Set up four things once. After that, approving readers is a few clicks.
Before you start
- Add the book in Book Library, and upload the ARC file (EPUB or PDF) to Storage.
- Connect email in Settings → Email (Gmail or SMTP), so ARCs and follow-ups send from your address.
- Set up Email Templates and an Email Sequence. A sequence is a short series sent on a schedule after someone is approved, such as a reminder to start, a nudge to finish, and a request for an honest review. It has to be active before you can pick it.
- Get applicants. Share an ARC sign-up form from Form Builder with responses going to ARC Tracker, or add readers yourself. They show up as pending.
Running it
- In ARC Tracker, select the pending applicants and click Approve & send.
- Choose what happens: watermark and email each person their copy, email a note with no file, or only approve them.
- Pick the email sequence to start, then confirm.
- Track each reader's status as they read and review. A sequence keeps going until it finishes. If someone reviews early, cancel it from Email Sequences → Active Sends.