Customer setup
Let’s make every lead count.
Complete this quick brief after you enroll. It gives ReplyCanopy what is needed to tailor your first follow-up workflow.
1. Share the basicsAbout five minutes
2. Confirm your voiceWe tailor your messages
3. Connect one lead sourceBegin with the highest-value inbox
Your setup brief
When you finish, your email app will open with this information ready to send to the ReplyCanopy team.