✅ Are the contacts active?
Navigate to https://sourcewhale.app/campaigns
Select the campaign
Check if the contacts in your campaign have the green dots
(green dot = active contact = they will receive your campaign outreach)If the contacts do not have a corresponding green dot, you will need to add the contacts to the campaign.
✅ How many contacts are active?
Filter for active contacts at the top of the page
Check the total number of contacts active in the campaign (see image below).
✅ Review the activities for the contacts
Navigate to https://sourcewhale.app/campaigns
Select the campaign
Review the 'Activities' column.
Hover your cursor over the icons, the icons will explain the steps scheduled/completed for each recipient.
✅ Check if the emails have been scheduled
Navigate to https://sourcewhale.app/outbox
Filter for the corresponding campaign sender
Filter for the campaign name
If the emails are here they have been scheduled successfully.
Note, if a manual step is due (InMail/Phone Call etc) then please complete this first. Once the manual step has been 'marked as done' the next email due will appear in your outbox.
✅ When will the emails be sent?
Navigate to https://sourcewhale.app/outbox
Filter for the corresponding campaign sender
Click the 'Calendar' to see when all the steps will be sent
✅ When will the manual steps be sent
Navigate to https://sourcewhale.app/todo
Select 'SendInMails' or the corresponding action to the step you're checking.
Select 'Display Future To-Dos'
Please see this video for more information: