Users
Billing
A. Purchase Additional Email and Phone Credits
Click on your initials or profile picture in the bottom left-hand corner.
Click Admin.
Click Billing.
Choose whether you would like to purchase Email or Phone Credits.
Fill in your details.
B. View and Download your Invoices in SourceWhale
Click Billing.
Click the Invoices drop-down menu to view all of your invoices.
Select the required invoice/s and click the download button to download an invoice/s.
C. View your Team's Credit Usage
Whilst in the admin section, click Billing.
View the Credit Usage as a pie chart or click the toggle to view the display as a bar chart.
Hover over the chart to view how many credits each team member has used.
Click Download Credit Usage CSV to download the credit usage as a CSV.
Settings
A. Custom Domain
Please follow this guide for instructions on generating CNAME records to set up your custom tracking domain.
B. General Settings
By navigating to Admin > Settings > General Settings, you can control the general settings for your entire team by toggling on any of the below.
Store All Contacts: Store all contact details (emails/phone numbers) found when adding a contact to SourceWhale, not just the email/phone number selected.
Purge Old Contacts: Remove contacts with whom there has been no interaction for more than 60 days.
No Signatures: No signatures will be added to emails sent by any team member.
Don't Save CVs: Don't save contacts' CVs to your CRM/ATS.
Admin-Only Contact Export: Only allow admins to download the whole contacts table.
Automate Reply Tags: Automatically add tags to contacts when they reply to your emails.
Enforce Unsubscribe Link: Adds an unsubscribe link to all emails sent by your team. Allows recipients to easily opt out of future communications.
Enforce Unsubscribe Header: Adds an unsubscribe header to all emails sent by your team. Recommended to maximise your deliverability.
Allow Open Tracking: Allow your team to set open tracking for their campaigns. Turning this off can help reduce the risk of emails being flagged as spam.
Email Font Family: If a selection is made, all emails will be sent with this font, regardless of the font they were written with.
Default Font Size: Default font size used in the text editor for all team members.
C. Activity Feed
Restrict Activity Feed: Users can only view personal email and InMail correspondence, not their teams.
Restrict Specific Domains: Users cannot view email and InMail with contacts whose email addresses are from restricted domains.
Unrestricted: Users can view all email and InMail correspondence between team members and contacts.
D. Not Interested Reasons
If Automate Reply Tags is toggled on, you can view the not interested reasons that will be tagged to a contact when SourceWhale AI classifies them as not being interested. In addition to the standard reasons (Salary, Location, Skills, Fit, Time, Industry, Happy, Budget, and Authority), you can add up to eight of your own.
To create your tag:
Enter the Tag name in the first text field. This is what the contact who is classified as not interested will be 'tagged' with.
Enter the Description in the second text field. The description will aid our AI model to understand which replies should be classified as not interested. Please refer to the contact who has replied in the third person.
Example: Location (Tag), If they are not interested in working or moving to this location (Description).
E. Domain Sending Limit
Set the maximum number of emails that can be sent to a domain in a day.
F. API Key
Generate or delete an API Key.
SAML
Setting up a SAML Integration
Please contact support@sourcewhale.com if you require SAML, as it is not available by default.
We do not use Single Sign On, but we can set this up if you want your teams to enter SourceWhale from one home site. Once your team has been created and we've ticked the feature flag, please let us know which provider you're with and access the relevant instructions from this page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