Getting Started Overview

All great adventures start with a single small step! This helpful guide will take you from the very beginning: creating and setting up your account to creating your first Pitchbox campaign. 

Step 1: Account Set Up

The first step is to log in to your Pitchbox account.

After you have successfully logged in, the first screen you will encounter is the Account Settings/Email Accounts page where you will be prompted to invite team members. 

Enter the names and email addresses of each individual you want to invite to have access to your Pitchbox account. They will receive invites to Pitchbox via email. 

Team members can collaborate together on outreach campaigns to maximize efficiency. Each user gets their own login. Outreach managers can measure users' activity through performance reports.

The next step is to name your workspace and input your domain or your client’s domain that you'll be doing outreach for in that project. 

Step 2: Connect Your Email Account(s)

Once you have invited team members and properly named your workspace, the next venture is to connect the email account(s) you’ll be sending outreach emails from. You’ll be presented with the following options:

Now that you have connected an email account and assigned it to your project, you will be redirected to the campaign screen to set up your first campaign.

*If a campaign has already been created by you or a team member, you will remain on the email accounts screen after you have connected an email account. In that case, you will want to click on the Project dropdown at the top of your screen and select your project. This will direct you to the Campaigns screen for your Project.

Step 3: Campaign Creation

There are several campaign types you can choose from including Blogger Outreach, Advanced Operator Search, as well as CSV Import campaign, and many others. Click "Create" under the campaign that you wish to set up.

For organization, give your campaign a name. You can tag your campaign with one of our preset tags available: Content Item #1 or Product Launch. You can also add and create your own tags at the account level. 

The next step is to enter your keywords—or, import your file depending on the type of campaign you are setting up. If you are importing your prospects, here's how to get started:  CSV Import Campaigns.

Pitchbox searches in real time to bring you the most relevant results based off your keywords. It is always recommended that you use targeted, long-tail keywords. The more specific and focused you can get, the better.

To edit the parameters of your search, click the pencil icon next to Quality Filter. You can set your own metrics range, or if you prefer you can select one of our preset settings. The filter is essential in determining the type ranking and quality of opportunities you are looking to target. Every Pitchbox account comes integrated with MOZ. Pitchbox also integrates with other SEO tools like SEMRush, Majestic, and Ahrefs. Once you add those integrations, you will be able to filter by their metrics as well. 

You're almost ready! Finally, select Advanced Options at the bottom of your screen to further customize your campaign.  Approval Workflow gives outreach managers the opportunity to directly oversee the activity of their team through the campaign workflow. Find Contact Info tells Pitchbox to discover the contact information for each opportunity. 

Disable deduplication will turn off Pitchbox’s default setting to de-duplicate prospecting results. To learn more about how deduplication, see:  How Does Deduplication Work?

*For a CSV import, you will have the option to turn Discover Contacts on or off in case you want to import your contacts only.

Click Next and prospecting will begin! The campaign search generally takes a few minutes. Within a few seconds opportunities will begin to populate in the background. While the search takes a place, it’s time to set up your email templates. 

Step 4: Set up Your Templates

As long as you have an email account connected, you will be directed to create your first template. For more on how to create templates, see  Creating Your Templates and Campaign Settings: Templates and Email Sequence

Once you have created and saved your first template, you will be redirected to the Templates and Email Sequence screen where you can add your subsequent follow up attempts. We have seen a 65% increase in responses when users send out follow up emails. After you have created your follow up attempts, designate the days you would like to wait in between attempts. Click on Finish.

By this point, your campaign has likely finished running. By clicking Finish, you will be redirected to the workflow where you can start to inspect your Outreach Opportunities! To get started with moving opportunities through the workflow, please check out the articles below:

How Do I Inspect

How Do I Personalize

How Do I Compose