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 moving constituents to a new cadence, changing due dates, or pausing your cadences during extended out-of-office time. You can take these actions on individual constituents, or apply actions to multiple constituents at once to streamline your workflow! 

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

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Reviewing Your Manage Cadence 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 first select a cadence category in the Category column, then choose from the category’s available cadence options in the Cadences column. 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. 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 Remove. 

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Reviewing Your Manage Task Actions

Step 1. 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 2. 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.   

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Reviewing Your Bulk Actions

Step 1. Select Constituent Checkboxes

Each constituent in a cadence step has a checkbox to the left of their name. Use these boxes to select the constituents you’d like to include in a bulk action. To manage multiple steps simultaneously, you can select checkboxes across more than one step. 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’d like 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

After choosing, a confirmation popup will appear summarizing 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 all necessary details are provided, click Save to apply the action to all selected constituents. 

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Pausing Your Cadences

Taking some time off, or have a busier-than-usual schedule? You can pause your cadences so their steps do not become overdue!

Note: Cadence step due dates are automatically adjusted to avoid weekends and U.S. federal holidays. You won’t need to manually set pauses for these dates, as steps will not be scheduled. 

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 be taken to your EverTrue Settings page. Alternatively, you can access this page by opening your User Menu dropdown in the top-right corner of the platform and selecting Settings.

Step 2. Set Your Pause

Next, click the Pause Cadences and Tasks 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 set your pause, click Save.

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.

Step 3. Review Your Pause

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 Cadences and Tasks at the right side of the 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 Pause Cadences and Tasks settings tab and clicking Resume Cadences and Tasks. 

When you pause your cadences, their 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. For example, a step due two days after you start a pause will be due two days after your pause reaches its end. Once you return, your steps will reactivate starting with those due that day.

Note: Steps are not rescheduled to be due on weekends or U.S. federal holidays. For example, if a rescheduled due date falls on a Saturday, it will be pushed to Monday.

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