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 prepared a detailed guide on how to connect other types of email accounts for you.

Step 2. Add 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 People page, click the Plus 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 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 and click the Plus button. All you need is:

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 status

  • 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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