Hey Champions! 

Savannah Warbington here, Customer Success Architect at Salesloft!

I want to talk about a common topic I hear: how to use automation rules to move people between cadences. This is a powerful way to boost efficiency and personalize your outreach in Salesloft and can save you time while also ensuring the right message reaches the right person at the right time.

Let’s dive in! 

Why Automate Cadence Transitions?

• Save time: No more manual moving! Automation handles it for you.
• Personalize the journey: Move prospects to different cadences based on their behavior or stage.
• Improve engagement: Keep your messaging relevant and timely.
• Streamline workflows: Create smoother transitions between different stages of your sales process.

How to Do It

While the exact steps can vary a bit, here's the general process:

1. Navigate to Automation Rules: In Salesloft, go to Settings, then Automation Rules.
2. Create a New Rule: Click "Create New Rule".
3. Define the Trigger: What action should trigger the move? Examples:
   • Person replies to an email.
   • Person clicks a link in an email.
   • A call is logged.
   • A meeting is booked.
   • A person finishes a cadence.
   • A person changes in Salesloft.
4. Set the Criteria (if needed): Add criteria to further refine when the rule should fire. For example, only move people with a certain call disposition/sentiment or whose Person Stage is “XYZ Value”. 
5. Define the Action: Choose "Add to Cadence" or "Remove from Cadence" and select the target cadence.
6. Save and Enable: Make sure to save your rule and toggle it to "on."

Common Use Cases

• Move Hot Leads: When a prospect shows high engagement (e.g., multiple link clicks, replies), automatically move them to a high-priority cadence.

• Nurture Cadences: If a prospect doesn't engage with an initial cadence, move them to a nurture cadence for continued outreach. 🪴

• Post-Meeting Follow-up: Automatically add people to a follow-up cadence after a meeting is booked.

• Lost Deal Cadences: Move prospects to a "closed/lost" cadence for continued engagement and potential future opportunities.

• Customer Journey Cadences: Add people to cadences after they become a customer to stay in touch and make sure they are utilizing your platform.

Let me know in the comments!