Ottoclip Guide / Getting Started

Create groups

Organize your contents into groups and choose where each group shows up.

Steps

  1. Groups sort your contents into sections, and you choose which of your pages show each group. Here's how to create one. Screenshot
  2. 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.
  3. Let's create a custom group for a product area not covered by the defaults. Screenshot
  4. Your viewers see the name and description, so write them with those viewers in mind. Screenshot
  5. Turn on Demo center to show this group's contents to prospects as demos. Screenshot
  6. 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
  7. 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
  8. Pages only show contents that are public and generated. With any page turned on, new content scripts in this group start out public. Screenshot
  9. Your new group is ready. Next, create a content script in this group. Screenshot