CtrlK
BlogDocsLog inGet started
Tessl Logo

instantly-core-workflow-b

Manage Instantly.ai email account warmup, analytics, and deliverability. Use when enabling warmup, monitoring sender reputation, pulling analytics, or troubleshooting deliverability issues. Trigger with phrases like "instantly warmup", "instantly analytics", "email warmup instantly", "instantly deliverability", "instantly account health".

80

Quality

77%

Does it follow best practices?

Impact

Pending

No eval scenarios have been run

SecuritybySnyk

Passed

No known issues

Optimize this skill with Tessl

npx tessl skill review --optimize ./plugins/saas-packs/instantly-pack/skills/instantly-core-workflow-b/SKILL.md
SKILL.md
Quality
Evals
Security

Instantly Core Workflow B: Warmup & Analytics Pipeline

Overview

Manage the email account warmup lifecycle and campaign analytics. Warmup builds sender reputation through controlled email exchanges across Instantly's 4.2M+ account network before you start cold outreach. This workflow covers enabling warmup, monitoring warmup health, pulling campaign analytics, and daily send tracking.

Prerequisites

  • Completed instantly-install-auth setup
  • Email accounts connected in Instantly (IMAP/SMTP or Google/Microsoft OAuth)
  • API key with accounts:update and campaigns:read scopes

Instructions

Step 1: Enable Warmup on Email Accounts

import { instantly } from "./src/instantly";

// Enable warmup — triggers a background job
async function enableWarmup(emails: string[]) {
  const job = await instantly<{ id: string; status: string }>(
    "/accounts/warmup/enable",
    {
      method: "POST",
      body: JSON.stringify({ emails }),
    }
  );

  console.log(`Warmup enable job started: ${job.id} (status: ${job.status})`);

  // Poll background job until complete
  let result = job;
  while (result.status !== "completed" && result.status !== "failed") {
    await new Promise((r) => setTimeout(r, 2000));
    result = await instantly<{ id: string; status: string }>(
      `/background-jobs/${job.id}`
    );
  }

  console.log(`Warmup job ${result.status}`);
  return result;
}

// Enable for specific accounts
await enableWarmup(["outreach1@yourdomain.com", "outreach2@yourdomain.com"]);

// Or enable for ALL accounts at once
await instantly("/accounts/warmup/enable", {
  method: "POST",
  body: JSON.stringify({ include_all_emails: true }),
});

Step 2: Configure Warmup Settings

// PATCH account to tune warmup parameters
async function configureWarmup(email: string) {
  await instantly(`/accounts/${encodeURIComponent(email)}`, {
    method: "PATCH",
    body: JSON.stringify({
      warmup: {
        limit: 40,           // max warmup emails per day
        increment: "2",      // daily limit increment (0-4 or "disabled")
        advanced: {
          open_rate: 0.95,       // target open rate for warmup
          reply_rate: 0.1,       // target reply rate
          spam_save_rate: 0.02,  // rate of rescuing from spam
          read_emulation: true,  // simulate reading behavior
          weekday_only: true,    // warmup only on weekdays
          warm_ctd: false,       // custom tracking domain warmup
        },
      },
      daily_limit: 50,      // max campaign emails per day
      enable_slow_ramp: true,
    }),
  });

  console.log(`Warmup configured for ${email}`);
}

Step 3: Monitor Warmup Health

interface WarmupAnalytics {
  email: string;
  warmup_emails_sent: number;
  warmup_emails_received: number;
  warmup_emails_landed_inbox: number;
  warmup_emails_landed_spam: number;
  warmup_emails_saved_from_spam: number;
  warmup_health_score: number;
}

async function checkWarmupHealth(emails: string[]) {
  const analytics = await instantly<WarmupAnalytics[]>(
    "/accounts/warmup-analytics",
    {
      method: "POST",
      body: JSON.stringify({ emails }),
    }
  );

  console.log("\nWarmup Health Report:");
  for (const a of analytics) {
    const inboxRate = a.warmup_emails_landed_inbox /
      (a.warmup_emails_sent || 1) * 100;
    console.log(`${a.email}`);
    console.log(`  Sent: ${a.warmup_emails_sent} | Inbox: ${a.warmup_emails_landed_inbox} | Spam: ${a.warmup_emails_landed_spam}`);
    console.log(`  Inbox Rate: ${inboxRate.toFixed(1)}% | Health: ${a.warmup_health_score}`);
  }
  return analytics;
}

