Add a test contact
If you want to ensure everything is being added correctly to a contact when added to your CRM via SourceWhale then you can add a test contact to your CRM.
You can then make sure it works as you want and doesn't cause any further issues with real contacts.
We will first create a test campaign by following these steps:
1. Create a campaign.
2. Select a Campaign Type, then enter a Campaign Name.
3. In Campaign Settings, turn on the "Add contacts from this campaign to [your CRM]" option.
4. Select the appropriate option from "Add as..." (for example, Add as candidate or Add as contact) based on your CRM, then click Create Campaign.
5. Add an email step and enter some text.
6. Add another step for Phone call - set to 0 days after previous step
7. In Campaign Settings > CRM, complete any mandatory fields or other fields you want to test.
8. In the sync timing setting, choose when the contact should be added to the CRM: when adding the contact, when the contact replies, or when the contact replies and is interested.
9. Click Save in the top right hand corner
When adding contact
If you have selected "When adding contact" then you will want to add a contact either from the extension or manually to trigger this.
From the extension
Open the SourceWhale extension over your own LinkedIn profile and then follow these steps:
1. Add a personal email address that you can access in the email field. Do NOT use your work email for the test.
You can also add a phone number if you want to test phone fields.
2. Click the Add button in the extension.
3. Select the Campaign tab, then choose your test campaign.
4. In the CRM options, select the CRM integration and record type you want to test.
5. Ensure the correct "Add as" record type is selected.
6. Click Add to Campaign
Once they have been added, this will now be synced to your CRM. You can now check your CRM to see if everything has synced correctly.
Add a contact manually
Open your campaign's Overview page. If it is not visible, refresh the page after saving the campaign.
Click the add-person icon, then select Add Manually.
Fill in the contact information. Use a first and last name and a personal email address so you can receive the email. The remaining details can be test data. When you add the contact from the campaign page, it is added to that campaign automatically.
Click Add Contact, then continue to the next page.
Once they have been added, this will now be synced to your CRM. You can now check your CRM to see if everything has synced correctly.
When contact replies
If you want to test the "When contact replies" option then follow these steps:
Go to the outbox
Select the email from the test campaign and click Send Now
4. Once you receive the email in your personal email inbox, send a reply to the email
5. Return to the campaign and confirm that the contact's stage is Replied.
Once the stage changes to Replied, the contact is added to your CRM. You can now check your CRM to see if everything has synced correctly.
When contact replies and is interested
If you want to test the "When contact replies and is interested" option then follow these steps:
Go to the outbox
Select the email from the test campaign and click Send Now
Go to your To-dos page
Click on the "Phone call" section on the left hand side
Click on your test contact's phone call to-do to open it
Click the Interested button
Return to the campaign and confirm that the contact's stage is
Interested.
Once the stage changes to Interested, the contact is added to your CRM. You can now check your CRM to see if everything has synced correctly.
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