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Playbooks: Automate Your Middle-of-the -Funnel Activities (Growth plan only)

Filter prospects based on engagement and move them to cadences tailored to their actions.

Preena Francis avatar
Written by Preena Francis
Updated over 10 months ago

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

Example Workflows

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.


You can check the logs of your automation workflow here:

You can edit or remove your automation setup here:

Also, point to be noted once you Edit the setup workflow you will lose the History of logs that were there before the changes were made.

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