Question 1

Monthly/Bi-Weekly Tasks:Daily Tasks:Common Questions

Accepted Answer

LinkedIn Sales Navigator and OttoMatey are a formidable duo when combined. This guide offers a concise roadmap to help users leverage both platforms effectively, ensuring optimal results.

💡TIP: Consistency is key. Regularly updating your searches and campaigns can lead to better results over time.

Monthly/Bi-Weekly Tasks:

Identify Your Target Audience
- Use LinkedIn Sales Navigator's Lead Search.
- Define criteria like job titles, industries, regions, etc.
- Save your search for future reference.
Set Up an OttoMatey Campaign
- Navigate to the campaign creation section in OttoMatey.
- Input your messaging, follow-up sequences, and other campaign details.
- Link your saved LinkedIn Sales Navigator search.
Update Your Searches
- Rerun your saved searches in Sales Navigator to find new leads.
- Alternatively, create a new search based on evolving criteria.
- Add this updated/new search to your ongoing or new OttoMatey campaign.
Analyze Campaig

Question 2

Message 2 Examples:Message 3/4 Examples:Common Questions:

Accepted Answer

Crafting the perfect outreach message can be challenging. OttoMatey's LinkedIn templates are designed to help you create compelling messages that resonate with your audience. This guide provides a variety of templates to cater to different stages of your outreach, ensuring you maintain engagement and drive results.

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

Connection Request Message:

Purpose: only contains text if Sales Navigator filters important for high connection rates are being used without success

Connection request:

{first_name}! Looking to be a part of your network as your {specific experience} experience caught my attention and I’d enjoy learning more about the work you're doing and share some insights {your area of expertise}.

Message 1 Examples:

Purpose: Complimentary, open-ended, trying to get a conversation going

Message 1:

{first_name}! It's awesome to connect with another {title you both share} like yourself. Can't wait to hear all about your endeavors and see how {your company name} can support your success. Hope we can chat about it further.

Message 1:

{first_name}, great to be connected with you here. I'm excited to see how we can collaborate so you can {end results of what they experience when they use your product/service}. Hope we can chat about it further.

Message 1:

Thank you for connecting, {first_name}! You appear to b

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

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 6

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

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