Set Stream Cadence


 

You can send engagement content at any interval you want. For example: once a week, or every third Tuesday of the month.

Set Cadence

  1. Select your engagement program.

    Image One

  2. Click the Streams tab, then click Set Cadence.

    Image Two

  3. Select how often you want the cadence to recur. You can choose Weekly, Monthly, or None.

NOTE

Selecting None will shut off the stream.

Weekly

  1. Select Weekly.

    Image Three

  2. Pick the date of the first cast.

    Image Four

  3. Now choose if you want the cadence to happen every week or more spaced out. In this example, we’re picking every two weeks.

    Image Five

  4. Decide which days of the week. In this case, let’s do Tuesday, Wednesday, and Thursday.

    Image Six

    TIP

    You can set your cadence to run every day by picking Repeats: Weekly / Every: 1 Week / On: all days.

  5. Now pick the Time. Check the box if you want to use Recipient Time Zone (i.e., deliver according to local time zones), then click Save.

    Image Seven

CAUTION

The content will go out on the date you select for the first cast, so make sure it coincides with the day of the week you choose; otherwise it will go out twice in the first week.

  1. Hover over the info icon. You’ll see what days future casts will go out.

    Image Eight

NOTE

In this example, an email will go out on Tuesday, Wednesday, and Thursday. We then skip a week, and send again on Tuesday, Wednesday, and Thursday. And then we loop again.

That’s it! Keep reading if you want to set up a monthly cadence.

Monthly

  1. Select Monthly for how often it repeats.

    Image Nine

  2. Pick the date of the first cast.

    Image Ten

  3. Select if you want it to be every month or more spaced out… Let’s pick every fourth month.

    Image Eleven

  4. Pick which day of the month you specified, in this case the 1st of every fourth month.

    Image Twelve

    TIP

    Alternatively, you can pick day of the week.

  5. Pick a Time and click Save.

    Image Thirteen

  6. Hover over the cadence. You’ll see what days future casts will go out.

    Image Fourteen

CAUTION

If you decide to modify your engagement stream cadence later, make sure the first cast is set to a future date.

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