SourceWhale Help Center
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Advice and answers from the SourceWhale Team

Getting Started

This collection will help you start using the SourceWhale platform.

Soumya Jud avatarMatt Donnelly avatarWill Shaw-MacGillivray avatar
By Soumya and 4 others5 authors12 articles

Profile & Settings

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

Issy Leaper avatarWill Shaw-MacGillivray avatarJordan Longtin avatar
By Issy and 6 others7 authors16 articles

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

Matt Donnelly avatarHannah Quinn avatarJordan Longtin avatar
By Matt and 7 others8 authors22 articles

Integrations

Hannah Quinn avatarJordan Longtin avatarWill Shaw-MacGillivray avatar
By Hannah and 7 others8 authors113 articles

Scheduling

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

Matt Donnelly avatarHannah Chapman avatar
By Matt and 1 other2 authors2 articles

Contacts

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

Issy Leaper avatarSoumya Jud avatarWill Shaw-MacGillivray avatar
By Issy and 3 others4 authors9 articles

Troubleshooting

Common queries about SourceWhale answered here.

Will Shaw-MacGillivray avatarJordan Longtin avatarTim Hogwood avatar
By Will and 2 others3 authors9 articles

User Management

Soumya Jud avatarIssy Leaper avatarTim Hogwood avatar
By Soumya and 3 others4 authors4 articles

Search Function

How to use our boolean search to find contacts

Soumya Jud avatar
By Soumya1 author1 article

Google Sheets Integration

Soumya Jud avatar
By Soumya1 author1 article

FAQs

Frequently Asked Questions

Von avatar
By Von1 author35 articles
SourceWhale Features
How to Use the Content Coach Feature
How to use WhaleGPT
Using the Search function
SMS Messaging - A2P 10DLC
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