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 Ben Cawood, Hannah Quinn, Jordan Longtin and 3 others

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

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

Integrations

How to connect your CRM or ATS to SourceWhale

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53 articles in this collection
Written by Tim Hogwood, Soumya Jud, Edward Pralle and 3 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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7 articles in this collection
Written by Will Shaw-MacGillivray, Isabel Leaper, and Edward Pralle

Troubleshooting

Common queries about SourceWhale answered here.

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8 articles in this collection
Written by Edward Pralle, Gloria Kevliciute, Will Shaw-MacGillivray and 1 other

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