@RaeSank Thanks for this! I tried making a bounced email rule but it does not fire correctly. Can you share with me what rule you used that worked please?? Thank you so much!

Hi ​@danielleb ! For this to work, you’ll create an Automation Rule with the following Trigger: When a Person changes in Salesloft. You’ll then add the following criteria: Person Stage + has changed to + Bounced. Finally, you’ll add the following action Add to cadence then choose your data hygiene cadence.

You can find these steps listed in our Identify Bounced People in Cadences article. 

Thank you ​@RaeSank. How does the person stage change to “xyz” when their email bounced?

There is not a automation rule that can be set if person email bounces change stage to “xyz” so then how does this trigger work?? 

​@danielleb The missing context in this article is the Cadence Automation settings. When you create a cadence, there is an Automation section that allows you to automate certain actions.

One of the Cadence Automation settings is called When a Person bounces while on this cadence, set stage to. When you click this setting’s dropdown, you can select Bounced. This configuration allows the stage of any person whose email bounces on this cadence to be changed to Bounced. The change in stage will then trigger the automation rule described above. 

Thank you for calling this out. I will make sure this article is updated with the additional context. 

Love the idea of a hygiene cadence! I used to dub it “call only or email bounce” cadence. One thing we’ve added for some is a push alert to a CRM / SOPS person (if you have one) who can then also do data cleansing on the backend. 

Thanks for sharing this resource!  

Has anyone figured out how to write an automation rule to capture contacts where email bounced from one-off email not from a cadence?

​@MarzenaMilosz Great question! So unfortunately, there isn’t an automation rule for this use case, however, there is a workaround!

First, to identify bounced contacts from one-off emails, filter the People Page by Status or Stage. This will give a list of People who have been labeled ‘Bounced’. 

Once you’ve identified Bounced people, you can manually add them to a Data Hygiene Cadence (like the one discussed in the article). This cadence will prompt you to search for an accurate email address. 

Lastly, when you find the correct email address, you can use it to update the Person record. If a Person record does not exist and you have the Create People permission and the Create People while Lofting permission, you can send a Lofted email to the new address and Salesloft will automatically capture the contact and create a Person record for you.

You can find more info about auto-capturing People in the Manage Auto-Person Capture article. To learn more about People Page filters, check out the People Page Overview article. 

Can this feature be turned on for users on an individual basis? Each user would operate their own individual Data Hygiene cadence as they “own” their individual contacts - would the automation set by the overseeing manager push contacts into one master Data Hygiene cadence, or would “buckets” exist for each user’s cadence?