Sharing and Copying Cadences

Follow

Share A Cadence:

Step 1: Click the "Cadences" tab on the top navigation bar.

Step 2: Find the cadence you want to share and click the ellipsis (three dots) icon. If the cadence is already private the lock on the left will show. If it is public, there will not be a lock icon.   

Note: An alternate way of doing this would be to navigate to a specific cadence, choose the ellipsis icon, and then choose "Make Public." 

Copy A Cadence:

Step 1: Click the "Cadences" tab on the lefthand navigation bar.  

Step 2: Find the cadence you want to copy and click the ellipsis icon, then choose "Copy."

Step 3: Confirm you want to copy the cadence.

Step 4: The cadence is copied! Now you can add people to the cadence and change the cadence's settings as desired.

  

 

Helpful Tips:

  • Copying a cadence will copy all of the steps including email templates, but will not copy any of the people in the cadence.
  • "My Cadences" (non-Team Cadences) can only be run by the cadence's owner. 
  • Are you an admin? You can see and copy all of your teammates' cadences including the private ones! You can also copy cadences to a different member on your team. 
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk