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GuideTemplates

Cadence Templates

Save and reuse cadence flows as templates.

1 min read 5 sections 4 tags

Cadence templates let you save your best-performing cadence flows and reuse them across multiple campaigns.

Creating a Cadence Template

You can save any cadence as a template. The template captures the entire flow — all nodes, connections, and configurations. Template names must be unique within your organization.

Using a Cadence Template

  1. 1

    When creating a new cadence, click the dropdown arrow on 'New Cadence'.

  2. 2

    Select 'New from Template'.

  3. 3

    Browse your saved cadence templates.

  4. 4

    Click to select one — a new cadence is created with the template's flow pre-loaded.

  5. 5

    Customize the flow as needed, then publish.

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