While looking at your contacts, either in the contacts section or within a campaign, you may have noticed that there is a column labeled 'Stage'. Each contact can be marked as one of eight different stages: Sourced, Messaged, Opened, Clicked, Replied, Interested, Not Interested, or Meeting.

As SourceWhale is an email automation tool, the Stage of each contact will be automatically updated when it comes to emails but will need to be changed manually for any other outreach task (Phone, Inmail, etc).

For example, if a contact replies to your email, our system will automatically mark the Stage as 'Replied', 'Interested', or 'Not Interested'. But, if they respond to your LinkedIn InMail, you will need to manually change the stage to 'Replied', 'Interested', 'Not Interested' or 'Meeting'. This can be done via the activity tab in the extension, the LinkedIn pop-up or in the webapp.

When a stage is marked as 'Replied', 'Interested', 'Not Interested' or 'Meeting'- all future outreach will immediately stop.

When a contact replies to your email, the SourceWhale sentiment detection tool can determine whether or not that contact is interested in continuing the conversation, based on the content of the reply. Click on the face icon in the activities section to adjust if you wish.

Sourced - you have sourced this contact's details (either via the Chrome extension, via a spreadsheet, or manually added them) and they have been added to SourceWhale.

Messaged - At least one of the following has happened: they have been sent an email, they have been marked as having been sent a LinkedIn connection request or InMail, or a phone call or general task has been marked as completed for them.

Opened - Our open tracking system has detected that they have opened an email in the campaign at least once. You must have open tracking turned on to enable this tracking. You can read more on our open and click-tracking system here.

Clicked - Our click tracking system has detected that the person has clicked on any link or attachment you have put in any email in a campaign. You must have switched on click tracking in your campaign settings to enable this tracking. In order to enable click tracking in your campaigns, you must have a custom tracking domain set up. You can read more on our click tracking here.

Replied - This means the contact has replied to an email or message but is not interested. All outreach to the contact will stop as soon as a contact is marked with this stage.

Interested - This means that the contact has replied to an email or another step and is interested. SourceWhale AI determines whether or not a contact has replied with positive sentiment and moves the contact automatically to the ‘Interested’ stage. All outreach to the contact will stop as soon as a contact is marked with this stage.

Not Interested: This means that the contact has replied to an email or another step and is not interested. SourceWhale AI determines whether or not a contact has replied with negative sentiment and moves the contact automatically to the ‘Not Interested’ stage. All outreach to the contact will stop as soon as a contact is marked with this stage.

Note: If Reply Tags are enabled for your team and the not interested reason has been mistagged, you can click on the contact and within the pop-up, change the not interested reason by selecting the not interested response.

Meeting: SourceWhale will automatically move a contact to the Meeting stage if they are an attendee in any event in any team member’s calendar. Users also have the ability to manually move contacts to the 'Meeting' stage.

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