Before you begin
- Connect email before email steps; Phone & SMS before text or call steps
- Verify lead emails when the template includes verify steps (uses credits)
- Admins manage templates at Cadences → Templates
Templates vs instances
- Template — reusable blueprint at /dashboard/cadences/templates
- Instance — active run on one lead from My Cadences (/dashboard/cadences)
Safe launch sequence
- 1. Cadences → Templates → duplicate or create a short 2–3 step template
- 2. From lead detail, enroll 25–50 test leads (not your whole database)
- 3. Enable smart pause on reply where available
- 4. Review first sends in Inbox and cadence queue tabs
- 5. Tune subject lines and timing before scaling
Start from a lead
Open a lead → enroll in cadence, or use inbox quick-start when offered after a reply.
Common issues
- Steps skipped — lead missing email/phone, unsubscribed, or failed verify
- Send blocked — connect mailbox (Pro) or check workspace sending limits
- Cadence paused — reply detected or manual pause; resume from instance detail