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!

An ability to amend every step of a campaign for an individual contact, not just the next one via the outbox.

We would like an ability to edit each of the different steps by contact once a campaign is live - not just the next step that is due to go out for that contact in the live campaign via the outbox function. We've had a situation whereby we've identified an error (a reference to “a role” instead of “roles” within the email for a particular contact who was advertising more than one role), but can't edit all future emails that make this same reference. So we're left with having to try and remember to keep checking when the next email is due to go out in order to edit it, which massively increases the risk of forgetting to do it.

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Auto find phone toggle in extension

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LinkedIn UI Improvement

Add features to the linkedin UI (add tag, skip step, etc) Take a look here: https://www.loom.com/share/717c70ef4f994a6ba1cdb8369ccf1c0b?sid=9aaf8a45-f0bf-44df-9adc-88865addccd5

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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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Task snooze option on chrome extension

This has been requested a many times by a few different people, but a snooze option on the chrome extension would be very useful. Any update on the progress for this??

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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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