OTMS Training & Support

Set Up Your Domain

Purchase a new domain or connect your existing domain so your OTMS pages, funnels, and branded experiences live on a web address you control. Add your root domain or subdomain, update the required DNS records, and verify the connection so your brand looks professional and consistent online.

Video Walkthrough

Step-by-Step

  • Go to Settings (gear icon) in the lower left of OTMS.

  • Click Domains & URL Redirects in the left menu.

  • If you need to buy a domain:

    • Click Purchase a Domain.

    • Search your business/name idea.

    • Choose a simple domain (ideally .com).

    • Select years, agree to terms, and Pay.

    • Wait a moment until it appears in your domains list.

  • If you already own a domain:

    • Click Connect a Domain.

    • Type your domain (e.g. yourbusiness.com).

    • Turn on the www toggle.

    • Click Continue.

    • If a connection wizard appears for your provider (e.g. GoDaddy), authorize it and let it add DNS automatically.

    • If not, copy the DNS records shown and add them in your domain provider’s DNS / DNS Records section (A record for @, CNAME for www), then save.

  • Back in OTMS, click Verify on the domain.

  • Wait a few minutes and re‑click Verify until it shows as connected.

  • To use the domain on a funnel/website:

    • Go to Funnels or Websites in OTMS.

    • Open the funnel or site you want.

    • Go to its Settings.

    • Choose your domain from the Domain dropdown.

    • Set the Default page.

    • Click Save.

  • Open a new browser tab, go to www.yourdomain.com, and confirm your funnel or site loads correctly.

Training Library

Browse Training by Category

Find support by feature, tool, or task so you can jump straight to the training you need.

Setup & Integrations

  • Set Up Your Business Info
  • Connect Your Email & Phone
  • Integrate Your Social Media
  • Trust Center & A2P Setup
  • Integrating Zoom & Stripe
  • Adding Users + Setting Permissions

Conversations

  • Navigate the Conversations Inbox
  • How to Reply by Email, SMS, or Social
  • Assign to Team Members
  • Understand Conversation History
  • Custom Fields & Values

Calendars & Appointments

  • Calendar Overview & Integrations
  • Create Calendars & Calendar Groups
  • Set Your Availability + Preferences
  • Syncing Google or Outlook Calendars
  • View Appointments & Bookings

Contacts & Smart Lists

  • Importing & Exporting Contacts
  • Adding / Restoring / Deleting
  • Custom Fields & Tag Best Practices
  • Building Smart Lists

Opportunities & CRM

  • What is a Pipeline?
  • Creating + Customizing Pipelines
  • Adding Leads to a Pipeline
  • Automating Stage Movement

Payments, Invoices & Contracts

  • Connect Stripe or PayPal
  • Create + Send Invoices
  • Use Payment Links
  • Manage Documents & Contracts

Marketing & Social

  • Schedule Social Media Posts
  • Email Campaigns vs. Automations
  • Designing Email Templates
  • Setting Up Brand Boards

Automation & Workflows

  • Creating Workflows
  • Understanding Triggers & Actions
  • Reviewing & Testing Workflows
  • Using Recipes to Save Time

Sites, Funnels, Forms & Chat Widgets

  • Understanding Sites & Funnels
  • Creating Your Website
  • Creating a Funnel
  • Designing Forms
  • Add Your Branding

Memberships & Courses

  • Setting Up Your First Membership
  • Creating a Simple Course
  • Setting Up Paid Access
  • Organizing Members with Groups

AI Tools

  • Build a Site with AI Studio
  • Setup AI Chat Bots
  • Generate On-Brand Copy
  • Manage AI-powered Tools

Reputation & Reviews

  • Why reviews matter
  • Connect Google and Facebook
  • Send review requests easily
  • Automate review follow-ups
  • Showcase reviews to convert

Google, Ads & Analytics

Strategy & Bonus Resources

Still Need Help?

If you cannot find what you need in the training library or FAQs, submit a support request and our team will point you in the right direction.