What is cadence?

A cadence is a sequence of emails and tasks to follow up with prospects. A cadence can be created for all kinds of outreach - cold emails to new prospects, following up with inbound leads, and so on. To begin:

  1. Cadences > Create Cadence

  2. Please give it a name

  3. Add a step

A cadence has multiple steps. You can choose if a step will be an email, call, or task.

Email steps

  1. Click on the + to Add Mail. Here you’ll add the template Klenty will use to email your prospects.

  2. To personalize the emails, you can click on {{Placeholders}} at the bottom right of your template. For example, you can start your email with ‘Hi {{First name}},’ which will be automatically changed to reflect your Prospect’s first name when the email sends.

  3. Click on ‘Signature’ to insert a signature you’ve set-up.

  4. When your template is ready, click on ‘Send test email’ on the bottom right to make sure it’s good.

  5. Click on the ‘Add’ button on the top right corner to add the template to your cadence.

Follow-up steps

To add the next step in your cadence:

  1. Click on the + button to the left to ‘Add New step’ to add another step in your cadence

  2. Set the number of days you would like to wait before the next step is triggered

  3. Follow the steps earlier to add an email to a cadence

Step settings

At each email step, you can click on ‘Step Settings’ to customize your cadence.

  1. Delivery Window: you can schedule the time to send emails. Klenty will reschedule any emails pending at the end of the window to the next day.

  2. Schedule days: you can decide which days your emails will be sent through and unselect the days you’d like to omit.

  3. From email Id: if you’re in a team, you can select from a list of email ids that are connected. By default, this picks up your email Id.

  4. Approve before sending: you can choose to approve the email instead of sending them automatically.

  5. Unsubscribe link: enabled by default. You can disable it if you choose.

  6. Make sure to select ‘Copy the setting to all steps in the Cadence.’

Cadence settings

  1. Set Time Zone: set a time zone for your cadence emails. The delivery window will follow this time zone.

  2. Stop Cadence on Reply: enabled by default. This option ensures no further follow-up emails are sent to a prospect who replies to you.

  3. When your cadence is, all set click on ‘Add Prospects to Cadence’ to start scheduling emails.

Prefer a quick tutorial instead of reading? Well, here's the video.

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