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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Let’s explore the Cadences tab, accessible in your left-hand navigation bar! This will be your go-to space for running and managing your cadences. When applicable, you’ll see a blue dot next to the tab’s name indicating that you have cadence steps due today. Below, we’ll review the functionalities you can expect from this space.  

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Reviewing Your Cadences Tab Layout

When you click into your Cadences tab, you will find yourself on a landing page with cadences sorted into three different tables: 

1. Your Favorites: Displays cadences you’ve marked as favorites. If at least one cadence is marked as a favorite, this table becomes the default view in your Cadences tab.
2. Your Cadences: Displays cadences that make up the cadence categories to which you are added. If no cadences are marked as favorites, this table becomes the default view in your Cadences tab.   
3. All Cadences: Displays all cadences available across your organization, regardless of whether you are added to the cadence category.

Let’s dive into how these tables are organized!

Step 1. Review Your Cadences Tables

Each Cadences table displays cadence name, steps due on the selected date, constituent count, cadence duration, and cadence category. By default, all tables are sorted alphabetically by Cadence Name. Click any table header to change the sorting order based on that column.

Note: Cadence names are hyperlinked; click on one to open an individual cadence!

Step 1a. Favorite a Cadence 

In your Cadences tab, you can designate which cadences are your favorites, making it easy to focus on the cadences that matter most to you. To do this, head to either the Your Cadences or All Cadences table and click the star to the left of a cadence name. Once marked, the cadence will also appear in the Your Favorites table. Click this star again to remove the cadence from your list of favorites.

Step 1b. View Active Constituents 

Each count found in the Active Constituents column can be clicked to preview a list of the constituents you have in the cadence. For a more detailed view of a cadence’s active constituents, open the cadence and click its View All Active button!

Step 2. Review Your Cadences Calendar

Below your tables, you will see a calendar button displaying the current date. This date determines the numbers that appear in each table’s Steps Due column. If you want to look ahead at the number of steps due on future dates, click the calendar to change the date.

Note: Cadence step due dates are automatically adjusted to avoid weekends and U.S. federal holidays. No steps will be scheduled for these days. If you select a date falling on a weekend or federal holiday, no steps will appear.

Step 3. Review Your Add Cadence Button

In the upper-right corner of your Cadences tab, you’ll find an Add Cadence button. Click this button to start creating a custom cadence!

Step 4. Review Your Cadences Settings Icon

To the right of the Add Cadences button, you’ll notice a settings gear icon.  

Clicking this icon will take you to your EverTrue Settings page. Here, you can pause cadences in the Pause Cadences and Tasks tab (and manage Email and Phone Signal settings in their respective tabs!).

Step 5. Review Your Due Today Toggle

At the far-right of each table, you will find a Due Today toggle, which is turned on by default. When on, tables display only cadences with at least one step due on the selected date, helping you focus on what requires action. You can turn the toggle off to view all cadences. 

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Reviewing an Individual Cadence

You can dig into an individual cadence by clicking on its name from any of your tables’ Cadence Name columns. Below, we’ll take a look at what you’ll find once you’ve opened a cadence! 

Step 1. Review Your Cadence Calendar

On the top-left of your Cadences tab, you’ll see a calendar button displaying the current date. Cadence steps in need of earliest completion are determined by this date. If you want to look ahead at steps due on future dates, click the calendar to change the date. 

Note: Cadence step due dates are automatically adjusted to avoid weekends and U.S. federal holidays. No steps will be scheduled for these days. If you select a date falling on a weekend or federal holiday, no steps will appear.

Step 2. Review Your Cadence Step Counter

Beneath the calendar button, you’ll find a cadence step counter and progress bar. This counter tallies steps due for the chosen cadence on the selected calendar date. If you have any steps due for that date that have not yet been completed, they will populate here according to step type. As you complete cadence steps, the counter and progress bar will dynamically update.

