What Is the Difference Between Seats?
Seat Types:
User: A normal user capable of performing all the usual functions in SourceWhale.
Super-User: All the permissions of a user, plus the ability to edit teammate's campaigns and send from them.
Viewer: Can see everything a user can see but can't make any changes.
Alias: An account from which another account can send emails. Cannot access SourceWhale itself.
Admins: Every team in SourceWhale has an Admin. Admins can be Users, Super-Users, or Viewers, depending on how they'd like to use the platform. They can also add and delete users from the admin panel.
Note: If you are a Super-User and an Admin, you will be able to edit your teammate's campaigns.
To learn how to add and remove seats, please see this article.
When Do Credits Reset?
If you are an Admin, you can check this at https://sourcewhale.app/admin.
Click Billing.
View the Purchase Credits section in the screenshot below (e.g. 'Your credits refresh on the X of each month').
You can also view how many email or phone search credits your team has in the Credit Usage section.
How SourceWhale Calculates Your Teams’ Messaged, Open, Reply and Interest Rates
On your dashboard, you'll see five sections at the top of your screen: Messaged, Opens, Replies, Interested, and Meetings.
Messaged
Refers to the number of people who currently have been messaged by you or your team and moved from another stage to the Messaged stage during the selected timeframe. Messages on the dashboard graph indicate how many total individual messages you or your team have sent out; this includes messages in every step. In this instance, LinkedIn InMails do count towards the total value.
Example: Between December 1st and December 31st 2024, 1443 contacts moved from the Sourced to Messaged stages.
Opens
SourceWhale only takes into account emails with open tracking enabled when calculating open rates. A campaign without open tracking won't count towards the open % calculation. LinkedIn InMail steps are also not counted unless the contact is marked as Replied or Interested, then SourceWhale will count the InMail as opened and take it into account when calculating the open rate.
Example: Between December 1st and December 31st 2024, 60% of your contacts have opened your outreach.
Replies
Refers to the number of contacts that have responded as a percentage of the total contacts messaged, not the total number of messages sent. SourceWhale won't count any manual steps in the % calculation until they have been marked as Replied or Interested to not artificially inflate your numbers.
Example: Between December 1st and December 31st 2024, 7.3% of your outreach received replies from contacts.
Interested
SourceWhale's natural language processing can pick up on the sentiment of replies and categorise your potential prospects or candidates into one of three categories: Interested, Not Interested, and Neutral. From this, it can then calculate a percentage Interest rate. When it comes to LinkedIn InMails or other manual steps in your campaign, the same applies as above: you will need to manually mark the responses as Interested for SourceWhale to count it towards your overall Interest rate.
Example: Between December 1st and December 31st 2024, 2.4% of contacts expressed interest, showing engagement generated from your outreach.
Meetings
Meetings represent the number of meetings booked with contacts. This is tracked as a raw number (not a percentage) and is calculated in two main ways: When contacts are moved to the 'Booked' stage and when meetings are scheduled through calendar integrations. This metric currently includes all types of meetings booked, which may include various meeting types beyond client business development meetings. The meeting data can be viewed across different periods (weekly, monthly, quarterly, yearly, and all-time) and can be filtered by individual users or groups.
Example: Between December 1st and December 31st 2024, 3 meetings were booked with contacts, representing successful engagement with your contacts.
Note: If you have a campaign where you've emailed ten contacts and also InMailed another ten, SourceWhale will show 20 in Messaged. However, it will only take into account the emails when calculating the Open, Clicked, Replied, and Interested rates until you start manually marking the InMails as Replied or Interested. The InMails you mark as Replied or Interested would then be added to your statistics, including the open rate, as a recipient would have to open a message to respond. This is because SourceWhale calculates these rates based on what it knows so as not to skew the data.
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