Getting Started
Pitchbox Basics
- What Is a Campaign?
- Campaign Keyword Tips
- Is There a Way to Change My Pitchbox Subdomain (abc.pitchbox.com)?
- What Is the Difference Between Adding a User and Adding an Email Account?
- How Do I Access My Project Settings?
- What Is a Project?
Campaign Settings
- How Does Opportunity Deduplication Work?
- Can I Search Sites From A Specific Country?
- Can I Restore an Opportunity I Deleted From the Workflow?
- How Do I Unarchive a Campaign?
- How Do I Move an Opportunity Back to Personalize?
- What Is a Recurring Campaign?
Campaign Workflow
- How Do I Move an Opportunity Back to Inspect?
- Automated Outreach Sequence Explained
- How Do I Personalize?
- How Does Pitchbox Handle Contact Forms?
- Why Have My Outreach Emails Reappeared in Compose After Sending?
- What Are Custom Fields?
Outreach Management
- How Do I Update a Milestone for an Opportunity?
- How to Archive a Project?
- Do Not Email vs Prospecting Blocklists
- Does Adding to the Blocklist Pause Outreach?
- Can I Move or Delete an Opportunity That Has Already Been Outreached?
- Using Webhooks in Pitchbox
Email Accounts & Inbox
- Why Do I Have Emails in My Unmatched Folder?
- Why Are My Unmatched Emails Private?
- Managing Email Account Access for Projects
- How Do I Snooze Emails in the Inbox?
- What is Chasebox™?
- Can I use Spell Checker in Pitchbox?
CRM & Contacts
- How Can I Manage My Unsubscribe List?
- Can I Re-Order My Contacts?
- How Do I Add a New Contact to an Existing Opportunity?
- How Do I Unsubscribe a Contact?
- Can I Search a Specific Web Page for Contacts?
- How Do I Rename a Contact?
Reports and Metrics
- What is MX Right?
- How to Refresh Metrics?
- How Do I Customize My Client Report?
- Client Report in Pitchbox
- Email Account Analytics Report
- Management Report
Working with Templates
- Response Rate for Individual Templates
- How Do I Edit the CAN-SPAM Message?
- What Does the Smart Preview Option in Pitchbox Do?
- Using the Email Account Signature Personalization Field
- How Do I Return to My Templates?
- Embedding HTML for Copy & Paste in Pitchbox Email Templates
Importing & Exporting
- Merging Duplicate Personalization Values
- How Can I Add a Website to My Campaign Outside of Pitchbox?
- How Do I Stop Pitchbox From Adding New Contacts to My Imports?
- How Do I Export All of My Won Opportunities?
- Importing Opportunities to an Existing Campaign
- Can I Export a List of Contacts From a Campaign?
Automation
Organize Your Workspace
- Using Advanced Filters
- Can I Copy Over Personalization Field Data From Different Campaigns Types?
- How Do I Pin a Campaign?
- How to Clone (Duplicate) Campaigns
- How Long Does an Archived Campaign Remain Archived?
- Will My Second and Third Attempts Go Out if I Archive My Campaign?
Security & User Permissions
Integrations
- SEMrush Integration
- How to Set Up SSO With Pitchbox
- How Do I Retrieve My Pitchbox API Key?
- Ahrefs Integration
- Slack Integration
- Zapier Integration