How to adjust the funnel's stages and message cadence
Change the capture funnel's stages and schedule the messages that go out automatically while the contact stays in each stage.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Stages track the lead's journey. The cadence is the sequence of messages Cognizy sends while the lead stays in a stage. If the contact moves forward, the sequence stops automatically.
Where to find it in Cognizy
Before you start
- Have a funnel created in .
- To send via WhatsApp, have a number connected.
Step by step
- Step 1:
In , open the funnel and click Stages.
- Step 2:
In the window, change the name and color of each stage and use the arrows to reorder them. Mark Initial on the stage where contacts enter and Goal on the stage that counts as a conversion. Add stage creates a new one. To save, click Save.
- Step 3:
To schedule the messages for a stage, click Create cadence at the top of the column.
- Step 4:
Click Add step for each message. For each step, set the time in days and hours, the Channel (Email or WhatsApp), and the Content: a template or a message written right there. The time is counted from entering the stage or from the previous step.
- Step 5:
In When the sequence ends, choose what happens to contacts who didn't move forward: stay in the stage, be marked as lost, or move to another stage. Click Save.
How to know it worked
The board shows the stages in the new order, and the column with a cadence now indicates the scheduled messages.
If something goes wrong
The cadence message didn't go out.
Check whether the contact has a phone number or email for the chosen channel and whether the channel is connected. Anyone who moves to a new stage stops receiving the previous stage's cadence.
Next step
Create rules so contacts move forward automatically.
Sign in with your Cognizy account to save your progress.
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