Sometimes the strongest material may come from another member of your team. That’s why Salesloft allows you to copy content like Cadences, Templates, and Snippets for your own use.
In this article, you will learn how to duplicate cadences, templates, and snippets. This article includes:
Users require specific permissions to copy content.
- Copying a Cadence will copy all of the steps including email templates, but will not copy any of the People in the Cadence. You will have to add People to the Cadence yourself.
- Admins can copy their team’s Private cadences.
- Admins can copy Cadences on behalf of a user on their team by choosing an owner of the copy. Admins and users with the Manage Cadence Ownership permission.
For a quick overview of how to copy Salesloft content, check out this video:
Personal Cadences can only be run by the Cadence's owner. If you know a teammate has had success with a particular Cadence, you can copy it and use that Cadence yourself.
To copy a Cadence, follow the steps below:
- Navigate to the “Cadences” Page: Hover over the Content tab on the top navigation panel, then select Cadences.
- Open the Cadence Actions Menu: Find the Cadence you would like to copy and select the down arrow to the right of the Cadence Name. This will open the Cadence Page Actions menu.
- Select “Copy”: From the Cadence Page Actions menu, click Copy. The Copy Cadence window will appear.
- Name the new Cadence: In the Copy Cadence window, enter an updated name for the Cadence. Copied cadences will have the name of the original cadence followed by a dash and "Copy" (example: Cadence 1 - Copy).
- Select Owner (Admins only): Select a Salesloft user who will own this cadence. The owner will be able to add People and execute actions.
- Hit “Save Copy”: Click Save Copy to complete the action
Once the Cadence is copied, you can adjust any settings of the Cadence, add People, and run the Cadence yourself.
Figure 1: Make a copy of a Cadence.
To copy a Template follow these steps:
- Navigate to the “Templates” page: Hover over the Content tab on the top navigation panel, then select Templates.
- Pick the template(s): Check the box beside the template you would like to copy. A list of actions will appear at the top of the table.
- Select “Copy”: Click Copy. A Copy window will appear.
- Confirm Action: Hit Copy to confirm you wish to copy the content.
The copied template will appear in your list view. Copied templates will have the name of the original template followed by a dash and "Copy" (example: “Intro email - Copy”). You can edit the name after the content has been copied.
Copied templates will appear "locked" or private meaning it cannot be shared. If you want the template to only be used by you, keep it locked. Otherwise, share the template.
