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Overview

The replies dashboard shows how people respond to sequence outreach. Use reply rates to compare results and classification tags to understand the responses. Open Insights → Replies. To read and respond to replies while working a sequence, see Manage replies.

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Understand reply rates

Reply rates use sequence enrollments with at least one completed step. Each eligible enrollment counts once. Enrollments canceled, bounced, or stopped for an invalid email address are excluded unless they received a reply. The dashboard groups these enrollments by their start date. Out-of-office responses are excluded from reply metrics. Allow time for active enrollments to finish before comparing a recent period with an earlier one.

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Understand classifications

A reply can have several tags, such as Willing to meet, Needs more info, or Bad timing. Unify assigns it to one classification for the chart, using this order:
  1. Automated: an automated response or bounce.
  2. Positive: positive tone, willingness to meet, or a request for more information.
  3. Objection: bad timing or an existing solution.
  4. Negative: negative tone, an opt-out, or inappropriate content.
  5. Neutral: the remaining replies, including referrals and updated contact information.
For example, a reply tagged with both Needs more info and Bad timing counts as positive. The individual tags remain visible in the table so you can understand the full response.

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Filter and compare responses

Use the include and exclude tag filters to investigate a type of response. A reply matches the include filter if it has any selected tag. A reply with any excluded tag is omitted. These filters narrow the replies counted in the rates while keeping the eligible enrollment population as the denominator. Use Source to compare outreach from recommended prospects, chat (including scheduled chats), plays, direct enrollment, or other sources. Direct enrollment includes API and bulk enrollments. This filter narrows both replies and the eligible enrollments used to calculate rates, and also applies to exports. Source attribution can overlap, so source totals may not add up to the overall total. Use the user filter to limit the report to mailboxes assigned to selected users. Use Pivot by to choose a play, sequence, or user, then select the group whose metrics you want to inspect. The table shows the person, classification tags, reply content, sequence, and reply date. Open a reply to read the message, or use Export to download the report with its classification tags.