The Resources tab in OttoMatey serves as your central hub for managing various templates and storing your OttoMatey Videos.
To learn more about OttoMatey Videos and how to use them, click here.
If you're ready to start a targeted messaging campaign but feel unsure about where to begin, creating and using OttoMatey templates can be a game-changer. These templates streamline your workflow, saving you significant time and effort in the long run.
This guide will walk you through the process of creating and using OttoMatey templates step by step.
Steps to Create and Use OttoMatey Templates
Access the Resources Tab
Navigate to the Resources tab on your home dashboard by selecting it from the left-hand menu.Create a New Template
Click the + Create New Template button located in the top-right corner.
Title and Type
Give your template a title and select its type — whether it’s a connection request, LinkedIn message, email, or InMail.
Compose Your Message
Personalize your message using placeholders.
Use OttoMatey’s AI Content Assistant to refine the message or tailor its tone to your audience.
Organize with Labels
Assign a label to your template by selecting Update Labels.
Labels help categorize templates for quick and easy access.
Use Best Practices
By clicking on Best Practice, you can access a collection of pre-made templates to jumpstart your campaign.
If a template isn’t quite right, you can regenerate it by clicking the refresh button below the message.
Preview Your Template
Use the Preview option to review how your message, email, or connection request will appear before saving it.
Filter and Manage Templates
In the Resources tab, use the filter feature to navigate through your templates efficiently.
Click the filter icon in the top-right corner to sort by type, label, or your personal favorites.
If you have any questions about templates or the Resources tab, do not hesitate to contact our Customer Support team for assistance.