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GuideCadences

Creating a Cadence

How to create a new outreach cadence using the visual builder.

2 min read 6 sections 5 tags

A cadence is a reusable multi-step outreach sequence. It defines what happens to each contact: which emails to send, how long to wait between steps, when to branch based on conditions, and when to assign tasks.

Creating a New Cadence

  1. 1

    Go to Cadences in the sidebar.

  2. 2

    Click 'New Cadence' (or use the dropdown to select 'New from Template').

  3. 3

    Enter a name and optional description.

  4. 4

    Use the visual builder to add and connect nodes.

  5. 5

    Configure each node's settings (email content, wait duration, conditions, etc.).

  6. 6

    Save your cadence — it starts in DRAFT status.

  7. 7

    When ready, click 'Publish' to create an immutable version that can be used in campaigns.

Available Node Types

NodePurposeConfiguration
StartEntry point of the cadence. Every cadence must have exactly one.No configuration needed.
Send EmailSends an email to the contact.Subject, body (HTML/text), template selection, variables.
WaitPauses the sequence for a specified duration.Duration in hours/days.
ConditionBranches the flow based on contact behavior.Condition type (opened, clicked, replied).
TaskCreates a manual task for a team member.Title, description, assignee type, due date offset.
GoalMarks a conversion/success point in the sequence.Goal label for analytics tracking.
NotifySends an internal notification to your team.Notification label and message.
Pro Tip

Start with a simple sequence: Start → Email → Wait (3 days) → Email → Goal. You can always add more complexity later.

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