Edit an Existing Cadence

We understand that, while your original cadence may be stellar, you may eventually want to make changes to your sales process. The cadence overview page provides you with a whole lot of details about your cadence, and it also allows you to edit your cadence steps with cadence actions. 

Cadence step actions expand your cadence’s capabilities, let you 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

Move a Cadence Step 

When your well-crafted sales content isn't getting any traction, editing the order of your steps may be just the trick to spark communication with a prospect. For example, if you start your cadence with an email and follow that with a call, you could flip the order to see if you increase connection rates.  

Fortunately, 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, follow these steps:

1. 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.
2. Click on the step handle
3. Drag to your desired location.

AB Testing

AB Testing allows you to experiment with different variants to see which one performs best within your cadence. Variants are similar but different versions of your sales messaging, like email templates or call scripts. 

Here’s a best practice tip, straight from the scientific method. While it may be tempting to test complete different emails, you will get the most out of AB testing by adjusting one piece of your emails. Since only on aspect of your email changes, you can clearly determine the messages that generate responses. For example, change just your subject line or just the first sentence of your template. 

SalesLoft will randomly divide people that are added to a cadence between the enabled variants, like a flip of the coin.  

Now, how do you actually put your AB testing into action? Follow the steps below:

1. Find the email step you would like to AB Test.
2. Click (...) icon on the right side of the cadence step to open the variant actions menu.
3. Click Add Variant. 
4. The Create Email Variant box will appear. Select the template you would like to use.
5. You will now see two email template options available under your step. The first one will be toggled on. 
6. 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.
7. 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.

Variant Actions on a Cadence Step

You will see an ellipses (...) on the right side of each variant of a cadence step. Select the ellipses to open 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:

• Add Variant: Creates a second option in your cadence step. Adding a variant allows you to use AB testing on your cadence steps. 
• Copy Variant: Creates a duplicate of the variant on that step. 
• Edit Variant: Opens your step details so you can edit the individual step, like the email template or call instructions. 
• Delete Variant: Removes the variant. Each step must have at least one variant. If you wish to remove the last variant, delete the step. 
• Delete Step: Removes the entire step from your cadence
• 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. 

Edit a Cadence Step

If you would like to edit the content of your step, you can click on the Step Name. The step editor, like the email template or phone step details will pop up and you can make changes. Once your changes are complete, hit Save.

To modify the day your step runs on or automate a cadence email step, select the Edit Step button located above the top right corner of the step.

Add a New Cadence 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 the upper right corner of any cadence step.

For more information on adding a new cadence step, check out our Add a Cadence article.