A Campaign is a sequence of personalised outreach templates that can consist of emails, InMails, Connection Requests, Phone Calls, and general tasks. A Campaign is created for any outreach that uses a common outreach template and sequence of follow-up steps.


  1. Starting a New Campaign

  2. Campaign Settings

  3. Creating Steps

  4. Follow-up Steps

Starting a New Campaign

To create a new Campaign, first, navigate to "Campaigns" and select "New Campaign" in the top right.

Creating Steps for your campaign

The first tab you will see is the Steps tab. On this tab, you will need to decide on the following:

  1. Choose a Campaign Name. This name is only visible to you and your team.

  2. Decide on the "Type" of outreach you want for your Step. Bear in mind; Emails are fully automated, InMails and Connection Request are augmented through your "To Do" list, whilst Phone Call and General Tasks are manual steps.

  3. Select the timings between which you want this outreach to be sent.

  4. You can also set a "Not before date" if you want your Campaign to only send after a certain date in the future.

  5. Create a subject line and initial template message that will be the first sent to any contact you add to the campaign (unless your first step is a call or generic task).

  6. You will want to use custom variables to ensure that messages are personalised for each person you add to the campaign.

Campaign Settings

Select the Settings tab at the top. Here you can create a full campaign from start to finish including multiple steps.

  • Select whether this campaign is for Business Development or Candidate Sourcing.

  • Select the email address you want to send this Campaign from.

  • Select the timezone your outreach will be targeted at.

  • Prefer contact's timezone tells the system to only send messages out on the recipient's timezone, rather than your own.

  • Pick your Sending Days using the switches.

  • Decide on Open and Click tracking. If either one is off, SourceWhale will not track the data for this metric. We recommend having click tracking turned off until we have set-up a Custom Tracking Domain with you.

  • Finally, select how you want contacts added to this Campaign, to be synced with your CRM. These options vary from CRM to CRM but usually include: Candidate, Contact, Client or Lead.

Switch on 'Private Campaign' if you want to hide the campaign from your colleagues.

Note: A 'Private Campaign' cannot be duplicated by your colleagues.

Follow-up Steps

Select the "Add Step" button below Step 1 on the left. You can add as many follow-up steps as you like.

  • Select the type of follow-up step from the list and it's worth remembering; emails are automated, Inmails and Connection Requests are augmented, and Calls and General Tasks are manual.

  • Select your "sending days after previous step" which defines how long you want the system to wait before sending a follow-up if they don't respond. You can also decide what time you want these follow-ups to go. We suggest staggering this between steps.

  • "Send as reply" ensures your email follow-ups are sent as if you had clicked reply all on your previous message to send the follow-up, which adds authenticity to your email trail.

  • You will then need to create the template for the next step, the same way you did for Step 1, using variables for personalisation.

  • You can delete a step by clicking the settings icon button on the each step.

We recommend implementing 3-6 steps for a campaign and completing a campaign to completion with all the steps before trying to add any contacts. Once you are happy with your steps, remember to click "Save" in the top right before you exit the page.

You can also send a Test to yourself, to preview the campaign steps.

Now you have created a campaign, you will want to add contacts through either Chrome extension, Spreadsheet Upload or direct import from your CRM if you have a SourceWhale button set-up.

Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬

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