Getting started with Interseller

Our tool helps streamline your contact lookup, email outreach, and activity tracking efforts all in one platform.

Most of our users are able to create their Interseller account and launch their first sequence in one day so we hope this article helps guide you smoothly through the onboarding process. 


This guide will cover how to:

Create your Interseller account Invite teammates to your account
Connect to your integration Control your Account settings
Create a sequence and managing it's settings Create email steps
Set up the Chrome extension Add Contacts

Setting up your account

When you create an Interseller account, our system is able to detect what email server you’re using: Google, Outlook, or a different mail server (Nylas). This allows us to direct you to the correct login page based on the email address you're using. 

To create an account, you can visit this link here: https://app.interseller.io/signup

When you’re prompted to log in, you will need to approve Interseller’s access to your email account in order for Interseller to send emails on your behalf.

If you’re using a third-party email address (not Google, Outlook, or Exchange), you will be prompted to log in with your mail server. Check out this guide to learn what information you need to log in with a third-party address.

If you run into any issues while creating your account or logging in, please reach out to our support team by clicking the Live Chat bubble in the lower right-hand corner of your browser window.


Inviting teammates to join your account

If you’re part of a team, you can invite teammates to join your account on the Team page here: https://app.interseller.io/team

Keep in mind that adding a user doesn't automatically update your billing subscription so you may need to increase the number of seats for additional users before inviting team members to join your Interseller account.

We currently offer two monthly subscription plans, our Standard and Recruiting plan, which you can learn more about and compare features here: https://www.interseller.io/pricing/


Setting up your integration

Interseller can also connect to your CRM or ATS and automatically sync contacts and email activity to your connected integration. 

You can view a full list of our integrations on our website and can reference our support articles to learn how to connect your integration to Interseller.

If you want to integrate with a service that is not listed, we are available on Zapier and can provide you with the API documentation upon request.


Account Settings

Now that you've connected your integration, let's set up your Account Settings.

The first setting you will want to check is your volume limit. This setting controls the maximum amount of emails and frequency of emails that will be sent per day across all active sequences. 

If you’re using a newly created email address for Interseller, we recommend starting with a lower volume limit while following the best practices to warm up your new email address

Note: Whether you're a new user or not, we don’t recommend increasing your daily limit to over 300 emails per day or decreasing the frequency below 60 seconds to wait in between emails at any point while using Interseller.

If you’re using Gmail, you can import your signature directly into Interseller. If you’re using another email service or have a more customized email signature, our team can help. Please send an email with only your email signature to signatures@interseller.io and we’ll take it from there!

Any other user-specific settings can be adjusted in your Settings panel.


Creating sequences and managing its settings

Sequences are the primary function within Interseller. This is where we store all contact information and where you can start crafting emails to send to your prospects.

You can create a sequence in your Sequences Dashboard to start writing your email copy.

When creating a sequence, you'll see the option to add the sequence title, select the sequence owner, share the sequence with your team, and copy steps from another sequence.

You can control when your sequences are sent by setting up a default email schedule or a custom schedule for specific sequences. Keep in mind that these settings are user-specific so be sure to have each member of your team set up their own schedule before launching sequences.

Note: Your sequence will be in “draft mode” until you click the launch button. This allows you to make any final edits to your sequence before contacts receive any messages.

Email Steps

Once your sequence is created, you can add email steps and write your email copy. Each step equals one email message. While you can add as many steps as you would like, we recommend having at least 3, but no more than 4 email steps for optimal results, especially for cold emailing.

If you need help writing your email copy, you can always visit our Public Templates Library for inspiration.

Our email editor allows you to add emojis, links, images, videos, and attachments to your email steps. 

If you would like to save your email copy to use for other sequences, you can save them as email templates that can also be shared with your team. 

To control when follow-up emails are sent, you can use the “Days to Wait” option, which can be found by clicking the gear icon in the header of each email step. 

We have a great guide that goes over how email step scheduling works so you can get a better idea of how we send out your emails in a round-robin fashion.

Pro Tip: You may be interested in taking your outreach process a step further by using some of our more advanced features. These features include personalization, Manual Tasks, and A/B testing, but we recommend setting these up after you get more comfortable with our basic features first. 

Once you’re ready to start using our more advanced features, feel free to check out our support articles or reach out to our team for additional assistance.

Setting up the Chrome Extension

Interseller’s Chrome Extension can help find emails for contacts on LinkedIn, AngelList, Crunchbase, and Github. 

For Sales users, the extension can find work email addresses while Recruiter users can find both work and personal email addresses. If you’re on our Standard plan and want to gain access to personal emails, please reach out to our team and we would be happy to discuss this further with you.

Setting up the extension only takes a few minutes and can be downloaded here.

Once you install the extension, you will see the Interseller logo in your browser toolbar and when you pull up contacts in LinkedIn. You can choose to look up contacts individually or add multiple contacts at a time through the extension.

To add contacts individually, you can open up their profile on LinkedIn and click the Interseller button:

To add multiple contacts at once, simply check the box next to the contact’s name in your search results:

Important: We do not recommend selecting multiple contacts across multiple pages of search results as this can cause issues with the extension. Instead, select the contacts you want on one page of search results, add them into the sequence, then move on to the next page.

For more help troubleshooting common issues with our extension, check out this guide.

Depending on what subscription plan you are on, you can change your email lookup preference in just a few steps. Be sure to refresh your browser any time you update your lookup preference so the extension can search for the correct type of email.

For more information on how email lookups work and to learn when lookups do and do not count, check out our guide on understanding email lookup credits.


Adding contacts

Contacts can be added into Interseller in these 3 ways:

  1. Emails found through the Chrome Extension
  2. Emails imported through CSV files
  3. Emails manually added into Interseller
Important: A contact must have an email address in order to be added into Interseller. 

While there’s no limit to how many contacts can be added into a sequence, we don’t recommend importing extremely large lists as this can have a negative effect on your email deliverability. You can also check out our spam filter webinar which has more detailed information on understanding spam filters.

Note: Once contacts are added and the sequence is launched, you may notice that the statuses of your contacts change. We have a helpful guide that outlines each contact status and verdict so you can get a better understanding of what each status means.

We hope all of this information helps you get started! Feel free to reach out to our Support team any time if you have any other questions or concerns. We’re always happy to help! 

If you’re interested in setting up a live demo with a member of our Sales team, please fill out our contact form here and someone will be in touch soon!


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