Requirements: Install of Ebsta into Chrome & mailbox connected to Ebsta:
Install Ebsta into Chrome
Connect your Gmail mailbox to Ebsta or Connect your Outlook mailbox to Ebsta
This article covers:
- Add a Contact or Lead to a cadence from a Salesforce record
- Add a Contact or Lead to a cadence from a Salesforce List
Add a Contact or Lead to a cadence from a Salesforce record
1. Open the Contact or Lead record that you wish to add to a cadence and click Add to Ebsta Cadence.*
* The Add to Ebsta Cadence button will NOT appear if you DO NOT have Ebsta installed in Google Chrome and your mailbox connected to Ebsta (see requirements above).
2. Select the cadence you wish to use from the list (or use the search function) and click on it.
3. Ebsta will run a check to see if this recipient is 'active' in another cadence and if this is the case, you will be prompted to confirm you wish to add them to this cadence.
4. By default the cadence will be set up to run on weekdays only and all follow up emails to be sent as replies.* To amend these settings simply uncheck the tick boxes in Sequence.
*This means the subject line of all follow up emails in the sequence will be overridden and replaced with RE: plus the subject line of the first email in the sequence.
5. By default Email Tracking* is enabled (the email tracking button is green to denote this). You can also choose to Add email to Salesforce upon send and use the Email Scheduling functionality for this cadence by clicking on the appropriate feature button.
Add email to Salesforce | |
Email Scheduling | |
Email Tracking |
* Please note if you chose to disable email tracking, Ebsta will not be able to provide you with open, click and reply rates for this recipient.
For more information, please refer to the following article:
Review opens, clicks & replies of a cadence
6. You can edit an email's text and/or subject line by clicking the pencil next to the email you wish to edit.
This opens up the wysiwyg so you can edit the email text and subject line. You can also edit the html by clicking into the Code View.
Note: Editing the email text and/or subject line here customises the cadence for this/these recipients only.
7. When you are finishing editing, click Use.
8. When you are ready to send out the cadence to the selected recipient(s), click Send.
Add a Contact or Lead to a cadence from a Salesforce List
1. Open a Contact or Lead List in Salesforce.
2. Use the check boxes to select which Leads/Contacts you wish to add to the cadence and click Add to Ebsta Cadence.*
* The Add to Ebsta Cadence button will NOT appear if you DO NOT have Ebsta installed in Google Chrome and your mailbox connected to Ebsta (see requirements above).
3. Select the cadence you wish to use from the list or (use the search function) and click on it.
4. Ebsta confirms the number of recipients that have been added to the cadence.
5. Now follow steps 3-8 above.