To manage your connected accounts in bulk, select the accounts you want to edit and use the bulk edit feature.
Bulk Edit Account Settings
Update settings across multiple sending accounts in just a few steps:
Go to the Email Accounts dashboard.
Tick the box to select specific accounts or all accounts you want to edit.
In your top-right corner, click Bulk edit settings.
The settings window will pop out.
Once you are done with the changes, remember to click Save.
Refresh the page to see updated settings.
Please ensure you specify all the settings you want to apply to the selected accounts.
If you leave any fields empty, except for Sender Name and Custom Tracking Domain, the default values will be applied to all selected accounts.
The Sender name and Custom Tracking Domain will remain the same unless you change the value manually. However, if you're bulk updating only one field under Sender name(e.g., Last Name), not both together, and leave the other (First Name) blank, the blank name will be erased. We recommend filling in both the First Name and Last Name fields when using bulk edit.
Bulk Tag Accounts
Add tags to multiple accounts in a few clicks:
Go to the Email Account dashboard
Tick the box to select accounts
Click the 'Tag accounts' icon in the top right corner. Watch the walkthrough video here.
Bulk Manage Accounts
Apply bulk actions to your accounts:
Go to the Email Account dashboard
Tick the box to select accounts
Click on the three dots(…) in the top right corner
Enable warmup: Bulk enable warmup for all selected accounts.
Pause warmup: Bulk pause warmup for all selected accounts.
Unpause selected accounts: Email accounts will be automatically paused after the 14-day free trial or the Email Outreach plan expires. You can bulk unpause accounts to resume them.
Delete selected accounts: Bulk remove selected accounts from the dashboard.
Download CSV: Download the selected accounts as a CSV file.
Bulk Filter Accounts
Easily filter accounts by status or custom tags:
Go to the Email Account dashboard
Click 'All statuses' to select statuses or tags
All statuses: Show all connected email accounts
Paused: Accounts that are paused due to the expiration of the free trial or the Email Outreach plan
Has errors: Inactive or disconnected accounts
No custom tracking domain: Accounts without a custom tracking domain
Warmup active: Accounts with warmup enabled
Warmup paused: Accounts with warmup paused
Warmup has errors: Accounts with warmup disabled
Pre-warmed accounts: Pre-warmed accounts purchased from Instantly
DFY accounts: Done-For-You accounts purchased from Instantly
DFY setup pending: Done-For-You accounts still in the setup process
Custom tags: Accounts associated with specific custom tags
