Switch Cadence

Switch Cadence allows you to move cadence members to a different cadence. You may want members to switch between cadences based on feedback you receive from engaging with prospects in your current cadence.

Note: Moving a member to another cadence will complete any open touchpoints for the current cadence and schedule a touchpoint for the new cadence at the selected step.

A switched member’s status will be marked as “removed” for reporting. Switching a member to a new cadence requires an outcome to be selected for the touchpoint. If it is marked as a positive sentiment, it will report as "converted", but if it is marked with a negative sentiment, it’ll show as "unsuccessful". You also have the ability to leave notes that will show up on the Touchpoint Object in the Notes field.

Switch Cadence from Cadence Utilities

This can be accessed from Cadence Utilities > Open Touchpoints > Select an Action > Switch Cadence

To switch a cadence member to a different cadence from Cadence Utilities, click on the Actions Dropdown and select Switch Cadence. You will be presented with a Branch Cadence modal with options to: Select the Cadence for the member to move into, Select the Starting Step, Select a Due Date, Select a Due Time, Select the Outcome from the previous engagement with prospect.

Switch Cadence from Cadence Actions

This can be accessed from Cadence Actions > Active Cadences > Switch Cadence

To switch a Cadence Member to a different Cadence from Cadence Actions, click on the Actions Dropdown and select Switch Cadence. You will be presented with a Branch Cadence modal with options to: Select the Cadence for the member to move into, Select the Starting Step, Select a Due Date, Select a Due Time, Select the Outcome from the previous engagement with prospect.

Once completed, the Removed Reason field on the Touchpoint will show “Agent Changed Cadence” and the Status field on both the Touchpoint and related Cadence Member will have a value of “Removed."