Search results for opt

70 articles found

• If a contact opts-out of texting, is the contact opted-out across all teams?

  Cadence stores opt-out status on a team-by-team basis as well as a user phone number level. This breakdown shows the different types of opt-outs and the impact each one has: Manually opted-out

• Texting: Collecting Text Message Consent and Opt Out Status

  Texting: Collecting Text Message Consent and Opt Out Status Before you begin texting your respective audience (prospective students, current students, alumni etc..), whether you're a For-Profit or

• OptedOut Import Field

  Contact records can be imported into Cadence with a specific opt out status in the OptedOut field. Accepted values for this field include: "yes", "true", "y", "1" to opt a contact out of texting

• Opt-Out Changes Report

  Overview Note: This article pertains to an area of Cadence that is available to Admin users only. If a contact in Cadence automatically opts out/opts in to texting or is manually opted out/opted in

• Cadence Chat Best Practices

  Best Practices Make your chats as personal as possible: Introduce yourself! Example: "Hi, I'm Alexis.What questions do you have today?" To keep your conversation from timing out, start with short

• Texting Parents

  Overview Many parents are actually the ones opting in during the admissions process and even afterwards. It is important to understand who you are specifically reaching out to in order to streamline

• Does Cadence still send messages to mobile phone numbers that are on national "Do Not Call" lists?

  Cadence's SMS provider does not incorporate "Do Not Call" lists. Any messages sent to mobile numbers on these lists will still be processed for delivery through Cadence. In some instances, the

• Reports-Usage Analytics

  Overview Analytics serves as the hub for understanding Cadence product usage at an individual, team, and organizational level. Users and Admins will be able to effortlessly surface high-level metrics

• Carrier Trigger Words-Words for Opt Outs and Words to Avoid

  Carrier Trigger Words There are some words that you'll want to make sure you are strategic in using when sending text messages. There are words that carriers have identified as trigger words that can

• Texting Best Practices Tips

  While texting is a powerful way to engage prospective and current students, there are right and wrong ways to do it. The following resource will explain several tips for effective SMS texting:

• Contact Search Page

  Contact search page allows you to Search for contacts View contact details and message history Search for contacts When your custom fields have been configured, you will be able to search for

• What happens if I receive a spam text message?

  Why did I receive a spam message? Spammers randomly select 10-digit numbers to text, which is why you received the message. We cannot control which numbers send messages to other phone numbers, as

• How should I handle inappropriate text messages?

  If you receive a text response containing obscenities or other inappropriate information, you can choose to "Block" them. Our block feature will block any incoming messages that number from the

• Manually Import Contacts Into Cadence

  Overview Admins are responsible for importing contact data into the Cadence platform. Imported data allows Cadence users to search for and find records as well as gain some context as to who they are

• Release Notes - 11/2/2016: Department-Specific Opt-Out Management

  *Note: Historical release notes may not completely match the settings or interface of the current platform. Opt Out Preference Changes We have enhanced our interface to better manage opt outs in

• Raiser's Edge NXT Integration-Exports

  Configuring Exports Exports is where you'll configure text message and opt out status change exports to Raiser's Edge NXT. Click on the Exports tab and then Configure Exports (you can also use Export

• Slate Integration - Exports

  Types of Exports Cadence supports exporting 3 separate files on a daily basis: Message activity - contains all incoming and outgoing text messages since the most recent successful export Opt out

• Does Cadence support multiple languages?

  Yes. Cadence does accept use of multiple languages and special characters/symbols. For outgoing messages--Cadence generally stores/transmits in unicode, which covers just about every character,

• Slate Integration - Import Configuration

  Contact Import This integration allows for the automated import of contacts from Slate to Cadence on a daily basis. This import is subject to the same rules and validation as the standard manual

• Segments FAQ

  Q: Can I still make a segment by copying/pasting mobile numbers? A: Yes, if you are not an Admin user, you can navigate to Segments and click [New Segment] to create a segment by copying/pasting

• Increase Response Rates

  Overview This resource will explain simple actions you can take in order to drive up response rates and increase engagement. The following suggestions are meant to apply to all teams using the

• Ellucian Recruit Integration - Exports

  Setting up a new Activity Code in Recruit In order to have Cadence text messages show up in Recruit, our integration utilizes the custom message activity entity that Ellucian ships with Recruit. This

