Support & Training Hub

Marketing

This is where you connect your social platforms, create campaigns, publish content, and build the outbound layer that feeds your pipelines and automations.

  • Understanding Marketing Tools

Let’s take a tour so you know exactly what’s where.

  • CONNECTING YOUR SOCIAL PLATFORMS

Link Facebook, IG, TikTok, etc. so you’re ready for social posting.

  • Scheduling Posts with the Social Planner

Learn how to create and schedule posts inside OTMS.

  • Setting Up Brand Boards

This step walks you through adding your business name, logo, time zone, and contact info.

  • Email Campaigns vs. Automations (What’s the Difference?)

Invite team members, VAs, or coaches and set roles.

  • Designing Email Templates

Make your funnels and emails look pro with a custom domain.

  • Creating a Custom Countdown Timers

Set up your email inbox so your messages send smoothly and land in the right place.

  • Sending Your First Email Campaign

Choose a dedicated business number for calls and texting.

  • Tracking Email Campaign Results

Required for sending texts in the U.S. We’ll walk you through it.

  • Marketing Tools FAQs & Common Errors

Pick the payment provider that works best for your business and connect it to your account.

REMINDER:

Don’t feel like you need to do it all in one sitting. Start with the essentials, come back as you go. You’ve got this!