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Essential steps to begin working with Reply
Essential steps to begin working with Reply

Follow these steps to start working with Reply and get the most out of it for your email outreach strategies

Reply Team avatar
Written by Reply Team
Updated over a week ago

Step 1. Connect your email address

Once you sign up to Reply, you can connect a sending email address to start sending and receiving email messages. You can add one or a few addresses hosted by any service provider.

This step is not mandatory for using the platform. You can connect your email as soon as it becomes necessary to send email messages to your contacts. Meanwhile, you can explore Reply's functionality first and see how it works.

Important. Connecting a sending email address is only mandatory for launching sequences that include email steps (both manual and automatic).

To add a sending email address, follow these steps:

  1. Click on the More button from the top header menu and select Settings

  2. Navigate to the Email Accounts tab.

  3. Click New email account. The wizard for connecting email addresses will be shown.

  4. Select your email provider and click Continue.

Reply will use your email account to send emails to your contacts. Connecting your Gmail account is the easiest way to start. Select the desired account from the list of your Gmail accounts, and the system does the rest.

Please note. Once you add your first sending email address, it will become the default sending email address for your Reply account and will be automatically added to any saved sequences.

To configure all settings regarding email accounts (e.g., to add more email accounts or change the default address), go to the Settings → Email Accounts tab.

Step 2. Add contacts, perform email validation

After you have connected your email account, add the people to whom you want to send emails. There are several ways to add contacts to Reply:

  • From CSV file

If you already have a CSV file with the list of your contacts, you can upload it to Reply. To do this, open People page, click the New contact button, and select Import from CSV. You can also find a detailed step-by-step guide on adding contacts here.

  • Manually

You can also create contacts manually. This option is especially useful if you want to add a few contacts to the system. To do this, open People page, click the New contact button, and select Create manually.

Step 3. Create and set up a sequence

After you have added contacts, create your first sequence. To do this, open the Sequences page and click the "New sequence" button. Then, select in what way you want to create a sequence:

  • From template - use ready templates for sequences;

  • From scratch - create your own sequence of steps;

  • From magic - generate text for emails and create sequences with the help of AI-powered "magic" from Reply.

For all of the options, you can edit and modify the steps in the sequence and then launch it. Here is a more detailed guide on setting up a sequence.

Step 4. Set up integration with the CRM system

If you have an account in a CRM system, you can set up integration between Reply and your CRM account. Reply offers both native integrations and setup via Zapier. You can see the complete list of integrations on the following page.

You can find integration guides in the Integrations section of our Help Center.

Step 5. Communications and contact follow-ups in Reply

Clicking on any contact will open the Prospect Activity Profile. It contains the complete history of interaction with the contact and lets you perform various actions:

  • Sending single direct emails to the contact

  • Calling the contact (for more information, see the Calls section of our Help Center)

  • Viewing received replies

  • Adding notes

  • Changing contact details

  • Pushing the contact to another sequence

Step 6. Browse analytics

Check the performance of your sequences on the Reports page -> Emails tab of the Reply interface. This page lets you see the statistics by any team member of your team, any sequence, or date range. Alternatively, you can access the analytics from the sequence page. For more information about using the analytics, see the Analytics section.

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