Managing your outreach workflow

Already nailed the basics from our How to Outreach to Creators guide? Awesome! 🎉

Now let’s take things up a notch with some smart ways to streamline your workflow.

In your Email tab, you can manage your Templates. You can edit existing ones, delete older ones, and track their performance. It’s important to keep an eye on your open and response rate and always optimize to increase these.

If you have a lot of templates, you can also use filters to search for them. The three little lines behind the name or owner are just for that - filtering!

Want more insider tips? Check out our blog for advice from seasoned influencer marketers.

You’ve got three handy ways to filter your inbox and keep things organized:

By email status

Choose what you want to see:

By influencers

Narrow down to:

By influencer status

Focus on emails based on the influencer’s status. For example, you can filter to see only emails from influencers with a Replied status.