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Getting Started

This collection will help you start using the SourceWhale platform.

Profile & Settings

Profile is where you can adjust your email throttling, signature and sending on holidays

Admin Panel

Everything you need to know about the Admin Panel

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

Scheduling

Learn about scheduling and how to reschedule any campaign steps due to be sent

Integrations

Everything you need to know about setting up and using your Integrations.

Contacts

Learn how to search, filter and edit the contacts table on SourceWhale

Extension

Everything you need to know about Extensions

Troubleshooting

Common queries about SourceWhale answered here.

Search Function

How to use our boolean search to find contacts

Google Sheets Add-in
FAQs

Frequently Asked Questions

Gmail Add-in

Learn how to use and install the Gmail add-in

Outlook Add-in

Learn how to use and install the Outlook add-in

SourceWhale Dialer

Learn how to use the SourceWhale Dialer Feature

Microsoft Excel Add-in
Data Refresh

Learn how Data Refresh works

SourceWhale Features