HARO integration with Tracky (The unofficial guide)

Typical workflow for source(s):

•  Identify pitch for self, client or peer. –  Self: write pitch or gather

information, email reporter –  Client: Email explanation of

pitch to see if interested, wait for email

–  Peer: Email explanation of pitch, leave ball in their court

•  If client is interested, typically takes two to three emails to finalize pitch prior to sending.

•  If a journalist likes the pitch then the PR rep or source needs to do prep work, schedule an interview or respond to written Q&A.

•  If journalist doesn’t select as source, still need to follow up with client to let them know.

•  When story runs, need to update all involved, thank reporter and share the story via social networks.

Create a better way to pitch, follow up and archive…

When story runs, post to social

networks or add to Buffer from

within the track.

Instead of emailing, put all

discussion, research, files

related to story in one place for easy

reference.

Privacy settings, like secret and

private.

Easily drag and drop team

members or clients into the

track.

Set deadlines, mark complete

when done and always

have for future reference.

Set deadlines, delegate, work real-time and get everything done in one place.

Step 1: Sign up for Tracky, create a Public Relations group for all PR tasks.

Step 2: Invite in your key PR players.

Click  here  to  invite  people  not  already  on  Tracky.  

Step 3: Create an “urgent media opportunities” track

Step 4: Include one media opp in each subtrack.

HOW TO label query:

•  Referral  source  (e.g.  HARO)  •  Title  of  query  (e.g.  looking  for  op  10  apps)  •  Add  person  who  will  be  the  source  in  parentheses    

The details •  Assign  team  

members  from  the  group  

•  Add  a  deadline  •  Copy  and  paste  

the  query  in  the  discussion  

•  Work  on  the  pitch  in  the  discussion  

•  Include  a  copy  of  the  pitch  in  the  discussion.  

Follow up •  Update  status  and/or  progress  in  the  discussion.  •  Mark  the  subtrack  complete  if  you  don’t  hear  back  or  when  the  

story  runs.  •  If  the  story  runs,  include  a  link  in  the  discussion  and  an  arJcle  

screenshot  as  an  a:achment.  

You can always easily access completed

pitches or pull results for media

reports.

Questions?

Email sarah@tracky.com