Prospect & Discovery
Set filters to size your starting audience — or add specific domains one by one. Store list preview comes in Enrichment.
Total leads in database —
Data Enrichment & Scoring
Refine the Prospect set. Preview stores below, then proceed.
— of 2,254 from Prospect & Discovery Audience details & active filters
Audience locked to stores from Step 1 — new leads won't expand this campaign.
0 stores removed
Active filters
Show / hide columns
| Categories | Phone | Tech Stack | Apps | Firmography | Technography | Behaviour / Intel | Trigger Event | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apply enrichment filters or proceed with the current audience. | ||||||||||||||||||||||
Hook + Landing Page
Name the campaign, then write the outreach message.
- 1 Title Title & description
- 2 Format HTML or Normal
- 3 Message Mode & content
Title tags exported stores. Description stays on your desk only.
Pick Single or A/B, write subject/content, and paste the landing page link — send-ready preview updates on the right.
Pick this first. You can still use Single or A/B after. HTML keeps bold, links, and paragraph spacing in Instantly. Normal sends plain text (no bold). After changing format, recreate/update the Instantly campaign in Step 6 so the new setting is applied.
Variables you can use
Click a chip to insert {{token}} into the subject or content. Values fill per store on export / Instantly.
Variant A
Variant B
Landing preview
Enter a link above to preview the page here.
Some sites block iframe previews — use Open if the frame stays blank.
Send-ready preview
Sample store — export personalizes every row the same way.
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Free AI Report
Generate a live report preview for the experience your outreach can point to.
Report not loaded yet
Generate a real-time report to preview it here.
Ready to export
Export CSV
Confirm the counts below. Export builds a CSV file only — it does not email anyone.
Step 1 prospect pool was 2,254 stores before enrichment.
1. Choose columns
Recommended fields are ready. Add more only if you need them. Changes autosave.
More columns (22)
2. Preview
Exactly how the CSV will look.
| Loading preview… |
3. Example email
One personalized sample from your audience.
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Step 6
Automated Outreach
Choose what happens next. Instantly can send for you, or stop with CSV and use any other tool. Campaigns stay paused until you resume in Instantly.
Steps 1–5
Audience & export
Confirm counts and download your CSV here. Instantly can use the same audience without a file — CSV is for other tools or backup.
- Campaign
- Planned Pilot of 49 mails (no landing page link). (Kajal+Rishabh) - 12th Aug
- Step 1 prospects
- 2,254
- Step 2 audience
- 49
- Enrichment match
- All (AND)
- Message mode
- Single · Plain text
- Templates
- Incomplete — check Step 3
Path B · Instantly
Next: pick mailboxes → schedule → create or choose campaign → test your inbox → upload customers → start sending.
Step 1 of 6
Sending accounts
Choose which Instantly mailboxes will send this campaign. Unhealthy or warming-up accounts are flagged so you can avoid them.
Step 2 of 6
Schedule & sequence
Choose the sending window and optional follow-ups. Your Step 3 email is the first message — nothing sends yet.
Sending window
Mail can leave Instantly only inside this window.
Max emails Instantly may send per day for this campaign.
Send on
Pick the weekdays Instantly may send.
Follow-up emails
Optional extra steps after the first message.
Step 3 of 6
Create or update Instantly campaign
Always choose: create 1 new Instantly campaign(s), or update by linking existing Instantly campaign(s). Accounts, schedule, and lists stay when you switch.
Instantly campaign name: —
Step 4 of 6 · Required
Send a test to your inbox
Preview the email as it will look in Instantly, then send it to at least one address you control (up to 4). Uploading real stores stays locked until this passes.
Inbox preview
Send test to
Add 1–4 inboxes you control. Each inbox gets a different sample store’s owner name and content so you can verify personalization.
Step 5 of 6
Upload customers
Upload your Step 2 audience to Instantly. Every email on each store is added as its own contact (bounced addresses are skipped). Runs in the background; progress stays in the top banner. Mail stays paused until you resume in Instantly.
Step 6 of 6
Review
Audience is in Instantly. Pause here if needed, open analytics, or finish.
Campaign run details
Before you export or download, record how this campaign will be run. These details are saved with the campaign.