Requirements: Install of Ebsta into Chrome or Outlook & mailbox connected to Ebsta:
Install Ebsta into Chrome
Connect your Gmail mailbox to Ebsta
or
Install Ebsta into Outlook
Connect your Outlook mailbox to Ebsta
Cadences are shared at a company level so you are able to use cadences that have been set up by colleagues.
- Add a recipient to a cadence set up by a colleague in Gmail
- Add a recipient to a cadence set up by a colleague in Outlook
Add a recipient to a cadence set up by a colleague in Gmail
1. Enter the recipient's name straight into the 'To' field in the compose panel as you normally would when sending an email. Click the Cadence button in the compose panel and then click Select Cadence*.
* Alternatively, Ebsta also displays up to three of your most used cadences for quick selection.
2. Ebsta displays a list of all cadences regardless of owner. You can use the Owner filter to select a cadence or use the search function.
3. Click on the cadence you wish to use.
4. Ebsta displays the Owner of this cadence for reference. You are able to use it as if it were your own cadence.
Add a recipient to a cadence set up by a colleague in Outlook
1. Enter the recipient's name into the 'To' field as you normally would when sending an email and then click Add to Cadence in Ebsta's side panel.
2. Ebsta displays a list of all cadences regardless of owner. Select the cadence you wish to use from the list (or use the search function) and click on it.
3. You can now use it as if it were your own cadence.