Outbound Call Tracking Software Resources - Page 58

To copy a cadence, follow the steps below: 1. Click the three horizontal dots of the cadence you would like to copy. 2. Hit Copy. 3. Confirm you want to copy the cadence. The cadence is copied! Now you can adjust any settings of the cadence, add people, and run the cadence yourself. Things to Note: Copying a cadence will copy all of the steps including email templates, but will not copy any of the people in the cadence. Are you an admin? You can see and copy all of your teammates' cadences including the private ones! You can also copy cadences to a different member of your team.

Hi Nathan - Great question. One great way to surface all of the meetings scheduled with Groove’s scheduler in a Salesforce report, would be using the fields “Is Created By Groove” and “Subject”, on an Task and Event report. The field “Is created by Groove” will surface all activities and events that are synced using Groove, while using the “Subject” field can act as an identifier for finding the specific meeting name that the scheduler is using for scheduling your activities. It's also worth mentioning that if these students happen to be in a Groove flow when the meeting is scheduled, this will count towards the Groove analytic, "Meetings Booked", which is surfaced under the Flows tab in our Analytics page.

Based on my experience, each time you leverage the scheduler it pulls from real time calendar availability. At this point, I don't know of an auto run scheduler which will pull it each week. Each time you will manually have to add your slots of free time.