Alongside the vertical banner on the left side of your SourceWhale dashboard is a check box icon that will lead you to the To-Dos page. On this page, you are able to view your augmented outreach types including phone calls, InMails, connection requests, general tasks, and bounces. These tasks are made more efficient by SourceWhale, however, they are manual tasks. Luckily, this page allows you to view all of your manual tasks in one place. You can filter tasks by the campaign, display your future to-do tasks, display finished tasks, stop outreach from a campaign, and more.

Continue reading to learn how to navigate the To-Dos page in SourceWhale.

Content:

  1. Types of To-Do List Tasks

  2. Filters and Display Future To-Dos/Display Done

  3. Mark as Done, Remove Tasks, & Stop Outreach


Types of To-Do List Tasks

Phone Calls 📞

Selecting the Phone Calls task will show you a list of contacts who are currently at the Phone Call step of your campaign. Click 'Go' and a window will pop up with the contact's information, as well as other steps that are scheduled in the campaign. Manually make the call, and click on 'Done', 'Not Interested', or 'Interested' based on the outcome of the phone call. Once you select one of the actions, SourceWhale will take you through your other phone call tasks.

How to mark your phone calls/general tasks:

Done: Task has been completed, but there was no answer or not interested/interested outcome.

Not Interested: Contact has been reached, but the contact is not interested.

Interested: Contact has been reached and they are interested.

Send InMails ✉️

The Send InMails section of the To-Do list page enables you to go through a full LinkedIn outreach flow; slightly augmented. Click 'Go' next to the contact name and you will be redirected to the contact's LinkedIn profile.

Once on LinkedIn, a box will pop up that allows you to copy the subject and body of your InMail message, mark the task as done, replied, or interested, and stop candidate outreach. After you have completed the task, you will be redirected to the next contact on your InMail to-do list to continue the LinkedIn flow.

Note: If this task pops up as part of your LinkedIn flow and the contact has already responded, you can use this to 'Mark as Replied' or 'Mark as Interested'.

Connection Requests 🙋‍♀️

Connection Requests have almost an identical functionality as the Send InMails tasks. Simply click 'Go' next to a contact's name and you will be redirected to LinkedIn where you will be able to copy and paste the messaging you have created for this campaign step. Once you have sent the connection request, mark the task as done and you will be redirected to the next connection request on your to-do list.

Note: If this task pops up as part of your LinkedIn flow and the contact has already responded, you can use this to 'Mark as Replied' or 'Mark as Interested'.

General Tasks 📋

General Tasks are task items that do not fit into another campaign step category. Think of it as your reminder list. Examples of use cases would be updating a status change in your CRM and/or interacting with the contacts on an alternative platform (think engaging with LinkedIn posts or social media platforms). The functionality is similar to the phone calls tasks. Click 'Go' and a window will pop up with the contact's information will appear. Complete the task and select the appropriate action based on the outcome of the task.

Bounces ✋

This section shows any outbound emails that have bounced during any of your campaign steps. Click 'Go' next to the contact and a pop-up will appear.

On the pop-up screen, you have the option to add a new email address (option to use a suggested email provided) or convert the message to an InMail. Once a new email is entered, select 'Use new email' and the contact will be re-added to the campaign.


Filters and Display Future To-Dos/Display Done

Filters

On the To-Dos page in SourceWhale, you are able to filter a specific task item by user name* and/or campaign name. Simply click on the user name drop-down menu and select which user you would like to filter the task by and/or select the 'Campaigns' drop-down menu to select multiple or all campaigns to filter the task type by.

*Note: You will only have the ability to filter by teammate name if you have Super-User permissions. Please contact the SourceWhale Admin on your team if you would like these permissions.

Display Future To-Dos/Display Done

Other view options on the To-Dos page are toggling the 'Display future To-Dos' and 'Display done' buttons. Toggling 'Display future To-Dos' will show you what specified task items are coming up within your campaign steps. They will show under the Time column as 'after previous step' so you know that the task is a future activity. This function is useful if you would like to jump ahead and complete a task before the originally scheduled date.

Toggling 'Display done' will show a specified task that has been completed in the past. These will look translucent on the page to show that they have been completed. You have the option of clicking 'Mark as not Done' if you have accidentally marked the task as complete.


Mark as Done, Remove Tasks, & Stop Outreach

Mark as Done

Select one or more items within a specified task type. Click on 'Mark as Done' to mark multiple tasks as done.

Remove Tasks

Select one or more items within a specified task type. Click on 'Remove Tasks' to delete multiple items from your task list.

Stop Outreach

Select one or more items within a specified task type. Click on 'Stop Outreach' to remove multiple contacts from the campaign they are in. Note: this will stop a contact from receiving outreach from the entire campaign, not just one step. Please use 'Remove Tasks' if you would like to remove a single step from a campaign.


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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