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HARO integration with Tracky
       (The unofficial guide)
Typical workflow for source(s):
•  Identify pitch for self,          •  If a journalist likes the pitch
   client or peer.                      then the PR rep or source
   –  Self: write pitch or gather       needs to do prep work,
      information, email reporter       schedule an interview or
   –  Client: Email explanation of      respond to written Q&A.
      pitch to see if interested,    •  If journalist doesn’t select
      wait for email
                                        as source, still need to
   –  Peer: Email explanation of        follow up with client to let
      pitch, leave ball in their
      court                             them know.
•  If client is interested,          •  When story runs, need to
   typically takes two to three         update all involved, thank
   emails to finalize pitch             reporter and share the
   prior to sending.                    story via social networks.
Create a better way to
pitch, follow up and archive…
Set deadlines, delegate, work real-time and
                        get everything done in one place.




  Easily drag
and drop team
 members or                                                      When story runs,
clients into the
     track.
                                                                  post to social
                                                                 networks or add
                                                                  to Buffer from
                                                                 within the track.
   Privacy
settings, like
 secret and
  private.



Set deadlines,
mark complete                                                        Instead of
 when done                                                        emailing, put all
 and always                                                          discussion,
have for future                                                    research, files
  reference.                                                     related to story in
                                                                 one place for easy
                                                                     reference.
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

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How to change your HARO workflow and become more productive

  • 1. HARO integration with Tracky (The unofficial guide)
  • 2. Typical workflow for source(s): •  Identify pitch for self, •  If a journalist likes the pitch client or peer. then the PR rep or source –  Self: write pitch or gather needs to do prep work, information, email reporter schedule an interview or –  Client: Email explanation of respond to written Q&A. pitch to see if interested, •  If journalist doesn’t select wait for email as source, still need to –  Peer: Email explanation of follow up with client to let pitch, leave ball in their court them know. •  If client is interested, •  When story runs, need to typically takes two to three update all involved, thank emails to finalize pitch reporter and share the prior to sending. story via social networks.
  • 3. Create a better way to pitch, follow up and archive…
  • 4. Set deadlines, delegate, work real-time and get everything done in one place. Easily drag and drop team members or When story runs, clients into the track. post to social networks or add to Buffer from within the track. Privacy settings, like secret and private. Set deadlines, mark complete Instead of when done emailing, put all and always discussion, have for future research, files reference. related to story in one place for easy reference.
  • 5. Step 1: Sign up for Tracky, create a Public Relations group for all PR tasks.
  • 6. Step 2: Invite in your key PR players. Click  here  to  invite  people   not  already  on  Tracky.  
  • 7. Step 3: Create an “urgent media opportunities” track
  • 8. Step 4: Include one media opp in each subtrack.
  • 9. 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    
  • 10. 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.  
  • 11. 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.  
  • 12. You can always easily access completed pitches or pull results for media reports.