Instantly
The Workflow
7 steps · click a step number to mark it done
Open Instantly and have it ready before you start
Log in to Instantly and click Get Started to access the dashboard.
Add new email accounts: select a domain, choose the number of addresses (recommended five per domain), and place the order to create warmed‑up accounts.
Open the Warm‑up tab, monitor the health score and sent/received counts, and wait until the warm‑up score indicates the accounts are ready (typically two days).
Set up Instantly Copilot memory – enter your website URL or manually type company name, description, awards, outreach goal, and define your ideal customer profile and copy guidelines.
Upload a CSV file of prospects (name, email, company, title) or manually add leads to a new List in Instantly.
Ask Copilot to generate a personalized cold‑email sequence by providing a brief prompt (e.g., "Create a 3‑email outreach for a SaaS product targeting CEOs"). Review and edit the generated copy if needed.
Launch the campaign: select the warmed‑up email account, attach the prospect list, set a daily send limit (e.g., 30 emails per account), and start the sequence while tracking replies in the Campaigns view.