Welcome to Instantly. This guide will walk you through the setup and installation process so you can start launching cold email campaigns quickly and efficiently. Whether you’re configuring Instantly for the first time or updating to the latest version, we’ll provide clear, step‑by‑step instructions to ensure a smooth experience. Once installed, Instantly equips you with the tools to automate outreach, manage multiple inboxes, and scale your lead generation efforts with ease.

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Instantly Installation Process

Using Instantly Effectively

  1. Create Your Account

    • Sign up at instantly.ai with your email.

    • No credit card required to start.
  2. Connect Email Accounts

    • Go to Email Accounts in the sidebar.

    • Click Add New → Choose Google, Microsoft, or IMAP/SMTP.

    • Use either:
      • OAuth method (recommended for Google Workspace)
      • App Password method (requires enabling 2-step verification)
  3. Warm Up Your Email Accounts

    • Instantly offers unlimited warm-up to improve deliverability.

    • Let the system gradually build trust for your email accounts.
  4. Import Leads

    • Upload your lead list (CSV format).

    • Segment and tag leads for better targeting.
  5. Create Campaigns

    • Set up cold email sequences with personalization (Spintax, dynamic fields).

    • Schedule emails and automate follow-ups.
  6. Track Performance

    • Monitor open rates, replies, bounces, and inbox placement.

    • Use built-in analytics to optimize campaigns.
  7. Integrate Tools

    • Connect with CRMs and other marketing platforms for seamless workflows.