Anyone know how to customize track entry rules in cadences? For Positive and Negative tracks I have the same three options:
- Email Reply
- Email Open
- Email Link Click
We've been using Sales Engagement for a little over a year now and are ready to start experimenting with with cadence steps that are more relevant based on target engagement -- but if I can't customize the track entry rules, I'm not sure how this is of value especially for the negative track. Thanks!
#Trailhead Challenges
Hi Christy, you can enable Call-based events (Meaningful Connect, Not Interested, Unqualified, Left Voicemail, Call Back Later) from the sales engagement settings.
To turn them on:
- Setup → Quick Find → Sales Engagement Settings
- Open Call → Cadence Calls Settings
- Enable Call Results
- Back in Cadence Builder → open your Positive/Negative track — the call events will now appear alongside Email Reply/Open/Link Click
Additonally you can customize it more by clicking on Edit Call Result Values
link -
Note: there's still no way to add fully custom entry rules beyond this fixed list (call outcomes + email engagement) — but this at least gets you the full built-in set instead of just the three email ones.
