settings page.

Step 2. Set Your Pause

Using the calendar, select the first day you plan to be out of office and the day you plan to return. Click Save to schedule your pause. 

Note: Your return date must be at least one day after your start date. Single-day pauses are not possible. 

Step 3. Review Your Pause

On your pause’s start date, a banner will appear at the top of the Cadences tab that indicates your time away. To end a pause early, click Resume Cadences and Tasks on the right side of the banner. To adjust the pause dates, click Edit Pause.

You can also cancel a pause by returning to the Pause Cadences and Tasks settings tab and clicking Resume Cadences and Tasks. 

When you pause cadences, due dates automatically shift to accommodate your time away. This applies to steps due both during and after the pause window. For example, a step due two days after the pause starts will become due two days after the pause ends. Upon return, steps reactivate starting with those due that day. 

Notes: 

• Steps won’t be rescheduled for weekends or U.S. federal holidays. For example, if a rescheduled due date falls on a Saturday, it shifts to Monday. 

• If needed, you can still complete cadence steps during a pause by accessing them through the Tasks tab. 

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