Email Cadences

How to use this page

1. 1

   Choose the client and create copy

   Select the client, then use New Campaign to write a manual sequence or generate one with Playmaker AI. A manual campaign can have 1 to 10 steps with Variant A only or Variants A and B.

2. 2

   Find the current copy and retained history

   The Playbook campaign keeps Current Post-Call and Current Auto-Cadence together as one logical campaign. Older Playbook snapshots stay in their collapsed groups. Other saved campaigns show the newest same-name, same-section copy first and keep older versions under Previous copies.

3. 3

   Edit and validate each email

   Open each step to edit its subject and rich-text body. Changes autosave after a pause and Save commits immediately. A completely blank Variant B is treated as unused, but every included variant needs both a meaningful subject and body.

4. 4

   Set the destination section

   Choose Post-Call or Auto-Cadence under Campaign Section, then select Save section. Apply stays unavailable while the displayed section differs from the saved section.

5. 5

   Open the campaign picker

   Select Apply to Post-Call or Apply to Auto-Cadence. The dialog lists eligible non-completed, non-archived campaigns with checkboxes. Select one or several campaigns, or use Select all campaigns. The counter shows how many are selected.

6. 6

   Apply to the selected campaigns

   Select Apply to N campaigns. SalesHive applies the reviewed sequence to every selected campaign and shows progress. Each success replaces only the saved destination section in that campaign. Blank unused Variant B slots are omitted.

7. 7

   Retry partial failures

   If some campaigns fail, successful campaigns stay applied and failed campaigns remain selected. Review the message, then retry the remaining selection without reselecting it.

8. 8

   Export or maintain manual steps

   Google Doc and PDF exports omit blank unused Variant B slots. In a saved manual campaign, Add email step appends through the ten-step maximum. Remove deletes that step's variants and renumbers later steps without changing a live campaign until Apply.

What the buttons do

Saved Campaigns

Counts logical campaigns while keeping current and older copies available.

Grab latest Playbook copy

Refreshes current Playbook Post-Call and Auto-Cadence copy after confirmation.

New Campaign

Opens manual and Playmaker AI creation choices.

Campaign Section / Save section

Chooses and saves whether future Apply actions target Post-Call or Auto-Cadence.

Apply to Post-Call / Apply to Auto-Cadence

Opens the multi-campaign checkbox picker for the saved destination section.

Select all campaigns

Selects or clears every eligible campaign in the picker.

Apply to N campaigns

Applies the reviewed sequence to all selected campaigns and reports progress.

Add email step / Remove

Adds or removes steps in a saved manual campaign without changing live campaigns until Apply.

Variant A / Variant B

Switches the current version. Completely blank unused Variant B slots are omitted from Apply and exports.

Export to Google Docs / Export PDF

Exports the selected saved campaign.

Common questions