Build cadences and manage active cadence instances

For GiveCampus Gift Officer users. Your role and school configuration determine the available portfolio, school-wide and administrative controls.

How to use

Open Cadences and choose/create the intended cadence. Review its steps and associated officers. Use the instance controls to apply it to the intended person/workflow, and inspect upcoming versus active instances. Instance actions include activation, pause, completion, update, and removal where permitted.

Cadence Management supports broader instance management, including bulk activation/update/completion and status checks. Cadence Templates is a separate reusable setup area.

Troubleshooting

A cadence definition/template and an individual active instance are different. Editing a definition does not by itself establish the outcome of existing instances. Review the instance’s state and linked plan/person before changing it.

Account-specific settings

Exact step timing, automatic sends, and propagation of template changes require the cadence’s actual configuration. You should not expect that pausing a cadence recalls messages already sent or cancels unrelated tasks.