First steps into Cadence

Profile settings:

• Adjust information such as voice forwarding number, security, and notifications

  Learn more about profile settings on the Knowledge Base.

Inbox:

• View your new, sent, and archived messages

Manual import:

• Learn how to bring your contacts into Cadence

  Learn more about manual import on the Knowledge Base.

Take a look at our How To Get Started article here!

Advanced features of Cadence

Segments: 

• Build a group of contacts that can be set as recipients of a text message

  Learn more about segments on the Knowledge Base.

Campaigns: 

• Track and report activity related to a specific group of text messages

  Learn more about campaigns on the Knowledge Base.

Message Identification Tags: 

• "Tag" specific incoming messages from a contact for the purpose of continual tracking, future follow up, task completion or retargeting

  Read more about Message Identification Tags in our Knowledge Base.

Shared inboxes: 

• Add users to an inbox where they can all answer incoming messages

  Learn more about shared inboxes on the Knowledge Base.

Smart messages: 

• Craft messages that will send auto-replies based on a “Yes” or “No” response

  Learn more about smart messages on the Knowledge Base.

Sent message details:

• Gain greater insight into the results of your messages

  Learn more about sent message details on the Knowledge Base.

Reports:

• View details on message activity, campaigns, opt-out status, undelivered, and contacts

  Learn more about reports on the Knowledge Base:

  • Message activity report
  • Opt-out changes report
  • Undelivered message report

Adding/editing users: 

• Add new users or adjust existing users' access level and/or information

  Learn more about users on the Knowledge Base:

  • Adding a new user
  • Editing an existing user

Admin notification emails:

• Adjust notifications for opt-out status change, unknown contact, and new contacts added

  Learn more about admin notification emails on the Knowledge Base.

Auto Reply: 

• Select a keyword for your campaign and send an automated response to anyone that texts in that word.

  Learn more about Auto Reply on the Knowledge Base.

Best practices:

• Learn the most effective texting strategies

  Learn more about texting best practices on the Knowledge Base.

Demo of Cadence usage

Demo:

• Watch a quick sample combining the above steps

Glossary

Team:
A central location within Cadence that allows admins and users to have access to a particular set of data.

Admin:
The Admin role provides full access to users within a specific team.  A user can be an Admin in one team or in multiple teams. They also have the ability to be an Admin in one team, while being a non-Admin user in another one.

User:
A user will have an individualized Cadence login and will be able to access data and information associated with the team it is created in.

Shared Inbox:
Shared inboxes are team-specific, inboxes that multiple users can access. They are intended for a team-based approach to texting outreach. Shared inboxes allow you to reach larger groups of contacts at once more efficiently than user accounts.

Segment:
Segments are groups or lists of contacts that can be set as recipients in a text message. By including multiple contacts in a segment, outreach can be more streamlined and effective, allowing you to reach more contacts with the same message at the same time. 

Campaign:
Campaigns allow you to track and report on activity related to a particular group of text messages. Once created, a campaign is automatically shared and accessible to all users in your Cadence team (including the associated reporting and statistics of the campaign).

Team Lead:
Your Cadence account supervisor with admin-level access, tasked with overseeing Cadence usage and guiding other staff members at your institution.

Voice forwarding:
By updating your Voice Call Forwarding number under your Cadence Profile settings, you will be able to forward any incoming voice calls from your Cadence number to the number that you provide us.

Contacts:
These are your constituents that have been imported into Cadence, these could be alumni, prospective students, or current students. 

These videos and glossary of Cadence terms are just a starting point. Please reach out to your Client Success Lead with any questions you may have!