Question 1

Step-By-Step Instructions:Common Variables for Personalization:Common Questions:

Accepted Answer

Ottomatey templates streamline your outreach campaigns, ensuring consistency and efficiency. This guide will walk you through the process of creating a template, incorporating variables, and provide you with some ready-to-use message templates for inspiration.

💡 TIP: Personalizing your outreach messages with relevant variables can significantly enhance engagement and response rates.

Step-By-Step Instructions:

Accessing the Templates Section
- Navigate to your home dashboard.
- Select “Templates” from the left-hand side menu.
Initiating a New Template
- Click on the orange “+ Add Template” button located in the top right corner.
Setting Up Your Template
- Assign a relevant title to your template.
- Choose the type of template you're creating, such as LinkedIn message, post, email, or InMail.
Crafting Your Message
- Compose your outreach message.
- Incorporate necessary variables. You can select these from the suggestions provided below the message box. For a list of common variables, refer to t

Question 2

Step-By-Step Instructions:Common Questions:

Accepted Answer

Forgot how to log into OttoMatey? No worries! This guide provides a straightforward process to help you access your account in no time.

💡 TIP: Remember, your OttoMatey login credentials might differ from your LinkedIn ones. Always use the email and password you set up with OttoMatey.

Step-By-Step Instructions:

Navigate to the Login Page:
- Enter https://app.ottomatey.com/ into your browser's search bar.
Enter Your Credentials:
- Input the email and password you registered with OttoMatey.
  
  💡 Note: These may differ from your LinkedIn credentials.
Access Your Account:
- Click the big orange “Log in” button.
- Voila! You're now inside your OttoMatey account.

Common Questions:

Q: What if I forgot my OttoMatey password?

Answer: If you've forgotten your OttoMatey password, use the "Forgot Password" option on the login page to reset it and regain access.

💡 Tip: Having trouble logging in? Reach out to our support team or consult Otto, our AI bot. We're here to ensure a smooth experience

Question 3

Step-By-Step Instructions:Common Questions:Related Articles:

Accepted Answer

Kickstart your marketing efforts with OttoMatey! This guide will walk you through the process of planning and creating campaigns, ensuring you optimize your outreach and boost sales.

💡 TIP: Proper planning and understanding your Ideal Customer Profile (ICP) can significantly enhance the effectiveness of your campaigns.

Step-By-Step Instructions:

Planning Your Campaign:
- Decide on the type of campaign and the copy (emails or direct messages).
- Determine your Ideal Customer Profile (ICP) to target the right audience.
- Identify posts or events to target. Add their links to your campaign for automatic targeting.
Creating Your Campaign:
- Navigate to your home dashboard by entering https://app.ottomatey.com/
- Log in using your OttoMatey credentials.
- Click the orange “+Create New Campaign” button in the top right corner.
- Choose between a "simple" campaign or a "smart campaign".
- Name your campaign, add links to target posts/events, and set your outreach sequence. Optionally, add search URLs from LinkedIn Sales Navigator.
- Click “+ Add Step” to choose campaign actions. For LinkedIn campaigns, consider “Send connection request” and “Send message”. Add your desired copy for each action.
- Adjust action delays using the timer buttons to space out a

Question 4

Using Labels to Categorize Prospects:Filtering Prospects Using Labels:Common Questions:

Accepted Answer

OttoMatey provides intuitive features like color coding and labels to help users manage their prospects with ease. This guide will explain the significance of each color code and demonstrate how to effectively use labels to categorize and filter prospects.

💡 TIP: Regularly updating and categorizing your prospects using color codes and labels can significantly streamline your outreach efforts and improve campaign efficiency.

Color codes provide a quick visual representation of a prospect's status. Here's what each color signifies:

Using Labels to Categorize Prospects:

Accessing the Inbox:
- Navigate to your home dashboard and click on the "Inbox" option from the menu panel on the left-hand side.
Labeling a Prospect:
- Click on the desired prospect.
- Choose “Add Label” located beneath the prospect’s name on the right-hand side.
Selecting or Creating a Label:
- A dropdown menu will appear, showcasing all previously created labels.
- To create a new label, click on “Create New Label” at the bottom.

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Question 5

Step-By-Step InstructionsIntegrating Zapier with OttoMatey:Connecting Webhooks:Common Questions

Accepted Answer

OttoMatey offers seamless integration with your CRM and automation tools like Zapier/Webhook. This guide provides a step-by-step walkthrough to help you set up these integrations, ensuring a more efficient workflow.

💡 TIP: Always test your integrations to ensure they're functioning correctly.

Step-By-Step Instructions

Connecting Your CRM to OttoMatey:

Access Integrations
- Navigate to the “Integrations” tab on the left-hand side of your dashboard.
Select CRM Integrations
- Click on “CRM Integrations” at the top.
- Choose the blue “+Add CRM Integration” button in the top right-hand corner.
Link Your CRM
- Pick your desired CRM tool from the list.
- Input the necessary details to integrate it with OttoMatey.

Integrating Zapier with OttoMatey:

Navigate to Integrations
- Click on "integrations" on the left navigation tab.
Find Zapier
- Either click "automation" or scroll until you locate Zapier.
Connect and Manage
- Click "Connect" followed by "Manage."
Retrieve Zapier Token
- Here, you can view your Zapier Token, essential for connecting to Zapier/Webhook.
- This section also allows you to adjust your webhook settings.
Set Up Your Zaps
- Proceed to build o

Question 6

1. Adding People to the Campaign2. Find the Post URL3. Paste the Post URL4. Save Changes to Campaign

Accepted Answer

This guide will demonstrate how to add individuals to campaigns based on their engagement with a LinkedIn post.

This feature allows for targeted campaigns towards users who have interacted with specific LinkedIn content.

💡 TIP: This will target people who engaged by liking OR commenting.

1. Adding People to the Campaign

Open up the campaign (either current campaign or creating a new campaign) any point click on "new search."

From the options, select "post URL."

2. Find the Post URL

Navigate to the LinkedIn profile of the person whose post you're interested in.

Locate the desired post. If it's on your own feed, find the post and click on the three dots next to it.

From the dropdown, select "copy link to post."

3. Paste the Post URL

Ensure "post URL" is selected in your campaign tool.
Paste the copied URL into the designated field.
Click "add search" to finalize.

4. Save Changes to Campaign

❗IMPORTANT: Make sure you save your changes to the campaign or it will not

save!

Q: How long does it usually take for the engaged users to appear in the campaign?

Answer: It might not be immediate. Give it some time for the system to parse through the engagements and add the users to the campaign.

Q. Can I add people who engaged with posts of others on LinkedIn or only add people who engaged with my posts?

Q: What does "engaged" with a post mean? Does it mean people who commented or liked the post?

**Q: What

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