Default Opportunity Value
You can set the default lead value, and when the lead is marked as interested or other positive custom statuses, its value will be added to the count.
Lead Preferences
Disable global lead status synchronization: This setting controls how lead statuses are shared across multiple campaigns when the same lead exists in different campaigns.
When this setting is OFF (default setting):
Lead statuses sync across all campaigns automatically
If a lead replies in Campaign A, the same lead in Campaign B will also be marked as "Reply received"
Status changes like "Interested" or "Meeting booked" are also shared across all campaigns where the same lead exists.
When this setting is ON (enabled manually): When enabled, it prevents the synchronization of lead statuses across campaigns. You can enable this setting if you're running multiple campaigns with overlapping lead lists and want to keep each campaign's logic isolated.
Prevents webhooks from triggering multiple times for the same email address across different campaigns.
Stops analytics from being updated globally, meaning metrics will remain campaign-specific.
Avoids the automatic movement of leads with the same email address into matching subsequences in other campaigns.
AI Automations
1. Automatically tag lead status in replies: This setting is enabled by default to automatically tag the lead status when a reply is received:
Interested: Tag replies that show interest.
Not Interested: Tag responses where the recipient has declined or opted out.
Out-of-Office: Tag Out-of-Office replies.
You can also add custom labels that you want the AI to use for tagging replies. To add a new custom label:
Click the “+” icon under Custom Labels
Enter a name and define its logic if applicable
Only enabled labels will be considered by the AI when auto-tagging responses. You can use the 'Test AI' feature to ensure that the replies are tagged correctly based on your descriptions.
2. AI Inbox Manager: This feature allows the automatic scheduling of email replies from your Unibox. Once enabled, the AI Inbox Manager will automatically schedule a reply from Unibox when it detects a lead's first response. Learn more details here.
3. Automatically suggest replies using OpenAI: This feature uses the power of AI to analyze your existing macros or recent emails, providing contextually relevant suggested reply drafts. Learn more details here.
4. Automatically tag out-of-office status: This setting is enabled by default to detect out-of-office responses and automatically tag them accordingly, which helps avoid confusion and automates follow-up adjustments.
Unibox
Unibox is your centralized inbox within Instantly for managing replies and tracking campaign communication. The settings below allow you to customize what types of emails appear in your Unibox and how they're handled.
1. Show auto-replies in Unibox: This setting is enabled by default to detect automatic responses in Unibox. Disable this if you prefer to keep the Unibox focused only on human responses.
2. Save non-Instantly emails in Unibox: This setting controls whether non-Instantly replies appear in Unibox.
When enabled, replies received NOT from campaigns or leads will appear in the Others folder of Unibox.
With Unibox V2's capability to capture all replies from connected accounts, you can disable this setting to prevent personal emails from being synced in Unibox for privacy concerns.
3. Save undelivered emails in Unibox: This setting is disabled by default to filter out undelivered or bounce notifications and keep the Unibox clean. You can enable this setting to view bounce messages directly in Unibox without logging into your original mailbox, which helps diagnose delivery issues.
4. Only show notification in CRM: When enabled, the system will pause the notification in the Unibox but log the activity in the CRM.
Outreach Preferences
The Outreach Preferences section allows you to control how emails are sent, managed, and optimized across your campaigns. These settings impact email delivery timing, bounce management, variant testing, and sending behavior.
1. Automatically pause campaigns with high bounce rates: This feature is enabled by default to automatically pause campaigns that have too many bounces to protect your accounts and deliverability. Learn more details here.
2. Use a single sending account per time gap: By default, Instantly uses all available sending accounts together, then applies the wait gap after sending through all of them. Enabling this setting forces the system to use only one account per wait gap window, improving spacing between sending your outreach campaigns.
If you have two accounts in the campaign, it will send one email from the first account in the first time gap.
Then send an email from the second account in the next time gap.
3. Send emails one at a time: This setting sends emails from each account sequentially, rather than using all sending accounts simultaneously.
Help prevent email throttling issues with certain providers (especially private or less-established SMTP services).
Best used only when necessary, such as when experiencing deliverability issues or using a highly sensitive mail server.
If you’re using mainstream services like Gmail or Outlook, this can usually remain disabled.
If you have two accounts in the campaign, it will send two emails per time gap, using the accounts one by one.
Enabling this option will significantly slow down your sending speed, as emails are no longer sent in batches. It lowers your campaign’s overall sending behavior, which may not be ideal for high-volume outreach.
4. Reset A/Z variant usage tracking daily: By default, our system balances A/Z testing variant usage over the entire lifetime of a campaign.
If you add new variants to a campaign that has been running for a while, only the new variants will be used until their usage is balanced with that of the older variants.
Enabling this option resets variant usage daily, ensuring equal distribution across all variants every day, which is ideal for shorter tests or faster comparison.
5. Timezone for campaign limit reset: The daily campaign limit typically resets based on UTC (Coordinated Universal Time). You can choose the timezone that determines when your daily campaign email limits reset.
Email Preferences
1. Account disconnect notification: When enabled, you’ll receive an email notification if your connected email accounts become disconnected. These notifications are typically sent to the workspace owner and help ensure you react quickly to sending interruptions.
2. Positive reply notification: When enabled, you’ll receive a real-time alert whenever a lead responds positively to your outreach.
Analytics Preferences
Use V2 Analytics: V2 Analytics is part of Instantly’s continuous improvement to help you better measure outcomes and optimize your campaigns.
Enable V2 analytics for a more detailed and accurate view of campaign performance.
Includes improved tracking for opens, clicks, replies, and lead statuses.
Recommended for all users unless you have a specific reason to continue using the legacy version.
Please ensure that you save the changes.