In order to set up your Voyager integration on SourceWhale simply follow these steps.
Step 1
Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu.
Search for Voyager in the search bar.
Step 2
To enable the Voyager integration, ask your account manager for your VIC.
Step 3
Once you have entered the relevant details then click 'Activate'.
Once the integration is active you will see a green connected box by the Voyager icon.
Integration Settings
On the integrations page, you will be able to set default settings for yourself and your team.
Contact Settings
Sync manual contact updates to Voyager Infinity - Automatically update Voyager Infinity with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.
Adding to Voyager Infinity
Add Candidate/Contact to Voyager Infinity - Choose when Candidate/Contact get added to Voyager Infinity, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.
Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add Candidate/Contact to option, we will only add notes to existing records in Voyager Infinity once a Candidate/Contact has been marked as "interested" or "replied".
Candidate/Contact Fields
Update field in Voyager Infinity - 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.
Advanced Settings
Filterable Fields - Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Contact Fields
Here you can customise and map all Voyager Infinity fields to the corresponding SourceWhale variable.
Please do not adjust unless you are finding that the variables are not mapping as expected in Voyager Infinity.
General Settings
Displayed Company Information
Displayed company info - Select the option to give further information regarding a company in the SourceWhale Chrome extension.
Displayed company warning - Select the option you would like displayed to help identify the correct company for a Candidate/Contact when there may be possible company duplicates or similarly named companies in your CRM.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