Please note the extension is only supported on Google Chrome, not Microsoft Edge or any other browser.
This is the URL for the SourceWhale extension: HERE
Step 1
Once you are logged in, you will need to download the Chrome Extension which can be found by clicking on your initials/image in the bottom lefthand corner and selecting "Extension" from the drop-down.
Step 2
Next click "Add to Chrome"...
Step 3
Next, confirm "add extension". This box is confirming SourceWhale's read and write permission required for the email integration.
Step 4
Click the puzzle piece on the top-right, then the pin icon which will pin the SourceWhale extension so it's easily accessible in the future.
Step 5
Set up your extension settings by right-clicking on the Whale tail icon:
You can choose to look for only work or personal emails or both
Auto-search emails - this feature allows you to automatically start looking for email addresses when the extension is open.
Note: The benefit of having this feature turned on is that it allows you to implement a faster workflow by quickly adding a list of contacts to a campaign and searching for the emails without having to manually click "Email" on each profile. However, please note that this will use SourceWhale credits to complete a search anytime the extension is open, even in the background.
Step 6
You should now open the extension for the first time by pressing the SourceWhale icon you have just pinned, accepting permissions on the pop-up box that will appear. The extension should resize your screen automatically when you open it and should resize your screen to normal when you close it. You will need to reload the web page you are on to make sure it works correctly. You will only need to do this the first time you open the extension.
Note: The side-panel extension can be moved from the right-side of the screen to the left if necessary.
In order to change the side that the extension appears on:
Under
Side PanelselectShow on left
Manually updating the Chrome Extension
If for some reason you are having issues with the SourceWhale Chrome extension, or if you are taking part in beta testing that requires the latest extension, you can manually update it.
To do so, head to the puzzle piece icon in your Chrome Browser and click 'Manage Extensions'.
Next, ensure you have developer mode switched on, located in the top right corner of your screen.
You'll then be able to click the update button, in the top left of the screen.
That's it! Your SourceWhale extension should now be up to date.
To get started with SourceWhale, find all the instructions here
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬.