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Managing Active Cadences

Effectively managing your active cadences ensures your outreach remains flexible, relevant, and aligned with your goals. Once a cadence is live, you may need to pause it, resume it, skip certain activities, edit, or duplicate it. These management options give you full control over how your sequences run in real time.

 

 

Getting Started with Active Cadences

  1. From the main menu, click Cadences.
  2. Select Published to view a list of all currently running cadences.
  3. Each active cadence will display key details such as:
    • Cadence Name
    • Days in Cadence
    • Steps
    • Contacts Added
    • Active Contacts
    • Finished Contacts
    • Ejected Contacts
    • Successes

Alongside each cadence, you’ll see the management menu (three dots) where you can pause/resume, skip, edit, or duplicate.

 

 

Pausing & Resuming a Cadence

You can pause a cadence temporarily and restart it when ready. This can be done at either the contact level or the whole cadence level.

Pause at Contact Level

  1. Open the cadence from the Active tab.
  2. Locate the contact you want to pause.
  3. Click on the Cadence action.

  1. Select Pause Contact.
    • Ideal for out-of-office replies or bounce-backs.

 

 

Pause at Cadence Level

  1. From the Active Cadences list, click the three dots beside the cadence name.
  2. Select Pause Cadence.

  1. Choose whether to pause indefinitely or set an automatic resume date.
    • Useful during holidays or when reviewing messaging.

//Alternatively you can pause your cadence within the results area.

 

 

Resuming

  1. Go to Cadences → Active.
  2. Find the paused cadence or contact.
  3. Click the three dots and select Resume.
    • Outreach will continue from the next scheduled step without duplicating past ones.

 

 

Skipping Activities

The Skip function lets you bypass specific steps for individual contacts or across the cadence.

  • Example: LinkedIn steps → If a connection request hasn’t been accepted, you can skip the LinkedIn message to keep outreach relevant.
  • Example: Missing details → Skip a call step if a contact has no phone number.

How to Skip a Step

  1. Open the cadence and locate the step or contact.
  2. Select Skip.
  3. The cadence will move the contact directly to the next relevant step.

 

 

Editing an Active Cadence

  1. Navigate to the Published Cadences list.
  2. Select Edit..
  3. Update:
    • Cadence Settings (goal, schedule, time zone, exit rules).
    • Steps (timing or content).
  4. Save changes to apply to all future steps (completed steps remain unchanged).

 

 

Duplicating a Cadence

  1. From the Active Cadences list, click the three dots beside the cadence.
  2. Select Duplicate Cadence.
  3. A copy will be created with the same structure and settings.
  4. Rename and adjust before publishing.
    • Ideal for creating variations for different segments.

 

 

Best Practices

  • Pause rather than delete → Maintain cadence history for future use.
  • Use skip carefully → Keeps cadences relevant and avoids wasted touches.
  • Duplicate for testing → Create variants to test different messaging or timing.
  • Check performance regularly → Review stats (active, finished, successes) to optimise results.

 

 

FAQs

Can I pause a single contact without stopping the whole cadence?
Yes. Use the Pause Contact option to stop outreach for one person only.

What happens when I resume a cadence?
Contacts pick up from their next scheduled step — previous steps aren’t repeated.

If I skip a step, is it removed permanently?
Yes. Skipped steps are bypassed, and the contact moves directly to the next action.

Can I edit a cadence once it’s active?
Yes. Changes apply to all future steps but not to those already completed.

What’s the difference between editing and duplicating?
Editing updates the existing cadence. Duplicating creates a new copy, leaving the original unchanged.

 

 

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