Owners and Senders
In SourceWhale the "owner" of a campaign is whoever creates that campaign, this differs from who the sender of the campaign is. We provide you with the possibility of sending campaigns on behalf of other members of your team from within the app and also from the extension.
If you are a team admin within SourceWhale you also have the ability to edit team members' campaigns.
To change the sender of a Campaign on the extension, simply click on the cog icon to the right of the "Campaign Name" box > click on the "Change sender for every step" box > select who you want to send this Campaign as.
Note: When doing this from the extension it will only apply to the particular individual you are sourcing at that moment. It is also important to check the "Sync as" options and whether the original campaign owner's name isn't written at the bottom of each message.
Duplication
When using SourceWhale you can duplicate your team members' campaigns, as well as your own. When doing this, remember that SourceWhale will automatically make you the default sender and owner for that duplicate campaign. When you duplicate a teammate's campaign in SourceWhale, the system creates a separate version specifically for you. This means any changes or actions you take in the duplicated campaign will not affect the original campaign owned by your teammate. Additionally, after you duplicate a campaign, you can further customise the steps or rename the campaign to better fit your new objectives.
When you duplicate a campaign, the sourced contacts will remain in the original campaign. Only the campaign steps and settings will get duplicated.
To Duplicate a team member's campaign:
You can do this either via the Campaigns page:
Select the campaign by clicking the tick box to the left of the campaign > click on the duplicate icon in the top right-hand corner of the page.
Choose either Duplicate for me or Duplicate for My team
This same button is also available when you click into a campaign, in the top right hand corner:
If you select Duplicate for Me or Duplicate for My Team
A pop-up will appear with the following:
Campaign Name: Rename the duplicate campaign
Campaign Type: Select the campaign type of the duplicated campaign.
Duplication Type: Select either For me or For my Team
Sender: Choose who the sender of the campaign should be
Sync options: Choose whether contacts should be added to your CRM or not
Other options: Choose whether Track opens, Track clicks should be toggled ON or OFF for the duplicated campaign
Duplicate Campaign Settings: Toggle this on if you want copy all campaign settings (tags, language, privacy, forwarding, continue after reply), sending options (timezone, sending days, daily send limits) and email scheduling. Changes can still be made after your campaign has been duplicated.
Select 'Confirm' and the duplicate campaign will automatically open ready for editing and will appear within your campaigns tab.
If you are an Admin, you will be able to duplicate campaigns for yourself and for your members of your team.
Change Ownership of a campaign
The change ownership button is only available if you are an Admin or a Super User
To change ownership of a campaign:
1. Go to the Campaigns page
2. Use the checkbox on the left to select the campaign(s) you want to transfer
3. Once selected, click the "Change Ownership" button (the person with a crown icon) in the action toolbar above the campaign list.
4. A pop-up will appear, choose who should be the new owner of the campaign from the dropdown and then click the "Change Ownership" button to confirm.
Changing ownership does not change the sender so you will need to change the sender within the campaign if you want this to send from someone else
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