Getting started

Cadensiq runs in your web browser. Each organization has its own private workspace: its mailboxes, leads, campaigns, replies and settings are never visible to other organizations.

Pick your path

I am…	Start here	Then
A business owner setting Cadensiq up for the first time	Create your account below	Your first campaign, Owner routine
A manager invited by the owner	Roles and permissions	Mailboxes, Campaigns
An SDR or team member invited to a workspace	Roles and permissions	Leads and lists, SDR daily routine

If someone invited you, do not create a new account. Open the invitation email and follow Joining from an invitation.

Create your account

1. Open Cadensiq and select Sign up on the sign-in screen.
2. On Create account, enter your work email address and choose a password (or use another sign-in option if one is shown on the screen).
3. Confirm your email address when asked.
4. Cadensiq opens Set up your organization.

Set up your organization

The setup screen has four short steps. A progress bar shows where you are, and Back takes you to the previous step without losing what you typed.

flowchart TB A([Create account]) --> B[Workspace<br/>Identity & Owner] B --> C[Contact<br/>Email & Offer] C --> D[Branding<br/>Logo & identity] D --> E[Plan<br/>Limits & launch] E --> F([Complete & Launch Workspace]) F --> G[Dashboard]

1. Workspace & owner identity
   • Owner Full Name: your name as the main administrator.
   • Organization / Company Name: your business name.
   • Workspace Identifier (Slug): filled in automatically from the organization name. Only lowercase letters, numbers and hyphens are allowed.
   • Select Continue to Contact Details.
2. Business contact & offer
   • Work Email: the main address for workspace notifications.
   • Contact Phone Number (optional): with an international dial code.
   • Primary Offer or Service (optional): one or two sentences about what your campaigns will promote. Up to 500 characters.
   • Select Continue to Branding.
3. Organization branding (optional, recommended)
   • Upload your Organization Logo. You can reposition and scale it. You can also add or change it later in Settings.
   • Select Continue to Plan.
4. Choose your starting plan
   • Compare the plans under Benefits and limits and choose Select this plan on the one you want.
   • Check the Review summary (workspace, owner, work email, plan).
   • Select Complete & Launch Workspace.

You become the Owner of the new workspace and Cadensiq opens your Dashboard.

Plans

The plan sets your monthly sending allowance, your daily and monthly writing-assistant credits, and other workspace limits. See Plans and credits. You can request a different plan later from Subscription.

Joining from an invitation

1. Open the latest invitation email from Cadensiq and follow the secure link.
2. On Join your organization, enter your First name, Last name, then Create password and Confirm password. Use the same email address that received the invitation.
3. Select Accept invitation.

Your password is private to you. The person who invited you never sees it. Invitations expire after 30 days; if yours has expired, ask the owner or manager to resend it.

First-run checklist

The Dashboard shows a Get ready to send checklist. Work through it in this order:

Step	Where	Why
1. Connect a mailbox	Mailboxes → Connect mailbox	Campaigns send from your own business email address. See Mailboxes.
2. Verify your domain and run the authentication check	Mailbox details → Sending readiness	A mailbox cannot send until domain ownership, DNS and a real-message authentication check pass. See Sending domains.
3. Import your leads	Leads Sheet → Import CSV	Leads are saved into a reusable list that a campaign can use as its audience. See Imports.
4. Create your first campaign	Campaigns → New Campaign	Choose the sender, audience and objective, write the email, set a schedule, review and launch. See Your first campaign.

Also worth doing early

Owners should check Settings → Workspace (timezone and new campaign defaults) and Settings → Safety & delivery before the first launch. See Organization settings.

Concepts in one minute

• Workspace / organization: your business's private area in Cadensiq.
• Mailbox: a business email account you connect so Cadensiq can send and receive on your behalf.
• Lead: one prospect (a person with an email address). Lead lists group leads into reusable audiences.
• Campaign: one outreach effort. Either a Personalized sequence (a first email plus scheduled follow-ups) or a One-time announcement (exactly one email per recipient).
• Preparation: before anything is sent, Cadensiq builds the exact personalized message for every recipient so you can review them. Those prepared messages are what gets sent.
• Writing assistant: optional help to draft your campaign email from your brief. Each new draft uses one AI credit.

More terms: Glossary.

Related pages

• Roles and permissions
• Dashboard
• Your first campaign
• FAQ