Articles on: FAQs

Step-By-Step InstructionsChoose Your Service LevelOnboarding ProcessLaunch Your CampaignCommon Questions

Embark on your OttoMatey journey with ease. This guide provides a clear roadmap for users, detailing the onboarding process based on the chosen service level. From self-serve to full-service, we ensure a seamless transition into our platform.


💡 TIP: Before starting the onboarding process, ensure you have all necessary account details and objectives clear for a smoother experience.


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Step-By-Step Instructions


  1. ## Choose Your Service Level

    • ### OttoMatey App User Only

      • Type: Full Self Serve

      • Time: Instant (Just 3 Clicks!)

    • ### Connection Request Sender Only

      • Type: Full Self Serve + OttoMatey Customer Success Team

      • Time: 30 Minutes with OttoMatey Customer Success Team

    • ### LinkedIn Fully Managed Services

      • Type: Full-Service Onboarding

      • Time: 30 Minutes with OttoMatey Customer Success Team

      • Time: Comprehensive 5-7 Days Process

    • ### LinkedIn Fully Managed Services + Inbox Assistant

      • Type: Full-Service Onboarding

      • Time: 30 Minutes with OttoMatey Customer Success Team

      • Time: Comprehensive 5-7 Days Process

  1. ## Onboarding Process

    • ### Basic Users

      • Log into OttoMatey.

      • Navigate to the dashboard.

      • Start creating campaigns and sending messages.

    • ### Fully Managed Service Users

      • Schedule an activation call.

      • Discuss objectives with the Customer Success Team.

      • Complete the Copy & Targeting form.

      • Collaborate on strategy & testing plans.

      • Await campaign build-out and approval.

      • Get a walkthrough of the platform.

  1. ## Launch Your Campaign

    • Review the strategy with the OttoMatey team.

    • Obtain final approval.

    • Deploy the initial campaigns.


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Common Questions


Q: How long does the Pro onboarding process usually take?


Answer: The Pro onboarding process with OttoMatey typically takes between 5 to 7 days.


Q: Can I switch between service levels after I've started?


Answer: Yes, you can switch between service levels. However, it's recommended to discuss this with the OttoMatey team to ensure a smooth transition.


💡Tip Need more help? Ask our support team or Otto, our AI bot. Our team is always here to assist you with any queries or concerns.

Updated on: 08/07/2024

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