Outreach Campaign

Turn a list of prospects into personalized websites and outreach emails — all in one campaign.

Prerequisites: This feature is available on the Free plan. Batch Generation costs 5 Credits per row — only successfully generated rows are charged.

What Does This Feature Do?

As an agency, you often have a list of potential clients — local businesses, leads from a directory, or prospects from an event. The fastest way to win them over is to show, not tell: send each prospect a personalized website demo along with a professional outreach email.

Outreach Campaign lets you do exactly that at scale:

1. Bring in a spreadsheet of your prospects (.csv or .xlsx)
2. Auto-generate a tailored website for every single one
3. Set up personalized cold emails with each prospect’s website link and send through Instantly

Instead of spending hours building sites and writing emails one by one, you can go from a raw lead list to a full outreach campaign in minutes — and start converting prospects into paying clients.

Before You Start

Step 1: Prepare Your Prospect File

You can prepare the file in Excel or Google Sheets, then save it as .csv or .xlsx.

1. Open Excel or Google Sheets

   Create a new blank spreadsheet.

2. Fill in the header row

   The first row contains column names. You must include an email column. You can add other columns as needed, for example:

   business name	description	email	phone (optional)	address (optional)
   Baker Shop	Handmade baking for 10 years	[e-mail]	13800001111	No.1 Happy Road
   Flower Store	Fresh flower delivery	[e-mail]	13800002222	No.2 Sunny Road

3. Fill in the data (starting from row 2)

   From the second row onward, each row represents one client. Each row will generate one website.

4. Save as CSV or Excel format

   • Excel: Save as .xlsx or select “CSV (Comma delimited)”
   • Google Sheets: Download as Microsoft Excel (.xlsx) or Comma Separated Values (.csv)

Not sure how to fill it out? After entering the Outreach Campaign page, click the “Download Template” button to get a sample CSV file. Just follow its format!

File Requirements (errors will occur if not met!)

Requirement	Details
Format	.csv and .xlsx files are supported
Size	File cannot exceed 5MB
Rows	Maximum 100 rows of data (excluding the header row)
Required column	Must include an email column
Email format	Each row’s email must be in valid format (must contain @)

Optional Preparation: Set Up Your Instantly Account

If you want to complete the whole campaign in one pass, prepare your Instantly.ai account in advance so you’re ready when Readdy reaches the Instantly step inside Email Setting.

1. Register an Instantly account

   Visit https://instantly.ai, click “Sign Up” in the top right corner, and complete registration.

2. Add an email account

   In the Instantly dashboard, find “Email Accounts” and follow the guide to add at least one sending email.

   
3. Go to Settings > Integrations > API

   Click “Settings” at the bottom of the left sidebar, then find “Integrations” and click “API”.

   

   
4. Copy the API Key

   You will see a string of characters — this is your API Key. Click the copy button next to it.

   

Your API Key is like a password — do not share it with anyone! Save it somewhere safe, you will need it later when connecting Instantly in Readdy.

Usually, the API Key generated by Instantly already includes all required permissions by default. If you encounter permission issues, check whether your Instantly subscription plan supports API access.

Campaign Flow

In Readdy’s current workflow, you first upload and review prospects, then complete Email Setting (content, schedule, Instantly, and mailbox selection). Website generation starts only after that setup is confirmed.

Step 2: Open Outreach Campaign and Start

1. Go to the Outreach Campaign page

   Find “Outreach Campaign” in the left sidebar menu and click to enter.

   
2. Click 'Start Campaign'

   Readdy opens an editable Preview table first, so you can upload prospects or review sample rows before generation begins.

Step 3: Upload Prospects, Review Data, and Continue

After clicking “Start Campaign”, you will enter the data preview page.

1. Open the upload screen from Data Preview

   On the Data Preview page, click “Upload Prospects” in the top right.

   
2. Choose a .csv or .xlsx file

   Select a .csv or .xlsx file from your computer. Readdy supports files up to 5MB and validates the content after you choose the file.

   
3. Review and edit the table

   After the upload finishes, Readdy returns you to the Preview table. Check the imported rows, edit cells if needed, and make sure each email value is valid before continuing.

