Overview
Email Cadences drafts a multi-step outreach email sequence for the selected client from its Playmaker, then lets you edit each email, save versions, and apply the templates to a live campaign. Everything is per client, so pick the right deal in the top-right Client switcher first. The Playmaker value proposition must be complete before you can generate. Drafting here never changes a campaign on its own; it only affects a campaign when you explicitly apply the templates.
How to use this page
Pick the client and open a new campaign
Use the Select Client switcher in the top right. If the Playmaker is complete, click New Campaign to open the generation panel. If it is not complete, a Playmaker-required notice with a Complete PlayMaker first link appears instead.
Set the style, section, and number of steps
In the panel, choose a Campaign Style (Value-First is recommended, plus Pain-Agitate-Solve, Social Proof, and Story-Driven). Pick the Campaign Section (Post-Call follows up after a call disposition; Auto-Cadence is the campaign's automated sequence, and this controls where Apply writes the templates). Set Email Steps (1 to 10) and add Custom Instructions.
Generate the sequence
Click Generate Campaign. Progress shows step by step and the finished sequence opens in the main view as a saved version, one card per email with its subject, body, and any A/B variants.
Edit and refine each email
Click the pencil on any email card to edit its subject and body, then Save. Switch between Variant A and Variant B on cards that have both. Click the version name to rename it, and use the star to mark your best version.
Apply the templates to a campaign
Click Apply to Campaign, pick a campaign from the list, and the emails are written in as templates for the section you generated (Post-Call or Auto-Cadence). A toast confirms which campaign received them. This is the only action that changes a live campaign.
Export or delete a version
Use Export to Google Docs or Export PDF to share the copy outside the tool. Delete removes a version permanently after a confirmation. Every generation is kept as its own version in the left list, so you can compare and reuse them.
What the buttons do
- New Campaign
- Opens the generation panel to draft a fresh sequence. Only shown when the client's Playmaker is complete.
- Campaign Style
- Chooses the copy approach: Value-First (recommended), Pain-Agitate-Solve, Social Proof, or Story-Driven.
- Campaign Section (Post-Call / Auto-Cadence)
- Post-Call emails follow up after a call disposition; Auto-Cadence emails are the campaign's automated sequence. This sets where Apply to Campaign writes the templates.
- Email Steps stepper
- Sets how many emails the sequence has, from 1 to 10.
- Generate Campaign
- Drafts the full sequence from the Playmaker with the chosen style, section, steps, and instructions.
- Edit (pencil on an email card)
- Opens the email's subject and body for editing; Save writes the change to the version.
- Star
- Marks a version as a favorite so it stands out in the versions list.
- Apply to Campaign
- Writes the sequence into a chosen campaign as Post-Call or Auto-Cadence templates. The only action that changes a live campaign.
- Export to Google Docs
- Creates a Google Doc of the sequence and opens it in a new tab.
- Export PDF
- Opens a print-ready PDF in a new tab. If your browser blocks pop-ups, a message asks you to allow pop-ups for this site and try again.
- Delete
- Permanently deletes the selected version after a confirmation prompt.