Getting Started

This collection will help you start using the SourceWhale platform.

Ben Cawood avatar Will Shaw-MacGillivray avatar Soumya Jud avatar +2
12 articles in this collection
Written by Ben Cawood, Will Shaw-MacGillivray, Soumya Jud and 2 others

How to Send LinkedIn Inmails

This article will describe how to send Inmails from the to-do page in SourceWhale to LinkedIn.
Hannah Quinn avatar
Written by Hannah Quinn
Updated over a week ago

Getting started with SourceWhale

Learn how to get set-up with SourceWhale
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Creating a Campaign

This is a beginners guide to creating a SourceWhale campaign
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Adding, searching and filtering your contacts

The article explains how to add, search and filter contacts on SourceWhale
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Spreadsheet / CSV Upload

This article explains how to use the spreadsheet upload function to add a list of people to a Campaign or to Contacts.
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Outreach Types - Email, InMails, Connection Requests, Phone Call and General Task

This article explains the difference between: automated, augmented, and manual outreach steps.
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Best Practices

This article gives advice on best practices to help you get the most out of SourceWhale.
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Understanding the extension

This article describes how to use the extension when sourcing contacts.
Soumya Jud avatar
Written by Soumya Jud
Updated over a week ago

How to Save Spreadsheet / CSV Mapping Settings

Learn how to save mapping settings when uploading a spreadsheet for an expedited contact upload!
Jordan Longtin avatar
Written by Jordan Longtin
Updated over a week ago

Using SourceWhale for targeted e-shot/mail-shots

This article explains why you should use SourceWhale to maximise the effectiveness of your e-shots/mail-shots and any mail merge outreach.
Ben Cawood avatar
Written by Ben Cawood
Updated over a week ago

Understanding the Dashboard

This article gives guidance on how to best utilise your SourceWhale dashboard.
Will Shaw-MacGillivray avatar
Written by Will Shaw-MacGillivray
Updated over a week ago

Understanding the Reports page

This article describes how to best utilise the analytics and stats on the Reports page.
Soumya Jud avatar
Written by Soumya Jud
Updated over a week ago