Quickstart
Get Pact running and send your first outbound sequence in under 15 minutes.
This guide walks you through the minimum steps to go from a fresh Pact account to a running sequence. It assumes you have credentials from your account administrator.
Before you begin
You’ll need a Pact account with the Member role or higher, and a CSV of contacts to import. No credit card or API key is required for the steps below.
Step 1 — Sign in
Navigate to https://app.pact.place/login and enter your email and password. If your organization uses SSO, click Sign in with SSO and enter your company domain.
After signing in you will land on the Dashboard. If you see an onboarding checklist, you can follow it or come back to it later — this guide covers the same steps.
Step 2 — Import your first contacts
Go to Admin → Data import (/admin/import) in the left sidebar — a six-step wizard: pick the
entity type, upload the file, auto-map columns, pick a dedup strategy, preview, then run. For
contacts, the required columns are:
| Column | Required | Notes |
|---|---|---|
name | Yes | Full name or first + last |
company | Yes | Matched/created as an account record |
email | No | Not required, but used as the dedup key when present |
Upload your CSV and map the columns on the next screen. Pact will:
- Deduplicate against existing contacts by email when one is present.
- Match or create an account record from
company. - Leave new contacts with no consent record until one is explicitly granted — check
Consent & tracking → Jurisdictional defaults (
/consent) for your tenant's per-channel default.
Consent on import
Importing un-opted-in contacts
If you are importing contacts who have not explicitly opted in to your communications, set their
consent status to pending and use a re-engagement sequence before sending marketing messages.
This keeps you GDPR-compliant and reduces bounce rates.
Step 3 — Create a sequence
Go to Sequences and click New sequence. Give the sequence a name (e.g., "Cold outreach — Q2") and pick Email as the channel, then add the steps:
- 1
Day 0 — Introduction
Introduction email. - 2
Day 3 — Follow-up
Follow-up if no reply. - 3
Day 7 — Final touch
A final, brief nudge before the sequence ends.
Save the sequence and click Activate.
Step 4 — Enroll contacts
Go back to the contacts you imported and filter by Consent: Consented. Select them all and click Enroll, then choose the sequence you just created.
Pact will send Step 1 immediately (or at the scheduled time if you set a send window).
Step 5 — Monitor delivery
Open the sequence and click the Performance tab. You will see a per-step funnel — Sent → Opened → Replied, plus an unsubscribed count per step — refreshing on a ~60-second poll. The Open rate / Reply rate cards above the tabs read the same data, and show the counts behind each rate (for example, "212 of 501 email sends opened").
A rate only appears once Pact has been told something to divide. Until your email provider's event webhook reports an open against one of these sends, the card says Not measured and names what is missing, instead of showing 0%. If the provider reports deliveries but never an open, open tracking is off at the provider. Every count is of distinct sends that actually went out, so a message opened three times is one open.
What's next?
- Import data from your existing CRM
- Connect Gmail or Outlook for reply tracking
- Configure AI models to customize the drafting experience