Reply supports both automatic and manual email steps. If you add a manual email step to your sequence, the system creates a task that you'll complete in Findy.
This lets you review each email, personalize it, add custom attachments, or make any other changes you need before sending.
Add a manual email step
To create a manual email step in your sequence:
Open your sequence and go to the Steps tab.
Add an email step.
Choose Manual from the drop-down menu.
Write your email. You can use a general template and personalize it later in Findy before sending.
Click Save.
Once contacts reach the manual email step in your sequence, Reply creates manual email tasks for them in Findy.
đĄ Reply doesn't send manual sequence emails to blacklisted or opted-out contacts.
Complete a manual email task
đĄ Manual emails can only be sent through Findy.
To send a manual email:
Open Findy â Tasks.
Open the manual email task you want to complete. To process multiple tasks, click Launch all tasks.
Choose the sending email account in the From field.
(Optional) Add CC or BCC recipients.
Review your email. In the editor, you can:
edit and format the text;
use templates and variables;
add images or attachments.
Click Send & Complete.
You can complete a manual email task any time before the next step in your sequence is due.
đĄYou'll see two buttons: Complete and Send & Complete.
Complete only marks the task as completed. It doesn't send the email.
Send & Complete sends the email and completes the task.
You can also click the arrow next to Send and Complete and choose Schedule and Complete to have Reply send the email automatically at the selected date and time.
