Step 1: Create a Sequence/ Campaign
Click the plus (+) button to create a new sequence.
Select a persona (e.g., Outbound Consultant) and ideal customer profile. Twain provides pre-filled fields such as Problem, Solution, and more.
To apply the sequence to multiple leads, click the plus (+) next to Prospects and choose Upload a list.
Step 2: Prepare Your CSV File
Export your leads from LinkedIn Sales Navigator or another source.
Include columns like First Name, Last Name, Email, and any other relevant info (e.g., LinkedIn summary, company name).
Upload the CSV file to Twain to prepare your lead data for sequencing.
Step 3: Generate the Sequence
Select a lead in Twain to preview the campaign.
Twain will automatically generate a multi-step sequence (for example, one intro email and three follow-ups).
Download the generated sequence or check your email for a copy.
Step 4: Create a Campaign in Instantly AI
Go to Instantly AI and create a New Campaign.
Upload the same CSV file containing your leads.
Instantly will automatically map standard fields like Email, First Name, and Last Name.
If needed, map additional fields (e.g., LinkedIn URL, Company Domain) using Custom Variables.
Step 5: Export Leads from Twain to Instantly
Once your campaign exists in Instantly, you’re ready to export leads directly from Twain.
In Twain, go to the Export section.
Select Instantly as your export destination.
Choose the campaign inside Instantly where you want to send the leads.
Note: The campaign must already be set up in Instantly before exporting.
Select any custom variable names you’d like to include.
Click Export Leads.
Then, open Instantly AI, refresh your dashboard, and navigate to your campaign.
You’ll see that the newly exported leads have been successfully added.
Step 6: Add Your Sequence Steps
Insert your Twain messages into the campaign, using the uploaded custom variables.
Add each message as a separate step (Step 1, Step 2, Step 3, Step 4).
Set your subject line and any additional variables (e.g., signature, unsubscribe link).
Step 7: Preview and Launch
Preview your campaign for each lead to confirm personalization.
Check that all field mappings and custom variables are working correctly.
Once everything looks good, save and launch your campaign.
💡 Tips
You can scale this process for tens, hundreds, or thousands of leads.
Always double-check field mappings to ensure proper personalization.
Keep your sequence simple at first — you can add triggers, follow-ups, or additional logic later.
If your leads don’t appear in Instantly after export:
Make sure the campaign exists and is active in Instantly.
Try refreshing your campaign page.
Verify that you selected the correct campaign and custom variables in Twain before exporting.