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 your cadences by taking actions like changing due dates, skipping steps when necessary, or pausing your cadences during extended out-of-office time. 

Below, we will take a closer look at the management actions you’ll be able to take. Let’s dive in!

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Reviewing Your Cadence Management Actions

Step 1. Move a Constituent to a Different Cadence 

When the time is right to move a constituent to a different cadence, click the three-dot button next to the constituent’s name and select Move to Another Cadence. A popup will appear where you can use the Select New Cadence dropdown to choose their next cadence. Click Save to finalize the change.

Once saved, the constituent will be removed from their previous cadence and placed into their new cadence. Their new cadence steps will populate according to this change! 

• Note: If this move to a new cadence also signifies a different step in the constituent’s relationship with you or your organization, consider updating their portfolio stage accordingly to place them in the correct pipeline stage. Similarly, consider adjusting a constituent’s portfolio stage to reflect their status once your cadenced outreach is complete. 

Step 2. Change a Cadence Step Due Date

You’ll have the ability to change a cadence step’s due date, which is a helpful action to take when outreach timing is not appropriate for a given constituent. To do this, click the three-dot button next to a constituent in a cadence step and select Edit Due Date. A popup will appear where you can choose a new due date using the date selector. Next, use the Reason dropdown to include a reason for the change. This field is required when editing a step’s due date. If you select Other, a Details text field will appear for you to add more information before clicking Save.

• Note: When changing a cadence step’s due date, the due date for the constituent’s remaining outreach steps will adjust accordingly based on the new due date you set.

Step 3. Remove a Constituent from a Cadence

If you find yourself in a position where removing a constituent from a cadence is your best course of action, you’ll be able to make that change. For example, this action option is useful when a constituent indicates they would prefer not to be contacted by your organization. To make this change, click the three-dot button next to a constituent in a cadence step and select Remove from Cadence. A popup will appear where you can use the Reason dropdown to include a reason for the removal. If you select Other, a Details text field will appear for you to add more information before clicking Move. 

Step 4. Skip a Cadence Step

In certain circumstances, such as not having the constituent’s phone number on file, skipping a cadence’s step may be the most appropriate action. To do this, click the three-dot button next to a constituent in a cadence step and select Skip Step. A popup will appear where you can see a summary of the step change. Use the Reason dropdown to include a reason for the skipped step. If you select Other, a Details text field will appear for you to add more information before clicking Save.

• Note: Please keep in mind that skipping a cadence step cannot be reversed, as steps are only able to be skipped forward. If you need to move a constituent back to their previous step, you will need to move them to another cadence and then move them back to their original cadence. Use the Skip Step action to get them back to the right place.   

Step 5. Pause All Cadences

Taking some time off, or have a busier-than-usual schedule? You can pause your cadences so their steps do not become overdue! To do this, click the settings gear icon from your Cadences tab to be taken to your EverTrue Settings page. Alternatively, you can access this by opening your User Menu dropdown in the top-right corner of the platform and selecting Settings. 

Next, click the Cadences settings tab. Use the Start Date calendar selector to choose the first day you’ll be out of office, and the Return Date calendar selector to indicate when you will return. Once you’re ready to pause, click Save.

On the start date of your pause, a banner indicating your away time will appear at the top of your Cadences tab. If you need to end a pause earlier than expected, click Resume All Cadences beneath this banner. To adjust the dates of the pause, click Edit Pause. You’ll also have the ability to cancel a pause by navigating back to your Cadences settings tab and clicking Resume All Cadences. 

When you pause your cadences, their step due dates will be rescheduled to accommodate your time away. This logic will be followed for steps due both during and after your pause window. Once you return from your time away (or click Resume All Cadences), your cadence steps will be reactivated starting with those due that day. 

• Note: When pausing your cadences, you must enter a return date that is at least one day later than the start date. Single day pauses are not possible.
• Note: If necessary, you can still complete cadence steps during a pause.

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