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Pitchbox Support & FAQs

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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
  • The Outreach Sequence Explained
  • What’s the Blocklist and How do I Add Something to It?
  • How Do I Personalize?
  • How does Pitchbox handle contact forms?
  • What are Custom Fields?
  • Is There a Way to Keep Track of Opportunities I Remove From my List in Personalization?
  • New vs. Active Campaigns
  • How Do I Initiate Auto-Follow Up When Sending Out my First Email?
  • I’ve Just Sent Out my 1st Attempt. How do I send Out a Follow Up?
  • How can 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
  • How Do I Inspect?
  • What Does the Red Flag Mean Next to an Opportunity/Contact?
  • How Do I Compose?
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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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