Overview

Outbox

  • The new Outbox reporting tool was added to Reply. Outbox helps you analyze your sending capacity and forecast the amount of emails sent on a daily basis. 
  • Several levels of reporting were added to Outbox: email account, campaigns in the email account, steps in a campaign, emails/prospects in a step.
  • Drill-down navigation between levels of reporting was added.

Campaigns

  • The new campaign templates/library was introduced.
  • Ability to save a campaign as a template + create campaign from a template was added.
  • A saved template can be used by anyone in the Team (for team accounts). 
  • Predefined Reply campaign templates were added. 
  • The possibility to scroll through the list of people in Campaign Preview  independently from email templates was added (for quicker navigation). 

People

  • Custom variables management changed (added section to Settings)
  • Added ability to create Number (in addition to Text) custom variables
  • Re-designed Import from CSV popup in order to handle custom variables improvements
  • Custom variable became shared between all team members
  • Number of custom variables capped at 50 per team

Fixes

  • Various bug fixes.

API

Description

Outbox: Overview

The re-designed Outbox for Reply 3.0 is back.

We added the new Outbox page in the main menu. Outbox gives users the ability to generate reports for a user account to get information such as scheduled emails from the email account (daily and future), campaigns, campaign step or individual prospects.  The system generates reports based on the amount of data available (number of prospects, campaigns and campaign steps that affect the calculation).

You can navigate through the report after it is generated. The report consists of 4 levels with the ability to drill down between by clicking on them.

  • Level 1 - Email accounts

List of all email accounts with data about ‘sent today’ emails, ‘planned for tomorrow’ and later days can be seen here. Also limits for unique contacts per month, limit for daily email sent from each email account and total sum available.

  • Level 2 - Campaigns

On this level, lists of all campaigns that affect sent emails for today and that are forecasted for future days are shown (active, paused, archived, under review but not deleted campaigns). The same data as on Level 1 is available; the only difference is the limit per row = daily limit for emails sent per campaign. Also at this level,  the limit total will show the limit for the email account that caps sending ability for campaigns connected to that email account.

  • Level 3 - Campaign steps

Once the user clicks on the campaign in Level 2, the user will be redirected to Level 3, which shows all steps for particular campaign. Data at this level also gives the ability to analyze ‘sent today’ emails and emails planned for future days.

  • Level 4* - Prospects & Emails

For specific steps, users can see all emails sent from today or planned to be sent by clicking on a particular batch (number of emails for Step+Day combination in Level 3). At Level 4 it is clear which emails are planned to be sent and the particular order (including delay between emails). By clicking on the email, users will be redirected to the preview mode in the campaign and will be able to edit emails planned to go out if the email has not been sent.
Outbox can be generated once again via a manual launch, when needed, to access the latest changes in campaign processing.

Note*: Outbox Level 4 - Prospects & Emails will be available approx. 1 week after main release.

Campaigns: Campaign templates

The ability to save a campaign as a template was released. Templates can now be saved as custom templates from the campaign page/dashboard for each campaign.
During the campaign creation process, notifications have been added that provide users with option to create a campaign from campaign templates or from the ground up.
Custom (user) or Reply templates can be selected and the campaign wizard will launch with campaign steps that have been populated from templates, delays between steps, campaign name, settings and schedule.
In the simplest case, only people had to be added in order to launch a new campaign.
Templates that have been saved by users can be used by anyone in a Reply Team account in order to create a new campaign. In this case, email accounts and schedules in newly created campaigns will be substituted for the default from team member account**.

Note**: Ability to share Schedules will be available with the release of new Team edition functionality, currently in development.

Campaigns: Predefined templates

Specific campaign templates, based on Reply expertise, became available ‘out of the box’.
Campaign templates included in first release are 'Inbound sales', 'Outbound sales', 'Educational', 'Trial conversion', and 'Recruiting'.

People: Custom variables improvement

Improvements made to custom variables management: currently it is possible to add custom variables in similar ways from 3 pages in Reply.
From Settings - new section ‘Custom fields’ has been added with the ability to add or rename a custom variable. A full list of custom variables can be managed from here (names and ID's are visible).
From People page - in setup, columns for grid action 'Manage custom fields' are available, which will redirect to the same section in Settings.
From Import from CSV popup - during mapping fields between Reply and CSV field,  the 'Add custom variable' action became available, which gives the same ability to add a custom variable (as in Settings) and specify it's name and type.

People: New custom variables type

Ability to add custom variable of 'Number' type added. Such variables could be useful in order to integrate Reply data for company size, prospects age, income or Alexa rank level, etc.
These variables can be created via a new standard custom variables creation process. Just by selecting 'Number' in custom variables creation popup, the type will be set for the variable.

Gmail plugin: New version

Version 1.20 released, includes fixes for cases such as adding prospects to campaign if they already exists in other campaign, writing email and adding to campaign (for prospects already in other campaigns).

Bug fixes

  • Fixed activity not shown in some cases, changed auto sync mechanics for Salesforce integration to minimize idle time between syncs.
  • Fixed in SF integration: emails synced repeatedly (creating duplicates on SF side), fixed issue with filters in Prosperworks integration.

Did this answer your question?