MyT Automation Application Mastery: The Complete Business Automation Setup Course

Frequently Asked Questions

• 1. What do I need to get started with MyT Automation?

  To begin, you’ll need:

  • Your business name and logo

  • Domain or subdomain access for funnels

  • An email sending domain (e.g., info@yourdomain.com)

  • Your contact list (CSV format)

  • Any existing workflows or marketing content you want migrated

• 2. How do I connect my domain to MyT Automation?

  Go to Settings > Domains, click Add New Domain, and follow the prompts to update your DNS records. Our team can assist if you're unsure where your DNS is hosted (GoDaddy, Cloudflare, etc.).

• 3. Can I migrate contacts and data from my old CRM?

  Yes. You can import contacts via CSV, and map fields during the import. If you're migrating from a platform like HubSpot, ActiveCampaign, or Keap, we can help with structured imports or use Zapier/API for syncing.

• 4. How do I set up my sales pipeline?

  Head to Opportunities > Pipelines, then:

  • Click Create New Pipeline

  • Define each stage of your sales process (e.g., New Lead, Contacted, Demo Scheduled, Closed)

  • Use automation to move leads between stages based on actions or time triggers

• 5. Where do I build automations and workflows?

  Go to Automation > Workflows. You can:

  • Use templates or create from scratch

  • Set triggers (form submitted, appointment booked, etc.)

  • Add actions like send email/SMS, update contact, or move pipeline stages

• 6. How do I set up calendars and allow clients to book appointments?

  Navigate to Calendars, create a calendar, and:

  • Connect it to your availability (Google or Outlook)

  • Set appointment types and buffer times

  • Embed the calendar in funnels or send direct booking links

• 7. How do I integrate email and SMS communication?

  Under Settings > Email Services and Phone Numbers, you can:

  • Set up your email provider (SMTP or Mailgun)

  • Purchase or port in a phone number

  • Enable two-way SMS, voicemail drops, or call tracking

• 8. Can I white-label the platform with my own branding?

  Yes! In Settings > Company, upload your logo, favicon, and colors. For full agency white-labeling, including the mobile app, contact our support for custom setup steps.

• 9. How do I track results and campaign performance?

  Go to Reporting or Dashboards to view:

  • Email/SMS open and click rates

  • Sales pipeline value and conversion rate

  • Funnel page stats and form submissions

• 10. What if a lead calls and I miss it?

  Use the Missed Call Text Back automation:

  • Go to Automation > Create Workflow

  • Use a trigger: “Call Status = Missed”

  • Add a text message that responds instantly to keep engagement high