Available to: All pricing plans
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.
1. Open up the Ebsta Console by clicking on the following link:
(You will be asked to sign in with your Salesforce credentials)
2. Click Cadences.
3. Click New.
4. Enter a name for your cadence in the text box.
5. Create the first step in your cadence by clicking on the + button and then choose to send an email or create a Task in Salesforce.
|Add Task to Salesforce|
In this example, the first step will be an email.
6. Click the pencil to edit the email body and subject.
7. To use a Salesforce Template, click Templates.
Select the template you wish to use from the list or click the dropdown arrow to select a template from another folder).
Alternatively, you can create your email by typing directly into the wysiwyg or by inserting html into the Code View. You can toggle between the two views.
8. To insert an image into the email body, click Insert Image.
Either drop the image* into the upload area or click to select an image to upload. You can also insert a url link** to an image by clicking By URL.
* Supported file types include .png, .jpg and .gif. Please note that total file limit (of attached files and images) per email is 20MB.
** If you insert a url link to display an image in a cadence, when you select the cadence to send out to a recipient, the image will not display within the email body preview but it will display when sent.
Once the image has been uploaded, click on it within the email body to adjust its size and alignment, add a url link or alt tags.
9. To attach a file to the email, click Upload File.
Either drop the file* into the upload area or click to select a file to upload.
* Supported file types include: pdf, .png, .jpg, .doc, .docx, .xls, .xlsx, .ppt, and .pptx. Please note that the total file limit (of attached files and images) per email is 20MB.
If you want to remove a file, click the x button.
10. To insert a merge field into the email, click Insert Merge Field.
Select an Ebsta merge field from the list*.
|Note: The AutoSignature merge field is populated with your default mailbox Signature upon sending. Outlook users using the desktop version will need to set up a signature in Outlook online in order for Ebsta to be able to insert the signature into a cadence. Refer to this article for more information:
Alternatively you can select to use a custom merge field by clicking Add custom merge field.
To learn more about using custom merge fields in a cadence, please refer to the following article:
Using merge fields in a cadence
9. When you are happy with your email, click Save.
10. Create the next step in the cadence i.e. what follow up action should occur by clicking the + button.
11. Decide when the follow up action should occur. By default, the next action will occur after 3 days if there is no response to the first step in the sequence. Use the dropdown menus to amend this.
12. To determine what the follow up action should be, click the + button and then choose to send an email or create a Task in Salesforce.
|Add Task to Salesforce|
13. If the next action is to send email, a green action box appears as before. Repeat steps 5-8 to create this follow up email.
14. If the next action is to add Task to Salesforce, a blue action box appears. Add a description and amend the status if required.
If you wish to set the type of Task to be added to Salesforce, select Task Type from the dropdown menu and click the +button.
Then select the field value from the dropdown menu.
15. When you are happy with your Task set up, click Save.
16. Again as before, to add another step in the cadence, click the +button and decide on when the follow up action should occur. If the previous step is an Add Task action, you can base the next step in the cadence on the outcome of the Task by selecting If Task Closed.
17. Add logic to the step by clicking the + button...
...and then use the dropdown menus to determine the logic for the next step in the sequence. For example, if the Task was a call to a prospect and the outcome resulted in a positive discussion, I may want to send out follow up information in an email 1 day after the Task completed.
18. You can also 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.
19. When you are finished building your cadence, click Save.
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