Add Email Step

An email step sends an email powered by Conquer Email. Managers can specify templates to be used when executing this step, with the option to send the email automatically.

To add an email step, navigate to Cadence Management > Cadences > Create Cadence > Add Email Step

You can set up email steps in a cadence with a Email Template to make sure that you are delivering consistent messaging while at the same time adding instructions for personalizing the email as needed.

Options for this step allow you to name the email step and add instructions for the user.  Additionally, you can also select an email template and select to automatically send the email when the touchpoint is due if you so desire. Clicking the 'eye' icon will allow you to preview the email template.

You also have the ability to assign your Conquer Flow to the email step within the Cadence Builder.

Assigning Email Template Folders

When performing an Email Step with an Email Folder associated to it, Select a Template will be presented in both the subject line and also in the body of the Email.

The template pick list will only show templates that are within the selected folder.   To view add and edit  Email Template Folders Navigate to Cadence Management.

Users are able to see the template option is populated in the subject line and also the body of the Email when a folder is assigned.

Continue Previous Thread

Continue Previous Thread allows the email from the current step to be continued in an email conversation thread that was started by a previous email step within the same cadence.  The dropdown is greyed out for the first email node in a cadence since there is no previous email step to link to.