4. Click 'Next' to open Email Setting

   Once the data looks correct, click “Next”. Readdy then enters the Email Setting flow, where you configure the outreach email before generation starts.

Credits Calculation: 5 Credits per row

For example: 20 rows of data = 20 x 5 = 100 Credits

Only successfully generated rows will be charged. Failed rows are not charged.

Step 4: Write Email Content

From Preview, click “Next” to open Email Setting. If you’re returning to an existing task later, use the email button in the top right of the Progress page to jump back into Start Send or Email Analysis.

1. Fill in the email subject

   Enter an email subject line in the “Subject” field.

2. Write the email body

   Write your email content in the body editor. You can use rich text formatting (bold, italic, links, etc.).

3. Insert variables (optional)

   To show different content in each email (like each client’s name), use variables. Click the “Insert Variable” button to see all available column names from your upload. Variables are inserted in {{variable_name}} format. For Outreach Campaigns, Readdy also prepares {{Website_URL}} so you can include each generated website link.

   
4. Preview the result

   Click the “Preview” button to preview the email using the first row of data and verify that variables are replaced correctly.

Step 5: Set Up Sending Schedule

1. Set date range

   • Start date: When to begin sending emails
   • End date: When all emails should be sent by
2. Set sending time window

   Choose the daily sending time window, e.g., 9:00 AM to 5:00 PM. Emails will only be sent during this window.

3. Choose sending days

   Select which days of the week to send emails. Default is Monday to Friday (weekdays).

4. Select timezone

   Choose the recipient’s timezone.

   

Step 6: Connect Instantly and Select Email Accounts

1. Connect Instantly only if needed

   If your Instantly account is already connected, Readdy skips this page and goes straight to mailbox selection. Otherwise, you’ll see “Connect Instantly”.

   
2. Connect now

   Paste the API Key you copied earlier and click “Connect” to keep the whole campaign in one flow.

3. Optional: use 'Skip, generate first'

   If you do not want to connect Instantly yet, click “Skip, generate first” on the Instantly page. Readdy starts website generation first, and you can later use the email button in the top right of the Progress page to reopen Start Send.

4. Choose the mailboxes to use

   After Instantly is connected, Readdy shows your active mailboxes. Select the specific mailbox or mailboxes you want to use.

   

Step 7: Confirm Email Setup and Start the Campaign

This is the point where website generation begins. Readdy does not start generating right after upload; it starts after the Email Setting flow is confirmed.

1. Click 'Generate' from the mailbox step

   After selecting the mailbox, click “Generate” to continue.

2. Confirm the generation dialog

   Readdy shows a confirmation dialog with the number of websites and credits to use. Click “Generate” again to start the batch task.

   

Important: after website generation succeeds, Readdy will automatically start sending emails

If you completed Instantly connection and mailbox selection before clicking “Generate”, Readdy will automatically move into email sending after the websites are generated successfully, based on your configured sending schedule. You do not need to click “Start Send” again.

Only campaigns that used “Skip, generate first” need to come back later and finish Start Send manually.

Step 8: Track Website Generation

After Email Setting is confirmed, Readdy will automatically generate websites row by row.

Each row goes through these stages:

Stage	Description
Waiting	In queue, not started yet
Creating	Creating the project
Generating	Using AI to generate website content
Getting Link	Generating the website’s share link
Success	Website generation is complete
Failed	Something went wrong (can retry)

While generation is in progress, the email button in the top right shows “Start Send”. If you already completed the full Email Setting flow, Readdy will automatically begin sending after generation succeeds, following your configured schedule.

Important notes during generation:

• Do not close the browser! The generation process requires the browser to stay open.
• Do not run duplicate operations in other tabs! Only one tab can run batch generation at a time.
• If you accidentally close the browser or refresh the page, the task will auto-pause. Reopen it and click “Continue Generation” to resume.

