Follow these 4 simple steps to get started!
First Login
Log in to SourceWhale by going to SourceWhale.app and using your Gmail, Microsoft Office 365, or Microsoft Exchange login credentials. 📹 Logging into SourceWhale - Quick Start Guide
View the SourceWhale Training videos
Step 1
Click your initials/image in the bottom left hand corner > Training.
Step 2
Here you can view the SourceWhale Training videos - find more information here
If you would like to sign up for our Live Training sessions, please see this help article.
Automatic signature set-up
If you use G-Suite, your signature will automatically sync with SourceWhale.
If you use Microsoft, send an email with ONLY your email signature (no subject line, no extra text in the main body) to signatures@sourcewhale.com. This will take a few minutes and automatically set up your email signature to use on SourceWhale. This can be found on your profile.
Download the Chrome Extension
Step 1
Once you are logged in, you will need to download the Chrome Extension which can be found by clicking on your initials/image in the bottom left hand corner and selecting 'Extension' from the drop-down.
Step 2
Next click "Add to Chrome"...
Step 3
Next, confirm "add extension". This box is confirming SourceWhale's read and write permission required for the email integration.
Step 4
Click the puzzle piece on the top-right, then the pin icon which will pin the SourceWhale extension so it's easily accessible in the future.
Step 5
Set up your extension settings by right-clicking on the Whale tail icon:
You can choose to look for only work or personal emails or both
Auto-search emails - this feature allows you to automatically start looking for email addresses when the extension is open.
Note: The benefit of having this feature turned on is that it allows you to implement a faster workflow by quickly adding a list of contacts to a campaign and searching for the emails without having to manually click "Email" on each profile. However, please note that this will use SourceWhale credits to complete a search anytime the extension is open, even in the background.
Step 6
You should now open the extension for the first time by pressing the SourceWhale icon you have just pinned, accepting permissions on the pop-up box that will appear. Reload the page once you have accepted permissions, this is only required when you first open the extension.
Setting up your CRM integration
SourceWhale can also connect to your CRM or ATS and automatically sync contacts and email activity to your connected integration.
Step 1
Click on your initials/image in the bottom left and select "Integrations".
Step 2
Search for your CRM. Each CRM block will either have an activate button, or a set of instructions for setting up your integration.
To set up your individual integrations and connect your CRMs or ATS, find all the instructions here on out Integrations page.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