Sometimes the setup of the account can be challenging; that's why we prepared a step-by-step guide to make it easier for our users. We also added a video step-by-step guide here.

Here are the steps to connect your existing email accounts to Instantly:

Connecting your Google Workspace account to Instantly using oAuth authentication allows seamless access and integration between the two platforms.

Here are the steps on how to connect Google accounts via the oAuth method:

If the other Google accounts from the same Google Workspace are not visible in the pop-up window, please click 'Use another account' to log in to other Google accounts and connect them to Instantly.

Here are the steps to connect your Google accounts using the App Password method. Learn more details here.

When it comes to free Gmail accounts - Google is very strict with respect to limits and rules. This is because they don't want to promote cold emailing through free Gmail accounts.

As a matter of fact, their algorithm is very smart in detecting what use the accounts are being put to. Their rules and limitations are more relaxed towards Gsuite accounts. So when it comes to recommendations, we suggest using Gsuite or maybe even Microsoft accounts.

The problem is that it is an industry-wide thing, so even if you try some other cold emailing platform or you were to manually send out cold emails, it is still an issue one would face.

There was a question once asked in reference to free Gmail accounts used for cold emailing in our Facebook group. And the majority of our members seconded this notion that it is not advisable to use free Gmail accounts for cold emailing.

You need both IMAP (Internet Message Access Protocol) and SMTP (Simple Mail Transfer Protocol) enabled to connect an O365/Microsoft account to Instantly. It's not permitted to connect only to SMTP for sending emails, as our warmup is a peer-to-peer network consisting of real accounts that must both send and receive emails.

Here are the steps to connect your Microsoft/O365 accounts to Instantly:

IA Custom Tracking Domain (CTD) is your own dedicated domain used to track email opens and link clicks. It acts as a proxy, isolating your sender reputation from others.

When you enable open or link tracking, Instantly inserts special tracking code into your emails, typically a URL like xyz.inreg1.com/[code]. This URL is shared among Instantly customers unless you set up a custom tracking domain.

With a custom domain, the inserted code uses your domain, ensuring unique tracking and protecting your sender reputation.

There are two ways to organize your custom tracking domains:

Use a single custom tracking domain for multiple domains. This would make sense if your primary domain is old/warmed up. If you're running a lead agency, this is what we would recommend.

Different custom tracking domain for each sending domain. If you have two domains [email protected] and [email protected], you may use:

This approach would make sense when all of your domains are new, or if you're experimenting with a new campaign that could potentially have a negative impact on your reputation. By creating separate groups, you can minimize the damage from a bad campaign.

The warmup functionality mimics human conversations between email accounts.

Think of it as you emailing back and forth with your friends - on autopilot.
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But in this case, your ‘friends’ are other Instantly.ai users who have also enabled the warmup feature. You can be sure that all of them will open your email, and a high percentage will write you back with a ‘thoughtful’ and positive sentiment.
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The emails written by the Instantly AI algorithm signal to Google, Outlook, and other ESPs that your email account and sending domain are relevant and legitimate.

This increases the likelihood that the messages that are sent to the cold leads in your outreach campaigns will also actually land in their inbox and subsequently be opened and replied to.
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The bottom line is that the warmup will improve the deliverability of your cold email accounts by mimicking human conversations in the Instantly.ai user pool.

You can also enable or pause warmup for multiple accounts in bulk.

Once you enable the warmup for your accounts, warmup emails are scheduled at 12 AM UTC every day.

To filter accounts by warmup statuses, please follow the steps below:

To create a new campaign, watch the full video walkthrough here or follow the steps below:

You can add leads to your campaign by following the steps below:

Compose your subject line and email copy:

After upload, click the variable option in the bottom editor toolbar:

To insert a variable into the subject line, click on the bolt icon next to the top-right Preview button.

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:

To provide leads an easy way to opt out:

Save time with pre-built templates:

Create reusable templates manually:

Before launching the campaign, always preview and test your emails.

Click the "Preview" Button. A pop-up will appear where you can preview the email, send test emails, or check deliverability score.

In the Schedule tab of the campaign, you can adjust the days of the week and the timing to send your campaign emails.

Example:

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 about Campaign Options
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Do a final check of your campaign setup and then hit the “Launch” button.