Canceling Reply.io takes about five clicks. The short version: open Settings, go to Plans & Billing, click Cancel my subscription in the bottom-right corner, pick a reason, tick the three confirmation boxes and click Cancel forever. Your plan stays active until the end of the billing cycle you already paid for, and nothing is charged again.
Read the three boxes before you tick them, though. Reply.io's cancellation is not the "downgrade to free and keep your stuff" kind. The account cannot be restored, and your data is deleted 30 days after the cycle ends. That changes the order of operations: on most tools the export checklist is good hygiene, on Reply.io it is the whole job.
No hard feelings toward Reply.io here. It is a wide, capable platform, and its help center documents this process better than most. But budgets get consolidated and stacks get simpler, and when that day comes you want a clean exit with your suppression list in hand.
What canceling actually does (and doesn't do)
Reply.io gives you two exits, and the difference between them is your data.
Cancel forever stops the renewal and schedules deletion. You keep full access until the end of the current billing term (the confirmation screen shows the exact date), then the account closes. The three boxes you confirm say it plainly: the account cannot be restored, all data is deleted in 30 days, and this is a one-time action. Reply.io's terms of service say the same thing from the other side: for 30 days after termination you can request an export through the account or through support, and after that Reply.io may delete your data under its retention practices.
Suspend on the Data Storage plan is the alternative the cancel dialog offers on the way out. For $7 a month your account is suspended with all data kept. Sending stops, the bill drops, and nothing is deleted. That is $84 a year to keep a login you may never open again, so it only makes sense if you expect to come back or are mid-way through a migration and want a safety net for a month or two.
There is no undo path on the forever option. Once the term ends, it ends.
Two groups cannot use the button at all. If you are on the AI SDR plan or the Agency plan, or the option is simply missing from your account, Reply.io's help center says to contact support through chat or email to cancel. Send that message a few days before the renewal date, not on it.
And there are no refunds. The help center states a non-refundable policy for unused time and inactive accounts, and the terms repeat it: fees are billed in advance and are non-refundable except where the law requires, and non-use, low utilization or forgetting about the renewal are not grounds for one. Cancel before the next billing date or you pay for another cycle.
Export these three things first
You cannot skip this section. On a tool that keeps your data after cancellation, an export is a convenience. On Reply.io, whatever you have not exported when the 30 days run out is gone.
Outreach tool migration worksheet
The export checklist, the four kinds of 'do not contact' and a suppression-list template that works in any tool.
Sent. Check your inbox for the PDF.
1. Your contacts, with their history
Open the People page, select the contacts you want (the top checkbox selects the whole list), open the More menu and click Export to CSV.
Reply.io then asks which shape of file you want. Pick All fields with replies. It carries everything the basic export has (email, name, title, account, sequence, status, opted-out flag, LinkedIn URL) plus opens, deliveries, replies, bounces, meeting booked, current step, LinkedIn and SMS reply counts, your custom fields, and the subject and body of every reply. That file is your audit trail and your proof of performance in one place.
One detail worth knowing: exporting from inside a specific sequence produces a file named after that sequence, with statistics counted for that sequence only. Export from the People page if you want each contact's numbers across every sequence they were in.
2. Your opted-out contacts
This is the one with legal teeth. People who clicked the opt-out link in your Reply.io emails opted out of hearing from you, not from Reply.io. If you rebuild your lists in a new tool without carrying that list over, you will eventually email someone who told you to stop. That is a spam complaint waiting to happen, and complaint rates are the fastest way to burn a new domain.
Reply.io does not ship a separate unsubscribe export, but the contact export carries an Opted Out column, and the People page has an Opted Out tab that shows only those contacts. Open the tab, select everyone, export, and keep that file next to your main one. Then filter your main export on the same column as a check.
3. Your blacklist
The blacklist is the other half of the suppression story: the domains and people you decided never to contact, whether because they are clients, competitors or someone who asked. Domains export in one click. Go to Settings, open Blacklist, and click Export at the top right; you get a CSV of every blacklisted domain.
Blacklisted contacts do not export from that page. They live in People, marked with a black dot, and the help center's Smart filter article shows how to build a filter that surfaces only blacklisted contacts. Apply it, select all, export. One nice touch to carry over: when Reply.io blacklists a contact it blacklists their LinkedIn URL as well, so that column in your export is a LinkedIn suppression list too.
While you are in there: invoices
Your accountant will ask. Go to Settings, then Plans & Billing, open the Subscription section, click Payment method & invoices, then Billing History. Every invoice downloads as a PDF. Do it now, because the billing page goes with the account.
The actual cancellation steps
- Click your account name in the bottom-left corner and choose Plans & Billing, or open Settings and pick it from the left menu.
