Product Ideas & Feedback

We often run campaigns for different jobs that target the same contacts. Our campaigns are very specific and we highlight details of the position in our outreach. Because of this, we often have contacts in active campaigns that we want to include in a new campaign. It would be great if there was an option to acknowledge that someone is already on an active campaign, but then be able to add them to another active campaign. And this should apply across the organization (or have the option to apply across the org) so even if my colleague is running a campaign where a contact is assigned, I could run a separate campaign with that same person.

The Dashboard 'messaged' data that is tracked is only the first step in any campaign - We prefer that all messaged data to be tracked in that dashboard option

A banner notification appears on screen when someone opens/clicks on your outreach when not on the SourceWhale dashboard

It would be helpful to access the Company Insights tab for a contact even if there isn't a pending "To Do". I know this can be done via the Chrome extension when the LinkedIn profile of the contact is open, but accessing it from the SourceWhale page would be helpful.

This is currently not possible and needs to be done manually

This would allow the user to make changes to a campaign and then save it as something else (similar to what you can do in Word) so the original campaign remains. The current process requires you to duplicate initial campaign, then make changes to the new campaign. Most of the campaigns I make are based off an initial campaign template, but require some amendments to make it fit a different target market. It's a real headache when I go into a campaign and make changes only to realize saving it will update the previous/original template. So I end up having to start over and duplicate the campaign before making the amendments. If there was a simple Save As button I could save the edited campaign as Campaign Supply Chain (for example) which would leave the original campaign running as normal and unchanged.

Right now - nothing is logging when you use notes or calling through the sourcewhale calling app for one of our users it seems the call log and the call page tie out - but the dashboard is not showing calls made - It appears to only log them through tasks

If a campaign step is in a co-workes name and I complete that step - uit gives credit to the co-worker rather than to me. It would be simplest to log activities of any kind by the user not the persona assigned to todo

As agency recruiters we often specialize in similar functions and industries, which means we frequently target the same candidates. Not being able to add a candidate to multiple campaigns significantly disrupts our workflow. Can this be an optional feature?