Instantly.AI Full (Advanced) Tutorial | Best Cold Email Software

Lead Gen Jay
5 Jul 202314:12

TLDRThis tutorial showcases 'Instantly.AI', a top-rated cold email software, highlighting its user-friendly interface and advanced features. The presenter emphasizes its unlimited email account warming, MX SPF DKIM, and DMARC record testing, as well as innovative tools like spin syntax and subsequences for enhanced campaign management. They also praise the platform's analytics, unified inbox, and AI capabilities, asserting that Instantly's reliability and support make it an indispensable tool for B2B lead generation.


  • 😀 is a highly favored cold email sending software with advanced features not commonly found in other platforms.
  • 📧 The software offers unlimited email account addition and warming for free with any paid plan, a feature rare among competitors.
  • 🔍 includes a diagnostic tool to check MX, SPF, DKIM, and DMARC records, ensuring email deliverability and identifying potential issues.
  • 🛠️ Users can edit bulk settings for multiple email accounts simultaneously, streamlining the process of managing large volumes of emails.
  • 🔄 A 'reconnect all accounts' feature is available, which can be useful for maintaining active connections with email servers like Gmail and Microsoft.
  • 🔥 Advanced warm-up settings allow for customization, such as warming up during weekdays, using a custom tracking domain, and focusing on open rates and spam protection.
  • 📊 The platform includes a lead finder with a built-in contact database, offering pre-verified leads for campaigns, although it's noted to be more expensive.
  • 📈 AI-driven insights in campaigns help identify interested leads and opportunities, enhancing the effectiveness of email outreach.
  • 🔄 Spin syntax is supported to avoid email content repetition, which can help prevent spam flagging by varying the email text.
  • 📅 Subsequences is a new feature that automates follow-ups based on lead status, such as marking a lead as interested and triggering specific actions.
  • 📊 Analytics are presented in a simple and clear manner, allowing users to quickly assess campaign performance and focus on high-potential areas.

Q & A

  • What is the name of the software being discussed in the video?

    -The software being discussed is called

  • What is the main purpose of according to the video?

    -The main purpose of is for cold email sending, and it is considered a best-in-class tool for email sending by the speaker.

  • Why does the speaker recommend even though it's not the best tool for managing an agency with many lead gen clients?

    -The speaker recommends because it is light years ahead of other tools, user-friendly, and has unique features that other platforms do not offer.

  • What is one of the unique features of that the speaker highlights?

    -One of the unique features is the ability to add unlimited email accounts and warm them for free with any paid plan, which almost no other email sending platform offers.

  • What does the 'MX SPF dkim and dmarc Records' test do in

    -The test checks all of the MX, SPF, DKIM, and DMARC records on the user's accounts, highlighting any issues or missing records in red.

  • What is the significance of the 'warm-up filter tag' in

    -The warm-up filter tag allows users to filter out warming emails in their inbox, preventing them from being bombarded with these emails during the warm-up process.

  • What is the 'Lead Finder' feature in

    -The 'Lead Finder' is a new feature that integrates's own contact database within the platform, allowing users to search for leads and add them straight to their campaigns.

  • How does use AI to enhance the user's email campaign? uses AI to show who is actually interested in the emails, marking them as opportunities, and provides insights on replies, opens, and other engagement metrics.

  • What is 'Spin Syntax' and why is it important in email campaigns?

    -Spin Syntax is the ability to change variables in an email to avoid sending the same email repeatedly, which can get flagged as spam. It helps in maintaining the uniqueness of each email sent.

  • What does the 'subsequences' feature in allow users to do?

    -The 'subsequences' feature allows users to create separate follow-up sequences for leads based on their status, such as being marked as interested or having a meeting booked.

  • How does handle contact management and why is it important for scaling campaigns? charges based on the number of contacts in the system, and to scale campaigns, users may need to remove contacts from the platform. It is recommended to add removed contacts to a 'do not contact' list to avoid re-contacting them.

  • What resources does offer for support and education? offers an 'Instantly Accelerator' with videos, documentation, a frequently asked questions section, and a support staff that can assist with any issues encountered by the users.



🛠️ Introduction to's Cold Email Software

The speaker introduces as their favorite software for cold email sending, emphasizing its superiority over other tools despite not being the best for managing multiple agency clients. They highlight its user-friendly interface and unique features, and encourage viewers to sign up using their referral link for a small commission. The video promises to explore the software's advanced features, starting with email account setup and warming strategies.


🔍 Deep Dive into's Features and Capabilities

This paragraph delves into's detailed features, including unlimited email account addition and warming, MX SPF DKIM and DMARC record testing, and bulk editing capabilities. The speaker showcases the software's warm-up settings, custom tracking domain setup, and advanced warm-up options like weekday emulation and spam protection. They also introduce the lead finder feature, which integrates a contact database with pre-verified leads, and discuss campaign setup, including spin syntax for variable email content, unsubscribe link addition, and split testing.


