Dashboard User Guide
Complete guide to all features and how to use Instantly Dashboard to optimize your email marketing campaigns
5+
Total Campaigns
120
Mailboxes
24
Domains
40K
Leads/Week
Choose Data Mode
Go to Settings → Choose Demo Mode (no setup) or Production Mode (add Instantly API key)
Explore Features
Navigate through 8 pages below to discover all features: Dashboard, Campaigns, Leads, Mailboxes, and more
Take Action
Create campaigns, manage leads, monitor mailboxes, setup automation, and track results in real-time!
All Features
Use Cases & Workflows
Solution:
Dashboard → Campaigns → Leads → Automation → Track ROI
Solution:
Dashboard overview → Analytics → Mailboxes health → Daily reports
Solution:
Multi-campaign view → HubSpot integration → White-label reports
Solution:
Demo Mode with realistic data → Instant showcase → Zero setup
Campaign
An email marketing campaign with specific goals. Each campaign has a list of leads, email sequences, and tracks metrics like open rate, click rate, reply rate.
Lead
Email recipients in campaigns. Each lead has information: email, name, company, and status in the sales pipeline (New, Contacted, Interested, Qualified).
Mailbox
Email accounts used to send campaigns. Each mailbox has a health score, daily limit, and reputation. Dashboard manages 120 mailboxes across 24 domains to ensure deliverability.
Automation
Drip sequences automatically send follow-up emails based on triggers (Day 1, 3, 7 or when lead opens/clicks). Helps nurture leads without manual work.
Metrics
Open Rate: % of leads who open emails
Click Rate: % of leads who click links
Reply Rate: % of leads who reply
Bounce Rate: % of emails rejected
Data Source Modes
Demo Mode: Sample data, no API key
Production Mode: Real data from Instantly.ai
Integrations
Connect with external services like HubSpot CRM, GoToWebinar, Zapier. Dashboard also exposes REST API for other apps to access.
Auto-Refresh
Dashboard automatically refreshes metrics every 30 seconds to ensure data is always real-time. You can also click the refresh button manually.
Personalize Every Email
Use custom variables {{first_name}}, {{company}} to increase open rate by 20-30%. Automation helps personalize at scale.
Monitor Mailbox Health
Check Mailboxes page daily. Pause mailboxes with health score < 70 to protect reputation. Distribute sends evenly across 120 mailboxes.
Track & Optimize
Use Analytics page to identify best-performing campaigns. A/B test subject lines, send times, and email copy. Iterate based on data.
Leverage Automation
Setup follow-up sequences in Automation page. If lead doesn't reply after 3 days → automatically send gentle reminder. Increase reply rate by 15-25%.
Integrate with CRM
Connect HubSpot in Integrations page to auto-sync leads. When lead replies interested → automatically create deal in HubSpot. Save hours of manual work.
Q: Is Demo Mode sufficient for client demos?
✅ Yes! Demo Mode has realistic data with 5 campaigns, 120 mailboxes, 40K leads. Metrics look real, UI/UX is complete. Perfect for demos & training.
Q: How do I switch to Production Mode?
Settings page → Select "Real API Keys (Production Mode)" → Add Instantly.ai API key → Reload page. Dashboard will fetch real data from your Instantly account.
Q: I have 10 SDRs, can each person view their own data?
Currently dashboard is single-user. For multi-user, need to implement authentication + role-based access control. Contact developer to customize.
Q: Is there a mobile app?
No native app yet, but dashboard is a responsive web app. Open on mobile browser (Chrome, Safari) to use all features with UI optimized for phones.
Q: Where is data stored?
Demo Mode: Data hardcoded in code. Production Mode: Fetch real-time from Instantly.ai API. Settings stored in browser localStorage. Future will have Supabase database.
Need Help or Custom Features?
Contact Developer: Thắng Phan