This article guides you through the process of setting up a Cadence so that you can automatically trigger a series of personalized emails and tasks to nurture relationships with customers.
Create a Cadence.
1. In Outlook, click the Ebsta button in the Home menu to open the Ebsta side panel.
If you are using Outlook online, click New Message and at the bottom of the compose pane, click the Ebsta button to open the Ebsta side panel.
2. Click the menu button in the Ebsta side panel and select Control Panel to open up Ebsta's Console in a new browser tab.
Alternatively, open up the Ebsta Console by clicking on the following link:
3. Click Connect with Salesforce and log into your Salesforce account.
4. Select Cadences from the side menu.
5. Click New.
6. Enter a name for your cadence in the text box.
7. Create your first action by clicking on the + button. You then have the option to either;
|Add Task to Salesforce|
In this example, we will create an email as the first step in this cadence by clicking the paper aeroplane.
8. Click the pencil to edit the email body and subject.
9. You now have the option to use one of your Salesforce Templates by clicking Templates in the top left-hand corner....
and selecting the template you wish to use by clicking on the template name (click the dropdown arrow to search other folders).
Note: If your Salesforce Template contains merge fields, you will need to remove them and replace them using the Insert Merge Field function (refer to step 10).
Or set up your own email template by typing directly into the wysiwyg...
or by inserting html into the Code View. You can toggle between the two views until you are happy with your email.
10. Ebsta supports merge fields - you can add merge fields into the email by clicking Insert Merge Field in the bottom right-hand corner and selecting the field you wish to use from the drop-down list.
Note: The AutoSignature merge field is populated with your default Outlook Signature upon sending. If you are using the desktop version of Outlook, you need to set up your signature in Office365 in order for Ebsta to be able to insert this into your cadence. Refer to this article for more information:
11. When you are happy with your email, click Save.
12. You now need to set the next step in the cadence i.e. what follow up action should occur by clicking the + button.
13. Set the timeframe for when the follow up action should occur. By default, the next action is set to occur after 3 days if there is no response to the initial email. Use the dropdown menu to adjust this to suit your requirements.
14. Next, hover over the + button to set what the follow up action in the cadence should be, either;
|Add Task to Salesforce|
If the next action is Send Email, a green action box appears. Repeat steps 8-11 to create this follow up email.
If the next action is Add Task to Salesforce, a blue action box appears. Fill in the required fields and click Save.
15. If you have added an Add Task to Salesforce action within your cadence, you can add a follow up action depending on the outcome of the task by clicking the + button.
16. Select If Task is Closed from the dropdown menu.
17. Click the + button to add logic to the step.
18. Define the values based on the previous task using the dropdown menus.
19. Click the + button again to trigger a follow up email or task. In the example below, if the previous task closes with an Outcome of No Answer, a follow up email will be sent out after a set time of 3 days.
20. You may also want to define actions to take place if emails are replied to or if tasks aren't completed. To do this, simply click the + buttons under If recipient has replied and If Task is not completed in 1 month and add follow up tasks or emails as above.
21. When you are finished building your cadence, click Save.
To learn how to add a recipient to a cadence, refer to this article: