Search results for logging in

153 articles found

  • Enable account throttling and account replies

    In this guide: Account throttling Account replies Learn how to limit the number of emails sent to the same organization through account throttling and account replies settings. Important: Please

  • How sequence step scheduling works

    Learn the basics and advanced details on how Interseller's email scheduling and sending works. Sequence step scheduling If you want to control how follow-up email steps are sent, we recommend using

  • How to copy or move contacts to a new sequence

    In this guide: Before you begin Moving individual contacts Moving multiple contacts at once Moving and copying all contacts Moving contacts based on their status If you want to message contacts in a

  • Using the Reports Dashboard

    In this guide: About Reports Filter by date range View daily and weekly activity Filter by sequences Compare performance periods Contacts Added & Messages Sent Tasks Completed Messages Bounced

  • Import contacts through CSV file

    In this guide: How to format a CSV file Import contacts via CSV Find missing emails How to map CSV columns How to map location fields Frequently asked questions A CSV file is a great uniform way to

  • Release Notes - April 2023

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's releases Sales Tax As of April 10,

  • Use fallback fields for empty custom fields

    Learn how to use fallback fields for contacts that have some missing information. If some of the contacts in your sequences have a "missing info" status for a required custom field, you can use a

  • Understanding email lookup credits

    In this guide: How email lookup credits work When lookups count towards your balance When lookups don't count Check your lookup balance Purchase additional credits Email lookup credits only apply to

  • Export sequence reports

    Learn how to export your reports and what each data point means. You can export sequence reports to see a detailed breakdown of your data and performance. The following reports can be exported from

  • Create a default email schedule

    Learn more about setting up an email schedule for your account and email sequences. About your email schedule The first thing to understand when creating an email sequence is your email schedule.

  • Email Editor Coach

    Learn how to optimize your email copy and deliverability with our Email Editor Coach. If you would like some general guidelines to follow as you build your email sequence, our Email Editor Coach is a

  • How to update the Chrome extension

    Current Chrome Extension Version: 3.4.5 We are always running updates to our Chrome extension in the background so it may take a few hours for these changes to update in Chrome. If you would prefer

  • Add an email signature to your sequences

    In this guide: Email signature best practices Add email signatures to all email steps Add email signature to individual email steps Disable signatures in individual steps Adding a signature is a

  • How to change your display name

    Learn how to change the display name that email recipients see. There is not a way to change your display name in Interseller directly. Instead, you'll need to refer to the articles below to learn

  • Change the "Send As" email for your account

    In this guide: Email alias requirements Setting up a Gmail Alias Change the default email address for your sequences Change the email address for individual sequences Change the email address for

  • Self Service Model FaQ

    Please note that Interseller will fully transition to a self-service support model by the end of 2024. This means we will no longer offer a dedicated Support team. What does Self-Service mean?

  • Bulk sending updates to Google and Yahoo accounts

    In this guide: What's changing What we're doing What you can do Additional resources Google and Yahoo are implementing new bulk sending requirements that may impact your team's Interseller sequences.

  • Release Notes - December 2023

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's releases Bug fixes JobAdder

  • Release Notes - January 2023

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's releases Integrations Clockwork:

  • Manage and understand user permissions

    In this guide: About user permissions Invite users Unassign seats and remove users View the Team Page User permissions There are three different user permission levels to an Interseller team account.

  • How to warm up a new domain and email address

    In this guide: Before you begin Warmup process Frequently asked questions Learn the best practices for warming up a new domain and email address. Before you begin When setting up a new domain or

  • View CSV export activity

    Owners and managers can view the most recent CSV export activity for their team in the Logs tab within the Team Settings. The 25 most recent activities will display in Logs including the user's name,

  • Important Chrome Extension Update

    In this guide: What's changing Why is this changing Questions What's changing? We would like to inform you of an upcoming update to the Interseller Chrome extension beginning January 8, 2024. In

  • Release Notes-April 2024

    This month's releases Bug fixes Images and attachments: Users were unable to upload images or view previously uploaded images and attachments in sequences and email signatures Incidents April 18,

  • Email lookup preferences

    In this guide: Learn the different email lookup preferences Adjust the lookup preference from the Chrome extension Adjust the lookup preference from Account Settings Learn how to change your email

  • What do the contact statuses and verdicts mean?

