Step 1. Connect your email
This is a mandatory step that you cannot skip. Reply will use your email account to send emails to your contacts. Connecting your Gmail account is the easiest way to start. All you need to do is to select the desired account from the list of your Gmail accounts and the system does the rest.
Also, we have a detailed guide on how to connect other types of email accounts - follow this link to see it.
Step 2. Load contacts, perform email validation
After you have connected your email account, add people you want to send your emails to. 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 the People page of the Reply interface, click the Plus button and select Import from CSV. For more information about importing contacts from the CSV file, see the following article.
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 the People page of the Reply interface, click the Plus button, and select Create manually.
Step 3. Create and set up a sequence
After you have added contacts, you can create your first sequence. To do this, open the Sequences page of the Reply interface and click the Plus button. All you need is:
- Add email body - follow this section to learn more about using templates and variables
- Add schedule - follow this article to learn more about schedules
- Add people - follow this section to learn more about working with contacts
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 via Zapier. To see the complete list of integrations, see the following page.
To see the existing integrations guides, see the Integrations section of Reply Support.
Step 5. Communications and contact follow-ups in Reply
Clicking on any contact opens the Contact Sidebar. It contains the complete history of interaction with the contact and lets you perform various actions:
- Sending direct emails to the contact
- Calling the contact (for more information, see the Calls section of Reply Support)
- Viewing received replies
- Adding notes
- Changing contact status
- Changing contact details
- Pushing the contact to another sequence
Step 6. Browse analytics
Check the performance of your sequences by using the Reports page 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.