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Documentation Index

Fetch the complete documentation index at: https://docs.readdy.ai/llms.txt

Use this file to discover all available pages before exploring further.

Prerequisites: Outreach Campaign is available on Starter or above, or Agency Basic and above. Website generation costs 5 Credits per row, and only successfully generated rows are charged.

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What Does This Feature Do?

Outreach Campaign helps you turn a lead list into a full outbound workflow inside Readdy:
  1. Upload a spreadsheet of prospects (.csv or .xlsx), or build the table directly in Readdy
  2. Generate a personalized website for each prospect
  3. Write one outreach email with dynamic variables
  4. Send the campaign directly through Readdy
You can now send emails without connecting Instantly first. Readdy supports binding your own mailbox through Google SMTP or other SMTP / IMAP providers, so you can complete the full setup in one place.

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Before You Start

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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:Example columns:
  • business name
  • description
  • email
  • phone (optional)
  • address (optional)
Example rows:
  • Baker Shop | Handmade baking for 10 years | zhang@example.com | 13800001111 | No.1 Happy Road
  • Flower Store | Fresh flower delivery | li@example.com | 13800002222 | No.2 Sunny Road
3

Fill in the data (starting from row 2)

From the second row onward, each row represents one prospect. Each row will generate one personalized website.
4

Save as CSV or Excel format

In Excel, save the file as .xlsx or choose CSV (Comma delimited). In Google Sheets, download it as Microsoft Excel (.xlsx) or Comma Separated Values (.csv).
Need a sample? On the Outreach Campaign page, click Download Template and fill in your own leads based on that format.
File Requirements
  • Supported formats: .csv and .xlsx
  • Maximum file size: 5MB
  • Single-upload row limit depends on your plan
  • Required field: an email column
  • Email format: each email must be valid and contain @

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Plan and Quota Reference

Outreach Campaign currently uses two limit types:
  • Generation quota: how many prospects you can generate in one Outreach cycle
  • Single upload limit: how many prospect rows you can upload in one file
For paid plans, the current limits are:
PlanGeneration quotaSingle upload limit
Starter / Starter2500100
Pro family / Customization3000300
Agency Basic50001000
Agency Scale200003000
Agency Max500005000
The Pro family includes: Pro, Pro80, Pro120, Pro160, Pro200, Pro240, Pro280, Pro320, Pro360, and Pro400.

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Campaign Flow

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Step 2: Open Outreach Campaign and Prepare the Data Table

1

Open Outreach Campaign

Find Outreach Campaign in the left sidebar and open it. Readdy now opens the data preview page directly.
Outreach Campaign data preview page with Upload Prospects and Add controls
2

Upload a CSV or XLSX file, or build the table manually

Use Upload Prospects to import a file. You can also click Add to insert rows or columns manually if you want to build the list inside Readdy.
3

Review and edit the table directly

After upload, every cell in the preview table can be edited directly. This is where you review the imported data, fix values, and make final adjustments before generation.
4

Click Next to open Email Setting

When the data looks correct, click Next to start configuring the outreach email.
Credits Calculation: number of rows x 5 CreditsExample: 20 rows = 100 CreditsOnly successfully generated rows are charged.

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Step 3: Write the Email Content

1

Fill in the subject

Enter your email subject in the Subject field.
2

Write the email body

Write your outreach message in the editor. You can use rich text formatting.
3

Insert variables

Click Insert Variable to add values from your uploaded columns. Readdy also prepares {{Website_URL}}, so each prospect receives the link to their own generated website.
Email Setting content editor with subject, body and variable insertion menu
4

Preview the email

Click Preview to check how the first row will look after variables are replaced.

