Add Cadence steps

You can choose a step to be an email, a call or a task.

1. You can create a new template and save it to the Cadence. 

  • Add an Email Subject here and the body of your email.

To personalise the emails, you can use placeholders (from the tool box button that says {{Placeholder}} to insert to the email body and {{Placeholder}} button to the right of the subject line to insert to the email subject) in your template. For example, you can start off your email with “Hi {{FirstName}}” which will be automatically changed to reflect your prospect’s first name when the email is sent.

  • Now add the template to a Template Category, give it a name, and click on Save and Insert to Cadence.

2. You can also click on Use an Existing Template to retrieve templates you’ve created previously, and select an existing template.

Once you select the template you want to use, you can modify it to suit your Cadence if required, then click on Insert to Cadence.

Add a task

You can add a task to keep track of tasks you want to perform outside Klenty. For example, find the prospect on LinkedIn, send a demo invite, etc.

Enter details of the Task in the Subject and text fields and click on Save.

Add a call

You can schedule a call activity and place the calls directly from Klenty.

Follow up steps

To add the next step in your Cadence

  1. click on the + button to the left, below the step you've just added.
  2. Set the number of days you want to wait for this step.
  3. Click on the + button to add the second step.
  4. You can add as many steps as you need.

A/B testing

You can A/B test your emails at any step to see which option works better.

  1. At the email step that you want to A/B test, after adding your first template, click on the A/B TEST button. 
  2. Select from Templates or create a new template and insert to the Cadence.

Now both options will be used when sending emails to prospects. The emails will typically be split in a 50:50 ratio. 

You can view Step Wise Metrics (in Cadence -> Reports) to see how each option is faring.


Step wise settings

At each email step, you can click on the Step Settings button to manage the following settings.

  • From email Id – you can choose a team member’s email id here. By default, this picks up your email id.
  • Delivery Window – you can schedule the time the emails in that step must be sent. Any emails pending at the end of the window will be rescheduled to the next day.
  • Unsubscribe Link – this is enabled by default. You can remove the check box if you don’t want to include an unsubscribe link.
  • Approve before sending – for emails scheduled in the Cadence after the first step, you can select this option to approve the emails before they are sent.
  • Email thread – for emails scheduled in the Cadence after the first step, you can select this option if you’d like to include the previous email in this email’s thread. If you have multiple steps, you can select which of the previous emails you’d like to include in the thread.
  • Schedule days – you can select the days that the emails will be sent on and unselect the days you’d like to skip.

Cadence Settings

  • Stop Cadence on Reply – enabled by default, this option ensures no further follow up emails are sent to a prospect that replies to you.
  • Set Time Zone – set a time zone for your Cadence emails. The delivery window will follow this time zone.
  • Cadence throttle - Set up how many emails should go out from a particular Cadence.
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