During generation, you can:

• Click “Cancel” to pause generation (already successful rows are not affected)
• Use the filter buttons at the top (All / Success / Failed / Pending) to view rows by status

Step 9: Review Website Results and Email Status

After generation is complete, campaigns that already finished Instantly connection and mailbox selection will move into email sending automatically. On this page, you can perform the following operations:

Action	Description
Copy Links	Use the copy button next to each website URL to copy the share link
Import as Project	Select successful rows, click “Import as Project” to add them to your project list for further editing
Start Send / Email Analysis	If you used “Skip, generate first”, use the email button to finish Start Send. Otherwise, once sending begins automatically, the same button opens campaign analytics
Download Results	Click “Download” to export results as a CSV file
Retry Failed Rows	Click “Retry” on failed rows to regenerate
Continue Generation	If a task pauses before all rows finish, click “Continue” to resume

Step 10: View Email Analytics

After sending starts automatically, the email button on the Progress page becomes “Email Analysis”, where you can check campaign performance:

Metric	Description
Sequences Started	Number of emails that have started the sending flow
Open Rate	Percentage of recipients who opened the email
Click Rate	Percentage of recipients who clicked links in the email
Opportunities	Number of interested recipients
Conversions	Number of final deals or completed goals

You can also perform these actions on campaigns:

• Pause: Temporarily stop sending
• Resume: Continue sending a paused campaign
• Delete: Permanently delete the campaign (cannot be undone!)

Limits Summary

Batch Generation Limits

Limit	Details
Spreadsheet format	.csv and .xlsx formats are supported
File size	Maximum 5MB
Data rows	Maximum 100 rows (excluding header)
Required column	Must include email column
Email format	Each email must contain @ and be valid
Credits cost	5 Credits per row, only successful rows are charged
Browser requirement	Browser must stay open during generation
Tab limit	Only one tab can run batch generation at a time
Plan availability	Available on the Free plan

Cold Email Limits

Limit	Details
Prerequisite	You can prepare Email Setting before connecting Instantly, but sending requires at least 1 active Instantly mailbox
Email requirement	At least 1 active Instantly mailbox must be selected manually
Data requirement	Must include email column, no empty emails
Email content	Subject and body are required
Campaign editing	Active campaigns must be paused before editing
Deletion	Deleting a campaign cannot be undone

FAQ

File upload says 'File must contain an email column'?

Check if your .csv or .xlsx file includes an email column. Note:

• Column names should not have extra spaces
• Case does not matter (Email, EMAIL, email all work)
• We recommend downloading our template file and following its format

File upload says 'Invalid email format'?

Check the row numbers mentioned in the error. The emails in those rows might:

• Be missing the @ symbol
• Have extra spaces
• Be incomplete (e.g., only abc@ without a domain)

Accidentally closed the browser during generation?

No worries! Reopen the page and go to the previous task. Successfully generated rows will not be lost. Click the “Continue Generation” button to resume from where it paused.

Shows 'Batch generation is running in another tab'?

Only one browser tab can run batch generation at a time. Close any other tabs running batch generation, then refresh the current page and retry. If you’re sure no other tabs are running, wait 2 minutes and refresh — the lock will auto-release.

'Invalid API Key' when connecting Instantly?

• Make sure you copied the complete API Key without extra spaces
• Confirm the API Key is from Instantly dashboard: Settings - Integrations - API
• Confirm your Instantly subscription plan supports API access
• If it still doesn’t work, try regenerating a new API Key in the Instantly dashboard

Can I start generation before connecting Instantly?

Yes. On the Connect Instantly page, click “Skip, generate first”. Readdy will start website generation first, and you can return from the Progress page’s email button later to finish mailbox selection and start sending.

If you connect Instantly and choose the mailbox before clicking “Generate”, Readdy will automatically start sending after website generation succeeds.

How to check Cold Email campaign performance?

Use the email button on the Progress page to open “Email Analysis”, where you can see:

• Open rate: How many people opened your email
• Click rate: How many people clicked links in the email
• Opportunities and Conversions: How many people replied or had further interactions

How many emails per mailbox per day is recommended?

We recommend 20-30 emails per mailbox per day. Sending too many may cause your emails to be flagged as spam.

If you have multiple mailboxes, total volume = number of mailboxes x daily limit per mailbox.

How to update or change the Instantly API Key?

Open the Outreach Campaign email flow again. If Readdy shows “Connect Instantly”, paste the new API Key there. If you’re already connected, open Email Analysis and use the settings button in the top right to update the key.

Need Help?

If this guide doesn’t resolve your issue:

• Submit a support ticket: readdy.ai/feedback
• Live chat: Use the live chat in the top-right corner of Readdy