get setup

Connect Your Email

Your inbox shouldn’t be the bottleneck. In this short training, you’ll learn how to connect your email inside OTMS so messages send seamlessly—and land where they’re supposed to. Whether you're following up with leads, sending workflows, or replying to clients, this step keeps everything flowing from one place. Let’s take email off your mental load and let OTMS do the heavy lifting.

Whether you’re booking a call, building a funnel, or sending a text — it all starts here.

Watch the Training Video Below

Do It Now: Quick Steps

  1. Navigate to Settings > Email Services

  2. Click Create Dedicated Domain

  3. Enter a subdomain prefix + a domain you own (ex: mail.yoursite.com)

  4. Click Add & Verify

  5. Setup DNS records (varies by registrar)

  6. Click Verify Records

  7. Add additional TXT record

  8. Click Verify Domain

  9. Set Custom Headers

    1. Click 3-dot action menu and select Set Headers

    2. Fill details (from name, from email)

    3. Click Save

Pro Tip

Think of your dedicated domain like your business’s email passport—it builds trust, protects deliverability, and tells inboxes “Hey, I’m legit.” The key? Be patient with the DNS step. It can take up to 24 hours for records to update (depending on your domain registrar), so don’t panic if it doesn’t verify instantly. Once it’s live, you’ll avoid spam folders and give your emails a real professional edge.

Next Suggested Training:

Set Up Your Phone Number