Build a cadence

Create a cadence template with clear timing, channel mix, approval points, and safe exit rules.

8 min readUpdated June 2026

Create the template

  • Open Cadences, then choose Templates or Create cadence.
  • Name the template by use case, such as New buyer inquiry, Demo no-show, Open house follow-up, or Past client reactivation.
  • Choose the owner or team who can use the template.
Video walkthrough placeholder showing a user creating a cadence template, adding steps, previewing timing, and saving the template.
Video: Build a cadence template
Video walkthrough placeholder showing a user creating a cadence template, adding steps, previewing timing, and saving the template.
Cadence builder with template name, step list, timing controls, channel selector, preview panel, and save button visible.
Cadence builder with template name, step list, timing controls, channel selector, preview panel, and save button visible.

Set timing and exits

  • Space steps far enough apart that the sequence feels human.
  • Turn on pause-on-reply for sales and real estate follow-up.
  • Use eligibility checks before SMS, automated email, and dialer steps.
  • Decide what should happen when a meeting is booked or a deal stage changes.
Cadence step editor showing delay timing, pause-on-reply, step channel, message preview, and eligibility warnings.
Cadence step editor showing delay timing, pause-on-reply, step channel, message preview, and eligibility warnings.

Review before launch

  • Preview every message as the recipient would see it.
  • Check personalization tokens for missing fallback text.
  • Start with a small segment before enrolling a large audience.
  • Ask a manager to review compliance-sensitive SMS or calling steps.

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