Check for duplicate contacts in team sequences

In this guide:

Learn about the different levels of the deduplication setting, deduplication by team and group, and how to disable duplicate checks on individual sequences.

Before you begin

Interseller can check for duplicate contacts across you and your team's sequences and warn you when the duplicate contact has been added to a new sequence.

In order for a deduplication check to run, there must be at least one email step added to a sequence. Our system will only run a deduplication check once contacts are added to a sequence and cannot be run again unless you create a new sequence and add the contacts there.

Note: Deduplication is verified by the contact's email address, not by their name or LinkedIn URL.

Enable team deduplication

Account Owners or Managers can enable the team's deduplication setting from the Team Safety Settings.

Note: Each user can also adjust their own individual deduplication settings

Deduplication settings

Off - Do not deduplicate

This setting disables deduplication entirely. Interseller will never warn you when a duplicate contact has been added to another sequence, if they are about to receive a message in another sequence or if they have ever been messaged through Interseller.

Low - Contact is actively being messaged

The low setting will warn you if your teammate's sequences have messages to send to the same email address. A dedupe check will not trigger if sequences have no email sequence steps or if they are archived. 

Medium - Contact is being messaged or has been messaged

This setting will warn you when a contact is currently being messaged or has ever been messaged in another sequence, either by you or a teammate. If the contact has never been messaged or isn't queued to be sent a message, they won't be flagged as a duplicate.

This is a good option if you don't want to message the same contacts that your teammates have messaged in another sequence.

High - Contact exists in another sequence

This is the most extreme deduplication setting. Our system will warn you whenever the contact has been added to any other sequences, even if it's archived or if they've never been messaged.

Note: You will also be warned when a duplicate contact has been Booked or Replied to any of your teammate's sequences, regardless of the setting.

Deduplication period

Owners and Managers can adjust the number of days in which Interseller checks for duplicate contacts across the team's sequences. Contacts that were messaged or created outside of the selected timeframe will be ignored and not marked as duplicates.

When setting the deduplication period, we recommend setting the deduplication threshold to Medium or High in order for deduplication to be necessary. 

Removing the deduplication period setting will set the duplication check to all time.

Deduplication scope by team and group

Owners and Managers can adjust the deduplication settings at the group and team level in the Team Safety Settings. 

These are the two options:

  • Team - Contacts are deduplicated against the entire team: Your duplication settings will apply to your entire team, including groups you are not part of.
  • Group - Contacts are only deduplicated against a teammate's group: Deduplication will only apply to users within your group rather than the entire team. A dedupe check will not be triggered if you have a duplicate contact of someone outside of your group.

Enable Account Ownership

You can limit which users have ownership over certain domains by enabling Account Ownership from your Team Safety settings.

When this setting is enabled, the user that added the contact first will be considered the owner of that account or email domain. Other users that add contacts within the same domain will see a Duplicate warning.

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