Step 4: Pull Campaign Analytics

// Aggregate analytics for one or more campaigns
async function getCampaignAnalytics(campaignIds: string[]) {
  const params = campaignIds.map((id) => `ids=${id}`).join("&");
  const data = await instantly<Array<{
    campaign_id: string;
    campaign_name: string;
    total_leads: number;
    leads_contacted: number;
    emails_sent: number;
    emails_opened: number;
    emails_replied: number;
    emails_bounced: number;
  }>>(`/campaigns/analytics?${params}`);

  for (const c of data) {
    const openRate = ((c.emails_opened / c.emails_sent) * 100).toFixed(1);
    const replyRate = ((c.emails_replied / c.emails_sent) * 100).toFixed(1);
    const bounceRate = ((c.emails_bounced / c.emails_sent) * 100).toFixed(1);

    console.log(`\n${c.campaign_name}`);
    console.log(`  Leads: ${c.total_leads} total, ${c.leads_contacted} contacted`);
    console.log(`  Open: ${openRate}% | Reply: ${replyRate}% | Bounce: ${bounceRate}%`);
  }
}

// Daily breakdown
async function getDailyAnalytics(campaignId: string) {
  const daily = await instantly<Array<{
    date: string; emails_sent: number; emails_opened: number; emails_replied: number;
  }>>(`/campaigns/analytics/daily?campaign_id=${campaignId}&start_date=2026-03-01&end_date=2026-03-31`);

  for (const day of daily) {
    console.log(`  ${day.date}: sent=${day.emails_sent} opened=${day.emails_opened} replied=${day.emails_replied}`);
  }
}

// Step-level analytics — which sequence step performs best
async function getStepAnalytics(campaignId: string) {
  const steps = await instantly<Array<{
    step_number: number; emails_sent: number; emails_opened: number; emails_replied: number;
  }>>(`/campaigns/analytics/steps?campaign_id=${campaignId}`);

  for (const s of steps) {
    console.log(`  Step ${s.step_number}: sent=${s.emails_sent} opened=${s.emails_opened} replied=${s.emails_replied}`);
  }
}

Step 5: Test Account Vitals

async function testAccountVitals(emails: string[]) {
  const vitals = await instantly<Array<{
    email: string; smtp_status: string; imap_status: string; dns_status: string;
  }>>("/accounts/test/vitals", {
    method: "POST",
    body: JSON.stringify({ accounts: emails }),
  });

  for (const v of vitals) {
    const ok = v.smtp_status === "ok" && v.imap_status === "ok";
    console.log(`${v.email}: SMTP=${v.smtp_status} IMAP=${v.imap_status} DNS=${v.dns_status} ${ok ? "HEALTHY" : "FIX NEEDED"}`);
  }
}

Key API Endpoints Used

MethodPathPurpose
POST/accounts/warmup/enableStart warmup (background job)
POST/accounts/warmup/disableStop warmup
POST/accounts/warmup-analyticsWarmup metrics per account
POST/accounts/test/vitalsTest SMTP/IMAP/DNS health
PATCH/accounts/{email}Configure warmup settings
GET/accounts/analytics/dailyDaily send counts per account
GET/campaigns/analyticsAggregate campaign metrics
GET/campaigns/analytics/dailyDaily campaign breakdown
GET/campaigns/analytics/stepsPer-step performance
GET/background-jobs/{id}Poll async job status

Error Handling

ErrorCauseSolution
Warmup not startingSMTP/IMAP credentials invalidRun vitals test, fix credentials
Low inbox rate (<80%)Sender reputation damagedPause campaigns, extend warmup
422 on warmup enableAccount already warmingCheck state with GET /accounts/{email}
Missing analytics dataCampaign too new (<24h)Wait for data to populate
Background job failedInvalid email in batchRetry failed emails individually

Resources

  • Instantly Email Warmup
  • Account Endpoints
  • Analytics Endpoints

Next Steps

For lead management and list operations, see instantly-data-handling.

Repository
jeremylongshore/claude-code-plugins-plus-skills
Last updated
Created

Is this your skill?

If you maintain this skill, you can claim it as your own. Once claimed, you can manage eval scenarios, bundle related skills, attach documentation or rules, and ensure cross-agent compatibility.