Getting Started

A step by step guide to beginning your experience with Pitchbox.

Pitchbox Basics

Learn the basics of a workspace, how to log in, and how to access project settings

Campaign Settings

Learn how to optimize your campaign settings and manage campaign set up

Campaign Workflow

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

Outreach Management

Manage your outreach opportunities, pause and resume outreach, and update milestones

Email Accounts & Inbox

Learn how to connect an email account & how to organize your inbox

CRM & Contacts

Manage your contacts, add new contacts, remove/unsubscribe

Reports and Metrics

Track your team’s productivity and create easy to read reports for your clients

Working with Templates

Optimize your email templates with custom personalization fields

Importing & Exporting

Import new outreach opportunities and export your opportunities

Automation

Organize Your Workspace

Hints, tips, and tricks to maximize your workspace and get the most out of Pitchbox

Security & User Permissions

Adjust your team’s privileges and access to projects and emails

Integrations

Integrate directly with tools like Ahrefs, Moz, Majestic, Link Research Tools

Prospecting

Fine tune your prospecting to discover high quality prospects and influencers

Link Monitoring

Monitor current backlinks and new backlinks you’ve ‘Won’ in Pitchbox