Creating a new campaign
To create a new campaign, you can watch the full video walkthrough or follow the steps below:
Go to the Campaigns dashboard.
Click on “+ Add New” button on the top right.
Type in the name of your campaign. We suggest adding target audience parameters such as title, industry/niche, and geo in the campaign name (e.g. Marketing Director_Advertising Agency_US) so you can more efficiently find and optimize your campaigns down the line.
Click on the blue CONTINUE button, and it will bring you to the next step.
Adding Leads
You can add leads to your campaign by following the steps below:
Go to the Leads section of the campaign
Click the Add Leads button
Choose the preferred method to upload your leads
Creating Sequences
First Email and Follow-Up Steps
Paste your body copy and subject line into the first email that your leads will be receiving.
Add variant: Test different subject lines and email copies to find the best performers. Learn more details here.
Send next message in x days: Define how many days to wait before sending the next step. Learn more details here.
Add step: Add a follow-up step. You can add as many follow-up steps as you’d like, although we recommend a maximum of 3-4 steps for most cold outreach campaigns.
Previous email's subject: Use the same subject line as the previous step
Previewing And Testing Email Steps
To preview any email in your sequence and send a test email, click on the 'Preview' button.
A pop-up will appear where you can preview the email, send test emails, or check deliverability score.
In the top left, you can add the email address to which you want the test email to be sent. Use commas to separate the email address.
Click Send from in the left panel to select the sending account.
Inserting Variables and Other Editor Functionalities
Variable in the subject line
To insert a variable into the subject line, click on the bolt icon next to the top-right Preview button.
Variable in the body copy
To insert a variable into the email body, click on the 'Variable' button in the editor bar.
How To Add And Use Custom Variables
Use the drop-down menu to attribute the right variable to each column in the file.
Predefined variables: The predefined variables include Email, First name, Last name, Job title, Company name, Personalization, Phone, Website, Location, and LinkedIn. The Email column should be mapped to the predefined 'Email' variable.
Custom variable: For personalized columns, map them as 'Personalization' or 'Custom variable'.
Do Not Import: For columns that you don't need to import to the campaign, map them as 'Do Not Import'.
For example, if you have a column with Title, it will upload that as a Custom Variable, which you can later use in the copy as {{Title}} to dynamically insert the title of that contact.
When you upload custom variables, they will show up as options when inserting variables. Simply select the custom variable you want to use from there.
Adding Links/URLs
To insert a link into the email, highlight the text that you want to hyperlink or select the link icon in the bottom editor bar:
Insert Unsubscribe Link
To add an unsubscribe link, click "+" on the bottom editing section, then click “Insert Unsubscribe Link”.
Cold Email Templates
Instantly-made Templates
If you’re not quite sure what to write, we also provide templates to get the creative juices flowing. To use Instantly-made templates, here are the steps:
In your Sequence Editor, click on the Templates button.
Select a category that fits your profile.
Click Use template. Each template comes with a subject line, but feel free to edit it to fit your needs.
The template will be added to the sequence.
You can then edit the template and save the changes
Saving Your Own Custom Templates
Once you’ve created your own email copy or made adjustments to an existing template, you can save that new version as a new template for future use as well.
Here are the steps to create your templates:
Type the email and subject line, or use the AI Sequence Generator feature to compose your email.
Click Save --> Save as a template
Type the template name and click Add Template.
You will find it in your Templates view. Copy, use, or delete it from here.
Campaign Schedule
In the Schedule tab of the campaign, you can adjust the days of the week and the timing to send your campaign emails.
Campaign Options
In the Options tab of the Campaign, you can configure how each campaign behaves — from email sending rules to optimization, CRM ownership, and more. Learn more details here.
Do a final check of your campaign setup and then hit the “Launch” button.
FAQ
Q: How to use placeholder value?
A: When a mail merge variable isn’t available for a lead, we replace it with an empty string. However, you may want to have a default value for such cases.
Placeholder values are helpful when a mail merge variable isn’t available for a lead. Please note that variables in our system start with two brackets without a hashtag.
Here’s how you can use them:
Hi {{firstName | there,}}
In the above example, ‘there,’ will be used if the variable ‘firstName’ isn’t available for a lead. You may also insert more than one placeholder value and the algorithm will pick one randomly.
Hello {{firstName | there, | friend,}}
Q: How to use Spintax?
A: Creating variations of sentences or words is pretty straightforward and can help you generate even more diverse email bodies for your leads.
{{RANDOM | Hello | Hi | Greetings!}},
Q: How to use Liquid Syntax?
A: To use conditional logic with your email body, you may use Liquid syntax.
💡 This feature is currently in Beta - please contact us if you run into any issues
Q: How to use email open status?
A: There are two special variables that you can use to change your email body according to whether a lead has opened your previous email steps:
sequence_email_opened- Check if any of the previous steps (in the sequence) were openedlast_email_opened- Check if the immediately previous step (in the sequence) was opened
{% if sequence_email_opened %} I see that you opened my email. Yay! 😃 {% else %} 😕 Please open my emails. {% endif %}
You may, of course, combine the above format with other variables:
Hi {{firstName}}, {% if sequence_email_opened %} Here's a special discount code for you. {% else %} Don't miss out on this deal for {{companyName}} {% endif %}
This feature is currently in Beta - please contact us if you run into any issues.