Glossary
| Terms | Definition |
|---|---|
| Cadences (feature) | Left Main’s powerful follow up feature, which includes emails, SMS and tasks on the Leads, Opportunities, Contacts, Transactions and Interested Buyers objects. Direct Mail Cadences are also available for the Leads and Opportunities objects. |
| App: Cadences App Configuration | This app provides a single destination for reviewing all cadences-related objects in one place. |
| Object: Cadence Direct Mail | Direct Mail Cadences enables Left Main customers to create and automate customized direct mail sequences at scale. This object provides a bird’s eye view of which Leads and Opportunities are on a Direct Mail Cadence. |
| Object: Cadence Scheduled Email | This object offers a bird’s eye view of email-specific cadences applied to Contact, Interested Buyer, Lead, Opportunity and Transaction records. Recommended visible columns: Cadence Scheduled Task Name, Created Date, Time to be dispatched, Email, Frequency, Sequence, Status, Contact, Interested Buyers, Lead, Opportunity, Transactions |
| Object: Cadence Scheduled SMS | This object offers a bird’s eye view of SMS-specific cadences applied to Contact, Interested Buyer, Lead, Opportunity and Transaction records. Recommended visible columns: SMS Follow Up Sequence, Status, Folder, Object, Type of Schedule, # Schedule, SMS Body. |
| Object: Cadence Scheduled Task | This object offers a bird’s eye view of task-specific cadences applied to Contact, Interested Buyer, Lead, Opportunity and Transaction records. Recommended visible columns: Cadence Scheduled Task Name, Cadence, Created Date, Time to be dispatched, Contact, Interested Buyer, Lead, Opportunity, Transaction, Sequence, Frequency to Flow, Status, Related Record ID |
| Object: Cadences | The "Cadences" object provides the full picture of which Email, SMS and Task templates are applied to Contact, Lead and Opportunity records. Recommended visible columns: Cadences Name, Created Date, Contact, Lead, Opportunity, Stop Cadences, Folder Email Template, Folder SMS Template, Folder Task Template |
| Object: Email Follow Up Sequence | Store email templates in this object. Recommended visible columns: Lead Follow Up Sequence Name, Frequency, Number, Folder, Email Template Name, From Email |
| Object: SMS Template Follow Up Sequence | Store SMS templates in this object. Recommended visible columns: SMS Follow Up Sequence, Status, Folder, Object, Type of Schedule, # Schedule, SMS Body |
| Object: Task Follow Up Sequence | Store task templates in this object, such as post-appointment follow-up and transaction tasks. Recommended visible columns: Task Follow Up Sequence Name, Task Cadence Folder, Task Subject, Frequency, Number, Owner First Name |
Navigate Cadences
Create Cadence Templates
Apply Cadences
Stop Cadences
Advanced Walkthroughs
Cadences must be configured to work with your preferred SMS provider and each user’s email address.
Cadences FAQs
Which phone fields do SMS Cadences work with?
Leads - Mobile
Contacts - Mobile
Opportunities - Mobile
Transactions - Mobile Phone (via Person Account)
Cadences work fine for me, but one of my new team members is having issues. What could be wrong?
Permission Sets. The Left Main Cadences Permission set must be applied to any user who should have access to Cadences. Alternatively, the “Phone” and/or “Mobile” fields in the user’s record are empty.
How do I avoid sending messages via Cadences after hours?
Cadence Timing and Restrictions
For Email: delivered from 8:30am to 9pm every hour
For SMS: delivered from 8am to 9pm every 10 minutes at the top of 10 minute increments (i.e. SMS can be delivered at 8:30am, 8:40am, 8:50am, etc.)
If there’s an automated after hours trigger via Flows, the initial SMS cadence scheduled for "now" will send outside business hours. The SMS cadences that follow in the sequence will all respect business hours.
For Tasks: applied from 9am to 9pm every hour
Are there out-of-the-box automations running in the background related to Cadences?
Yes.
When a cadence is stopped, the "has cadence" checkbox is automatically unchecked
If a new cadence is added, the "stop cadence" checkbox on PREVIOUS cadence is automatically checked
When all scheduled cadences equal complete, the "stop cadence" checkbox is automatically checked and the "has cadence" checkbox is unchecked
If the last active cadence is deleted, all scheduled tasks, emails and SMS are set to COMPLETED and the "has cadence" checkbox is unchecked
Cadences Best Practices
Verify First. Test any templates and/or Flows you plan to use on yourself and a colleague or family member.
Automate Slowly. Ensure your team is sufficiently comfortable working within your org before creating additional custom Flows to automate Cadences
Use a No Lead Left Behind Strategy. At your next quarterly or annual business planning meeting, map out a strategy to maximize touchpoints using email, SMS, task and Direct Mail Cadences.
Standardize Naming Conventions. No matter where you’re starting, consistent naming conventions only become more important as your team or business grows.
Cadences Future Improvements
[Resolved in January 2025 release] Bulk Add Cadence Buttons. Currently, clicking this button multiple times can incorrectly create multiple cadences on a single record. Customers are advised to click only once and wait for the page to refresh at this time.
SMS Templates. When creating a new SMS Cadence template, customers currently need to save a second time to associate the template with a particular object.
Merge Fields for SMS Templates. Currently, only fields available in the merge field dropdown when creating a new SMS template operate with Cadences. Using merge fields available on the object that aren’t in the dropdown prevents the SMS from going out.