As your cadences progress, you will have prospects with various levels of engagement - prospects that open your emails, prospects that clicked a link in the emails, etc.
Now, you can create different automated workflows to filter these prospects based on their engagement and execute a certain action.
First, to set this feature up:
Head to the "Playbooks" tab inside any cadence.
Here you will find a set of pre-built playbooks to choose from.
You can also create your own custom playbooks -
Here are the different criteria you can filter a prospect on
For any given criterion, here are the different actions you can perform
Here are a few example workflows that'll help you chain your cadences when a prospect meets a specified criterion.
For example, if a prospect has opened multiple times or clicked on a link, automatically move them to another cadence. Now, this new cadence can be tailor-made for prospects that are engaging with emails in the previous cadence.
That way, you can send more personalized follow-ups to prospects that are engaging with your emails.
When a prospect opens your email, you could:
- Stop the existing cadence.
- Move them to a new cadence.
You can also set a delay as to when you'd like to send emails from the new cadence.
If a prospect replies, you can create a task (or any action of your choice).
You can set up more complex workflows by adding multiple conditions to filter prospects and move them to a new cadence (or any other action).
Unless the conditions applied are satisfied, the corresponding actions will not be executed.