📈 Advanced Campaign Management and Analytics in

The speaker discusses advanced campaign management features in, such as stacking unlimited email senders, conditions-based actions, and custom settings for campaign follow-ups. They also cover scheduling options, text-only email sending, and daily email limits. The paragraph includes insights on subsequences, a new feature for power users that allows for conditional follow-ups based on lead status. The analytics section highlights the software's simplicity and effectiveness in visualizing campaign performance, while the unified inbox (Unibox) is praised for its AI-driven interest tagging and quick reply functionality.

🛡️ Settings and Add-Ons for Enhanced Performance

In this paragraph, the speaker reviews's settings and add-ons, including contact management, integrations with Zapier and Slack, and an open API for webhooks. They highlight the AI's ability to automatically tag interest status and replies, preferences for unibox display, and block list management. The speaker also emphasizes the importance of support and education, mentioning the Instantly accelerator program, comprehensive FAQs, and responsive support staff as key resources for users.




Instantly.AI is the primary subject of the video, identified as a top-tier software for cold email sending. It is described as user-friendly and possessing unique features that set it apart from other tools in the market. The video aims to explore the advanced capabilities of Instantly.AI, showcasing its efficiency and effectiveness in email lead generation.

💡Cold Email

Cold email refers to the practice of sending unsolicited emails to potential customers or leads. In the context of the video, Instantly.AI is highlighted for its effectiveness in managing and optimizing cold email campaigns, which is a critical aspect of lead generation and sales outreach.

💡User Interface

The user interface of Instantly.AI is praised for its cleanliness and smoothness, which contributes to the overall user experience. A well-designed user interface is essential for any software, as it allows for intuitive navigation and efficient task completion, which is particularly important when managing complex email campaigns.

💡Email Account Warming

Email account warming is the process of gradually increasing the volume of emails sent from a new email account to avoid triggering spam filters. Instantly.AI allows for unlimited email account warming at no additional cost, a feature that is highlighted as a significant advantage over other platforms.


These acronyms represent various email authentication methods designed to prevent email spoofing and ensure email deliverability. In the video, Instantly.AI is noted for its ability to test and display the status of these records for all email accounts, which is crucial for maintaining a good sender reputation.

💡Bulk Settings

Bulk settings in Instantly.AI allow users to apply changes to multiple email accounts or campaigns simultaneously. This feature is beneficial for managing large volumes of email data efficiently, as it saves time and effort that would otherwise be spent on manual adjustments.

💡Lead Finder

The Lead Finder is a feature within Instantly.AI that provides a contact database with pre-verified leads. It is a valuable tool for users who may not have a data provider, offering simplicity and convenience by keeping everything within the Instantly.AI platform.


Campaigns in the context of Instantly.AI refer to the organized efforts to send emails to specific groups of leads. The video discusses the various features and settings available for optimizing and managing email campaigns, emphasizing the importance of tailoring the approach to achieve better engagement and response rates.

💡Spin Syntax

Spin syntax is a technique used to vary the content of emails to avoid detection by spam filters. Instantly.AI supports this feature, allowing users to insert different variations of text within the same email, which helps in maintaining the authenticity of the communication and reducing the risk of being marked as spam.


Analytics in Instantly.AI provide a high-level overview of the performance of email campaigns. The video mentions the ability to filter and assess various metrics such as reply rates and opportunities, which are essential for understanding what strategies are working and where improvements can be made.


The Unibox is described as a unified inbox within Instantly.AI that consolidates all incoming responses from different senders. It is highlighted for its AI-driven functionality to identify interested leads, streamlining the process of follow-up and engagement, which is a key aspect of effective lead management.


Subsequences in Instantly.AI are a feature that allows for the creation of follow-up email chains based on specific actions or responses from leads. This feature is particularly useful for advanced users who need to automate and personalize their follow-up strategies according to the behavior of their leads.

Highlights is praised as the best cold email software on the market, offering advanced features not commonly found in other platforms.

The software is user-friendly and offers unique tricks that set it apart from competitors.

Unlimited email accounts can be added and warmed for free with any paid plan, a feature almost no other platform offers. includes a feature to test MX, SPF, DKIM, and DMARC records, ensuring email deliverability.

Bulk settings allow for efficient editing of multiple email accounts at once.

The ability to reconnect all email accounts at once is a useful feature for maintaining active connections with servers like Gmail and Microsoft.

Warm-up settings provide detailed visualization of inbox health and email performance. offers advanced warm-up settings, including custom tracking domain and spam protection.

The platform has integrated a lead finder with a contact database, offering pre-verified leads for campaigns.

Campaigns in provide insights on replies, opens, and opportunities, utilizing AI to identify interested leads.

Spin syntax is supported to avoid email content repetition and potential spam flags.

Subsequences allow for conditional follow-ups based on lead status, streamlining the sales process. enables stacking of unlimited email senders on a single campaign, increasing daily email limits.

The platform offers advanced options such as link click tracking and text-only email sending for improved deliverability.

Analytics are simplified for easy understanding of campaign performance and areas for improvement.

The Unified Inbox, or Unibox, uses AI to identify and prioritize interested leads for quick follow-up. provides robust support and educational resources, including an accelerator program and comprehensive documentation.

The platform's reliability is highlighted, with consistent email delivery and tracking performance.