Setting up your Tracker integration is a very swift process. Simply follow these steps:

Click your image/initials in the bottom left > Select Integrations > search and select Tracker.

Press 'Activate'.

Sign in with your Tracker account.

When the Integration is active you will see a green connected box appear next to Tracker.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to Tracker - Automatically update Tracker with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Candidates/Contacts/Leads to Tracker - Choose when Candidates, Contacts or Leads get added to Tracker, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose not to add that contact type.

Only add notes to synced records - Toggling this on means that if you have "only when they reply" or "only when they are interested" selected for the Add Candidates/Contacts/Leads to option, we will only add notes to existing Tracker records once a Candidate, Contact or Lead has been marked as "interested" or "replied".

Displayed Fields - Choose which Tracker fields users can optionally tag to a Candidate, Contact or Lead to push into Tracker.

Mandatory Fields - Choose which Tracker fields must be filled to push Candidates, Contacts or Leads into Tracker.

Update field in Tracker? - You can choose "Always update" or "Only update if blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if blank will only update when the field is empty and won't overwrite any existing data.

Choose which SourceWhale activities should create notes in Tracker, and then map these activities to Tracker's note action types to help track ROI.

Create notes upon - Choose which SourceWhale activities should create notes in Tracker.

Match SourceWhale contact fields to Tracker fields for accurate data mapping.

Once you have set up your integration you will be able to use and set up the different features available.

On the campaigns setting page you will see different options regarding when and how contacts are pushed through to Tracker.

If you have ticked any "Displayed Fields" or "Mandatory Fields" in your Integration Settings, they will display in your Campaign Settings so you can fill them out.

Additional campaign settings: For Candidates, you can select Jobs to associate the candidate with Tracker opportunities and Skills to apply quick skills..

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. In the campaign settings page, you have selected that you want everyone to be pushed through as a candidate, but you come across someone you'd rather push through as a contact, you can then change this by clicking on the 'sync as' box and selecting the option that suits that contact better.

You can do the same in regards to advanced setting options, by clicking on the Show More button underneath the Sync dropdown.

When syncing as a Candidate, you can also select Jobs and Skills for that individual.

You will then be able to see the "Displayed Fields" you have selected within the Integration Settings.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team!