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Getting Started with the Email Accounts Dashboard

Everything you need to know about the Email Accounts dashboard and managing your sending accounts

The Email Accounts dashboard is where you connect and manage your email accounts for cold outreach and email warmup.

  • Free trial users: Connect up to 2 email accounts

  • Outbound plans: Connect unlimited email accounts

After the 14-day free trial, accounts, warmup, and campaigns will be paused automatically until you subscribe to an Outbound plan.

If your accounts were paused after your trial or plan expired, you can unpause them after subscribing to an Outbound plan. Steps to unpause accounts:

  • Go to the Email Account dashboard

  • Tick the box to select paused accounts in bulk

  • Click on the three dots (⋯) in the top right

  • Select Unpause selected


Connect Email Accounts

Click "Add or Buy Accounts" to purchase new accounts or connect existing ones. You have three options:

  • Pre-warmed accounts: Purchase already warmed-up email accounts with an established sender reputation so you can start sending campaigns on day 1

  • DFY Google Accounts: Purchase new domains with Google Workspace accounts.

  • Instantly Airmail Accounts: Purchase high-volume sending accounts powered by Airmail (Instantly's native email-sending infrastructure for cold outreach)

  • Connect existing accounts: Connect your existing email accounts from Google, Microsoft, or other providers. It's recommended to warm up your accounts for at least 2 weeks before launching your campaigns to improve deliverability.


Account Analytics

The Email Accounts dashboard displays key metrics and information for each account:

  • Tags: Displays any custom tags assigned to the account for easier organization and filtering

  • Type: Indicates the email provider or connection type (e.g., Google, Microsoft, SMTP, AWS, AirMail)

  • Status: Shows the current account status, such as Active, Paused, or Error

  • Daily Sent: Displays the number of campaign emails sent today compared to the account's daily sending limit; the percentage below indicates how much of the daily limit has been used

  • Health Score: Measures the overall health of an email account based on warmup activity, sending volume, and deliverability performance. Higher scores indicate a healthier account, with a score above 90% generally considered healthy


Filter Accounts

By Type

Use the "Type" dropdown to view accounts based on their provider:

  • All: Displays all connected email accounts

  • SMTP: Shows accounts connected via SMTP/IMAP

  • Google: Displays Google Workspace or Gmail accounts

  • Microsoft: Shows Microsoft 365 or Outlook accounts

  • AWS: Displays Amazon SES accounts

  • AirMail: Displays Instantly AirMail accounts

By Status

Use the "Status" dropdown to filter your accounts:

  • All: Displays all connected email accounts

  • Active: Displays accounts that are connected

  • Paused: Displays accounts that are currently paused

  • Connection error: Displays accounts with connection issues

  • Soft bounce error: Displays accounts experiencing soft bounce issues

  • Sending error: Displays accounts that have sending-related errors

  • Has errors: Displays accounts currently in an error state

  • No custom tracking domain: Displays accounts that do not have custom tracking domain enabled/setup

  • Warmup active: Displays accounts with email warmup currently enabled

  • DFY/Pre-warmed accounts: Displays DFY/Pre-warmed accounts purchased from us

  • DFY setup pending: Displays DFY accounts that are still being set up

By Tags

Use the "Tags" dropdown to filter accounts by assigned tags:

  • All Tags: Displays accounts regardless of tag assignment

  • Specific Tag: Select a tag to view only the accounts associated with that tag

  • Use the Search field when managing a large number of tags


Deliverability Test

Deliverability Tests help you evaluate how your emails are performing across different mailbox providers, identify potential issues affecting inbox placement, and gain insights to improve your overall email deliverability.

The Deliverability Test dashboard provides an overview of each test, including:

  • Name: The name assigned to the deliverability test

  • Status: Displays the current test status (all, active, paused, and completed)

  • Inbox: The number and percentage of test emails that landed in recipients' inboxes

  • Spam: The number and percentage of test emails that were delivered to spam folders

  • Category: The number and percentage of test emails that were delivered to folders like Promotion or Updates

  • Type: Indicates whether the test is a one-time test or automated

  • Sending Method: Shows how the test was sent (from Instantly campaigns and accounts or from outside Instantly)

  • Actions Menu: Use the three-dot (⋯) menu to rename, duplicate, or delete the test

To create a new deliverability test, go to the Email Accounts tab -> Deliverability Test -> Run new test.


Test Domain Setup

You can click the Test domain setup option to verify that your DNS records are configured correctly. Learn how to set up DNS records.

  • MX Record: Directs incoming emails to your mail server. Without an MX record, you won't be able to receive replies.

  • SPF record: Specifies which domains are authorized to send emails on your behalf. Helps reduce spam and phishing attempts while improving deliverability.

  • DKIM record: Adds a digital signature to your emails, making them traceable and preventing spoofing.

  • DMARC record: Authenticates your emails and signals to recipients that they were sent from a legitimate source.


Enable Warmup

Click the flame icon next to any account to enable warmup. It's recommended to warm up accounts for at least 2 weeks before launching campaigns.

Warmup Status Icons

Warmup Analytics

You can use Warmup Analytics to verify that your email account is actively sending and receiving warmup emails.

  • Go to the Email Accounts tab.

  • Click the email account you want to view.

  • Open the Warmup tab in the Account Details window.

  • Review the warmup metrics, including:

    • Warmup emails received

    • Warmup emails sent

    • Emails saved from spam

    • Daily warmup email activity for the past week (7 days)


Bulk Edit Accounts

You can manage multiple accounts at once. Learn more about bulk editing.

Common bulk actions:

  • Enable/pause warmup for multiple accounts

  • Update account settings

  • Apply tags to multiple accounts

  • Unpause multiple accounts

  • Export list of email accounts (Download CSV)

  • Delete email accounts

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