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, add a name and select a Campaign type
2. Select Sync or one of the "Sync as..." options (i.e. Sync as candidate, sync as contact...) based on your CRM and then Submit.
3. Add a step for email, add some text to the email
4. Add another step for Phone call - set to 0 days after previous step
5. Go to your Campaign Settings, if you have some mandatory or displayed fields you want to test out then you can fill these out here.
6. Based on what setting you may use by default, select the dropdown "using admin integration settings" and then select the one you want to test.
6. 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 your Personal email in the email bar (ensure this is an actual email that you have access too. Do NOT use your work email for the test)
2. Click the + Button
3. Select your test campaign from the dropdown
4. Click the grey arrow next to the campaigns
5. Ensure the correct "Sync as" option 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
Go to the Overview page of your Campaign (if you are unable to see this refresh the page, ensuring you have saved the campaign beforehand)
Click on the person icon, then Add Manually.
Fill in all the contact information. Ensure you are using a first and last name, use your personal email so you can receive the email. The rest of the information can be test data.
Click Add and then on the next page, 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.
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. Go to the Campaign and check the stage has now switched to Replied for the contact.
Once the stage has been switched to Replied, the contact will now be 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" 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 Calls section
Click on your test contact
Click on Log call outcome and then select
InterestedGo back to the campaign and check that the stage been changed to
Interested
Once the stage has been switched to Interested, the contact will now be added to your CRM. You can now check your CRM to see if everything has synced correctly.
Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! 💬