Getting Started

This collection will help you start using the SourceWhale platform.

Matt Donnelly avatarHannah Quinn avatarSoumya Jud avatar
6 authors11 articles

Profile & Settings

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

Issy Leaper avatarJordan Longtin avatarVon avatar
7 authors18 articles

Admin Panel

Everything you need to know about the Admin Panel

Soumya Jud avatarIssy Leaper avatarTim Hogwood avatar
5 authors5 articles

Campaigns

Learn about creating, editing and tracking campaigns in SourceWhale

Matt Donnelly avatarJordan Longtin avatarIssy Leaper avatar
8 authors26 articles

Scheduling

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

Matt Donnelly avatarHannah Chapman avatar
2 authors2 articles

Integrations

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

Hannah Quinn avatarJordan Longtin avatarLaine avatar
9 authors116 articles

Contacts

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

Issy Leaper avatarSoumya Jud avatarTim Hogwood avatar
3 authors9 articles

Extension

Everything you need to know about Extensions

Issy Leaper avatarVon avatarSoumya Jud avatar
5 authors6 articles

Troubleshooting

Common queries about SourceWhale answered here.

Tim Hogwood avatar
1 author7 articles

Search Function

How to use our boolean search to find contacts

Soumya Jud avatar
1 author1 article

Google Sheets Add-in

Soumya Jud avatar
1 author1 article

FAQs

Frequently Asked Questions

Von avatar
1 author34 articles

Gmail Add-in

Learn how to use and install the Gmail add-in

Amelia Scotney avatar
1 author4 articles

Outlook Add-in

Learn how to use and install the Outlook add-in

Amelia Scotney avatarSoumya Jud avatar
2 authors5 articles

SourceWhale Dialer

Learn how to use the SourceWhale Dialer Feature

Soumya Jud avatarAJ
4 authors9 articles

Microsoft Excel Add-in

Laine avatar
1 author1 article
SourceWhale Features