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How to Prioritize New Leads Over Follow-Ups

Reach out to new leads as quickly as possible by prioritizing new customers over follow-ups

By default, Instantly prioritizes follow-ups over new leads. The system sends all scheduled follow-ups first based on your campaign settings before sending Step 1 to new leads, as long as there's time remaining in the schedule and daily sending limits haven't been reached.

Enabling New Lead Prioritization

You can prioritize new leads if you're on the Hyper Growth or Light Speed Email Outreach plans by following these steps:

  • Go to the Settings section of your campaign

  • Scroll down and click 'Advanced settings'

  • Click 'Sending Rules'

  • Toggle on 'Prioritize new leads'

Once enabled, the campaign will prioritize sending Step 1 to new leads before any follow-up steps.

Setting a Max New Leads Limit

You can use the "Max new leads" setting to control how many new leads the campaign contacts per day:

  • Set to a specific number: For example, if set to 10, the campaign will first contact 10 new leads, then use any remaining capacity to send follow-ups. If the max new lead limit exceeds the campaign's daily limit, the campaign will only send Step 1, and no follow-ups will go out.

  • Left blank(No Limit): Treated as unlimited. The system sends to all available new leads and only sends follow-ups when no new leads remain if 'Prioritize new leads' is enabled.

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