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, excluding any costs around new domains or mailboxes which you would purchase and configure yourself (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?

In the table above, we mention the purchase of additional mailboxes and domains being a potential additional cost that UserGems would not cover. While it is possible to use your main domain (ex. usergems.com) to send outbound emails, it is strongly recommended to spread sending across multiple mailboxes, and to limit how many mailboxes live on a single domain (Instantly recommends a max of 3–5 email accounts per domain here).

At UserGems, after 2 weeks of warmup, we plan for ~100 outbound emails per mailbox per day.

Estimate your daily send volume

Estimate how many total emails you want to send each day through Instantly.

Examples:

  • 250 emails/day
  • 1,000 emails/day
  • 2,400 emails/day

Calculate required mailboxes

Every mailbox supports about 100 emails per day.

So:

  • 1 mailbox ≈ 100 emails/day
  • 2 mailboxes ≈ 200 emails/day
  • 3 mailboxes ≈ 300 emails/day
  • 10 mailboxes ≈ 1,000 emails/day

If you’re in between, always round up (if you need 2.5 mailboxes worth of capacity, you should get 3 mailboxes)

Calculate required domains

Instantly recommends using only 3–5 mailboxes per domain.

That means:

  • If you want to be more conservative, use 3 mailboxes per domain
  • If you want to be more cost-efficient, use 5 mailboxes per domain

Examples:

If you need 10 mailboxes:

  • At 5 per domain → 2 domains
  • At 3 per domain → 4 domains

If you need 24 mailboxes:

  • At 5 per domain → 5 domains
  • At 3 per domain → 8 domains

How much can I expect to spend?

Additional Domains

Most domains cost ~$12–$60 per domain per year (pricing varies by domain type and whether it’s considered “premium”)

Example: 5 domains ≈ $60–$300 per year

Additional Mailboxes

Mailboxes typically cost ~$6–$12 per mailbox per month using Google Workspace or Microsoft 365.

Example: 3 mailboxes ≈ $18–$36/month (≈ $216–$432/year)

Total Annual Cost

Use this formula:

Annual Cost = (Domains × Domain Price per Year) + (Total Mailboxes × Mailbox Price per Month × 12)

Example Scenario: If you buy 5 domains and create 3 mailboxes per rep for 3 reps:

  • Domains: 5 × ($12–$60/year) = $60–$300/year
  • Mailboxes: (3 reps × 3 mailboxes) = 9 total
    • With our guideline of ~100 emails/mailbox/day, 9 mailboxes supports ~900 emails/day total
  • 9 × ($6–$12/month) × 12 = $648–$1,296/year

Estimated Total Annual Cost: ~$708–$1,596/year

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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