Get started with Interseller

In this guide:

Interseller 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.

Create your account

To create an Interseller account, visit our signup page here. Enter your email address and click Submit. Depending on your email server, you'll be prompted to sign in through either Google or Outlook.

Next, you'll be asked to grant Interseller access to your email account which allow our system to track contact replies and booked meetings as well as send emails on your behalf.

Please Note: Interseller does not support third-party email providers and is only available for Google and Outlook users.

If you see a window that requires admin approval to use Interseller, please refer to the guides below for next steps:

Invite users to your account

You can invite teammates to join your account by clicking the Invite Members button on the Team page.

From the pop-up window, type in the user's address to send them an Interseller invitation. You will also see the option to select their Role and add them to Group which can always be adjusted at a later time.

Learn more about inviting users and the different user roles here.

Choose a subscription plan

Once you've created your account and are logged in, you will see the option to sign up on our monthly subscription plan from your Billing page.

Here are more details about our Standard plan:

  • $200/mo per user
  • Includes email sequence sending
  • Includes 250 work and personal email lookups

When you are signing up, you'll automatically have one seat included in your subscription.

To add more seats, head back to your Team Page to invite more users or you can always add more seats or switch seats between users at a later time.

Note: You can cancel your subscription at any time.

Connecting your integration

If you would like to connect your Interseller account to your favorite CRM or ATS, we recommend using our Zapier integration to help bridge the two tools together.

Please note: We have discontinued technical support for all Interseller integrations. Moving forward, users are welcome to continue using these integrations at their discretion but our Technical Support team will no longer provide assistance or guarantee compatibility with future updates.

For general troubleshooting suggestions, please refer to the guide below or visit our Help Center.

Manage 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.

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

Create a sequence and manage 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.

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.

Create 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.

Here's a 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.

Set up the Chrome extension

Interseller’s Chrome Extension can help find emails for contacts through sites like LinkedIn, Wellfound (formerly Angel List), Crunchbase, and Github. 

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.

Add contacts to a sequence

Contacts can be added to 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 to be added to Interseller. 

Look up contacts via Chrome extension

Depending on the version of LinkedIn you're using, you can lookup contacts in two ways:

  1. Download resume PDF: When viewing a contact's LinkedIn profile, users will select the option to download the contact's resume PDF. This will automatically open the Chrome extension and parse the resume PDF and perform a single email lookup. 
  1. Export a CSV: LinkedIn Recruiter users can view the project pipeline stage, select the contacts from the list and click the option to export a CSV. This will automatically open the Chrome extension and parse the CSV file and perform bulk email lookups. 

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.

Lookup contacts via CSV file

If you have a spreadsheet with a list of contacts you want to message through Interseller, you can upload them to sequences through our CSV import process.

Learn more about importing contacts through CSV file here.

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.

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.

Launch and manage a sequence

Once you have saved all of your preferred sequence and account settings and have added your contacts, you're ready to launch your first sequence!

There are two ways to launch a sequence:

  1. Toggle on the Launch button in your Sequences panel to immediately activate a sequence.
  2. Click the Launch button while viewing the sequence.

You will see the date and time the sequence is set to launch in the Sequences dashboard and when you open that specific sequence.

Once contacts start getting messaged, you'll see their status update in real time. For example, once a contact has been messaged, their status will go from Added to Messaged. If they open the email and click on a link in your email, you'll see their status update to Open to Clicked.

You can read more about the different contact statuses and verdicts here.

You can view the stats of your sequence and how it is performing at the top of the sequence view.

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