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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?
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Contact Support

Have a question, want to learn about best practices or advanced features? With dedicated Success Managers, Live Chat, and a Knowledge Base, our support is here to help.

Developer API

Develop a new app on top of Pitchbox or integrate with existing software with our RESTful API. Create new campaigns, upload new opportunities, run reports, and more!

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