Replies tab of Engagement Planner
2 min read - updated few hours ago
Every reply to your outreach from a recipient will end up on the Replies tab for you to process it manually. Until you process what to do with a reply, the recipient will not be proceeded to the next step of a Sequence, in order to avoid confusion. You may Reply to a recipient and Finish a Sequence for him/her, or Finish right away and specify on what stage a prospect is within the sequence: Not interested, Success or Opt-out.
How to handle replies¶
Reply and Finish¶
This will open a message editor so you can edit subject, as well as type and customize your reply message. Make sure you use handy toolbar to customize your reply, where among other things you may:
Add CC recipients
Add a pre-made email template from the drop-down instead of typing a message here
Use to insert links
Add an inline image by pasting it from clipboard or by inserting through button on the toolbar. You may include an image from your local computer or from the Web by pasting in a link
Add an attachment to your message using button on the bar. These are file types which you can attach: pdf, doc, docx, xls, xlsx, ppt, pptx, csv, txt, rtf, ods, odt, html, zip, 7z, rar, mp3, mp4, wma, mpg, flv, avi, jpg, jpeg, png, gif, epub, fb2
Preview how your email will look for a recipient
Send me a test email
You can always send yourself an email you are preparing for a prospect, just to eyeball how a prospect will see on the other end. Click the more options icon , and then "Send me a test email
After you are done with building a reply message, you have options to choose from:
Send the message and finish the sequence for this particular recipient by changing his/her stage within the sequence to: Not interested, Success or Opt out
or Discard the reply
In case if you don’t want to reply to a recipient, simply finish the sequence for this particular recipient by changing his/her stage within the sequence to: Not interested, Success or Opt out.
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