Campaign Workflow
Learn about the Pitchbox campaign workflow: Inspect, Personalize, and Compose
- 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?
- Is There a Way To Keep Track Of Opportunities I Remove From My List in Personalization?
- What Is the Difference Between a New and an Active Campaign?
- How Do I Initiate Auto-Follow Up When Sending Out My First Email?
- How Do I Sort By Highest or Lowest Ranked Opportunities in the Workflow?
- How Do I Send Out a Follow-Up Email Template After My First Attempt?
- How Do I Pause Outreach Until a Particular Day and Time?
- Is There a Way to Retrieve Additional Contact Information (i.e. Social Media Profiles) for Contacts in Pitchbox?
- Blocklisting vs. Deleting Opportunities
- How Do I Inspect?
- What Does the Red Flag Mean Next to an Opportunity/Contact?
- How Do I Compose?
- What Is The Blocklist and How Do I Add Something to It?