The OttoMatey inbox is a powerful tool for managing your outreach campaigns. From understanding color codes to using advanced filters, this guide will help you streamline your communications and enhance your engagement with prospects.
💡 TIP: Regularly review your inbox and utilize labels and filters to prioritize and manage your communications effectively.
Video Link for tutorial: https://share.vidyard.com/watch/Mfm2e22rGgQuTZTVNAAsdC?
(video is available when you click the link)
Step-By-Step Instructions:
1. Understanding Color Codes in Your Inbox:
Green: Connected
Yellow: Contacted
Purple: Replied
Light Blue: Lead
Dark Blue: Customer
Red: Pending/Unreachable
Grey: New
2. Using and Managing Labels:
Navigate to your inbox from the left-hand menu.
Click on a prospect and select “Add Label” under their name.
Choose from existing labels or create a new one.
Use labels to filter prospects for better organization and insights.
You can then find or filter these labeled contacts in the filter icon right beside the search bar.
3. Marking a Contact as Lead:
In your inbox, find the desired contact.
Click on the option that says "Mark as Lead" to label them as a potential sales opportunity.
4. Creating and Using Saved Replies:
In your inbox, click on a prospect and find the arrow symbol in the message box.
Select from existing saved replies or click “+Add Replies” to create a new one.
Use variables like {first_name} and {company_name} for personalized messaging.
5. Scheduling Messages:
In your inbox, click on a chat and type your message.
Instead of sending, click the arrow next to “Send” and choose a date and time.
Click “Schedule” to automate the message delivery.
6. Filtering Your Inbox:
Look for the filter icon in your inbox.
Use the widget to filter by labels, campaigns, statistics, and more for efficient navigation.
Why is Inbox Management Important?: Effective inbox management ensures you're engaging with the right prospects at the right time. By understanding color codes, using labels, and scheduling messages, you can optimize your outreach and improve response rates.
Common Questions:
Q: Can I change the color codes in my inbox?
Answer: The color codes are preset to help you quickly identify the status of each prospect.
Q: How many saved replies can I create? Answer: There's no limit! Create as many as you need to streamline your communications.
💡 Tip: Always keep an eye on your inbox's color codes and utilize labels and filters to prioritize and manage your communications effectively.