• Integration Options

  Overview When it comes to bringing in contact data from your system of record (CRM, ERP, SIS etc..), Cadence provides different options to help integrate your system(s) with Cadence. Cadence has

• FTP Integration - Imports

  Configuration From your dashboard, click on Configure Imports to begin. File Information Before imports can begin, settings around the import file need to be established. - File Path: Enter a file

• Chat Contact Information Capturing

  Contact Chat Details For every chat conversation, Cadence collects information from contacts. The Chat Bot will collect basic contact information on any contact/visitor that asks to join a "live

• Ellucian Recruit Integration - Imports

  Overview Importing contact data requires the creation of a saved view in Recruit based on Opportunities. You can use the Advanced Find tool in Recruit to create the saved view. Make sure that the

• Connect Integration - Contact Import Page

  Standard Fields All fields are pulled from the contact record in Connect. We use the Connect Contact ID as the contacts unique identifier in Cadence. Of the four Cadence required fields, only First

• Admin User Overview

  Overview The Admin role provides full access to users within a specific team. A user can be a Admin in one team or in multiple teams. They also have the ability to be a Admin in one team, while being

• Workday Integration Guide

  Overview Cadence offers an automated two-way native integration with Workday. The following points are included in the integration: Contact data automatically loaded from Workday into Cadence

• Block/Unblock Incoming Messages From a Specific Number

  Overview Block is a tool intended for Cadence users to be able to block any unwarranted messages from a number including things such as spam or harassment. This article will cover: Explanation of how

• Combine/Merge Phone Number Record With Contact Record

  Overview If a contact is imported into Cadence but texts a Cadence user from a mobile number that is different than the one on his/her contact record, that contact will end up with "two" records in

• Undelivered Messages

  If there is a problem with text message delivery, Cadence will display an alert indicating that a delivery issue has occurred: Clicking on Not delivered will show details on the delivery issue.

• Slate Integration Guide

  Overview Cadence offers a fully-automated integration with Technolutions Slate CRM. We provide the following points of integration: Contact data from Slate loaded into Cadence All message activity

• Connect Integration Guide

  Overview Cadence offers a fully-automated integration with Campus Management Connect. We provide the following points of integration: Contact data from Connect loaded into Cadence All message

• Radius Integration Guide

  Overview Cadence offers a fully-automated integration with Campus Management Radius. We provide the following points of integration: Contacts from Radius loaded into Cadence All message activity from

• Chat to Text

  Overview With Chat-to-Text, Cadence users can seamlessly go from chatting with a site visitor to texting them when they provide their mobile number and consent. This will allow Cadence users to

• Ethos Integration - FAQ and Requirements

  What is Ethos? Ethos is a unified platform for standardizing data integration and related functionality in the Ellucian ecosystem. It includes a shared data model, integration APIs, and additional

• Contact Conversation History

  Would you like to see all conversations that a contact has had within your team? Conversation history provides a view of all message history for a contact and will show every text a contact has sent

• Tips for Using Cadence for Critical Communications

  Many institutions are facing the challenges of communicating important information and campus updates during this COVID-19 crisis. To help, here are some tips for using Cadence during this time. Know

• Radius Integration - Contact Import Page

  Import Schedule Data imports can be scheduled to automatically occur nightly or you can manually initiate an import at any time. Enable Nightly Import will automatically import changed/new records

• Bulk Actions and Managing the Messages Area

  The Messages area is your hub for managing your texting conversations and history. Several workflow functions are available within the area and they have been designed to make navigating it intuitive

• Shared Inbox Best Practices

  Reasons to Create a Shared Inbox Shared inboxes are best for teams that want to have a centralized area for texting communication. This team-based approach allows you to provide contacts with

• Auto Reply FAQs

  Tags What is a tag? A "tag" is an identifier on a contact, not on a message like you may be familiar with using Campaigns. A tag allows you to identify any contacts who have sent an incoming message

• Salesforce Integration - Contact Import Page

  Importing Leads and/or Contacts Into Cadence Cadence supports importing contact records and/or lead records from Salesforce. You can import one or the other, or both. The process is the same for both

• 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

• Resolve Import Errors

  Overview Cadence does not import individual records that have errors. Any records that do not have errors will import successfully. When an error occurs for a specific record, it is logged and saved

• 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.

• 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,

• 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

• 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