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FAQs on Activating, Pausing, and Resending Campaigns
FAQs on Activating, Pausing, and Resending Campaigns

This article describes how to activate, pause, and resend campaigns.

Updated this week


How to Make a Campaign Active

  1. Log into SourceWhale and navigate to Campaigns.

  2. Select the Paused or Archived tabs in the top-left corner of the screen.

  3. Select the campaign(s) you would like to make active by selecting the checkbox next to the corresponding campaign title.

  4. With the checkbox selected, click the Active icon on the right-hand side of the screen.

  5. Your campaign is now active and can be found under the Active tab.


How to Pause a Campaign

  1. Log into SourceWhale and navigate to Campaigns.

  2. Select the campaign(s) you would like to pause by selecting the checkbox next to the corresponding campaign title.

  3. With the checkbox selected, click the Pause icon on the right-hand side of the screen.

  4. Your campaign is now paused and can be found under the Paused tab.


How Do I Pause All My Campaigns for a Holiday?

  1. Navigate to your initials or profile picture in the bottom-left corner of the SourceWhale dashboard and click Profile.

  2. In the Time Settings section, look for Custom Holidays.

  3. Click the blue + icon next to Custom Holidays to select the days you wish to pause the campaigns.

  4. Click Save to ensure the Custom Holidays are applied to your SourceWhale account.


How to Unarchive a Campaign

  1. Log into SourceWhale and navigate to Campaigns.

  2. Select the Archived tab in the top-left corner of the screen to view your archived campaigns.

  3. Select the campaign(s) you would like to unarchive by selecting the checkbox next to the corresponding campaign title.

  4. With the checkbox selected, click the Active icon on the right-hand side of the screen.

  5. Your campaign is now active and can be found under the Active tab.


How to Resend a Campaign

When you add additional steps at the end of a campaign that has already completed its cycle, you will need to select the contacts in the campaign and re-add them after adding the additional steps.

  1. Add the contacts to a SourceWhale project by navigating to the campaign > selecting the contacts with the checkbox next to their names > click Actions on the right-hand side of the screen > and click Add to Project to add them to a project. Doing this will enable you to manage the contacts without remembering them individually.

  2. View the SourceWhale project by navigating to People > Projects on the left-hand side of the screen in the blue panel.

  3. Navigate to the campaign and edit the steps accordingly before clicking Save.

  4. Navigate to the SourceWhale project > select the contacts using the checkbox next to Name > click Actions > and Add to Campaign to re-add the contacts to the campaign.


Your Campaign Checklist

Are the contacts active? ✅

  1. Log into SourceWhale and navigate to Campaigns.

  2. Click the campaign you'd like to check.

  3. Check if the contacts in your campaign have a green dot next to their names on the left-hand side of the screen. The green dot indicates they're active contacts and they'll receive your campaign outreach).

  4. If the contacts do not have a green dot next to their names, you will need to re-add the contacts to the campaign.

How many contacts are active? ✅

  1. Navigate to the campaign you'd like to check.

  2. Click the Statuses drop-down menu at the top of the screen and select Active to filter the active contacts.

  3. Check the total number of active contacts in the campaign by checking the number at the bottom of the screen when you scroll down.

Review the activities for the contacts ✅

  1. Log into SourceWhale and navigate to Campaigns.

  2. Navigate to the campaign you'd like to check.

  3. Review the Activities column on the right-hand side of the screen. Hover your cursor on the icons to explain the steps scheduled or completed for each recipient.

Check if the emails have been scheduled in the Outbox ✅

  1. Navigate to your SourceWhale Outbox by logging into SourceWhale and clicking Outbox on the left-hand side of the screen in the blue panel.

  2. Select the email address you'd like to check at the top of the screen for the corresponding campaign sender.

  3. Select the All Campaigns drop-down menu in the top-right corner of the screen to filter by campaign name.

  4. If the emails appear, they've been scheduled successfully.

Note: If a manual step is due (e.g., LinkedIn InMail, Connection Request, Phone Call, or General Task), then please complete this first. Once the manual step has been Marked as Done, the next email due to be sent will appear in your SourceWhale Outbox.

When will the emails be sent? ✅

  1. Navigate to your SourceWhale Outbox by logging into SourceWhale and clicking Outbox on the left-hand side of the screen in the blue panel.

  2. Select the email address you'd like to check at the top of the screen for the corresponding campaign sender.

  3. Click Calendar at the top of the screen to view when all the email steps will be sent.

When will the manual steps be sent? ✅

  1. Navigate to your To-Dos list in SourceWhale by clicking To-Dos on the left-hand side of the screen in the blue panel.

  2. Select Send InMails or the corresponding manual task of the step you're checking.

  3. Toggle on Display Future To-Dos in the bottom-left corner of the screen.

Please see the video below for further information:


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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