Campaign Sending

Overview

Upload finalized emails for sequencing and sending. Maps fields to lead schema, creates or finds campaigns, uploads leads with dedup, and provides a pre-send verification checklist.

When to Use

Trigger this skill when you need to:

Upload emails to your sequencer
Start a new outreach campaign
Load contacts into your sending platform
Push generated emails to production

Trigger phrases: “upload to instantly”, “run instantly”, “send emails”, “instantly campaign”, “push to instantly”, “start campaign”, “load into instantly”

Environment Setup

Provider selection and credentials are handled in Step 0 of the workflow. You’ll be prompted to choose an email sequencing provider and provide API credentials.

Workflow

Confirm Provider and Learn API

The skill will:

Ask which email sequencing provider you want to use (e.g., Instantly, Smartlead, etc.)
Fetch or read the provider’s API documentation
Identify:
- Campaign/sequence creation endpoint
- Lead upload endpoint and schema
- Deduplication options
- Custom variable / personalization support
- Authentication method and credentials
- Throughput limits and upload constraints
Ask for your API credentials and confirm access
Plan the field mapping based on the provider’s lead schema and confirm with you before proceeding

Pre-configured options with local reference docs are available in references/ for common providers.

Read and Analyze Final Emails

Load the finalized email CSV (output from email-generation).Actions:

Read CSV headers to discover all available columns
Verify required columns exist: email, first_name, company_name, company_domain
Identify all content columns (paragraph fields, hypothesis, tier, etc.) that will need to be mapped to the provider’s variables

Check DNC List

Read the context file and remove any domains on the DNC (Do Not Contact) list.Reports how many were removed.

Create or Find Campaign

Using the chosen provider’s API:

List existing campaigns
Create a new campaign if needed (suggests name based on vertical + date)

You’ll be asked: “Use an existing campaign or create a new one?”

Map Fields to Provider Lead Schema

Analyze the CSV headers discovered in Step 1 and create corresponding fields in the provider:

Map email, first_name, last_name, company_name, company_domain to the provider’s standard lead fields
For every remaining column in the CSV, create a matching custom variable / personalization field in the provider
Present the full mapping to you and confirm before uploading

Example Field Mapping (Instantly)

CSV Columns → Instantly Fields:

CSV Column	Instantly Field	Type
`email`	`email`	Standard
`first_name`	`first_name`	Standard
`last_name`	`last_name`	Standard
`company_name`	`company_name`	Standard
`company_domain`	`website`	Standard
`p1`	`personalization`	Custom
`p2`	`second_paragraph`	Custom
`p3`	`third_paragraph`	Custom
`p4`	`fourth_paragraph`	Custom
`hypothesis`	`hypothesis`	Custom

Upload Leads in Batches

Upload via the provider’s API in batches (respects rate limits from Step 0).Enables deduplication if the provider supports it.Reports:

Uploaded count
Skipped (dedup) count
Total attempted

Pre-Send Verification Checklist

Present this checklist to you BEFORE you activate the campaign:

## Pre-Send Verification Checklist

Campaign: [name]
Leads uploaded: [N]
Leads skipped (dedup): [N]

### Verify in your sequencer:

- [ ] **Email accounts connected** — at least 2-3 sending accounts are linked and warmed
- [ ] **Sending schedule set** — check timezone, sending hours, daily limits
- [ ] **Email sequence configured** — first email + follow-up(s) are set up in the campaign
- [ ] **Custom variables working** — preview 3-5 emails to confirm {{variables}} render correctly
- [ ] **Unsubscribe link present** — required for compliance
- [ ] **DNC list checked** — confirm no blacklisted domains made it through
- [ ] **Reply handling set** — auto-stop sequence on reply is enabled
- [ ] **Warmup active** — sending accounts have adequate warmup history

### Sample emails to spot-check:

[Shows 3 random emails from the upload for visual verification]

Remind About Manual Activation

Never auto-activate a campaign. Always tell you:

“Leads are uploaded. Please review the campaign in your sequencer, check the sequence and sending settings, then manually activate when ready. I will not start the campaign automatically.”

Instantly API Example

Instantly is a pre-configured provider with API reference in references/instantly-api.md.

