Send to a Connect Filter

Overview

Messages can be sent from Cadence to contacts based on filters that exist in Connect.  

If you are an Administrator in a team within Cadence that is integrated with Connect, you will find a tab for Filters when composing a message:

Sending Messages

When sending messages to the filter, the process is slightly different than sending to a regular list of recipients or segments.  

The exact contacts that will receive the message is not known until Cadence begins the sending process. We do, however, know the total number of contacts in the filter, which is the largest possible group that the message could be sent to.

Due to this, the confirmation step will show the total number of contacts in the filter along with an estimation for that number.

Who will receive messages?

• Only contacts who have already been imported into Cadence and are opted in will receive the message.
• If a contact exists in the filter, but not in Cadence, they will be skipped and not receive the message.
• If a contact exists in both the filter and in Cadence, but is opted out in Cadence, they will be skipped and will not receive the message.
• If you are sending with Send as assigned user enabled, the text will come from each contacts assigned user in Cadence (assigned user settings are based on what field you have mapped to User Identification in your current  Contact Import configuration). Contacts without an assigned user member will receive the text from you/your texting number.