Basics

How to Get Insights Using the Dashboard

One of the central missions of Propel is giving you a deep understanding of what's working and what can be improved. On the dashboard, you can find a wide array of analytics that can give you insights about the success of campaigns, employees and accounts overall. Our graphs include:

  • Pitching Volume & Effectiveness
  • Batting Averages
  • Number of Articles Published
  • Propel Factor/Article Score
  • Leading Contacts
  • SEO Value

To change the date range, click on the time period drop-down and select the range you are interested to analyze.

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To filter by account, pitching initiative or employee, click on the "View" drop-down.

If you want to get additional training on how to use the dashboard, please reach out to me at idan@propelmypr.com

How to Secure More Opportunities with the Propel Story Funnel

Click on the "Story Funnel" tab to see your entire pipeline of opportunities, broken down by pitches "sent," "opened," "responded," "materials/interview," "article secured," "article published," and "not interested." Click on the reporter's name to see their profile page – which includes your entire history of communication with them, their contact info, and any notes you may have.

Click on the "Story Funnel" tab to see your entire pipeline of opportunities, broken down by pitches "sent," "opened," "responded," "materials/interview," "article secured," "article published," and "not interested." Click on the reporter's name to see their profile page – which includes your entire history of communication with them, their contact info, and any notes you may have.

Click on the  "Add new card" button on the top-right to create an opportunity that was initiated off-line.

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You can filter the funnel by user, account, or pitching initiative.

You can filter the funnel by user, account, or pitching initiative.

To update a status of an opportunity, simply drag and drop from one column to another. You can also click on the arrow in the top right corner of the card and select which column you want to move that card into.

To update a status of an opportunity, simply drag and drop from one column to another. You can also click on the arrow in the top right corner of the card and select which column you want to move that card into.

After an article publishes, update the card status to "Article Published"  – at which point a pop-up box will appear. Fill in the URL and publishing date so that the article will be added to the dashboard and reports.

After an article publishes, update the card status to "Article Published"  – at which point a pop-up box will appear. Fill in the URL and publishing date so that the article will be added to the dashboard and reports.

Phew, that's it! You are ready to start pitching and managing your team's PR efforts with Propel. If you have any question or would like to schedule a training session to learn more advanced tricks, please reach out to me at idan@propelmypr.com.

How to Navigate Your Media Lists

Click on "Media Lists" in the navigation bar on the left

Find the media list you want to start pitching by either filtering by account or searching by media list name.

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Click on the numbers to open the media list and on the pencil to add contacts from the database.

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NOTE: numbers represent the total contacts that were already pitched out of the total contacts on the list.

Find the contact you want to pitch using the sort and/or search bar. Filter contacts to see just the ones that are assigned to you, not already pitched, etc.

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Remove contacts from the list or assign users to pitch them.

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Pitch by clicking on an envelope - your email client will be opened.

* If you are using Gmail and it doesn't automatically open, we recommend reading the following tutorial: Mac users, Windows users.

Phew, that's it! You are ready to start pitching and managing your team's PR efforts with Propel. If you have any question or would like to schedule a training session to learn more advanced tricks, please reach out to me at idan@propelmypr.com.

How to Create a New Account

 First, go to the Accounts section and click on "Add New Account".

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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 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.

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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.

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.

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.

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.

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 idan@propelmypr.com.

How to Create a Pitching Initiative

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.

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.

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.

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.

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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.

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".

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 idan@propelmypr.com.

Getting Started with Propel

Welcome to Propel!

We are really excited to introduce you to Propel! We built Propel to improve the lives of media relations pros. We are media relations experts that have worked in PR for years and chat with hundreds of PR firms to learn the problems they are facing and help them improve their agencies with technology.

First, you'll want to download our Gmail Chrome Extension. If you don't use Gmail, don't worry! You can still use Propel – you'll just need to set up DNS records.

Then, you'll want to learn the basics on all of the features we provide: 

How to Pitch with the Propel Gmail Plug-In

How to Secure More Opportunities with Story Funnel

How to Get Insights Using the Dashboard

How to Create a New Account

How to Create a Pitching Initiative

How to Navigate Your Media Lists