How to Update Your Email Signature
Open Gmail or Outlook and create a blank email with your signature as the text.
Please ensure there's no subject line or text.
Send this to Signatures@sourcewhale.com.
Your new signature should be live within the next ten minutes.
For further details on how to add and amend your email signature, you can check out this article.
How to Add a Calendar Link to Your Profile
Navigate to your profile picture or initials in the bottom-left corner of the SourceWhale dashboard and click Profile.
Add your calendar link to the Calendar Link field.
Click Save in the top-right corner.
Now, your calendar link will be attached to your profile.
How to Format Variables
Navigate to the campaign step where you'd like to format a variable.
Select the Bold option at the bottom of the campaign step.
While the Bold option is selected, add the variable to your text.
The variable will now be bold, as intended.
Note: If the Bold option is not selected before adding the variable, the variable will not be bold. Variables with curly brackets {{like this}} are filled in with the relevant information before the time of sending.
How to Change My Name?
Navigate to your profile picture or initials in the bottom-left corner of the SourceWhale dashboard and click Profile.
Click on your name in the top-left corner of the screen.
Edit the name accordingly.
Click Save in the top-right corner.
How to Change the Font in Emails
Navigate to your profile picture or initials in the bottom-left corner of the SourceWhale dashboard and click Admin.
Click Settings.
Scroll down until you see the Default Font Family, as shown in the image below.
Select the required font from the drop-down menu.
Click Save.
How to Unsubscribe
When a contact clicks the unsubscribe link in an email, they'll automatically be added to the unsubscribe list.
To include an unsubscribe link in your emails, please follow the steps below:
Navigate to your profile picture or initials in the bottom-left corner of the SourceWhale dashboard and click Profile.
Toggle on the 'Include an unsubscribe link in emails' feature underneath your email signature (it should be blue when enabled).
Click Save.
Note: If a contact requests to be unsubscribed, you'll need to add them to the list. To do this, please navigate to https://sourcewhale.app/unsubscribes.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! ๐ฌ