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Who this is for

Authors designing email sequences.

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Overview

Lets authors arrange a series of email templates on a timeline with day offsets, send times, and ordering — the recipe a reader walks through after enrollment.

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How it works

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Each template in a cadence has

  • Day offset — days after the enrollment anchor date (Day 0 = enrollment day, Day 3 = three days later)
  • Send time — hour and minute (default 10:00) in the cadence timezone
  • Send order — sequence position (for ordering templates with the same day offset)
  • Send condition (optional) — gate this step on prior outcomes before it is sent

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Send conditions

  • Authors can require that a step only sends when outcomes match, such as ARC downloaded, email opened, link clicked, or email replied
  • Email replied is available for SMTP-backed cadences where CabinsPress controls the reply-to address; it is hidden for Gmail-backed cadences because Gmail replies are not ingested into cadence reply tracking
  • Conditions support has happened / has not happened, optional scoping to any prior email or a specific earlier step, and match ALL / ANY when multiple predicates are configured
  • When the condition is not met, authors choose what happens next: wait and re-check on the next scan, skip this step and continue the sequence, or end the cadence for that reader
  • Example: send an ARC download reminder only when the reader has not downloaded the ARC; if they already downloaded it, skip the reminder and continue (or end the cadence)

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Anchor date for scheduling

  • First email: scheduled from max(enrollment date, cadence start date) + days_offset
  • Subsequent emails: scheduled from last sent date + days_offset so the sequence stretches naturally even if business hours delay sends

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Scheduling rules at send time

  • If the calculated time falls on a weekend and “Exclude weekends” is on, the email moves to the next Monday at business hours start
  • If the calculated time falls outside business hours, it moves to the next business hour window
  • Workspace rate limit prevents sending more than the configured number per hour, paused for the next scan cycle if hit
  • Sends are spread with a random 0–10 minute jitter so 100 enrollments don’t all send at exactly :00:00

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Builder UI

  • Drag templates to reorder
  • Edit any template’s day offset and send time inline
  • Configure optional send conditions per step from the expanded template card
  • Add new template (opens the visual editor)
  • Activate or pause the entire cadence
  • Preview dates label past start dates as “Next eligible” and explain that the preview starts from today for readers enrolled now, while future cadence starts still preview from the configured start date

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Next steps

Visual Email Template Designer