Step 1.
Notice campaigns and projects are different in SourceWhale.
For projects, navigate to sourcewhale.app/projects
For campaigns, navigate to sourcewhale.app/campaigns
Please see the screenshot below for reference:
Step 2.
Navigate to the Project your contacts are listed in.
Click the corresponding checkbox for each contact you'd like to add to the campaign.
Click 'Actions'
Click 'Add to Campaign'
Step 3.
Select the Campaign you'd like to add the contacts to.
Click 'Add'
Step 4.
Review your contacts here:
Step 5a.
You will be redirected to the page shown below
To add all the contacts at once
You do not need to click the checkboxes, simply click 'Add All to Campaign'
You will see the pop-up message appear 'Outreach scheduled successfully' 🎉
Step 5b.
Alternatively, you can add personalisation for an individual contact
Click the corresponding checkbox
Edit the campaign text
Click 'Add Selected to Campaign'
You will see the pop-up message appear 'Outreach scheduled successfully' 🎉
