Skip to content

Create a Pitch Template and Reporter Drafts

Last updated

By PitchFriendly

A template holds the shared parts of a pitch. PitchFriendly creates a separate reporter draft from that template so you can review and personalize each message before sending.

Open the Templates view

Open a pitch and select Templates in the upper-right corner.

Templates link in the upper-right corner of a pitch

The Templates view displays the pitch's existing templates and the template editor.

Empty Templates view before a pitch template is configured

Write the shared message

Enter the subject and body as you would in an email client. Use the editor controls to add links, images, or available mail merge fields.

Pitch template editor with a subject and message body

Create a draft for each reporter

Select Create Reporter Drafts below the editor. Confirm the template and inspect the preview, then select Create template drafts for reporters.

Create Reporter Drafts dialog with a template preview

Review each reporter draft

Select a reporter from the list to open the reporter detail view. Edit the draft or send yourself a preview before scheduling the message.

Reporter detail view with an editable pitch draft