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  • Cadences vs. Cadences 2.0: What’s the Difference?

    This article is for users who want to understand what is new in Cadences 2.0, how the newer tools differ from the original Cadences (now known as Cadences 1.0), and where to start in the product.…

  • Assets: Set up Email and Signature Templates

    Set Up Email and Signature Templates in Assets Why use Assets Assets gives users a single place for email templates and signatures, instead of having to hunt for templates in the email composer.…

  • Review Bulk Message Performance and Recipient Status

    Review Bulk Message Performance and Recipient Status What this article covers Goal performance and progress against the selected metric Sends, deliveries, opens, clicks, replies, skips, errors,…

  • Cadences 2.0 Guide

    Cadences 2.0 Guide This guide combines the key articles for Cadences 2.0. Use the linked contents below to jump to the article you need. Cadences 2.0: New Features Cadences 2.…

  • Skip and Error Logic for Emails

    Skip and Error Logic for Emails Skipped logic A send or step is marked as Skipped when the system never attempts the send because the contact is not eligible for it at that moment.…

  • DNS Setup for Cadences 2.0

    Domain Name System (DNS) Setup for Cadences 2.0 Before your organization can send automated emails or bulk messages through Cadence 2.0, an organization owner must configure and verify a sending…

  • Create and Publish a Cadence

    Create and Publish a Cadence When to use a cadence Use a cadence when you need more than one outreach step, such as an email followed by a waiting period, a response check,…

  • Signal Outreach FAQs

    Note: In-app outreach is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Signal Email What is Signal Email?…

  • Navigating the Outreach Tab

    Note: In-app outreach is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). The Outreach tab is your home for managing all…

  • Running a Cadence

    Note: Cadences is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). After adding constituents to your cadences,…

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