Why OAT Connects to Your Email
As an advisor using SmartAsset OAT, you can connect your email to streamline your outreach to potential investor leads and prospects. OAT seamlessly integrates with Gmail, Office 365, Exchange, or IMAP/SMTP. This user guide explains the benefits and security features of this integration:
- Automated Outreach to New Leads
- When you get a new lead, OAT can automatically assign it to a drip campaign and send an immediate email.
- Smart Response Detection
- OAT detects when a lead replies to your outreach via call, text, email, or scheduled meeting.
- Upon detecting a response, OAT immediately stops any ongoing automated messages to that lead.
- Privacy and Security
- Your privacy is our priority. OAT only interacts with lead-related emails, leaving all other emails completely private and secure.
- We employ industry-standard encryption and security measures to protect your data at all times.