UserGems + Instantly Overview

Instantly is an email outreach and sales engagement platform used to send cold emails at scale. It can can be used:

  1. to add additional outbound email capacity alongside an existing SEP (this is how we use it at UserGems) or
  2. in circumstances where a customer wants to use UserGems to send outbound emails but doesn’t have an SEP

If you fall into the second bucket (you want to use UserGems but don't currently have an outbound email tool or SEP), we'll cover the monthly or annual cost of your Instantly account based on your UserGems plan:

Costs for new domains or mailboxes are not included; those will be purchased and configured by you (details below).

Your UserGems Customer Success Engineer will guide you through the process, but at a high level, setup typically requires around ~5 activities from your team (details on those below) and a person who is new to domains and email setup could expect to spend ~1 business day on the steps labeled "Customer". Depending on how quickly in onboarding you get mailboxes configured, there might be an extra two weeks required to warm mailboxes.

UserGems + Instantly Setup Overview

Task Owner Resources
Sign up for Instantly & invite Customer to the account UserGems CSE  
Sign into Instantly and purchase plan UserGems Team  
On first implementation call, discuss Instantly next steps in order to begin domain warming ASAP UserGems CSE  
Purchase domains in any hosting service

Estimated time commitment: 15-30 minutes
Customer  
Authenticate domains

Estimated time commitment: 2-5 hours total
Customer Why do I need DNS records? 

How to setup MX, SPF, DKIM, DMARC & Domain Forwarding 
Create mailboxes

Estimated time commitment: 45 minutes - 1 hour
Customer  
Set filters and forwarding for mailboxes

Estimated time commitment: 1 - 2 hours
Customer Automatically forward Gmail messages to another account 
Connect mailboxes to Instantly

Estimated time commitment: 15-30 minutes
Customer How do I connect my accounts to Instantly? 
Warm up mailboxes

Note: New mailboxes should be warmed for 2 weeks prior to use
UserGems CSE How Warm-Up Works and Why it's Important 

How to Enable Warm-Up 

Step 3 in our Help Article 
Create Instantly Campaign & Sequence*

*Clone for multiple team members
UserGems CSE Step 4 in our Help Article 
Get API key from Instantly UserGems CSE Step 5 in our Help Article 
Build UserGems workflow & configure webhook action UserGems CSE Step 6 in our Help Article 
Send a few test records over to make sure things are working as expected UserGems CSE Step 7 in our Help Article 
Activate UG Workflow & Instantly Campaign(s) UserGems CSE Step 7 in our Help Article 
Ongoing support like:
- Adding new users
- Reconnecting mailboxes
- Instantly troubleshooting
Instantly Support Instantly Help Center*

*Support available via the chat box in the bottom right after log in


How many Domains + Mailboxes do I need — and what will it cost?

While it is possible to send outbound email from your main domain (e.g. usergems.com), we strongly recommend spreading sends across dedicated domains and mailboxes. Instantly recommends a max of 3–5 mailboxes per domain, and at UserGems we plan for ~100 emails per mailbox per day after warmup.

Use the table below to estimate what you'll need based on your daily send goal:

Daily Send Goal Mailboxes Needed Domains Needed Est. Annual Cost
~100 emails/day 1 1 ~$85–$205/yr
~300 emails/day 3 1 ~$230–$495/yr
~500 emails/day 5 1–2 ~$370–$840/yr
~1,000 emails/day 10 2–4 ~$745–$1,680/yr
~2,400 emails/day 24 5–8 ~$1,790–$3,940/yr


Costs assume $6–$12/mailbox/month (Google Workspace or Microsoft 365) + $12–$60/domain/year. The range reflects variation in domain type and mailbox pricing.

How the math works: Divide your daily send goal by 100 to get the number of mailboxes you need. Then divide that number by 3 (conservative) or 5 (cost-efficient) to get the number of domains. When in doubt, round up.

FAQ

Q: We already use Instantly or Smartlead. Does this information apply to us?
A: For customers who come to UserGems already using Instantly or Smartlead, you can pick up at the step labeled "Create Instantly Campaign & Sequence" in the table above. Both Smartlead and Instantly work with UserGems via Webhook and can be used alongside UserGems to send outbound emails.

Q: Can Instantly campaigns include phone call, LinkedIn, or other non-email steps?
A: No. Instantly is purely for sending outbound emails. If you need an SEP that includes more than just email steps, check out other SEPs UserGems integrates with here.

Q: Does Instantly integrate with UserGems, or with my CRM?
A: UserGems and Instantly don't directly integrate, so information (like prospect names, company names, emails, and email content) is pushed from UserGems to Instantly via Webhook. Instantly does integrate with some CRMs and other platforms - learn more here. Note: At UserGems, we do not have Instantly and Salesforce integrated but do have email activities log from Instantly to Salesforce via the final step in the UserGems workflow configuration, described in Step 6 here.

Looking for our Instantly Implementation Guide? Check it out here.

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