Advice and answers from the SourceWhale Team

Getting Started

This collection will help you start using the SourceWhale platform.

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12 articles in this collection
Written by Hannah Quinn, Ben Cawood, Soumya Jud and 2 others

Profile & Settings

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

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13 articles in this collection
Written by Jordan Longtin, Hannah Quinn, Ben Cawood and 2 others

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

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20 articles in this collection
Written by Edward Pralle, Jordan Longtin, Ben Cawood and 2 others

Integrations

How to connect your CRM or ATS to SourceWhale

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55 articles in this collection
Written by Jordan Longtin, Roshni Gogna, Jaslene Chitkara and 5 others

Scheduling

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

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2 articles in this collection
Written by Ben Cawood

Contacts

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

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8 articles in this collection
Written by Isabel Leaper, Will Shaw-MacGillivray, and Edward Pralle

Troubleshooting

Common queries about SourceWhale answered here.

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9 articles in this collection
Written by Gloria Kevliciute, Edward Pralle, Alex Hammond and 2 others

Licences

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12 articles in this collection
Written by Soumya Jud and Isabel Leaper

User Management

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3 articles in this collection
Written by Edward Pralle, Isabel Leaper, and Soumya Jud

Search Function

How to use our boolean search to find contacts

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1 article in this collection
Written by Soumya Jud

Google Sheets Integration

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1 article in this collection
Written by Roshni Gogna