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Step 4: Set the Sending Schedule

1

Choose a date range

Set the Start date and End date for the campaign.
2

Set the daily send window

Choose the hours during which emails can be sent each day.
3

Choose sending days

Select the days of the week for sending. Weekdays are the typical default.
4

Select the timezone

Choose the timezone that matches your campaign plan.
Email sending schedule settings

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Step 5: Bind Your Mailbox in Readdy

Readdy can send the campaign directly through your own mailbox. On the Mailbox step, click SMTP / IMAP to bind a new mailbox.
Bind mailbox dialog with Google and Other SMTP options
1

Open the Mailbox step

After finishing Content and Schedule, go to Mailbox.
2

Click SMTP / IMAP

Readdy opens the mailbox binding dialog.
3

Choose Google or Other

Choose Google if you want to use Gmail SMTP. Choose Other for any other SMTP / IMAP provider.
4

Complete the mailbox form

Fill in the sender name, sender email, username, password, and the SMTP / IMAP server information.
Mailbox selection is optional before generation. You can start generating websites first, then come back later to bind a mailbox and launch the email campaign.

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Bind a Google SMTP mailbox

If you choose Google, Readdy automatically fills these Gmail server values for you:
  • SMTP Host: smtp.gmail.com
  • SMTP Port: 587
  • IMAP Host: imap.gmail.com
  • IMAP Port: 993
You only need to prepare an App Password from your Google account and paste it into the Password field in Readdy.
1

Open Google Account settings

Go to Google Account.
2

Open Security

Click Security in your Google account settings.
Google Account Security page
3

Turn on 2-Step Verification

App Passwords are only available after 2-Step Verification is enabled.
Google 2-Step Verification settings
4

Create an App Password

Open App passwords from the Security page. If you do not see the entry, go directly to App passwords.
Google App Passwords page
5

Paste the password into Readdy

Copy the generated app password and paste it into the Password field in Readdy’s SMTP binding form.

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Bind another SMTP / IMAP mailbox

If you choose Other, get the following information from your email provider and paste it into Readdy:
  • From Name: the sender name recipients should see
  • From Email: the mailbox address you want to send from
  • Username: usually the same as your email address
  • Password: your SMTP password or app password
  • SMTP Host / Port: outgoing mail server details from your provider
  • IMAP Host / Port: incoming mail server details from your provider
Common examples include company mailboxes from Google Workspace, Microsoft 365, Zoho, Fastmail, or your own hosting provider.

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Step 6: Start Website Generation

After your content and schedule are ready, click Start Generate.
1

Click Start Generate

Readdy saves your email content, schedule, and mailbox settings, then opens the generation confirmation dialog.
2

Confirm the generation

Review the number of websites and the credit usage, then confirm.
Generate confirmation dialog showing website count and credit usage
Starting generation does not send emails immediately. It only starts generating websites and saves your email setup for later sending.

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Step 7: Start Sending with Readdy

When you are ready to launch the email campaign, use the email action on the Progress or Results page and open Start Send.
1

Open Start Send

Click the email button in the top right of the campaign and open Start Send.
2

Select at least one available mailbox

Choose the mailbox you want Readdy to use for this campaign.
3

Click Send with Readdy

If website generation is already complete, Readdy starts sending right away. If websites are still generating, Readdy saves the setup and automatically sends after generation finishes.

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Step 8: Track Website Generation, Review Results, and Refresh Website URLs

After generation starts, Readdy processes each row one by one.
StageDescription
WaitingIn queue, not started yet
CreatingCreating the project
GeneratingGenerating website content
Getting LinkCreating the website link
SuccessWebsite generation is complete
FailedSomething went wrong and can be retried
Generation progress page showing row statuses
On the Results page, you can:
  • Copy website links
  • Import successful rows as projects
  • Retry failed rows
  • Download the results
  • Open Start Send or Email Analysis
Generation results page with email action and retry options
Keep the browser open while generation is running. If the page is closed or refreshed, the task may pause. You can reopen it later and click Continue to resume.

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Not happy with a generated website?

