Pitchbox Knowledge Base

Campaign Workflow

Learn about the Pitchbox campaign workflow: Inspect, Personalize, and Compose

  • New vs. Active Campaigns
  • Blacklisting vs. Deleting
  • How can I pause outreach until a particular day and time
  • How does Pitchbox handle contact forms?
  • Is There a Way to Sort Highest or Lowest Ranked Opportunities, Number of Contacts, in the Workflow?
  • I’ve Just Sent Out my 1st Attempt. How do I send Out a Follow Up?
  • How Do I Initiate Auto-Follow Up When Sending Out my First Email?
  • Is There a Way to Retrieve Additional Contact Information (i.e. Social Media Profiles) for Contacts in Pitchbox?
  • What Does the Red Flag Mean Next to an Opportunity/Contact?
  • Is There a Way to Keep Track of Opportunities I Remove From my List in Personalization?
  • How Do I Inspect?
  • How Do I Personalize?
  • How Do I Compose?
  • The Outreach Sequence Explained
  • What’s the Blacklist and How do I Add Something to It?
  • Keyboard Shortcuts in Pitchbox
  • How Can I Filter my Opportunities in Pitchbox?
  • What are Custom Fields?
  • Adding Tags in Pitchbox

Categories

  • Getting Started
  • Pitchbox Basics
  • Campaign Settings
  • Campaign Workflow
  • Outreach Management
  • Email Accounts & Inbox
  • CRM & Contacts
  • Reports and Metrics
  • Working with Templates
  • Importing & Exporting
  • Organize Your Workspace
  • Security & User Permissions
  • Integrations
  • Prospecting
  • Link Monitoring
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