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Cadence Specific Workflow

  • Updated

Cadence specific Workflow

Topics Covered:

 

  • About
  • Prerequisites
  • Getting Started with Cadence-Specific Workflows
  • Understanding Cadence Specific Workflow with an example.
  • Frequently Asked Questions

 

About

Workflow in Cadence is basically a container or logical structure that automates certain actions based on particular criteria.

 

Prerequisites

  • You are connected as a Super Admin/Admin in Cadence.
  • Your specific CRM should be connected.
  • The field mapping setup should be completed.

 

Getting Started with Cadence-Specific Workflows

  • Step 1: Go to the Cadence page > click on any available cadence  > Go to the workflow section inside the cadence. 

 

 

 

  • Step 2: Add Workflow - Then, click the Add Workflow button in the screen's middle or in the top right corner. 

 

 

  • Step 3: Next, you must give a title to the workflow:

 

 

  • Step 4: Choose the condition from here - Choose from different triggers.

 

 

The available conditions are:

 

  • When an email bounces:

This condition will be triggered when the email has not reached the intended mail ID for some reason.


  • When people unsubscribe:

This condition will be triggered when people unsubscribe to Cadence.


  • When Cadence is manually stopped:

This condition will be triggered when a particular cadence is manually stopped from the Cadence page.


  • When a cadence is paused:

When a cadence is paused for a certain lead, this condition will become active.


  • When you create a custom task:

This specific condition will be activated when a user creates a custom task in Cadence.


  • When people reply to mail:

When people respond to emails sent by Cadence users, this condition will become active.


  • When Cadence ends:

This condition will be triggered when a cadence ends.


  • When an owner changes:

The change in ownership will cause this condition to become active.


  • When users get incoming calls:

This condition will be triggered when the user gets an incoming call.


  • When a demo is booked via Calendly:

This condition will be activated when a demo is booked using Calendly.


  • When a task is skipped:

This condition will be triggered when a task is skipped.


  • When a custom link is clicked:

This condition will be triggered when a custom link is clicked by any lead.


  • When the first automated task is completed:

This condition will be triggered when the first automated task is completed.

 

  • When the first manual task is completed:

This condition will be triggered when the first manual task is performed successfully. 

 

  • Step 4: Now you have to click on Add action to choose the action. There are multiple actions available here.



Available actions are:

 

  • Owner change: 

Selecting this action would make changes in the ownership, and at the same time, there will be a new field where you have to choose the owner from the dropdown.


  • Stop Cadence (for lead):

Choosing this action would stop the active cadence for a specific lead.


  • Pause Cadence (for lead): 

Choosing this action would pause the active cadence, and at the same time, you will also need to provide the value of the time limit in days or minutes in the next field as soon as you choose this action.


  • Move to another Cadence:

By selecting this option, the lead would be shifted to a different cadence, and you would also need to choose that cadence.


  • Change integration status:

Choosing this action would change the integration status of the lead, and there are two different fields after you choose this action

  • Change status for account to:
    The available options here are dynamic and depend on the field mapped with integration status. The options here are fetched directly from Salesforce and are the valid options set for that field in Salesforce by the organization.

 

  • A. New: This status means the contact is new to the Cadence. 
  •  
    • B. Ongoing: This means that the prospecting of the contact is still running.
  •  
    • C. Interested: This status means the contact seems to be interested.
       
    • D. Not Interested: This means that the contact seems not to be interested.
  •  
    • E. Converted: This status means that the prospecting of the contact was successful.


    • Change Status for lead to:

The options that are presented here are dynamic and are based on the integration status of the field that was mapped. The choices presented here are taken directly from Salesforce and correspond to the proper alternatives that the organization has specified for that field there.

 

  • A. Open - Not Connected: This simply means the lead is either new and/or has not been contacted by a sales representative yet.

  • B. Working - Connected: This indicates that the lead has been assigned to sales and sales has started outreach with the lead.

  • C. Closed - Converted: The status Closed - Converted means the lead is closed because the prospecting was successful.

  • D. Closed - Not Converted: The status Closed - Not Converted means the lead is closed because the prospecting failed.

 

  • Step 5: In the next part, you can choose multiple actions to come into use, which will be performed one after the other. For that, you can click on Add Action to add multiple actions.

 

 

Example 1

  • For example, we are giving the title as Mail replying
  • In this workflow, we have defined the condition as When people reply to email.
  • For action, we have taken Move to another Cadence.
  • In the next field, we have selected the cadence from the dropdown.

 

 

In this specific example when people will reply to mail sent by Cadence the lead will be moved to another Cadence and you have to select the cadence from the next dropdown.

 

Example 2

In this example, we are considering a Cadence specific Workflow 

 

  • In this workflow, we have defined the condition as When a task is skipped.
  • For action, we have taken Change integration status.
  • Next, we add the condition Change status for Account to, here we choose Not -Converted from the dropdown.
  • Next In the field named Select reason for fake, which means if it is not converted there will be a reason to select reason. We have chosen Test Account 1 from the dropdown as a reason.
  • After that, in the next field, Change status for lead to, we choose Closed Converted, from the available options.
  • Now in the field Select Reason for Disqualification we have chosen Reason 1 from the available options. This field mean

 

 

 

In this Cadence-specific workflow, the lead's integration status will essentially be changed whenever a task is skipped for the chosen reason Test Account 1. To be more exact, the account's status will be changed to Not Converted and the lead's status will be updated to Closed-Converted and the reason for disqualification will be Reason1.

 

Frequently Asked Questions

 

  • Q. Can I add a workflow in any type of Cadence?

Ans: You can add a workflow in any type of Cadence like Personal and company.

 

  • Q What makes this type of workflow special?

Ans: This Cadence-specific workflow is unique in a number of ways, such as the fact that it is only compatible with that Cadence. Only that particular cadence is used for all triggers and actions. 

 

  • Q. What is the source of the available options in the fields of triggers and actions?

Ans: The options in the fields of triggers and actions presented here are taken directly from Salesforce and correspond to the proper alternatives that the organization has specified for the fields there.

 

  • Q. Can I add a workflow to a specific Cadence when the cadence is already launched?

Ans: Yes, you can add a workflow to an existing cadence after it has already launched, however in that case, the existing cadence must already have at least one task to be completed.