The smoothest Cadences are the ones that only surface steps you can actually complete.

With a couple of quick automation rules, you can skip over steps when a Person doesn’t have a phone number or email tied to them—saving time and keeping your flow moving. This guide shows you exactly how.

• Prep Time: 2–3 minutes
• Creation Time: 5 minutes
• Serves: SDRs, BDRs, AEs, and Sales Managers
• Yields: Cadences that skip empty steps automatically 🚀

Prerequisites (What You’ll Need)

• Manage Automation Rules permission. To create Automation Rules, you’ll need the Manage Automation Rules permission. Default admin roles automatically have this permission enabled. 
• Cadence. A Cadence already in use (or one you’re planning to launch).

Create an Automation Rule to Skip Email Steps for People Without an Email Address

1. Go to your settings. 
2. Select Automation Rules under the Data category.
3. From the Automation Rules page, click Create New Rule. 
4. Name your rule. We suggest something like, “Contact does not have an email address”.
5. Click the Trigger dropdown, then select Person Updates. Choose When a person changes in Salesloft as the Trigger.
6. Click the Criteria dropdown, then click +Add Criteria. Set the criteria as follows:
   • Email Address> is null. 
7. Click the Action dropdown, then select Set Person Fields. 
8. Click +Add Field, then select Do Not Email, then select True. 
9. Save the rule

Create an Automation Rule to Skip Call Steps for People Without a Phone Number

1. Go to your settings. 
2. Select Automation Rules under the Data category.
3. From the Automation Rules page, click Create New Rule. 
4. Name your rule. We suggest something like, “Contact does not have a phone number”.
5. Click the Trigger dropdown, then select Person Updates. Choose When a person changes in Salesloft as the Trigger.
6. Click the Criteria dropdown, then click +Add Criteria. Set the criteria as follows:
   • Phone Number> is null. 
7. Click the Action dropdown, then select Set Person Fields. 
8. Click +Add Field, then select Do Not Call, then select True. 
9. Save the rule.

Related Articles

• How to Add an Email Step to a Cadence

Keywords: #cadence #automation #salesprocess #productivity #salesbestpractices #rules