Introducing Magento 2 for Ortto

Outline

Introduction
8 ways to use your Magento 2 data in Ortto

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8 ways to use your Magento 2 data in Ortto

The Magento 2 data source will bring your customer records and associated fields, plus activities into your Ortto account. It will also unlock a range of capabilities that will help you personalize marketing communications and gain greater insights through data and analytics.

Get inspired with these six use cases.

1. Turn browsers into buyers using merge tags in email and SMS campaigns

With Magento 2 as a data source, you can use merge tags to add specific product names to email and SMS content. For example, if a customer views a specific product page, but never purchases, you can send them an email reminding them about the product they were interested in with a positive review, coupon code, or other incentive.

2. Send a unique coupon to people who sign up for your email marketing

Let’s say you want to incentivize unknown visitors to sign up to your email marketing by offering them 10% off any purchase. You can easily set this up in your Ortto account by creating a Journey with the entry criteria being Signs up to marketing emails. From there, craft your email content, add the coupon by clicking and dragging the coupon widget on the Design tab, and select Magento 2 in the Configure section of the coupon row. Watch below to see how it’s done.

All coupons you create in Ortto, and their attributes will be automatically synced to your Magento 2 account.

3. Nudge customers to reorder products with an email playbook

If you stock items—like groceries, supplements, or personal care products—that require re-purchasing, you can create a playbook that nudges customers to place a second order. For example, your Playbook emails may look like this:

Email 1: You must be running low on {product}. Place your order now to restock in time!
Email 2: Don't forget to reorder your {product}. Here's 15% off.
Email 3: Final call! Reorder your {product} today to receive 15% off

With your Magento 2 data synced in your Ortto account, each email in the playbook can include the specific product name and image, as well as customer details like the last date of purchase, name, or shipping address.

At any point in the playbook, your customer will exit if they convert. Otherwise, they will exit when they have received all emails. Take a look at the image below to see what the entry and exit criteria look like.

4. Recover abandoned carts with a Journey

Once you’ve connected your Magento 2 account to Ortto, you will see Abandoned cart and Abandoned checkout content widgets available in your email builder. Start by creating a Journey with the entry criteria Cart abandonment occurs then design your email content, adding the Abandoned cart widget where relevant and configuring it to match your brand style.

If you have multiple emails in your Journey, your exit criteria could look like this:

They reach the end of the path
They don’t move for 30 days
Ordered product occurs

5. Alert customers when an item is back in stock and track performance

Don’t lose customers while you’re waiting for stock to be replenished. With your Magento 2 and Ortto accounts connected, you can create segments of people who have asked to be notified when a specific product is back in stock.

Creating these segments will allow you to:

Set up a journey to automate an email to be delivered to the segment when the item is back in stock.
Create a report to see how many people made a purchase after being notified that the item is back in stock.

6. Gain deeper product insights to make data-driven inventory decisions

Create reports tracking things like top products by revenue, top products sold in specific locations, the most frequently occurring first purchases, or top products in any given time period. These reports will help you make data-driven decisions about restocks, production volume, and new product innovation.

Plus, you can easily compile these individual reports into a dashboard to keep an eye on inventory trends and set up Slack notifications for any reports.