If your company is a PR company, or a marketing company that also sells PR, turn on the PR company type. A PR item appears in the side menu, with its own sales pipeline, project templates and services.
Steps
- During setup pick Marketing Agency 360, then pick PR company in the company type question. For an existing workspace: Settings, then Company type, then Change.
- Open PR in the side menu: the PR desk shows what waits for client approval, journalist follow-ups due, this month's coverage, upcoming events and open crises.
- Create a project per client from the Monthly PR retainer, PR launch campaign, Crisis management or Press conference or event template. Each template starts with its tasks.
- Inside the project open Public relations PR in the marketing menu: the PR plan, media list, press releases sent for client approval, journalist outreach, coverage and the report.
- Follow PR deals in the PR company pipeline under Sales: inquiry, brief, credentials and PR plan, proposal, negotiation, retainer signed.
Good to know
- The Media database, Coverage and Press releases pages of the PR item show every client in one place. Changes are made in the PR page of the client project.
- The type adds the PR manager, Media relations specialist and PR copywriter / press officer roles, a Monthly PR retainer proposal template and a PR services contract with embargo and client-approval clauses.
- Ready PR services are in the catalog at a price of zero for you to set: PR monthly retainer, press release, press conference, media training, crisis management and a PR launch package.
- You can turn on several types together. Turning one off only hides it; no data is deleted.