    What do the contact statuses and verdicts mean. When you first add contacts into a sequence, they will display with one of the following states: GOOD: Indicated by a blue checkmark which means we

  • Search for contacts

    Contacts can be searched in all sequences (including archived sequences) and within individual sequences themselves. Search for contacts across all sequences If a contact appears in multiple

  • How to share or un-share sequences with your team

    Learn how to share sequences with your teammates. You can toggle on the Share With Team option when creating a sequence or within the sequence's settings after you have created it. Note: Only the

  • Release Notes - March 2023

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. Bug fixes Email Editor: After clicking "Save"

  • Release Notes- May 2024

    Bullhorn Integration As of May 22, 2024, users have been permanently disconnected from the Bullhorn integration due to ongoing connection issues with the CRM. Please reach out to our Technical

  • Improving your email deliverability

    In this guide: Using different email templates Writing clear and concise emails Personalizing emails Engaging with your contacts Checking data sources Using a clear call-to-action Using the Email

  • Add video links and thumbnail images to email sequences

    Videos hosted on YouTube, Loom, or Vidyard, can be added to an email sequence by including the URL. Interseller will pull the video thumbnail and create a clickable image that links to the video. To

  • Release Notes - July 2023

    Interseller regularly releases new product features, updates and improvements. You can stay up to date with what's new by following our release notes. This month's releases Bug fixes Email sending:

  • Enable LinkedIn Tracking (Unsupported)

    Note: LinkedIn reply tracking is currently an unsupported feature. We cannot guarantee that all LinkedIn notifications will be tracked. Our Technical Support team is unable to offer additional

  • Reinstate unsubscribed contacts

    Unsubscribed contacts can be reinstated by a Manager or Owner on the team. To reinstate a contact, follow these steps: Navigate to your Privacy Settings and scroll down to the Resubscribe Contact

  • Release Notes - January 2024

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's releases Bug fixes Personal email

  • Set up SPF and DKIM for your email

    Add these records to help reduce bounce rates and prevent your emails going to spam. To reduce bounce rates and the chances of your emails landing in your contact's spam folder, you can add DKIM and

  • Release Notes - June 2023

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's releases Chrome extension: On June

  • Release Notes - March 2024

    Interseller regularly releases new product features, updates, and improvements. You can stay up to date with what's new by following our release notes. This month's updates Importing contacts Excel

  • How to remove already sent email steps

    Learn how to remove steps and what we recommend for removing steps that have already been sent. Removing email steps that have already been sent to contacts will prompt a warning. Please note that

  • Set up custom holidays and enable U.S. holidays

    In this guide: Enabling U.S. Holidays Adding custom holidays To prevent messages from going out while you're out-of-office on holiday or vacation, you can enable U.S. Holidays and even create custom

  • Block specific domains and emails

    Learn how to block specific email addresses and domains in your personal or team's settings. Add domains and email addresses to a Blocklist To prevent emails from being sent to specific people, you

  • How to create, copy and rename sequences

    In this guide: Create sequences Select a sequence owner/sender Share sequences with teammates Copy sequences Rename sequences Interseller email sequences make it easy to create email templates that

  • Cancel your subscription

    Account Owners can cancel their subscription directly from the Billing panel by clicking Cancel Subscription. Once the cancellation is confirmed, you will have access to your account until the end of

  • How to transfer sequences to another user

    Learn how to transfer sequences to other users on your team. Sequences can be transferred to other team members as long as you have manager or owner permissions and the sequence is shared with the

  • Release Notes - October 2023

    This month's releases Chrome extension: LinkedIn Sales Navigator users were unable to perform email lookups due to an error that prevented all selected contacts to load in the Chrome extension

  • Export contacts to a CSV file

    Contacts across multiple sequences can be exported into a single CSV file so that they can all be viewed in one place. To export contacts from multiple sequences, select the checkboxes next to the

  • Release Notes - August 2023

    This month's releases Top Echelon Integration: Interseller users can now integrate with Top Echelon (formerly known as Big Biller) Please note that this integration is currently in beta. For more

  • Enable open and link tracking

    Learn how to enable open and link tracking and our recommendations regarding this feature. By default, new Interseller accounts will have link tracking disabled. To enable link and open tracking,

  • Create a custom schedule per sequence

    Learn how to set up a custom schedule for individual sequences. With Interseller sequences, you can customize each sequence that sends on its own timezone and schedule. This is a great way to