We understand that while your original cadence may be stellar, you may want to make changes to improve your sales process. The cadence overview page provides you with a whole lot of details about the actions in your cadence, and it also allows you to have complete control over your cadence steps.
Once cadence steps have been added there are a number of actions and features that can expand your cadence’s capabilities. Cadence step actions let you fix cadence nuances, test different selling methods, and more.
In this article we will walk through the cadence step actions you can take, including:
- Move a Cadence Step
- AB Testing
- Variant Actions on a Cadence Step
- Edit a Cadence Step
- Add a New Cadence Step
You’ve created a cadence, all the types of steps are exactly what you need to reach out, but your order is out of whack. Maybe you are trying to send an email and follow it with the call, but want to give the reverse order a try.
No problem. You can easily alter the order of your steps by moving or dragging the step to it’s preferred spot.
Things to Note:
- Steps containing People cannot be moved.
- Steps can only be moved within the confines of the set days. If you want your step to be on a different day, edit the step
To drag a step:
- Find the Step Handle (six dots located to the left of the name and instructions on the step) Your cursor will switch to a hand icon when you move to the step handle.
- Click on the step handle
- Drag to your desired location.
AB Testing allows you to experiment with different email templates to see which one performs best within your cadence.
Just like a scientific study, AB testing uses different variables, or variants in SalesLoft, that you can compare.
Here’s a best practice tip, straight from scientific research. While it may be tempting to test email template A versus email template B, you will get the most out of AB testing by adjusting one aspect of your emails. For example, change just your subject line or just the first sentence of your template. Save both templates (example: intro A and intro B) so that you can easily pull the metrics each template brings in.
When you add people to your cadence and they run on that particular step, the people will be divided, like a flip of the coin, between the variants.
Now, how do you actually put your AB testing into action? Follow the steps below:
- Find the email step you would like to AB Test. Click + Add Variant under the step’s information.
- The Create Email Variant box will appear. Select the template you would like to use.
- You will now see two email template options available under your step. The first one will be toggled on. Toggle the second variant in order to initiate AB Testing.
- If you no longer wish to use a variant for AB testing, toggle the email off. You must have at least one variant toggled.
- To Delete a variant and entirely remove the variant, click the Three Dots Menu on the far right of the step you want to delete. Click Delete Variant If people are on that step, they will be automatically moved to the next step in your cadence. Note: if you delete a variant, the cadence metrics will be deleted as well.
You will see an ellipses (...) on the right side of each variant of a cadence step. Selecting the ellipses opens a drop down menu with additional actions you can take for that specific variant. This is especially helpful when dealing with multiple variants while AB Testing.
The variant actions you can select include:
- Export People: Creates a downloadable CSV file or the people who are currently working or who have previously completed the cadence.
- Saving a Template to a Cadence: If you add an email step to your cadence without using a previously created template and type in your own message, you can save that message as a template from the cadence. By saving the email as a template you can gather metrics on that specific template.
- Copy Variant: Creates a duplicate of the variant on that step.
- Delete Variant: Removes the variant. Each step must have at least one variant. If you wish to remove the last variant, delete the step.
Step editing can take a couple of forms. If you would like to edit the content of your step, you can do so by clicking on the Step Name and making changes. Once your changes are complete, hit Save.
To Modify the day your step runs on or automate a cadence email step, select Edit Step.
In your cadence overview, you can either add an additional cadence step from the Cadence Actions in your Cadence toolbar or click the Add Step button located on any cadence step.
For more information on adding a new cadence step, check out our Creating a Cadence article.