Advice and answers from the SourceWhale Team

Getting Started

This collection will help you start using the SourceWhale platform.

Ben Cawood avatar Will Shaw-MacGillivray avatar
8 articles in this collection
Written by Ben Cawood and Will Shaw-MacGillivray

Profile & Settings

Profile is where you can adjust your email throttling, signature and sending on holidays

Ben Cawood avatar Edward Pralle avatar
6 articles in this collection
Written by Ben Cawood and Edward Pralle

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

Edward Pralle avatar Ben Cawood avatar Soumya Jud avatar +1
12 articles in this collection
Written by Edward Pralle, Ben Cawood, Soumya Jud and 1 other

Integrations

How to connect your CRM or ATS to SourceWhale

Tim Hogwood avatar Soumya Jud avatar Edward Pralle avatar +1
12 articles in this collection
Written by Tim Hogwood, Soumya Jud, Edward Pralle and 1 other

Scheduling

Learn about scheduling and how to reschedule any campaign steps due to be sent

Ben Cawood avatar Edward Pralle avatar
3 articles in this collection
Written by Ben Cawood and Edward Pralle

Contacts

Learn how to search, filter and edit the contacts table on SourceWhale

Edward Pralle avatar Will Shaw-MacGillivray avatar
2 articles in this collection
Written by Edward Pralle and Will Shaw-MacGillivray

Managing your account

Learn the different aspects of control you have over your SourceWhale account.

Will Shaw-MacGillivray avatar
2 articles in this collection
Written by Will Shaw-MacGillivray

Troubleshooting

Common queries about SourceWhale answered here.

Will Shaw-MacGillivray avatar Edward Pralle avatar Ben Cawood avatar
6 articles in this collection
Written by Will Shaw-MacGillivray, Edward Pralle, and Ben Cawood

Best Practice

How to get the best out of SourceWhale

Edward Pralle avatar
1 article in this collection
Written by Edward Pralle

User Management

Edward Pralle avatar
1 article in this collection
Written by Edward Pralle