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".

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.