New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements to Cadences in Zoho CRM, you now have greater control over both enrolment and un-enrolment, helping you deliver more timely and relevant communication.

Let's get to the details.

Enhancement 1. Resume or Restart progress in Cadences  

You can now re-enroll records that were previously un-enrolled — whether due to manual removal, completion, or when the un-enrollment criteria is met. Depending on the Cadence status, you’ll have the option to resume it from where it left off or restart it from the beginning.

  • For example, say a lead dropped off in the middle of a 5-step nurture Cadence. If you're re-engaging with that lead later, you’re no longer required to start the follow-ups from scratch. Based on your business goals and the lead’s earlier interactions, you can now choose to either resume the Cadence from where it left off or restart it from the beginning.

  • On the other hand, if a Cadence was already completed, or say the record failed in any of the follow-up steps, you can restart it from the beginning — useful for seasonal campaigns or re-engagement efforts.


This flexibility is available across individual and bulk enrollments.

Enhancement 2. Define when records should exit Cadences  

You now have the option to define custom un-enrollment criteria for Cadences — allowing records to exit automatically when they meet specific field values or activity signals.

In addition to existing options like un-enrolling records on a particular date or when they fall out of custom view criteria, you can now use the criteria editor to build tailored un-enrollment conditions.

For instance, in a sales Cadence, for the lead say the Status is marked as Contacted, Junk Lead, or Lost Lead, or if a customer has opened the email but not replied to it in over one day, or say the email was bounced or unsubscribed to, they can be automatically un-enrolled — keeping the Cadence focused on active prospects only.


All of this is configurable directly within the Cadence setup using a dedicated editor, giving you precision without the need for workarounds.

That’s all for the current enhancement. Let us know your feedback in the comments below.

Resources: Unenrolling records from Cadences, Re-enrolling un-enrolled records

Note: The Resume and Restart follow-up options are available only for records that are enrolled manually to Cadences. The custom unenrollment criteria, however, are supported for both Cadence types, manually enrolled as well as those based on custom views.

Thanks,

Nizamuddin

NotesP.S. These enhancements are being rolled out in a phased manner, and are currently available for all users in all DCs.



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ


                                ご検討中の方

                                  • Recent Topics

                                  • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                    Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                  • Concern Regarding Stock Validation in Inventory Management

                                    Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
                                  • Change from OST to PST on Windows 10/11 Using Free Method

                                    There is an advantage in converting OST files to PST format if you need to access your Outlook data on a different computer, want to keep a local copy, or are trying to recover items from an old Outlook profile. The good point is that users of Windows
                                  • Important: Whitelist new proxy outgoing IPs for IN, SA, and UAE data centers

                                    Hello everyone, We're expanding the pool of proxy outgoing IP addresses for our IN, SA, and UAE data centers by introducing new IPs alongside the existing ones. This helps ensure high availability, optimal load distribution, and redundancy for outgoing
                                  • Zoho Flow Custom Function Issue

                                    I have a use case where I will be needing to post data to a wordpress site. Specifically to a custom post type with a bunch of ACF fields. I have setup trigger event correctly for Tookan and can receive data from the webhook. In order to post the data
                                  • How to Open .mbox file in Gmail with Attachments?

                                    Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in
                                  • Custom Validation for On Duty

                                    Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees
                                  • Integrating FaceBook Ads into MarketingHub

                                    I would like to track the clicks from a FB Ad campaign into my website via marketinghub.  I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well?  I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe
                                  • Migration from GoDaddy to Zohomail

                                    Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)
                                  • How do I migrate from Office 365 to Zoho Mail?

                                    Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
                                  • How to Backup Zoho to PST?

                                    I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy
                                  • Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

                                    Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),
                                  • Zoho Sprints - Q3 Updates for 2026

                                    Another quarter, another set of productive features. This time our focus was mainly to simplify in-app navigations and control all your work related activities within Zoho Sprints. We delivered 7 major features and 9 enhancements, which include Zoho Sprints
                                  • The Social Wall: August 2024

                                    Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and
                                  • Free PST Password Recovery Tool

                                    Recoveryfix PST Password Recovery is a specialized standalone utility designed to instantly unlock encrypted Microsoft Outlook PST files . It provides an efficient way to recover, reset, or entirely remove passwords when access credentials are lost or
                                  • Cash Flow Statement : Direct Method

                                    I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.
                                  • ZeptoMail is now Zoho CPaaS!

                                    ZeptoMail has a new name and it’s expanding beyond email. With ZeptoMail, our focus was simple : help developers and businesses with reliable transactional emails. At the time, email handled a big part of those customer moments. But transactional communication
                                  • Button Display Conditions

                                    Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
                                  • Cannot login to Zoho Mail on Mobile App

                                    Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.
                                  • Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal

                                    We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears
                                  • In ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.

                                    I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a way
                                  • Notice to Zoho Community Members: Updated Zoho Community Guidelines

                                    Hello everyone, We have updated the Zoho Community Guidelines to keep the exchanges original, relevant, and meaningful. The major focus of this update is on AI use, and on sharing apps, extensions or other software in the community. This community works
                                  • How to add a fee based on payment method

                                    I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
                                  • How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

                                    Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have
                                  • Can't copy and paste from email in Zoho email client

                                    I don't know what happened, but I have lost the ability to cut and paste information from an email.
                                  • Hide Inactive Social Sign-In Providers from Login Screen

                                    Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,
                                  • How does Zoho handle the daylight savings time change in Alberta?

                                    Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00
                                  • Shared Mailbox in iOS app

                                    Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
                                  • Issues with Zoho Insights and email template web links

                                    Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
                                  • UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

                                    Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it
                                  • Object-level edit permissions

                                    Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain
                                  • inventory removal at packing list or shipment.

                                    currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
                                  • Item description is not displayed

                                    I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make the
                                  • Shared inbox unable to see replies

                                    Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying
                                  • Record Payment - Auto Populate Amount as payments are selected

                                    When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top
                                  • Can't set conditional layout rule on lookup field in Zoho CRM

                                    Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho
                                  • [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

                                    I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In
                                  • Need to be able to apply layout rules to 'Multi Pick List'

                                    Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply
                                  • My "trigger" panel disappear from my workflow ...

                                    Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you
                                  • Workflow Automation Not Triggering

                                    My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?
                                  • Next Page