Email Cadences

How to use this page

1. 1

   Choose the client and create copy

   Select the client and open a saved campaign. SalesHive staff can 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. AI generation requires a completed Playmaker. Choose the style, instructions, Campaign Section and Email Steps, then select Generate Campaign. When generation finishes and the draft is saved, the page opens that copy for review.

2. 2

   Find the current copy and retained history

   On a narrow screen, select Browse campaigns under Saved Campaigns, then choose a copy. The list closes after your selection; Hide campaigns also closes it. The Playbook campaign groups Current Post-Call and Current Auto-Cadence together, with Older Playbook snapshots collapsed below. Other saved campaigns show the newest same-name, same-section copy first and retain Previous copies. On load, the page opens the Current Playbook copy when available, otherwise the top saved campaign.

3. 3

   Edit and validate each email

   Select the variant you want, then Edit on its email card to change the subject and rich-text body. Changes autosave after a pause; Save commits immediately. A completely blank Variant B is unused, but every included variant needs both a meaningful subject and body. Expand Why this email below the body when notes are available.

4. 4

   Set the destination section

   Expand Campaign settings beneath the saved campaign name. Choose Post-Call or Auto-Cadence under Campaign Section, then select Save section. The heading shows the saved destination and marks unsaved changes. Apply stays unavailable until you save. Changing this setting does not move or change existing campaign templates. Campaign Section and Variants per Step support keyboard selection: Focus the dropdown and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes the menu without changing the value and returns focus to its button. Tab closes it and moves on. Reopening clears the search.

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 and retains their history. On narrow screens, use Browse campaigns or Hide campaigns to open or close the list.

Grab latest Playbook copy

For SalesHive staff, refreshes current Playbook Post-Call and Auto-Cadence copy after confirmation.

New Campaign

For SalesHive staff, opens manual and Playmaker AI creation choices.

Campaign settings / Campaign Section / Save section

Expand Campaign settings to choose and save the Post-Call or Auto-Cadence destination for future Apply actions.

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 displayed email variant. Completely blank unused Variant B slots are omitted from Apply and exports.

Export to Google Docs / Export PDF

Exports the selected saved campaign.

Edit / Save / Cancel

Edit opens the selected email variant. Changes autosave after a pause; Save saves immediately and Cancel closes the editor.

Why this email

Expands the selected email's notes when they are available.

How email cadences work

Expands a short overview of creating, reviewing and applying copy.

Common questions