Product Ideas & Feedback

Boards

Use this forum to suggest/discuss new product ideas. While our team may not respond to each post, your submissions are used to guide future decisions. Share your ideas and engage with the community!

Autosave or "Are you sure you want to exit" Prompt?

Can you add in the feature to have an autosave option or a prompt confirming you want to exit before actually exiting the program? Specifically for when you're creating the copy for a multi-step campaign since this can take some time to complete and may not be done all at once , especially if you're campaign has 8+ steps in it. I speak from direct experience that I was in the middle of putting together a 10+ step campaign and accidently closed out of the Sourcewhale window and lost everything which caused me to have to start over from the beginning which is not ideal. I know there's an option to do write all of the copy for reach-outs in another platform like MS Word prior and then transfer over to Sourcewhale, but it's nice/more efficient to do everything in the platform to have access to all of the variables and other options unique to Sourcewhale.

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I am struggling to make the SourceWhale Dialer effective for me for one main reason. When I look at the Future ToDos, there aren't dates as to when the next ToDo (or Phone Call) is scheduled...it just says "after previous step" even when the previous step is done.

For instance, last week I was taking Thursday and Friday off, and wanted to check on Wednesday to see what calls I could go ahead and make that were scheduled for Thursday and Friday, but I couldn't see those listed by date....just a "after previous step" message. This Loom video shows you exactly what I mean: https://www.loom.com/share/2bcb74ea6d674d25af03e98911973e23?sid=38aae82d-320a-4174-80ab-31c3e23967ae

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We have a number of client that respond asking for terms, and / or CVs. Often when we reply, with the requested information they don't get back to us. I have come up with an idea to create a new campaign where I would add in these people. A syntax I would need is a "last replied date". Appreciate this might be achellnging feature as it will need to run across all campaigns to my email domain but it would be a really useful feature. Let me know if this can be added. Thanks

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If you have the ZoomInfo API it would be great if the SourceWhale extension would work when in ZoomInfo and add people to campaigns. Thank you!

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Final Dev Test

This Feature will be really cool!

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Reducing attachments options on the extension

a way of deleting older/unused attachement options on the extension - my list is getting bigger and bigger. Thank you

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Being able to filter campaigns by date created

As a manager, I want to ensure that the quality of messages is high and that new training material is being put into practice asap. Therefore, it would be good to be able to rank the team's campaigns by date created so that it is easier to go through everyone's recent campaigns.

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Bulk Remove Tag

being able to bulk remove a tag that applies to multiple candidates added in mistake

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Pause or delay outreach

I would like to be able to pause outreach to people who have asked to contact them in a few months. This could be an option to pause outreach for a set time or have a way to delay the start of a campaign in the same way as step 2 can be sent x days after step 1. Step 1 could be send x days after adding to a campaign. Example: You could add someone to a campaign and have the first email send after 90 days. This is not the same as "don't send before" If I use "don't send before" and set it 90 days in the future it would it would only be a 90 day wait for the people added on the 1st day. After a month it would only be 60 days. It needs to always be x days from when someone was added.

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Live email tracking

pop up opportunity to notify you when your emails are being opened- similar to what Mailtrack or Yesware or Saleshandy can do

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