Question 1

Steps to Integrate Your Accounts:Popular Integrations Available:Common Questions:Which integrations does OttoMatey offer?

Accepted Answer

Integrating your accounts with OttoMatey allows for a streamlined workflow by bringing all your essential business tools under one roof. This guide provides a step-by-step process on how to integrate popular services with OttoMatey.

💡 TIP: Integrations help in automating tasks, ensuring data consistency, and improving overall productivity.

Steps to Integrate Your Accounts:

Access Integration Options: From your OttoMatey dashboard, navigate to the integrations section.
Choose Your Service: Select from the list of available integrations.
Follow the Prompts: Each service will have specific prompts to guide you through the integration process.

Popular Integrations Available:

Gmail: Connect your email and manage your correspondence directly from OttoMatey.
Microsoft Outlook: Integrate your Outlook account for seamless email management.
Salesforce: Sync your CRM data and manage your leads efficiently.
Zapier: Automate workflows by connecting OttoMatey with thousands of apps.
HubSpot: Integrate your inbound marketing, sales, and service software.
Pipedrive: Manage your sales pipeline effectively.
Zoho CRM: Sync your customer data and sales activities.

Common Questions:

Q: Can I request a new integration?

Answer: Absolutely! If there's a software you'd like to see integrated with OttoMatey, reach out to our team,

Question 2

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 3

Step-By-Step InstructionsNote:Common Questions

Accepted Answer

Integrating your Gmail account with OttoMatey allows for seamless email outreach automation. This guide provides a step-by-step process to help you connect your Gmail account and ensure your campaigns run smoothly.

💡 TIP: Ensure you have your Gmail credentials handy before starting the integration process.

Step-By-Step Instructions

Login to OttoMatey
- Access your OttoMatey account using your login credentials.
Navigate to Integrations
- Once logged in, click on the "Integrations" tab on your dashboard.
Filter Email Integrations
- Click on the "Email Integrations" filter to view available email service providers.
Locate Gmail Integration
- Scroll through the list until you find the Gmail integration option.
Initiate Gmail Connection
- Click on the "Sign in with Google" button.
Enter Gmail Credentials
- A new window will pop up prompting you to enter your Gmail login details.
- After entering your credentials, click on the "Connect" button to finalize the integration.

Note:

OttoMatey allows users to connect multiple Gmail addresses to a single account. This feature is especially useful for businesses with multiple outreach channels.
Always double-check the "Email Steps" within your "Campaigns" to ensure the correct Gmail account is s

Question 4

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 5

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 6

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.

[!

Frequently Read Articles

Browse All Categories