Setting Up & Running Campaigns in Instantly

Devin Kearns
40 steps
4 minutes

Instantly

Stripe

Start by navigating to the Campaigns section.

Click "ADD NEW"

Name your campaign and click "Continue".

Start by adding your lead list to the campaign (you can skip this part if you do not have a list yet). To add a list, Click "Import".

There are three options to uploading your leads. If you store your lead list in a Google Sheet, simply click "Google Sheets" then paste the link to your sheet. NOTE: Make sure the link is available to access for Anyone with the link.

Paste the link then Click "Import"

To upload your list via a CSV file, start by clicking "CSV".

Once you upload the file, you will be prompted to map Instantly's variables to the columns in the sheet.

Pay attention to detail during this process. Sometimes the column don't map perfectly to the right variable. For instance, Apollo has two columns for the name of the company: 1. Company Name for Emails 2. Company Name The "Company Name" is the full legal name of the company (i.e. NewCo, LLC). The "Company Name for Emails" is the name of the company that you would use in normal conversation (i.e. NewCo). You will want to map the "Company Name for Emails" column with the "Company" variable in this case.

Click here.

When done, Click "UPLOAD ALL"

Instantly will check for duplicates or contacts that do not have the correct information. Click "Upload".

Creating Your Sequence

Creating your campaign sequence is a straightforward process.

Paste in your message and make sure to input the correct variables like 'firstName' and 'Company' Click on the the 'lightening bolt' to see which variables are available for you to use.

To A/B test different messages, Click "Add variant" and create a different version of the message.

Paste in the second version of your message, Click "Save", then Click "Add step" to move on the second step in your sequence.

Specify how many days should pass before sending the second message by inputing a number in to this field.

Remember to Click "Save"

Click "<Previous email's subject>"

Click here.

Paste your message for the second step in the sequence and Click "Save". NOTE #1: You can A/B test different versions of your message here as well. NOTE #2: If you leave the subject line blank, it will use the subject line of the first message in the sequence.

Continue to add steps until you are done creating your sequence.

Remember to Click "Save" every time you complete a step in the sequence.

Now let's set up the Schedule. Click "Schedule"

Set your schedule to however you like. By default, Instantly will set your schedule to be 'M - F, 9am - 6pm'

Lastly, let's go through "Options"

Start by selecting all of the email accounts you wish to use for this campaign.

Click here.

Make sure to enable 'Stop sending emails on reply' by Clicking "Enable"

To enable 'Open Tracking' Click "Enable". (optional)

Here you have a choice between: 1. Enable open tracking so you can track your open rates 2. Optimize delivery by removing open tracking and HTML within the email Open tracking typically hurts email deliverability rates over time, but it does give you insight into how well your subject lines and email list are performing. Our recommendation is to enable open tracking for the first few weeks while you test subject lines. Once you have a high performing subject line (an open rate of 60% or above) you can turn off open tracking.

Next, we need to set the Daily Limit. This number will set the daily limit for number of sends for one inbox. We will never set this number as greater than 25.

Click "Show advanced options"

We are going to do everything in our power to improve deliverability. Click "Enable provider matching for deliverability boost".

Click "Enable company reply stop".

Click "Save" and you're done!

Quickly, let's cover the "Unibox"

Here, you will be able to see all of the responses to all of your campaigns & inbox.

Here, we will not be able to reply directly to the prospect. However, we can tag leads and use Zapier to automatically send them to our CRM for follow up & management.

To see your leads in a pipeline view, click the "Dealflow" icon.

You can drag contacts back and forth according to their progress.

As you start to ramp up your cold email sending, it's imperative that you develop a system for fielding responses. In order to maximize your chances of converting the lead to a meeting or a customer, you should respond within 5 minutes of their email. Use Zapier to send leads straight to your CRM, or simply log into the relevant account and reply directly there.

Setting Up & Running Campaigns in Instantly

Devin Kearns
40 steps
4 minutes

Instantly

Stripe

Start by navigating to the Campaigns section.

Click "ADD NEW"

Name your campaign and click "Continue".

Start by adding your lead list to the campaign (you can skip this part if you do not have a list yet). To add a list, Click "Import".

Paste the link then Click "Import"

To upload your list via a CSV file, start by clicking "CSV".

Once you upload the file, you will be prompted to map Instantly's variables to the columns in the sheet.

Click here.

When done, Click "UPLOAD ALL"

Instantly will check for duplicates or contacts that do not have the correct information. Click "Upload".

Creating Your Sequence

Creating your campaign sequence is a straightforward process.

Paste in your message and make sure to input the correct variables like 'firstName' and 'Company' Click on the the 'lightening bolt' to see which variables are available for you to use.

To A/B test different messages, Click "Add variant" and create a different version of the message.

Paste in the second version of your message, Click "Save", then Click "Add step" to move on the second step in your sequence.

Specify how many days should pass before sending the second message by inputing a number in to this field.

Remember to Click "Save"

Click "<Previous email's subject>"

Click here.

Continue to add steps until you are done creating your sequence.

Remember to Click "Save" every time you complete a step in the sequence.

Now let's set up the Schedule. Click "Schedule"

Set your schedule to however you like. By default, Instantly will set your schedule to be 'M - F, 9am - 6pm'

Lastly, let's go through "Options"

Start by selecting all of the email accounts you wish to use for this campaign.

Click here.

Make sure to enable 'Stop sending emails on reply' by Clicking "Enable"

To enable 'Open Tracking' Click "Enable". (optional)

Next, we need to set the Daily Limit. This number will set the daily limit for number of sends for one inbox. We will never set this number as greater than 25.

Click "Show advanced options"

We are going to do everything in our power to improve deliverability. Click "Enable provider matching for deliverability boost".

Click "Enable company reply stop".

Click "Save" and you're done!

Quickly, let's cover the "Unibox"

Here, you will be able to see all of the responses to all of your campaigns & inbox.

Here, we will not be able to reply directly to the prospect. However, we can tag leads and use Zapier to automatically send them to our CRM for follow up & management.

To see your leads in a pipeline view, click the "Dealflow" icon.

You can drag contacts back and forth according to their progress.