The Training Hub provides a structured task list tailored to different user roles—Users, Admins, and Viewers. Each task list guides you through essential setup steps, helping you explore and utilize SourceWhale’s core features effectively.
In this article we'll cover
What is the Training Hub?
The Training Hub has been designed to help walk you through the first few days/weeks of using SourceWhale, so you can be sure you have set up everything you need to start getting results. You will also have a customer success manager who will support you through the process.
You can track your progress using the progress bar in the top right of the Training Hub or in the side navigation bar and also see which task is next on your to-do list.
You'll be able to access the Training Hub at any time, by clicking on your profile in the bottom left corner and selecting 'Training Hub', should you wish to watch a video, read an article or refresh your memory.
How are tasks set up?
For each task you'll see:
A task description, explaining what it is you need to complete
A blue tag, outlining the task type (Setup, Video, Walkthrough)
A main blue button, which is how you'll action the task
A learn more link, linking you to the relevant help document in our help centre
A blue play icon, showing you a video preview of how to action the task (this will not be visible on 'video' task types)
Which tasks will i see?
The tasks you see will depend on what user type you are. If you're just a user, you'll only see the User Setup card, however if you also have admin access, you'll see another card for Admin Setup. If you're a viewer, you won't have cards.
Admin Setup Tasks
These tasks are specifically for Admins to ensure the team is set up for success, with compliance, permissions, and integrations in place.
1. Connect Your CRM/ATS (3 minutes)
Purpose: Syncs data with the team’s CRM or ATS.
Completion: Marked complete when connected successfully.
2. Set Up Custom Domain (7 minutes)
Purpose: Configures a custom domain for improved deliverability and branding.
Completion: Verified and marked complete after DNS setup.
3. Complete Compliance Form (5 minutes)
Note - you will only see this task if you chose to have the Dialer package added when your SourceWhale account was first created.
Purpose: Ensures regulatory compliance for outreach (e.g., GDPR, CCPA).
Completion: Marked complete upon form submission.
4. Managing Users Video (3 minutes)
Purpose: Shows how to manage team roles and permissions.
Completion: Marked complete when the video is watched.
5. Managing Billing Video (2 minutes)
Purpose: Guides admins through billing setup, including purchasing credits and downloading invoices.
Completion: Marked complete when the video is watched.
6. Managing Deliverability Video (5 minutes)
Purpose: Covers how to optimise your email deliverability by adjusting your email settings.
Completion: Marked complete when the video is watched.
7. Reporting Overview Video (5 minutes)
Purpose: Provides insight into performance metrics and how to use the reports page.
Completion: Marked complete when the video is watched.
User Setup Tasks
These tasks are aimed at Standard Users, SuperUsers, and Trial users to help get started on the platform.
1. Download Chrome Extension (1 minute)
Note - This task will be automatically marked as complete if you downloaded the chrome extension as part of the initial SourceWhale survey when you first logged on.
Purpose: Enables seamless sourcing and outreach directly from the web.
Completion: Marked complete when the extension is installed.
2. Set Up Email Signature (3 minutes)
Note - This task is shown only to non-Gmail users, as Gmail signatures will be automatically imported.
Purpose: Prepares an email signature for campaign communications.
Completion: Marked complete when at least one signature is uploaded.
3. Connect Your CRM/ATS (3 minutes)
Note - This task will only be shown for the CRMs that require all individual users to connect.
Purpose: Syncs data with an existing CRM or ATS.
Completion: Marked complete upon successful connection.
4. Install Outlook Add-In (3 minutes)
Note - There is also a Gmail Add-in, however that is enabled by default for new users so is not shown in the onboarding tasks.
Purpose: Integrates SourceWhale within Outlook for in-email sourcing and outreach.
Completion: Marked complete upon installation.
5. Dashboard Overview Video (3 minutes)
Purpose: Introduces the dashboard’s key metrics and insights.
Completion: Marked complete when the video is watched.
6. Create Campaign (10 minutes)
Purpose: Guides users through the campaign creation process.
Completion: Marked complete after creating a new start from scratch or campaign using Campaign AI.
7. Add Contacts (7 minutes)
Note - This task is locked until create a campaign has been completed.
Purpose: Demonstrates different methods of adding contacts to campaigns.
Completion: Marked complete when at least five contacts are added to a campaign.
8. Action To-Do List (3 minutes)
Note - This task is locked until create a campaign and add contacts tasks are completed.
Purpose: Shows users how to manage daily outreach tasks.
Completion: Marked complete when the user completes an action from the to-do list.
Viewer Setup Tasks
These tasks are aimed at Viewer users to help get started on the platform.
1. Dashboard Overview Video (3 minutes)
Purpose: Introduces the dashboard’s key metrics and insights.
Completion: Marked complete when the video is watched.
2. Reporting Overview Video (5 minutes)
Purpose: Provides insight into performance metrics and engagement.
Completion: Marked complete when the video is watched.
Register For Live Training
SourceWhale run Live Training sessions weekly for new users to attend and learn more about SourceWhale. These Live Training sessions are optional and will not count towards the progress of your task completion progress bar.
For more information on the Live Training sessions, please see this help article.