A Cadence is a repeatable series of steps that helps your sales process to create a consistent process.
To create cadences from SalesLoft:
Log-in to SalesLoft using your credentials.
Click Cadences from the quick navigation bar on the left.
On the right, click Add Cadence.
Enter the cadence name, function, priority, etc, and then click Save Cadence. The Cadence will be saved.
Click on Add Step.
Click Email and then click Next.
Enter the Day you would like the step to run and then click Next.
Note: You can create steps either by clicking on the Hippo Video icon or by clicking on Insert Template. If you want to create a video and add a step then follow the steps from 8 to 12 or if you want to add a step by inserting a template then follow the steps from 13 to
Adding Steps by clicking on the Hippo Video icon:
You’ll find the Hippo Video icon at the top right.
Click on the Hippo Video icon. Select the option from the pop-up.
Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.
You can create a new video or import a video from the Hippo Video library or record your screen and share.
Once you have completed, your video is now ready to be shared.
If you wish to send out your video via a sales page, click the Sales Page tab on the top right corner to select a sales page template to embed and then, click on the Thumbnail tab on the top right corner to choose a thumbnail for the video. To learn how to set sales page and thumbnail, click here.
Then, fill in the details and click on Copy to Clipboard to finish up.
Press Ctrl+V and you will notice the video gets pasted as a thumbnail inside the create template window.
The Preview Mode will show how your template will look.
Note: Click on the Dynamic Fields icon at the top and select the merge fields, if required.
Click on Add Step, to add the existing step, or click on Add & Create Another, to repeat the above steps to add more video emails into the sequence at your desired intervals.
Adding Steps by clicking on the Insert Template:
Click on Insert Template at the top of the Create Step window.
From the listed templates, click on the appropriate template.
Once you’ve selected, click on Insert.
You will notice the video gets pasted as a thumbnail inside the create step window.