Replies tab of Engagement Planner

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.


1. Reply and Finish:


‚Äč This will open a message editor so you can type and customize your reply. Make sure you use handy toolbar to customize your reply, where among other things you may:

  • Add CC recipients

  • Add a premade email template from the dropdown 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 by clicking button

    Send me a test email

    When in Preview mode, Send me a test email button will appear on the right side from to send the reply to your email just to see how it will look for your recipient


After you are done with building a reply message, you have options to choose from:

  1. 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

  2. or Discard the reply


2. Finish:

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.