Navigating Ortto’s new sidebar: Video and quick reference guide
Outline
- Introduction
- Welcome to Ortto’s new sidebar
- A-Z quick reference guide
More like this:
We’ve refreshed the sidebar in the Ortto app! The fresh new look is not just cosmetic — we have logically grouped features and settings together to help you find what you need faster.
This update comes with a couple of bonuses, like an ‘auto’ appearance option that switches from light to dark mode as you go from day to night and a new dropdown menu that fast-tracks the process of switching between accounts.
This article will help you understand:
Welcome to Ortto’s new sidebar
A-Z quick reference guide
Some of our most popular features and settings have moved. Their new placement is more logical and intuitive, but if you’re in the platform day-in, day-out, it might take a bit of getting used to.
Use this handy A-Z guide to find what you’re looking for, and reach out to our top-rated support team via the in-app live chat if you’re having trouble finding something.
Feature or setting | New location |
Activities | Under CDP in sidebar |
Articles | Under Talk in sidebar |
Asset manager | Under Marketing in sidebar |
Audiences | Under CDP in sidebar |
Campaigns | Under Marketing in sidebar |
Capture | Under Marketing in sidebar |
Collapse/expand sidebar | Icon to the right of your brand favicon in the top left corner of the screen. <image> |
Coupons | Settings > Coupons |
Dashboards | Under Analytics in sidebar |
Data sources | Under CDP in sidebar |
Inbox | Under Talk in sidebar |
Organizations | Under CDP in sidebar |
People | Under CDP in sidebar |
Plan & billing | Dropdown menu in the top left corner under your brand favicon <image> |
Reports | Under Analytics in sidebar |
Scores | Under CDP in sidebar |
Switch accounts | Dropdown menu accessible via your brand icon in the top left corner. |
Tags | Settings > Customer Data > Tags |
“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.”
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