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Reorder steps & Insert new steps into an active cadence.
Reorder steps & Insert new steps into an active cadence.

Iterate on your process to achieve optimal results.

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Reorder Steps

After rearranging/adding a new step between the cadences, please note the following changes that need to be done :

Reports: the previous values in the reports get removed and it calculates the value (along with the number of prospects )of the current step format

Cadence automation: Playbooks get paused, to activate, you need to update the automation setting according to the current step format.

Thread: The e-mail thread toggle should be disabled and removed from UI.

  • The "step number" is a button. Hovering over it reveals that it's used to move that particular step to a new position in the cadence. Click it to bring up the window below.

  • The "Reorder Step" window allows you to choose a new position for that particular step, it will be highlighted by default. Use the handle on the left side, next to the step number, to drag the step to a new position.

  • Once you've decided on the new position, read the confirmation message "Step X will become Step Y" to ensure your desired outcome. Hit "SAVE" to bring up the confirmation window.

  • The confirmation window will only appear when changes are made to a live cadence. It's here to inform you that the prospects currently enrolled in the cadence will be affected by this change. If that is your desired outcome, hit "CONFIRM". Give the system a few seconds to make the changes, and you're done!

Inserting a new step

  • To add brand new steps in the middle of a cadence, find the '+' button between current steps on the cadence timeline. Click it to add a blank step, as shown below.

  • From this point, you may configure the blank step to your wish. Once you finalize the type of step and the messaging, the system will ask you for confirmation, similar to the reorder step operation. Confirm the changes and allow a few seconds for them to take effect.

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