NEW! Automate Your Zoho CRM Outreach With Cadences Studio

[@AlbinoLumi]

That makes sense! The challenge with unenrolling properties based on contact or lead replies is that a lead might click the link and book a meeting without actually replying to the email. This would leave the cadence unaware of their actions, as the conditions are set to trigger only on replies. For now, the best approach is to manually exit them from the cadence. A more effective solution would be to use custom view criteria to automatically opt them out when they don't meet specific conditions. This way, you can streamline the process and ensure that leads who have engaged through other means are managed appropriately.

[@stephensandor6503]

Can’t tell you how excited I am to use this tool And I had no idea you could set up a function for a specific email Brilliant thanks

[@samuelnygren8360]

Thanks Taylor! Super helpful walkthrough. Been waiting for ZoHo to introduce this. This raises the question: does cadance studio give you an option to limit how many emails that is sent per day (like a drip feature)? Maybe you have thousands of leads in your custom view and just want 80 of them to be sent per day.

[@ahmad-rateb]

very good feature and your trick in workflow is really smart and make it more efficient...thanks man

[@ComfortSleepBarbados]

what's the difference between and workflow and a cadence and how do they work with blueprints. If I wanted to setup a a process for my sale team to flow as Lead Nurturing, how would these all work together and what are the does and don't. I feel incredibly overwhelmed.

[@jmellon766]

Thanks for the vid

[@abert5240]

Your hair looks great 👍 and thanks for the great overview

[@stephensandor6503]

Great explanation. Thanks. I've set up a 'draft' cadence and I want to change the criteria for the Lead to enter the cadence. I can't find where to edit this and change the process. Does it need to be published before it can be edited. Thanks

[@katefish3318]

Great video! You explain it so well!

[@Zenatta]

Thanks, Kate!

[@jdams]

Tyler, this looks helpful, but still trying to understand the difference between cadences and workflow automations?

[@samsabo7719]

Hey thanks for this! Let's say I'm a salesperson, where would I see a list of due tasks like calls or manual follow up?

[@shahoba.8007]

Do you know if there is a way to use cadence studio with sms messaging as well or is it just email task and call?

[@robertmarker3217]

Fantastic video - I setup a cadence that adds a task when the email is clicked. I have a unsubscribe button and a learn more button. If they unsubcribe then the task gets setup to call them. Does system have ability to differentiate between an unsubscribe click and a different click?

[@Zenatta]

The unsubscribed "click" is treated differently then a click.

[@MatthewLewis-w3e]

This looks promising, but not all of our leads have email address or phone numbers. We have automated contact sequences set up in workflows right now, which allows you to say "IF phone number exists schedule a call, IF they only have email, send an email." Is there any way of doing that in Cadence other than creating entirely separate ones for each case?

[@tron__5204]

Will it work...if i import leads to custom view too?(Around 2000)

[@mixxit2454]

Well seen !! Cadence greatly simplifies the creation of an email and telephone workflow. In order to personalize emails, is it possible to use a template writer merged with contact fields for example?

[@travelwithbyrdadventures]

Good Question! I wonder the same.

[@juicedritellc]

It almost feels like having access to the drafts would be enough to REALLY personalize- this feels closer to what the prospect actually wants to experience, not a rhythm of canned emails reacting to the prospect's actions.

[@Zenatta]

Hi Mixxit! Unfortunately, this couldn't be done in Cadence for now. Once Zoho adds the ability to include custom functions as a Cadence action, we would be able to do this via Deluge using the Writer API.

[@guyguybass]

As always, this great and inspiring video

[@Tunee10]

Great video!

[@Samavesh2011]

I saw we have the option to schedule a call based on "last call status". Is this missing scheduling call based on "last call result"?

[@CameronHowitt-fb8sc]

When creating a Task followup, is it possible to assign that record dynamically to a different user field associated with the record? When you're setting up an email step in your cadence those users are available but I do not see them in the Task assignment options. You can either the task assignment blank which will push it to the Record Owner or you can set a specific user as an owner. Any tricks to do this dynamically within Cadences?

[@Zenatta]

Hi Cameron! This is definitely a limitation of the automated Task creation. It exists in Workflows as well to my knowledge. One solve is to add a custom field to the Task for "Assigned to Role" (or something similar). This field can be set with a default value within the Cadence Task creation page. Then, add a Task creation workflow with a deluge function that assigns accordingly via the field.

[@seanhrivers]

Shouldn't the exit criteria to stop the cadence give the options for both Reply OR If it exits the view? What if you send emails and the prospect calls you directly then the user needs to remember to manually end the cadence or it just keeps going. Sometimes the customer may come in using an alternative channel. Is there a way to deal with this?

[@Zenatta]

Hi Sean - good point. There's no perfect way to handle this. What we normally do is set it up to be based on the record being in a specific custom view. Then, we'll set up auxiliary workflows to remove it from that view (via a field update) if other actions occur. In your case, you could set up a workflow based on receiving a reply to an email to satisfy the exit from the cadence.

[@Darioenbrazil]

hi, it is not the same as the blueprint? what is teh difference?

[@Zenatta]

Cadence is more for communication workflows while blueprints are designed for mapping and automating business processes.

[@Efamily630]

Do you know when this will be in the Australia data centres ? Far out.....I literally spent last week creating this using a combination of blueprints, workflow..

[@stephensandor6503]

I have it in Australia I asked to be included in the beta advanced option Not sure how you get that now maybe ask crm support

[@blupoolDurbanNorth]

thius cadence hasn't worked for me when sending emails to the deals module. They've asked me to create a new field in each deal with the email address of the associated contact which is already imported....doesn't sound practical to me

[@Zenatta]

Hi BluPool! Yes, this currently is a limitation in Cadences. However, we expect you'll be able to point the emails to the related Contact soon.

[@pulse3sixty]

Why not just use the Zoho Campaigns auto email sequence? That's likely more powerful.

[@Zenatta]

You could, however, this would be more for SQLs after they have been handed off from the marketing campaigns. Since there is more built in functionality that is easy to configure for not only emails, but calls and task updates as well.

[@renaudlaurent7402]

Très puissant, mais un visualiseur des flows serait le bienvenu car avec les multiples cas a chaque étape on s'y perd au bout d'un moment