Pitch Requests consolidates pitch related tasks into a single location where you can easily view the status of all requests and pitches, as well as collaborate with internal and external writers to request, collect, refine, and assign great new content ideas for production. As a result, you’ll run a more efficient pitch process that generates exceptional content.
In this article, you will learn:
- How to create a Pitch Request
- How edit options in Pitch Requests varies between different User Roles
- How to use Custom Fields with Pitch Requests
- How to create a Pitch Request from Idea Lab
- How to view Pitch Activity Log
How to Create a Pitch Request
To begin creating a pitch request, you can click "+New" in the CMP header and then choose "Pitch Request" from the dropdown menu. This is the quickest and easiest way to navigate to create a pitch.
This "Create New Pitch Request" modal will appear when you click on "Pitch Request" from "+New" button. The requester need to fill out the necessary information in the modal and click on the Create button at the bottom of the page.
Alternatively, you can click on "Requests" module in the left-hand navigation bar.
Click on the "Pitch Requests" tab at the top of the next page.
Once on the Pitch Requests page, click on the blue "Request Pitches" button.
Once you create a pitch request, you will be directed to its details page. On the details page, you can check the Title, Description, Attachments, Topic & Keywords, Story Types, Labels, Pitch Due Date, Pitch Status, Requester, Watchers, and Assignees of the pitch. Writers can add pitches by clicking "Add Pitch" button.
- Title: The heading of the pitch.
- Description: Short/Long brief regarding the pitch where the requester describes his/her requirement in the article.
- Attachments: Files relevant to the content that might help the writers to write the content.
- Topic & Keywords: Set by the requester that helps the content to search it out.
- Story Types: Article length and word counts.
- Labels: Tags that describe the content format, content pillar, journey stage and target audience of the article and etc.
- Requested By: The name of the requester with the Avatar besides.
- Watchers: All the responsible persons who are related to the content and can look into it in the absence of the requester or need updates regarding the progress of the pitch.
- Assignees: The writers who will Add pitch and also work on the article when it's approved and a task is created for it.
- Pitch Status: Until all the work is done the pitch is Open, the requester can Close it out when the pitch is ready or the task is completed.
You can review and edit your request and see all pitches submitted by your writers. As well as the assigned writers, all Admins, Content Studio Editors and Members can add their own pitches to any pitch request.
By clicking on each submission, you can review the details of the pitch, read the comments thread, and add a new one of your own. After assessing the information you can choose to Accept or Decline the pitch. The creator of the pitch will be automatically notified if the approval status changes or if there is any other feedback.
If a pitch is accepted, you can start a Workflow that will prompt your writer to begin producing the new piece of content.
As a result of the pitch being accepted, a new Task will be created for the writer. The Task page provides the author with the capabilities to produce the content as well as all information related to its creation, completion and distribution.
You can check the Activity Log on the Pitch and Archive it.
You can download the pitch in .xlsx or .docx format. If you did not set a submission due date when you created a pitch request, you can always stop receiving pitches by clicking "Close Request" at the top right of the page. You can Delete the pitch if it's not needed anymore.
How edit options in Pitch Requests varies between different User Roles
The table below depicts how each different User Roles have different options enabled for creating and/or viewing the Pitch Requests.
Below is a list of details of how the options vary between the different User Roles:
- Admin - Admin users have all options enabled within Pitch Requests. They are able to "Create", "Read", "Edit", "Delete", "Export Pitches" and "Close" Pitch Requests.
- Content Studio Editor - Same as above. Similar to the Admin user's, Content Studio Editors also have the same options enabled.
- Member - Same as above. Similar to the Admin user's, Member users also have the same options enabled.
- Approver - Approver users will only have the Read option enabled.
- Contributor - Contributor users users will only have the Read option enabled.
How to use Custom Fields with Pitch Requests
You can use custom fields with Pitch Requests to ensure that each pitch created by your writers includes all required information.
To create a custom field you'll first need to navigate to the Fields page. To do this click the drop-down menu under your initials in the upper-right-hand corner and click on Fields.
Once on the Fields page, scroll down to the Pitch Fields.
At this point, you'll want to pick the type of field you'd like to use. The options are checkboxes, dropdown, multiple choice, text field, and multi-line text field.
After choosing the field type you’ll need to label the field. In this example, the field is labelled Audience. Since the Field Type is Checkboxes, four different audience options have been added.
Once completed each new pitch that is created will have the custom field as part of the submission form. The custom fields will only be visible when the Writer's writes their Pitches, by clicking "Add Pitches", in an already created Pitch Request.
How to create a Pitch Request from Idea Lab
How to view Pitch Activity Log
The Pitch Activity Log keeps a record of all the activities on a specific pitch with details of the changes and the associated timestamp.
To access "Activity Log", you will first have to access "Pitch Requests" under "Requests" module.
All Pitch Requests should then appear in front of your screen. Once you have selected and opened a pitch from a pitch request under Pitch Requests, you will come across the following view:
You will then notice “Activity Log” just below the title of the pitch.
Clicking on "Activity Log" opens a panel which displays a log of the changes made to the pitch by different users organized as per the timestamp.
Click on "Close" to exit the panel and return to your pitch request.
The "Activity Log" functionality allows you to keep track of any changes made to the following activities:
- Changes to the title of the pitch
- Changes to the description of the pitch
- Changes to labels and custom fields
- Changes to attachments
Some screenshots have been provided below for further reference, which shows how and where the "Activity log" functionality displays the changes to the users.
Questions? Contact email@example.com.