Articles

  (Tracking multiple links in a send-out) How-to-guide on tagging multiple links in a send-out

Ordinarily, we'd only recommend using one major call to action in a single send-out and this...

 (AnApp - Consent App for GDPR) How to ask for consent the easiest possible way using the AnApp consent app

This is how to maximize the number of responses to get the consent for GDPR (full explanation on...

 (Docmaker) HTML & PDF Quote-maker (or other docs?) This is how to Generate Customized PDFs with Personalized Contact & Custom Data

This is how you can generate HTML & PDF-documents with customized data to your contacts and...

 (Event invitations) How to automate the registering and reminders for event-registrations?

Whenever you have a meeting or an event for many people set on a fixed date in the future, you're...

 (Import and Export) Importing and Exporting data to Otto and other database-driven applications (such as CRM-systems)

Importing and Exporting Data to database-run applications such as Otto and CRM-systems To...

 (List Management) How to organize and communicate with lists of contacts

List management See the video on how list-management with Otto works...

 (NPS) How to set up your Net Promoter Score campaign (the ultimate "How likely are you to recommend us..." question) in order to maximize the number of responses

This is how to maximize the number of responses to get not only your Net Promoter Score, but also...

 (Non-spam e-mails) How to send one-to-one e-mails to many without looking like spam even if it's unsolicited?

No one is fond of receiving e-mails you haven't asked for, so called unsolicited e-mails, or...

 (Permissions & Roles) What can an admin, manager, content manager and agent do?

In Otto, you have the possibility to set an unlimited number of roles with different permission...

 (Security) How safe is my data in Otto?

You'll naturally want to keep your data safe and secure. Not only for your own sake, but also due...

 (Segmentation - Advanced) How to let your subscribers segment themselves automatically

You may want to let your users decide what information they should receive, and/or you may want...

 (Segmentation using Lead Score) Use lead score to track different kinds of behavior

Lead score trackingYou know that you can use a Marketing Automation system like Otto to score...

 (Send e-mails as if from Outlook) difference between web-service for e-mail marketing or newsletters or software like Otto

You can ask yourself the same three questions that most e-mail recipients will:1. Do you read...

 (Set Nameservers) How do I use a domain I have registered elsewhere with Otto?

In order to use a domain you have registered somewhere else with Otto, you just have to point the...

 (Shortcodes & Analytics) What variables can you insert in e-mails and notifications with Otto

Here is a comprehensive list of all the variables, or tags as we call them, that you can use in...

 (Track sent DOCs, Attachments or Videos) How do I track openings of a sent PDF, PPT, DOC, XLS or other attachment? Or see if they watch my video-clips?

Generally, it is only advisable to send PDFs or other documents as attachments when sending...

 (Track user satisfaction) How to track Net Promoter Score (NPS)

What is Net Promoter Score (NPS)? Net Promoter Score (NPS) measures the loyalty that exists...

 (Tracking clicks in e-mail HELP) How-to-guide on tagging links in outlook so you can track who clicks them

How-to-Guide on how to use the Otto Outlook-Add-inWith the Otto Link Tagging Outlook add-in, you...

 (Tracking clicks in e-mail) How to tag links in outlook so you can track who clicks them

Tag links in Outlook E-mails... You can either tag links with the recipient manually, so you...

 (Trigger API - Advanced): Add contacts to trigger sequences of information from other system through Marketing Automation API

You can add one contact at a time through using HTTP POST or GET to a URL that you will receive...

 (Trigger actions) How to only send a Marketing Automation Sequence to someone who clicks a link?

You can do a lot of things depending on the page visit that a known user will do after for...

 (Unsubscribes and Bounces) What is the difference between a Soft Bounce and a hard bounced e-mail, and how much unsubscribes and bounces can be auto-handled?

How Unsubscribes are handled automatically There is a difference in handling of unsubscriptions...

 (Webforms - Intro) How do I structure a web-form best?

Intro to web forms "Already there" general forms that you can use (e.g. to be filled in by your...

 (Webforms - Segment visitors) Get your web-visitors to segment themselves

Segment your web-site visitors by which form, or what details, they fill in. By web-site...

 (Webforms - Which info to ask for) Get your web-visitors to leave you the right data

Smart web-form build-up to get more, and the right data The more you ask from a web-site...

 (e-mail account settings) Should I choose Webmail, IMAP or POP3 for reading incoming e-mails?

Which is better to handle your incoming e-mails: IMAP, POP3, Exchange or Webmail? Well, it...

 (newsletter html template design) How to best design and send a beautiful newsletter template?

Best way to design an html newsletter e-mail template Are you used to html-coding for web-pages?...

 Create a form

Creating a form, where appropriate, you should think about having sequences, lists, tags and...

 How do I avoid ending up in spam-filters?

We have done everything possible on the included Otto mail-servers to ensure the highest possible...

 How to segment groups of customers?

Our notion of a "sequence" could also be called both a "list" or a "segment" if you just talk...

 Page actions

Otto support 1 page action per landing page, meaning if an identified contact have visited a page...

 Premium Hosting - What does it include?

Premium hosting includes your very own hosting environment on an own virtual private server which...

 Sender identity

When you create a newsletter you have to decide who will be the sender. On the right side of a...

 What’s the Difference between a CRM-system and a Marketing Automation System like Otto

What’s the Difference between a CRM-system and a Marketing Automation System like Otto...

 Why do we recommend installing Otto on a separate domain?

This question is really three-fold, and you have to think about it from these three perspectives:...

 Why use a drip marketing, autoresponder or Marketing Automation system like Otto instead of an e-mail newsletter system?

Well, if all the ones you are communicating with know you well already, then you may only want to...

 [Fortnox-integration] How to integrate with Fortnox to automatically send NPS-question or Marketing Automation Sequence after quote or order

This is how you get more raving fans by integrating your Fortnox, and many other quote and...