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 is your go-to space for running and managing your cadences. When you have cadence steps due today, a blue dot appears next to the tab’s name, giving you a visual cue. 

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 arrive on a landing page with cadences organized into three different tables: 

1. Your Favorites: Displays cadences you’ve marked as favorites. If you’ve favorited at least one cadence, this table becomes the default view.
2. Created by You: Lists custom cadences you've built. If no cadences are marked as favorites, this table becomes the default view.   
3. All Cadences: Includes every cadence available within your organization—those you’ve created, those created by your teammates, and Signal’s core cadences. 

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 sort alphabetically by Cadence Name. Click any table header to change the sorting order based on that column. 

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

Favorite a Cadence 

You can mark cadences as favorites to easily focus on those that matter most. Go to either the Created by You 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 it from your list of favorites.

View Active Constituents

Click any number in the Constituents in Cadence column to preview a list of the constituents in that 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, a calendar button displays the current date. This date determines the numbers in each table’s Steps Due column. To look ahead at steps due on future dates, click the calendar and change the date.

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

Step 3. Review Your Create New Cadence Button

In the upper-right corner of your Cadences tab is a Create New Cadence button. Click this button to start building a custom cadence! 

Step 4. Review Your Cadences Settings Icon

To the right of the Create New Cadence button is a settings gear icon. Click this icon to access the Pause Cadences and Tasks tab of your  Settings page. Here, you can pause cadences (and manage email and phone Signal settings in the Outreach tab!).

Step 5. Review Your Due Today Toggle

At the far-right of each table, use the Due Today toggle to focus on cadences with at least one step due on the selected date. This toggle is on by default, but you can switch it off to view all cadences. 

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Reviewing an Individual Cadence 

Click any cadence name to open it. Let’s review what you’ll find in an opened cadence! 

Step 1. Review Your Cadence Step Tracker

In the top-left of your opened cadence, a cadence step counter and progress bar track steps due for the selected calendar date. Incomplete steps populate in this tracker according to step type. As you complete steps, the counter and progress bar dynamically update. 

Click any step type icon to filter tasks by type and focus on specific actions (like completing all of your phone call steps before moving to email steps). Click the icon once more to view all cadence steps.

Note: Any step type not labeled Call or Email will populate beside the document icon. 

To look ahead at steps due on future dates, use the calendar to the right of the progress bar to change the date. 

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

Step 2. Review Your Cadence’s Active Constituents 

Above the step tracker is a View All Active button. Click this to see a list of active constituents in the cadence. Constituents are divided into two tables:

1. Your Constituents: Lists the active constituents that you added to the cadence.
2. All Constituents: Shows all active constituents in the cadence across your organization  

Both tables display additional details, like the constituent’s next step and due date, a Preview button to view constituent information, and a three-dot menu with additional action options. Use the search bar at the top of each table to quickly find specific constituents.

Note: You can only take actions on constituents that you added to the 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-left corner.

Step 3. Review Your Cadence Settings Icon

In the top-right of your cadence is a settings gear icon. Click this icon to access your EverTrue Settings page, where you can pause cadences and manage Signal outreach settings. 

Step 4. Review Your Cadence Steps

The majority of this 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 in need of completion, a progress bar appears next to the step. As you complete steps, the bar dynamically updates. This bar tracks progress for the individual step, while the bar in the cadence’s step tracker monitors progress across all of its steps.

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Reviewing Cadence Step Actions

Step 1. Review a Step’s Dropdown Arrow

When a step is due, a dropdown arrow appears to the right of its name. Click this arrow to reveal the constituents in the step, and additional buttons that allow you to take further action (which we’ll cover next!). 

When available, constituent details such as class year, constituency, and time zone are displayed alongside each constituent. If a step is overdue or a constituent is missing contact information needed for a Call or Email step, this is also noted. 

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

To the right of each constituent’s name is a three-dot button housing various step actions. These actions fit into three categories: 

1. Contact: Includes calling and emailing outreach features to connect with the constituent. Learn more about these step actions in our article,  Running a Cadence.
2. Manage Cadence: Includes cadence management features to move the constituent to another cadence, remove them from the current cadence, or update their portfolio stage. Learn more about these management actions in our article, Managing Your Cadences.
3. Manage Task: Includes task management features to edit the constituent’s step due date or skip the step. Learn more about these task actions in our article, Managing Your Cadences.

Note: Call or Email cadence steps include quick access to the corresponding outreach action option to the left of the three-dot menu!  

Step 3. Review a Step’s Preview Button

Next to the three-dot button is a Preview button. Click this button to open a preview window where you can review constituent details without navigating to their profile. This preview includes insights like: 

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

Note: When available, the constituent’s Linkedin profile link and household member information is included in this preview window.

Step 4. Review Bulk Step Actions 

A Select Tasks button at the top of your cadence steps allows you to apply step actions to multiple constituents at once. Click this button to reveal checkboxes to the left of each constituent. To apply an action in bulk, select the appropriate checkboxes, then click the Actions button at the top-right of the cadence. Choose an option like Mark as Complete or Skip Current Step to manage your steps efficiently.  

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.