Authentication

export INSTANTLY_API_KEY=<your-api-key>

Base URL: https://api.instantly.ai/api/v2 Auth: Bearer token in Authorization header

Create Campaign

POST /campaigns
Authorization: Bearer {INSTANTLY_API_KEY}
Content-Type: application/json

Request:

{
  "name": "PE Rollup - Blue Collar - 2026-03"
}

Response:

{
  "id": "campaign-uuid",
  "name": "PE Rollup - Blue Collar - 2026-03"
}

Upload Leads

POST /leads
Authorization: Bearer {INSTANTLY_API_KEY}
Content-Type: application/json

Request:

{
  "campaign_id": "campaign-uuid",
  "skip_if_in_workspace": true,
  "leads": [
    {
      "email": "[email protected]",
      "first_name": "Jane",
      "last_name": "Doe",
      "company_name": "Acme Corp",
      "personalization": "First paragraph text here",
      "website": "acme.com",
      "custom_variables": {
        "second_paragraph": "...",
        "third_paragraph": "...",
        "fourth_paragraph": "...",
        "hypothesis": "Database blind spot"
      }
    }
  ]
}

Response:

{
  "uploaded": 95,
  "skipped": 5
}

Deduplication Options

Option	Behavior
`skip_if_in_workspace: true`	Skip if email exists in ANY campaign
`skip_if_in_campaign: true`	Skip only if in THIS campaign
Default (both false)	Always upload

Batch size: Max 100 leads per request

Rate Limits

10 requests per second
100 leads per upload request
Add 0.5s pause between consecutive uploads

Email Template in Instantly

In the Instantly email template editor, reference custom variables as:

Hey {{first_name}},

{{personalization}}

{{second_paragraph}}

{{third_paragraph}}

{{fourth_paragraph}}

This maps cleanly to the P1-P4 structure from email-generation.

After Sending: Feedback Loop

After the campaign has been running (typically 1-2 weeks), run the feedback loop:

Export Results

Export results from the sequencer:

Opens
Replies
Bounces
Interested / Not interested
Meetings booked

Update Campaign History

Run context-building in feedback loop mode to update Campaign History

Refine Hypotheses

Use results to refine hypotheses and improve future campaigns:

Which hypotheses got the most replies?
Which proof points resonated?
Which CTAs drove meetings?
What was the overall reply rate per tier?

API References

Instantly API

Pre-configured reference in references/instantly-api.md

Base URL: https://api.instantly.ai/api/v2
Endpoints: /campaigns, /leads, /campaigns/{id}/analytics/overview
Authentication: Bearer token
Rate limits: 10 req/s, 100 leads/batch

Other Providers

For other email sequencing providers, API documentation is fetched during Step 0 of the workflow.

Troubleshooting

Upload failures?

Check API credentials are correct
Verify required fields are present in CSV
Check rate limits and batch size constraints
Confirm campaign ID is valid

Custom variables not rendering?

Verify field mapping in Step 4
Check that email template uses correct variable names
Preview emails in sequencer to test variable substitution

High dedup rate?

Check if leads were previously uploaded to another campaign
Verify deduplication settings match your intent
Consider using campaign-level dedup instead of workspace-level

Leads not sending?

Campaign may not be activated
Check sending schedule and timezone
Verify email accounts are connected and warmed
Check daily sending limits

Next Steps

After campaign upload completes:

Review the campaign in your sequencer
Preview 3-5 emails to verify variable rendering
Check sending schedule and limits
Manually activate the campaign when ready
Monitor results and prepare for feedback loop after 1-2 weeks

Get Started

Core Concepts

Skills Reference

Guides

API Integration

Overview

When to Use

Environment Setup

Workflow

Instantly API Example

Authentication

Create Campaign

Upload Leads

Deduplication Options

Rate Limits

Email Template in Instantly

After Sending: Feedback Loop

API References

Troubleshooting

Next Steps

Build docs developers (and LLMs) love

Get Started

Core Concepts

Skills Reference

Guides

API Integration

​Overview

​When to Use

​Environment Setup

​Workflow

​Instantly API Example

​Authentication

​Create Campaign

​Upload Leads

​Deduplication Options

​Rate Limits

​Email Template in Instantly

​After Sending: Feedback Loop

​API References

​Troubleshooting

​Next Steps

Build docs developers (and LLMs) love

Overview

When to Use

Environment Setup

Workflow

Instantly API Example

Authentication

Create Campaign

Upload Leads

Deduplication Options

Rate Limits

Email Template in Instantly

After Sending: Feedback Loop

API References

Troubleshooting

Next Steps