Replyify provides a multiple customization options when you need to create a new email step in a campaign or edit an existing campaign email.  We'll review each setting below.

Email Templates:

Every email step in a campaign must have an existing template or you will need to create a new template in order to save the email.

  1. If you create a new email, you will need to select the option to 'Create New Template', then give the template a name, subject line, and message. 
  2. Or, you can select (re-use) an existing email template in it's entirety by selecting it from the dropdown of previously saved templates..
  3. The other option is to edit a template.  This is effective when you want to re-use some of the email copy, but want to customize the rest of the email.  Select the template you want to edit from the dropdown, then click the 'Duplicate and Edit' button below the email formatting bar, just above the signature.  (make sure to save your changes before leaving the page.

'Bump' Turns ON/OFF Email Threading:

You can make your email step a threaded reply to your previous email(s) by turning on the 'Bump' option.  The 'Bump' option is disabled until you a) choose an existing template or b) create a new template with email subject line, body and signature.  

Once you save the template, you can toggle 'Bump' to ON.  The subject line will be replaced by "Re: {Previous Email Subject}" which automatically pre-fills the subject line from the previous email and turns this into a threaded or nested reply to a reply.  The header and time stamp from the original email will be automatically inserted below the current email for this step.

You can thread multiple messages together by turning 'Bump' on for each email that should remain on the same thread creating a 'Re:' in the subject line which references the email step (subject line and body) in your campaign directly before the first bumped email.  Each subsequent 'Bump' will inherit the previous headers and email body of the previously bumped emails and the original email.  *Replyify will not compound the 'Re:' for multiple bumps to avoid creating a subject line that resembles (for example with 4 bumps) Re: Re: Re: Re: {Original Subject Line}.  By default, we automatically limit the subject line to a max one Re:.  New to bumping?  Try it out!

Subject:

Your subject line is the gateway to getting you emails read and responded to.  To increase the email open rate, try adding a 'Variable' to a campaign.  A 'Variable' pre-fills a data point associated with a contact record.  Using a contact's First Name in the subject line is something you may want to test to see how it influences open rates.

Message:

The message section is the body of your email.  If you are reading this FAQ, you likely know how to use email.  We provide formatting options using pre-built HTML, ordered lists, bullets, links, and variables.  

If you copy paste an email template your wrote in Microsoft Word or a Google Document some of the original formatting may be copied as well.  You can copy the text only and remove formatting by pasting with CTRL + SHIFT + V (or CMD + SHIFT + V on mac). 

Variables (also called 'custom inserts') pre-fill data point(s) associated with a contact record to customize your email.  We go a step further and allow you to add a 'fallback value'.  A fallback value is the word/phrase that will be inserted if a contact doesn't have any data in the 'data field' that is used as a 'Variable'.  For example, if you use begin an email with 'Hi' + 'First Name' variable with a fallback value of 'there', and a contact doesn't have a first name in the Contact record, your contact will receive an email that starts with "Hi there" in lieu of a blank space.  Pro Tip - If you are creating a campaign before adding contacts, and you don't see a variable you may want to use based on the data fields in your file, select 'Add New Variable' and give the variable a name.  When you add contacts, be sure to map the correct data field to the new Variable (also a data field) in Replyify.  

Signature:

You can turn a signature on or off depending on the tone and content for your email.  Sometimes leaving a signature off in the middle of a campaign (after several emails with no responses) can signal to the contact that this is a real person contacting them not an mass email blast.   

Here's a more detailed overview of signatures.   and another one on adding Unsubscribe Links.

Advanced Options:

Advanced options, reveals an option to delete this step in your campaign.

There is also an advanced option to edit the setting of whether the completion of this step pauses a campaign, preventing the next step in the sequence from sending.  The Default option for an email step is Yes and it's recommended not to touch this unless you have a strategic reason for this campaign.  *For non-email campaign steps (like linkedin, phone call or twitter engagement), the default is 'No, create a to-do for me but continue the sequence'.  You may have good intentions to call every prospect, but reality is that you may not make every call and you may not want to prevent the rest of your email campaign from delivering.  Have a question on this, email us.

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