Customer setup
Let’s make every lead count.
Complete this quick brief after your walkthrough and enrollment. It prepares the first follow-up workflow for your review.
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. Nothing is connected or sent to your customers from this page.