SourceWhale

Matt Donnelly

Hannah Quinn

Jordan Longtin

Learn about creating, editing and tracking campaigns in SourceWhale

Campaigns

This article explains how to create and use custom images.

Personalize Your Outreach with Custom Images or GIFs

This article talks through what each of SourceWhales variables do.

SourceWhale Variables

A new SourceWhale feature that guides you through your campaign content creation and offers suggestions to enhance your outreach.

How to Use the Content Coach Feature

This article will describe how to add videos to your outreach step.

How to Add Video Links to Your Outreach Step

This article describes how to run A/B tests with your outreach on SourceWhale

A/B Testing

This article explains how to add attachments and hyperlinks to outreach steps.

Attachments, Hyperlinks and Specific Link-Tracking

Personalize your campaigns with custom variables to maximize engagement.

How to Use Custom Variables

This article show you how to insert and use the custom button feature

Custom Buttons

This article explains how to create, use and delete re-usable outreach templates that are shared across your team.

Creating, Using, and Deleting Team Templates

This article describes how you can use different senders per outreach step within a campaign.

Using Different Senders per Outreach Step

This article will describe how to use WhaleGPT, the text generation feature to create content for candidate outreach in a flash.

How to use WhaleGPT

How to automate texting / use SMS in your SourceWhale campaigns

Using SMS in Campaigns

How to register for the A2P 10DLC directly from SourceWhale

SMS Messaging - A2P 10DLC

Creating and Editing Campaigns

This article explains how to disable/enable link and open tracking for your campaigns

Enable Open and Click (Link) Tracking

Learn about what it means to set your campaign/s to any of these three statuses and how to change their status

Active, Paused and Archived campaigns

Tim Hogwood

Campaign Settings

Overview of how to navigate the to-do page in SourceWhale.

Navigating the To-Dos Page

Learn how to stop candidate outreach through LinkedIn & SourceWhale.

How to Stop Candidate Outreach

This article explains how to change when campaign steps are sent or actioned, either before someone is added to a campaign or after.

Changing the "Schedule" of a Campaign

This article describes how to update a step in a live campaign and make sure your contacts receive the updated version

Updating steps in live campaigns

This article explains how to stop outreach, add a contact or company to your unsubscribe list and delete their information (if you needed).

Actioning Unsubscribe Requests

This article describes Campaign Ownership and how to duplicate teammates campaigns on SourceWhale.

Campaign Ownership and Duplication

How to avoid your emails from reaching a contact's Google promotions folder.

How to Avoid the Google Promotions Tab

Soumya Jud

Managing Campaigns

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