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Using SourceWhale with Tracker
Using SourceWhale with Tracker

This article describes the features available to you when your integration has been set up.

Issy Leaper avatar
Written by Issy Leaper
Updated over a week ago


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

Campaign Settings Page

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

Dropdown options: If you click on the grey arrow to the right hand side of the 'Sync options', you will see that you have the possibility to push through contacts to a variety of different areas within Tracker (shown below).

Note: When you select any of these everyone you source and add to the campaign will be pushed through to the fields selected.

Advanced Settings Options:

Advanced settings are located on the left hand side on the campaigns page, under the campaign title.

Sync Override: Changing this will override the current team-wide setting for when to push candidates into Tracker.

Note: If you do change this, the change will only apply to that particular campaign

Chrome Extension

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. you have selected (in the campaign settings page) 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.

Choose a campaign and then click the white arrow to reveal the Tracker sync options. You can then choose your sync options.

Note: Your team admin can alter the fields displayed at any time by going into the integrations page.

Haven't set up your Tracker integrations yet? See our article on how to get started here.

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