If a generated website needs more work, select the successful row and click Import as Project. Readdy will convert it into a regular project so you can continue editing it in the normal project workspace. After you finish editing that imported project, return to Outreach Campaign and refresh the website link in the Website URL column to pull the newest version.
  • Use the refresh icon in the Website URL column header to refresh links in bulk
  • Use the refresh icon in a specific row to refresh only that row’s latest URL
Outreach Campaign results table with Website URL refresh buttons highlighted

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Step 9: View Email Analytics

After sending starts, the email button changes to Email Analysis. There you can check campaign performance:
Campaign analytics dashboard with open rate, click rate and conversions
MetricDescription
Sequences StartedNumber of emails that entered the sending flow
Open RatePercentage of recipients who opened the email
Click RatePercentage of recipients who clicked a link
OpportunitiesNumber of interested recipients
ConversionsNumber of final deals or completed goals

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Optional: Use Instantly Instead of Readdy

If you prefer to send through Instantly, you can still do that. Readdy keeps Readdy as the default send channel, but you can switch to Instantly before the first send.
1

Open Send Channel

In Edit Email or Start Send, click Send Channel in the top right.
2

Choose Instantly and click Connect

In the Send Channel popup, choose Instantly and click Connect.
Send Channel popup with Instantly connect option
3

Connect your Instantly workspace

Paste your Instantly API key and connect the workspace.
Connect Instantly page in Email Setting
4

Select the Instantly mailboxes

Choose the mailbox or mailboxes you want Instantly to use.
Mailbox selection in Email Setting
5

Confirm the channel and send with Instantly

Confirm the channel switch, then choose Send with Instantly for this task.
Once a campaign has already started sending, the send channel is locked for that task. Switch the channel before the first send if you want to use Instantly.

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Limits Summary

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Outreach Campaign Limits

LimitDetails
Plan availabilityStarter or above, or Agency Basic and above
Spreadsheet format.csv and .xlsx
File sizeMaximum 5MB
Single upload limitDepends on your plan
Required columnMust include email
Email formatEach email must be valid
Credits cost5 Credits per row, charged only for successful rows
Browser requirementKeep the browser open during generation
Tab limitOnly one tab can run batch generation at a time
Current paid-plan quotas:
Paid planGeneration quotaSingle upload limit
Starter / Starter2500100
Pro family / Customization3000300
Agency Basic50001000
Agency Scale200003000
Agency Max500005000

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Sending Limits

LimitDetails
Default channelReaddy
Optional channelInstantly before the first send
Mailbox requirementSelect at least one available mailbox before sending
Email contentSubject and body are required
Edit rulePause an active campaign before editing
DeletionDeleting a campaign cannot be undone

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FAQ

Check whether your .csv or .xlsx file includes an email column.Extra spaces in the column name can cause validation issues. Letter case does not matter, so Email, EMAIL, and email all work. Using Readdy’s template is the safest option.
Check the row numbers shown in the error message. Those emails may be missing @, include extra spaces, or use incomplete domains.
Yes. Mailbox binding is optional before generation. You can finish Content and Schedule, click Start Generate, and come back later to bind a mailbox and launch sending.
Yes. Choose Google in the SMTP / IMAP binding dialog, enable Google 2-Step Verification, create an App Password, and paste that password into Readdy.
Yes. Choose Other in the SMTP / IMAP dialog and fill in the SMTP / IMAP host, port, username, and password provided by your email service.
Readdy saves your sending setup and automatically starts sending after website generation finishes successfully.
Reopen the campaign and click Continue. Successful rows will be kept, and the remaining rows can continue from where the task paused.
Only one browser tab can run batch generation at a time. Close the other tab, refresh the current page, and try again. If needed, wait a moment for the lock to release.
Open Email Analysis from the email button in the campaign. There you can review open rate, click rate, opportunities, and conversions.

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Need Help?

If this guide doesn’t resolve your issue:
  • Submit a support ticket: readdy.ai/feedback
  • Use the live chat in the top-right corner of Readdy