How to Set up Your Better Story Marketing OS

Adding your business info to the Marketing OS

To start using your Better Story Marketing OS, you’ll must enter your business profile information. The includes details like:

• Logo
• Friendly Business Name
• Legal Business Name
• Business Contact Information
• Business Type, Industry and Registration Information

You can enter your business address to import many of these details or manually enter them. 

To update this information in the future, navigate to the settings menu (bottom left of the screen) and select Business Profile.

You will also want to update your profile and add team members.

Integrating your calendar

There are three options for connecting your calendar to the Better Story Marketing OS: Google, Outlook or iCloud. Once you have connected your preferred calendar, you can set multiple calendars in the system. For example, a personal calendar, one for booked appointments, or other services you provide. 

If you use multiple calendars or have multiple people on your team, you can set a primary calendar and then set the system to Check for Conflicts by choosing the appropriate calendars to compare via the setting in My Profile. 

Adding a phone number for automated SMS

Messaging is an effective way to communicate with customers, especially when you begin to automate your marketing process.

You will need to set up a new number to use for your business. 

In the fall of 2023, the A2P (application 2 person) 10 DLC (10-digit long code) standard was implemented in the United States. This standard is what United States telecom carriers have enacted to ensure that SMS traffic to US end-users through long-code phone numbers is verified and consensual. Your business must have an approved number to send text messages through the Better Story Marketing OS. 

If you do not already have an approved number, the steps below will enable you to purchase a local number for $1.15 or a toll-free number for $2.15 through LeadConnector, which is automatically connected to the OS. 

In the Settings Menu, select Phone Numbers and click Add Number in the top right of the page.

Select Add Phone Number and choose from the available numbers.

To purchase a local number, select Filter, enter the desired area code, and then, in the drop-down menu on the right, select First Part of Number to show numbers for the desired area code (picture below). 

Once you have purchased your number, it will automatically recommend you start the process of registering your new number for A2P 10DLC compliance. 

Setting up your payment method

To run an effective business, you need to make getting paid easy. You have four options for how you want to handle payment.

1. Stripe
2. PayPal
3. Authorize.net
4. NMI

Here are the steps to set up any of these payment methods.

1. Click on Payments in the left menu
2. Choose which payment method you use.
3. Follow the on-screen instructions.

Setting up payment methods will allow you to quickly be paid via invoices and paid sessions.

Importing your contacts

Growing a robust list of contacts is essential to the success of your business. You can enter contacts one at a time or bulk import a preexisting list.

You can find step-by-step instructions on how to import your contacts in our Marketing OS Contacts Guide.

Setting up a Marketing OS is a strategic move for any entrepreneur aiming to streamline their customer management process. It will help you keep track of your customer interactions and provide valuable insights to drive growth and improve customer satisfaction.

It’s time to take this significant step towards enhanced customer relationship management. Start leveraging the power of a Marketing OS to propel your entrepreneurial venture to greater heights.

If you haven’t already, sign up for a free trial of the Better Story Marketing OS and set up your new calendars. If you need help, just book your Marketing OS Onboarding Session.