Overview
Email Cadences creates reusable Post-Call and Auto-Cadence email campaigns for the selected client. Start with a blank manual draft or generate from the client Playmaker, then edit each subject and body, save versions, and apply complete copy to a live campaign. Everything is per client, so pick the right deal in the top-right Client switcher first. Playmaker is required for AI generation, but manual campaign creation remains available without it. Applying is blocked until every email has a subject and meaningful body. Employees can create new campaigns from this page, while client sessions can review saved versions without a New Campaign control; a client with no saved versions sees a read-only empty state.
How to use this page
Pick the client and open a new campaign
Use the Select Client switcher in the top right. Employees can then click New Campaign and choose a creation path. Client sessions can review the selected client's saved campaign versions, but cannot create a new campaign here; if no versions exist, the page explains that there are no saved email campaign versions yet.
Choose how to create a campaign
After clicking New Campaign, choose Write manually for a blank draft or Generate with Playmaker AI for a Playmaker-based sequence. The AI option is disabled until the selected client's Playmaker value proposition is complete. Both paths create a reusable version for the selected client. This creation chooser is available to employees; client sessions remain read only for saved campaign versions.
Create a manual campaign
Choose Write manually, enter a campaign name, select Post-Call or Auto-Cadence, set 1 to 10 email steps, choose Variant A only or Variants A and B, and click Create Manual Draft. The blank version opens in the existing editor. Complete every subject and body before applying it to a live campaign.
Set the style, section, and number of steps
In the panel, choose a Campaign Style (Value-First is recommended, plus Pain-Agitate-Solve, Social Proof, and Story-Driven). Pick the Campaign Section (Post-Call follows up after a call disposition; Auto-Cadence is the campaign's automated sequence, and this controls where Apply writes the templates). Set Email Steps (1 to 10) and add Custom Instructions.
Generate the sequence
Click Generate Campaign. Progress shows step by step and the finished sequence opens in the main view as a saved version, one card per email with its subject, body, and any A/B variants.
Edit and refine each email
Click the pencil on any email card to edit its subject and body, then Save. Switch between Variant A and Variant B on cards that have both. Click the version name to rename it, and use the star to mark your best version. The Body field uses a rich-text editor that keeps formatting while you type; click Save to write the edited copy, and switching variants closes the current edit before showing the selected variant.
Apply the templates to a campaign
Click Apply to Campaign, pick a campaign from the list, and the emails are written in as templates for the section you generated (Post-Call or Auto-Cadence). A toast confirms which campaign received them. This is the only action that changes a live campaign. Apply to Campaign stays disabled when any subject or body is empty, only whitespace, or exceeds the editor limit. The server validates the same complete-copy boundaries before writing templates.
Export or delete a version
Use Export to Google Docs or Export PDF to share the copy outside the tool. Delete removes a version permanently after a confirmation. Every generation is kept as its own version in the left list, so you can compare and reuse them.
What the buttons do
- New Campaign (staff only)
- Opens the source chooser for a manual blank campaign or a Playmaker AI-generated sequence. Client sessions do not see this control and can review saved versions only.
- Campaign Style
- Chooses the copy approach for a Playmaker AI-generated sequence: Value-First (recommended), Pain-Agitate-Solve, Social Proof, or Story-Driven.
- Campaign Section (Post-Call / Auto-Cadence)
- Post-Call emails follow up after a call disposition; Auto-Cadence emails are the campaign's automated sequence. This sets where Apply to Campaign writes the templates.
- Email Steps stepper
- Sets how many emails the sequence has, from 1 to 10.
- Generate Campaign
- Drafts the full sequence from the Playmaker with the chosen style, section, steps, and instructions.
- Edit (pencil on an email card)
- Opens the email's subject and body for editing; Save writes the change to the version.
- Star
- Marks a version as a favorite so it stands out in the versions list.
- Apply to Campaign
- Writes the sequence into a chosen campaign as Post-Call or Auto-Cadence templates. The only action that changes a live campaign.
- Export to Google Docs
- Creates a Google Doc of the sequence and opens it in a new tab.
- Export PDF
- Opens a print-ready PDF in a new tab. If your browser blocks pop-ups, a message asks you to allow pop-ups for this site and try again.
- Delete
- Permanently deletes the selected version after a confirmation prompt.
- Rich-text body editor
- Formats the email body while keeping the in-progress HTML draft stable; Save serializes the edited body to the version.
- Write manually
- Opens the manual campaign form for a name, Post-Call or Auto-Cadence section, 1 to 10 steps, and single or A/B variants.
- Generate with Playmaker AI
- Opens the AI generation settings for the selected client. It is unavailable until Playmaker is complete.
- Create Manual Draft
- Creates the named blank campaign version and opens it in the editor. Every subject and body must be completed before applying.
- Complete-copy validation
- Keeps Apply to Campaign unavailable until every email has a subject and meaningful body within the page limits.