Step 1: Invite a Teammate
On your Home Page, scroll down to the Admin Invite Link.
Copy the link and send it to your teammate (via email, Slack, or chat).
Once they click the link, they’ll be added as an Admin on your account.
⚡ Note: All admins have the same level of access as you.
💡 Tip: You can resend the invite link anytime from the same section of your dashboard.
Step 2: Connect Their Email (Optional but Recommended)
If a new admin will be receiving replies directly from campaigns:
Go to Email Settings.
Enter their email address.
PodPitch will automatically detect their provider.
Click I’m Ready, select the email, check the confirmation box, and continue.
Step 3: Optimize Profiles
Encourage new admins to review and update Client Profiles or User Profiles:
Section 1: General background and expertise.
Section 2: Differentiating details (what sets you or your client apart).
Sections 3 & 4: Additional details (often covered in onboarding calls).
📌 Profiles are the foundation for AI-written emails, so keeping them accurate is key.
Step 4: Understand Campaign Metrics
Direct new admins to the Campaign Dashboard and show them how to track performance:
Open Rate: Aim for at least 70%.
Reply Rate: Aim for 10% or higher.
If numbers fall below these benchmarks:
Dive into the specific campaign.
Adjust subject lines, targeting, or personalization to optimize results.
Step 5: Support & Training
Any admin can book a free strategy call directly from the homepage.
Or connect with their PodPitch Buddy (upper-right corner) for live help.
✅ With these steps, your teammates will be ready to help manage and optimize PodPitch campaigns effectively.