Ottoclip Guide / Getting Started
Create groups
Organize your contents into groups and choose where each group shows up.
Steps
- Groups sort your contents into sections, and you choose which of your pages show each group. Here's how to create one. Screenshot
- Your account starts with groups that cover what most companies need across the customer lifecycle. You can rename, remove, or reorder them, or add your own.
- Let's create a custom group for a product area not covered by the defaults. Screenshot
- Your viewers see the name and description, so write them with those viewers in mind. Screenshot
- Turn on Demo center to show this group's contents to prospects as demos. Screenshot
- Turn on Onboarding checklist to make each of its contents a lesson for new customers. Save it for the groups a new customer should start with. Screenshot
- Contents site is already on, so the group gets its own section there. That's where anyone can find the video or guide they need. Screenshot
- Pages only show contents that are public and generated. With any page turned on, new content scripts in this group start out public. Screenshot
- Your new group is ready. Next, create a content script in this group. Screenshot