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.
Step-By-Step Instructions
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
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.
Launch Your Campaign
- Review the strategy with the OttoMatey team.
- Obtain final approval.
- Deploy the initial campaigns.
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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