Sep 1, 2025

Sep 1, 2025

Sep 1, 2025

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5 min read

5 min read

5 min read

Export Instantly.ai Campaign Data to CSV (Step-by-Step Guide)

Export Instantly.ai Campaign Data to CSV (Step-by-Step Guide)

Export Instantly.ai Campaign Data to CSV (Step-by-Step Guide)

Spencer McMurtry

Spencer McMurtry

Spencer McMurtry

You can export data from Instantly.ai via a campaign’s Leads view (with filters) or pull a quick snapshot from Analytics. For analysis, Outreach Magic ingests Instantly data via webhooks automatically—no manual CSV uploads—and enriches it so you can see what’s working across email and LinkedIn in one dashboard.

Why exporting matters

A clean CSV lets you analyze performance, build custom stakeholder reports, merge email metrics with LinkedIn outreach, re-target segments (e.g., “no opens”), and keep a portable backup of your results.

Method 1: Export a filtered list of leads
  1. Open your campaign – Sign in to Instantly.ai and open the campaign you want.

  2. Go to “Leads” – View all leads currently in that campaign.

  3. Filter (key step) – Narrow to exactly what you need (e.g., Replied, Opened, Bounced, Contacted, Unsubscribed).

  4. Select & download – Select all (or just your filtered subset) and click Download to export a CSV.

Tip: Save a naming pattern like instantly-campaign-name-YYYY-MM-DD.csv so teammates instantly know what they’re looking at.

Method 2: Download high-level analytics
  1. Open your campaign

  2. Go to “Analytics” – Review charted performance over your chosen date range.

  3. Share / Download – Use the share/download option to save the chart and associated data for quick snapshots.

What’s typically in the Instantly CSV
  • Lead email / name

  • Status (e.g., contacted, replied, bounced)

  • Sequence step / message metadata

  • Timestamps (sent, opened, clicked, replied)

  • Reply snippet/content (if applicable)

You’ve got the CSV. Now what?


Instantly.ai Leads view with CSV export option


CSV is great for quick pivots and segment reporting—but it’s just one channel. When you’re also working LinkedIn or running multi-tool sequences, reconciling spreadsheets becomes slow and error-prone.

Let Outreach Magic do the heavy lifting:

  • No uploads – Outreach Magic connects to Instantly via webhooks and ingests events automatically.

  • Automatic enrichment – We add high-value attributes (job title, industry, company size, campaign tags, sentiment, days to positive, and more) so you can segment and benchmark instantly.

  • True multi-channel view – See email + LinkedIn touchpoints, replies, and outcomes in one place.

  • Faster decisions – Identify top-performing titles, industries, sequences, and copy without spreadsheet gymnastics.


Unified outreach analytics dashboard in Outreach Magic


Explore more:

Practical tips
  • Document your filters: Add a short note (campaign, filters, dates) to keep exports repeatable.

  • Protect PII: Share only the fields your team needs.

  • Automate where possible: If you still need flat files, schedule consistent exports; otherwise let Outreach Magic keep your Instantly data flowing via webhooks and enrichment.

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