1. Open up the Ebsta Console by clicking on the following link and sign in using your Salesforce credentials:
2. Select Cadences from the top navigation bar.
3. Ebsta displays a list all cadences that have been created by you and your team. You can filter this list by Owner and/or Status (active or locked). You can also use the search function to search for a specific cadence.
4. Click on the cadence that you wish to review.
5. Click the People tab.
Status
Active | Contact is currently running in the live cadence. |
Finished | Contact has completed all stages in a cadence. |
Paused | Contact is paused at current stage in live cadence. They continue from the same point in cadence if resumed. |
Stopped | Contact has been stopped in cadence. |
Opened | Contact has opened at least one of the emails in the cadence |
Clicked | Contact has clicked at least one of the links in the cadence |
Replied | Contact has replied to at least one of the emails in the cadence |
To find out more about Email Tracking Insights, we suggest reading the following article:
Understanding & using Email Tracking Insights
7. You can stop or pause any 'Active' recipients in a cadence using the buttons in the Action column.
You can also resume or stop any 'Paused' recipients.
8. You can view a report for a specific recipient by clicking on their row in the list.
9. Ebsta displays a list of all cadences the recipient has been added to or is currently active in along with engagement status and open, click and reply rates if applicable.