Articles on: Integrations

Step-By-Step InstructionsNote:Common Questions:

Microsoft Exchange is a widely-used email server in the professional world. By integrating it with OttoMatey, you can automate and enhance your email outreach campaigns. This guide provides a step-by-step walkthrough to ensure a hassle-free integration process.


💡 TIP: Before starting the integration, ensure you are using Microsoft Exchange, as Microsoft offers multiple email servers.


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Step-By-Step Instructions


  1. Login to OttoMatey

    • Access your OttoMatey account using your login credentials.

  1. Navigate to Integrations

    • Once logged in, click on the "Integrations" tab on your dashboard.

  1. Filter Email Integrations

    • Click on the "Email Integrations" filter to view available email service providers.

  1. Locate Microsoft Exchange Integration

    • Scroll through the list until you find the Microsoft Exchange integration option.

  1. Initiate Microsoft Exchange Connection

    • Click on the "Connect Microsoft Exchange" button.

  1. Enter Exchange Credentials

    • A new window will pop up prompting you to enter your Microsoft Exchange login details.

    • After entering your credentials, click on the "Connect" button to finalize the integration.


Note:


  • Microsoft offers multiple email servers. Ensure you are using Microsoft Exchange to avoid integration issues.

  • OttoMatey supports the integration of multiple email addresses to a single account.

  • Always verify the "Email Steps" within your "Campaigns" to ensure the correct Microsoft Exchange account is selected for your outreach activities.


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Common Questions:


Q: Can I integrate other Microsoft email servers with OttoMatey?


Answer: OttoMatey primarily supports Microsoft Exchange integration. If you're using a different Microsoft email server, you might encounter difficulties during the integration process.


Q: How do I ensure my campaigns are sent from the correct Microsoft Exchange account? Answer: Within your "Campaigns", navigate to "Email Steps" and select the desired Microsoft Exchange account for each specific campaign.


💡Tip Encountering issues or have further questions? Our support team and Otto, our AI bot, are here to help. Reach out for immediate assistance and ensure your Microsoft Exchange integration is smooth and efficient!

Updated on: 08/07/2024

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