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79 articles found
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Raiser's Edge NXT Integration-Imports
Overview Importing data into Cadence from Raiser's Edge NXT requires the use of a "List". A list is a way of defining a group of constituents based on any number of data points within Raiser's Edge.
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Team Notification Settings
Overview Admins have the ability to configure emails notifications for specific events within Cadence. These email notifications are useful for ensuring that contact data in your system of record
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Texting Templates for Advancement
Overview Templates allow teams to have and use a set of pre-created messages that can be easily inserted when composing a text message. Templates not only help save time but help maintain consistency
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Shared Inbox Overview
Overview Shared Inboxes are team-specific, inboxes that multiple users can access. They are intended for a team-based approach to texting outreach. Shared inboxes allow you to reach larger groups of
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WhatsApp Messaging FAQs
WhatsApp Frequently Asked Questions What is WhatsApp? WhatsApp is a free messaging app that allows users to send messages and share media across devices.It is the #1 texting app in 63 countries. It
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Chat FAQs
Cadence Chat FAQS This article will cover FAQs for: Cadence Chat Live chat/follow up scenarios Technical/installation Cadence Chat FAQs Does the system check that the mobile number is valid? Yes,
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Release Notes - 4/18/2017: Mobile App Updates
*Note: Historical release notes may not completely match the settings or interface of the current platform. Cadence Mobile App Updates An updated version of the Cadence mobile app (v1.2.3) is now
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Release Notes - 9/10/2018: Bulk Actions, Message Search, and Workflow Enhancements
*Note: Historical release notes may not completely match the settings or interface of the current platform. Bulk Actions Work more efficiently by taking action on multiple conversations at the same
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FTP Integration - Exports
Configuration From your dashboard, click on Configure Exports to begin. Available Exports There are three different types of exports that can be configured. All are optional and are configured and
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Can I use Cadence to send emergency alerts?
Cadence prohibits emergency alerts because the platform utilizes long code phone numbers. Long code numbers cannot send a text message to thousands of people at once, as doing so will cause the text
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Slate Integration Guide-Cadence Chat
Overview Cadence offers an automated integration with Technolutions Slate CRM by exporting information collected with Cadence Chat back to Slate. Mongoose will work directly with you to set up this
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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
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Send to a Radius Target
Overview Messages can be sent from Cadence to contacts based on targets that exist in Radius. If you are in a department within Cadence that is integrated with Radius, you will find a tab for Targets
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What is a good response rate?
We cannot deliver a clear-cut, one-sentence answer, but it starts with assuming the following: Your data is clean, meaning you have valid mobile numbers. Your content strategy is solid, meaning you
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Ellucian Recruit Integration - Guide
Overview Cadence supports a bi-directional automated integration with Ellucian's cloud-hosted Recruit 5.x+ instances by leveraging the underlying Microsoft Dynamics Web APIs and does not utilize any
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Send to a Raiser's Edge NXT List
Overview Messages can be sent from Cadence to contacts based on Constituent Lists that exist in Raiser's Edge NXT. If you are in a team within Cadence that is integrated with Raiser's Edge, you will
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Workday Integration - Contact Import
Overview The Workday integration leverages Workday's RaaS (reports-as-a-service) functionality to allow your team to import Applicants and Prospects into Cadence. Importing contact data requires the
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Release Notes - 5/7/2018 Block, Mobile App Updates, Criteria-Based Segments
*Note: Historical release notes may not completely match the settings or interface of the current platform. What's included in this release: Blocking capability - Stop incoming messages from specific
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Raiser's Edge NXT Integration Guide
Overview Cadence supports a bi-directional automated integration with Raiser’s Edge NXT instances. The Raiser's Edge NXT integration allows for: Importing data from Raiser's Edge NXT: Constituent
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Sample Import Field Recommendations
Overview Within Cadence, you can utilize up to 25 custom import fields. These fields can be defined by each team individually (e.g., Athletics and Registrar wouldn’t have to share fields like “Bench
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Salesforce Integration - FAQ
Can you offer more import options/schedules? To be respectful of the limits placed on Salesforce REST API requests, we only allow the three schedules to be enabled. The schedules are frequent enough
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Release Notes - 2/10/2017: Identifier Update, Message Types, Notifications, Navigation Changes, Student Search Enhancements
*Note: Historical release notes may not completely match the settings or interface of the current platform. Released 2/10/2017 Student Identifier/Mobile Number Update Admin Users are now able to
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MMS Best Practices
Sending MMS Using Multimedia Messaging Service, or MMS, (images and gifs) gives you the ability to send more engaging messages to your contacts by adding more personality and/or information in your
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Quiet Hours-Why can't I send text messages between 10pm-6am?
Why can't I send text messages 10pm-6am? The designated time frame that restricts text messages from being sent to contacts during the overnight hours is 10pm - 6am. This is to eliminate contacts
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Smart Messages - Best Practices and FAQ
Best Practices When creating a smart message, do not type in a prompt such as "Reply Yes or No" at the end of the text of the message; there is a separate setting to automatically add that language
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Create Segment From Identifiers
Overview Identifier-Based Segments allow you to group contacts together for the purpose of sending them a text message at the same time, maximizing visibility and outreach. Typically, this type of
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Send to Slate Query
Overview Messages can be sent from Cadence to contacts that are in queries that exist within Slate. This can be helpful if you have a Query in Slate that encompasses a set of contacts you are looking
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Smart Message
Overview Smart messages allow you to send text messages that prompt recipients for a specific reply (yes/no, multiple choice or 1-5), and based on the response, automatically send a pre-configured
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Create Segment From Criteria
Overview Using a field-based search, you can set criteria and query imported records in Cadence in order to generate a set of contacts matching your criteria. From there, a Segment can be created and