First, go to the Accounts section and click on "Add New Account".
NOTE: Accounts are clients.
Enter basic information about the account. If you are in a hurry, you can click "Finish" after completing only the few required fields. If you have a few minutes, it is recommended to complete the next steps in order to get the most out of Propel.
Enter website and social media links for the account.
NOTE: Although these fields are not mandatory, Propel uses them in order to identify backlinks in articles published when calculating the Propel Factor and SEO Value. Therefore, in order to get the most out of Propel, it is recommended to at least enter the account's website address when setting up the account.
Assign existing users (i.e. team members) or add new users to the account. By adding users to an account you give them access to see data and activity related to that account.
Complete the "Audience" screen by entering the business type, relevant industries, and media outlets of interest. If you don't know which media outlets are most relevant, or you prefer to not complete this field, Propel will still work fine. However, the more information you enter here, the more LORA – Propel AI Engine will be able to help you by making intelligent recommendations for which reporters to pitch.
Enter any key messages related to that account. Messages should be a few words. For example, if you are representing a ridesharing app, a sample message may be "sharing economy transportation is more affordable." Then, add any one-two word tags related to that account. In the ridesharing example, sample tags may be "urban transportation," "sharing economy," "smart city," "on-demand transportation," etc.
Propel will use this data to help you build media lists more efficiently and to evaluate the quality of your coverage.
Finally, you can add a logo for the account.
Click finish when you are done. Congrats – you have created an account! You can edit any of this information at any time, by clicking on the account name and editing any of the steps.
If you have any question or would like to schedule a training session to learn more advanced tricks, please reach out to me at firstname.lastname@example.org.