Click on the "Pitch" button on the top right corner of your screen. This will prompt you to create a "Pitching Initiative", which is a specific campaign/pitching effort within an account. For example, this may be a news announcement for a specific account, or a bylined article. It could also be a specific newsjacking effort, a trend story pitch, or a variety of other activities.
Give the pitching initiative a name, enter which account it is for, and choose the type. In addition, you can pick a publishing deadline for time sensitive announcements or you can select "No Deadline Required" for ongoing/evergreen initiatives.
Select any key messages that are relevant for this pitching initiative, or add new ones. This is optional. It enables Propel to help you evaluate pitching initiative effectiveness later.
Set milestones/tasks for the pitching initiative. This list is automatically generated based on the pitching initiative type you selected and you can add/remove stages based on your preference.
NOTE: This is an optional task management feature that allows managers and team leaders to set deadlines and assign responsibility for the various stages within a pitching initiative.
Enter any specific search phrases relevant to the pitching initiative, which will allow Propel to help you discover relevant reporters for this pitching initiative. You can also enter which tier levels you are interested in getting coverage in for this pitching initiative. Both of these are optional. Lastly, choose whether you'd like to copy an existing media list or create a new one. If you're just getting started with Propel, you will want to create a new one.
You are ready to go - click "Finish & Go to media list".
If you have any question or would like to schedule a training session to learn more advanced tricks, please reach out to me at email@example.com.