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How to Set Up Email Forwarding

Option 1: Reply-To Address (Simpler Setup)

A Reply-To address lets you receive replies in a different inbox. When a lead clicks Reply, their response is sent to your designated email address instead of the original sending account.

Use this option if you:

  • Only want to redirect replies (not all incoming emails)

  • Want a quick and simple setup

  • Prefer to manage replies from a different inbox

  • Don’t need warmup emails to be forwarded

How to Set Up Reply-To Address:

  • Critical step: Connect your reply-to email address to Instantly workspace (skip this step if the account is already added)

  • Go to Email Accounts dashboard

  • Click on the sending account you want to configure

  • In the right pop-up panel, go to Settings section

  • Scroll down to find "Reply-to" field

  • Type the reply-to email address in the field

  • Click "Save" to apply the reply-to configuration

What happens:

  • Your sending account remains the visible sender

  • When a lead clicks Reply, their email client automatically fills the To field with your configured Reply-To address

  • Replies are delivered to your designated Reply-To inbox

  • Warmup emails and other mailbox activity remain in the original sending account

Limitation: Even though the reply-to address should populate the "To" field automatically, there's no mechanism to prevent recipients from manually changing it back to your original sending address.


Option 2: Email Forwarding (All Emails)

Email forwarding automatically sends all incoming emails from your sending account to another email address. Unlike a Reply-To address, email forwarding redirects every incoming message—not just replies. When to use this:

  • You want all emails forwarded (replies, warmup, notifications, other incoming mailbox messages)

  • You want complete inbox consolidation

  • You manage multiple accounts and want one central inbox

How to Set Up Email Forwarding

The setup process depends on your account type:

For DFY/Pre-Warmed Accounts (Purchased from Instantly)

Step 1: Get Your Account Password

  • Go to the Email Accounts & Domains tab (Workspace owner/admin role required)

  • Click 'Get passwords'

  • A security token will be sent to the workspace owner for security reasons

  • After verification is complete, the password file is automatically downloaded to your browser's download folder

Step 2: Set Up Email Forwarding in Gmail

Follow Google's official forwarding guide to configure email forwarding.

  • Login to Gmail, go to Settings (gear icon) → See all settings

  • Click "Forwarding and POP/IMAP" tab

  • Click "Add a forwarding address"

  • Enter your designated email address

  • Click "Next" → "Proceed" → "OK"

  • Check your designated inbox for verification email

  • Click the verification link

  • Return to Gmail settings

  • Select "Forward a copy of incoming mail to" [your designated address]

  • Choose what to do with Gmail's copy: "Keep Gmail's copy in the Inbox"

  • Click "Save Changes"

Important: Ensure original emails aren't moved or deleted when forwarding is enabled, only copies should be forwarded for reply detection to work.

If DFY/Pre-warmed accounts are canceled, email forwarding will stop working.

For Other Email Providers

Contact your email provider for specific email forwarding setup instructions.

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