- Scroll to the bottom of the page. Cancel my subscription sits at the bottom right, next to Contact us.
- Pick the primary reason for leaving and click Next. Any reason works.
- The next screen offers Suspend account on the Data Storage plan at $7 a month. If you want to keep the data alive, that is your button and you are done.
- Otherwise tick the three confirmation boxes: the account cannot be restored, all data is deleted in 30 days, this is a one-time action.
- Check the date in the orange box. That is when access ends.
- Click Cancel forever.
Your sequences keep running until the term ends. If you want sending to stop today, pause the sequences yourself, and remove any LinkedIn account you no longer want acting under your name: Settings, LinkedIn Accounts, hover the account, click Remove. Contacts sitting on a LinkedIn step skip it and move on to the next one.
Gotchas that catch people
- "Cancel forever" is the only cancel. There is no free tier to fall back to and no restore. If you have not exported, you have not left; you have only scheduled a deletion.
- AI SDR and Agency plans cancel through support. The button is not there for you. Message chat or email support before the renewal date, and keep the confirmation.
- The $7 Data Storage plan is a subscription, not a pause. It renews monthly until you cancel it too. Set a reminder to close it once the migration is done.
- No refunds, and a 30-day window to dispute a charge. Reply.io's terms say fees are billed in advance and are non-refundable, that an invoice dispute must be made in writing within 30 days, and that you must give them written notice and a chance to resolve it before starting a chargeback. Charged after you canceled? Send the invoice number, your cancellation confirmation and the charge date through support first.
- The wallet is prepaid. Calls and SMS run on funds you added to the Wallet on the Plans & Billing page. Nothing in the help center describes refunding a balance, so spend it down before the term ends.
- LinkedIn seats bill separately on some plans. Outside the Multichannel and AI SDR plans, each automated LinkedIn account is a $69-a-month add-on, and on a team it is charged to the team owner's payment method. Check the LinkedIn accounts line in Plans & Billing so a seat does not outlive the plan.
- Warm-up lives in MailToaster. Reply.io's warm-up runs on MailToaster, a sister product with its own subscription page. Seats granted by your Reply.io plan sync one way and drop when you cancel. Seats you bought directly at $29 a month do not: cancel those from MailToaster's own Subscription page or they keep billing.
- The organization owner role cannot be transferred. If you run an organization with several workspaces, the owner role is permanent, and the only way to remove it is to delete the organization with every team in it. Plan who exports what before that happens.
- A trial upgrade charges automatically. If you are canceling a trial you upgraded by accident, the same steps apply, and the same no-refund rule.
Where your sequences go next
You now have a contact file with every reply in it, an opted-out list, a blacklist, and a date on which all of it disappears from Reply.io. What you do next matters more than which tool you pick.
The honest question first. If you are leaving because the numbers were flat, moving the same sequences to another sender will not change much. Reply.io already runs email and LinkedIn in one sequence, so "add a second channel" is not the migration argument here. What moves results on a multichannel sequence is what sits before the send: who gets into the sequence at all, whether the message was worth sending, and whether the LinkedIn account survives the month.
That is the migration CampaignStack is built around. Import the contact CSV and the opted-out and blacklist files land as workspace exclusions that every campaign and every agent honors from day one, LinkedIn URLs included. Rebuild your sequences as workflows that mix email and LinkedIn steps, with every lead scored against the campaign's ICP before it enters, every AI draft read by a critic before a person sees it, and every LinkedIn send capped by a daily budget the system computes rather than a field you fill in. If restrictions were the reason you left, the CampaignStack safety page lists the exact limits enforced on every account.
Import the CSVs you just exported and rebuild your outreach as workflows where scoring, a critic and a review queue sit in front of every send.
Rebuild your sequences with a decision layerWant the feature-by-feature version of this decision? The Reply.io vs CampaignStack comparison covers pricing per client, LinkedIn session handling, what each tool does with an AI draft, and the parts of Reply.io that do not transfer: Reply Data contacts stay with Reply.io, call and SMS steps have no equivalent here, and Jason's playbooks and knowledge base are re-entered by hand as the workspace playbook and offer facts.
This guide is one of a series, and the part that does not depend on the vendor lives in one place: Leave any outreach tool without losing the memory that protects you has the full export checklist, the four kinds of "do not contact" and the suppression-list template.
Takeaway
Export your contacts with replies, your opted-out list and your blacklist before you touch the cancel button, because on Reply.io the data is deleted 30 days after the term ends and the account cannot be restored. Then cancel from Plans & Billing, or through support on the AI SDR and Agency plans, and check MailToaster and the wallet separately. If you need a safety net during the move, the $7 Data Storage plan buys one month at a time.