Each step type icon in the counter is clickable, allowing you to further filter your cadence steps by task type. This functionality gives you the flexibility to focus on specific step types, like completing all of your phone call steps before moving to email steps. 

Note: In the counter, any step not labeled Call or Email will populate beside the document icon. 

Step 3. Review Your Cadence Settings Icon

On the right-hand side of your opened cadence, you’ll notice a settings gear icon.

Clicking this icon will take you to your EverTrue Settings page. Here, you can pause cadences in the Pause Cadences and Tasks tab (and manage Email and Phone Signal settings in their respective tabs!).

Step 4. Review Your Cadence's Active Constituents

Below the settings icon, you’ll find a View All Active button. 

Clicking this button will open two tables displaying active constituents in the selected cadence:

1. Your Constituents: This table lists all of the active constituents in your open cadence.
2. All Constituents: This table lists all active constituents in the cadence across your organization.

Both tables display additional details like the constituent’s current step, their next step (if applicable), a three-dot menu with additional action options, and a View button to preview constituent details. Use the search bar at the top of each table to quickly locate a specific active constituent. 

Note: Actions can only be taken on constituents in your own cadence, but the All Constituents table provides visibility into org-wide cadence activity.  

To return to your cadence’s default view, click View Steps Due in the upper-right corner.

Step 5. Review Your Cadence Steps

The majority of the page is dedicated to breaking down individual cadence steps. Remember, cadences are structured outreach plans that prompt you to execute specific steps on specific days. Think of these steps as your automated to-do lists!  

If there are steps that need to be completed within the cadence, you’ll see a progress bar next to the step that updates dynamically as steps are marked as complete. This bar tracks progress for that individual step, while the bar in the cadence’s step counter monitors progress across all of the cadence’s steps.

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Reviewing Cadence Step Actions

Step 1. Review a Step’s Dropdown Arrow

When a step is ready to be taken for a constituent within a cadence, a dropdown arrow will appear to the right of its name. Clicking this arrow will reveal all constituents in that step, along with additional buttons that can be used to take further action (which we’ll cover next!). When the constituent data is available, details such as class year, constituency, and time zone will be displayed alongside each constituent. If a step is overdue, this will also be noted.

Step 2. Review a Step’s Three-Dot Button

Each constituent in a cadence step has a three-dot button to the right of their name, which can be used to access different step actions you can take. These actions fall under three categories: 

1. Contact: Access calling and emailing outreach features to connect with the constituent. You can learn more about these step actions in our article, Running a Cadence.
2. Manage Cadence: Access cadence management features that enable you to move the constituent to other cadences or remove them from the existing cadence. You can learn more about these step actions in our article, Managing Your Cadences.
3. Manage Task: Access task management features that enable you to edit the constituent’s step due date or skip the step. You can learn more about these task actions in our article, Managing Your Cadences.

Note: When you encounter an Call or a Email cadence step, you’ll find quick access to the corresponding outreach action option located to the left of the three-dot menu!   

Step 3. Review a Step’s View Button

Each constituent in a cadence step also has a View button to the right of their name, which can be clicked to preview constituent details without having to navigate to their profile. Here, you’ll find insights like:

• Gift History: Preview a constituent’s most recent giving history.
• Pinned Comments: Review a constituent’s most recent pinned comments, or add a new pinned comment.  
• Interactions: Review a constituent’s most recent interactions, or add a new interaction. 

Note: When available, you will also have access to the constituent’s LinkedIn profile link and household member information from this preview screen. 

Step 4. Review Bulk Step Actions 

Each constituent in a cadence step has a checkbox to the left of their name. Use these boxes to take the same action on multiple constituents at once. To apply an action in bulk, select the appropriate checkboxes, then click the Actions button at the top-right of the cadence. From there, choose an option like Mark as Complete or Skip Current Step to manage your steps efficiently. 

You can learn more about these bulk actions in our article, Managing Your Cadences.

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