New integrations, report options, and more

Outline

Introduction

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Connect Chargebee to Ortto and unlock your trial, subscription and invoice data

Earlier this month we announced the launch of our Chargebee integration. If you’re a Chargebee user, when you connect Chargebee as a data source in your Ortto account, you’ll unlock all of your customer, trial, subscription, charge, and invoice data, allowing you to:

Visualize the impact of campaigns on revenue and MRR
Discover which UTM campaigns lead to the most revenue
Track average sale price
And much more

You can learn more about integrating with Chargebee and how it empowers you to act on your subscription data insights.

Dynamically sync your Ortto audiences with your Twitter Ads account

Our new Twitter integration will help you reach high-quality prospects through lookalike audiences and easily retarget customers or leads. By syncing your audiences to Twitter, you’ll never have to download and upload CSV files of your customer data again.

Learn more about how it works and why you should start using it today.

Backfill your Salesforce and Pipedrive fields

We have added an option to our Salesforce and Pipedrive data sources that allows you to backfill field data. If you want to start tracking new fields from the Salesforce or Pipedrive side or update the sync rules to include the new fields, using the backfill fields option will ensure data is synced for any contacts that have a historical value for the new fields.

Zapier updates

We have improved the UI for our Zapier data source, which now allows users to outbound (from Ortto to Zapier) fields. This gives you more flexibility with the Ortto fields that can be selected in Zapier Triggers and Actions.

You can use Zapier to connect Ortto with 5,000+ popular apps. Check out some of the apps that can be integrated with Ortto natively or via Zapier.

Get complete design control with our new custom HTML upload feature

Instead of starting with a saved template and adding content to it, you can now import custom-coded HTML emails.

The new custom HTML upload feature is designed to make it easy for you to upload custom email designs that you may have outsourced to your designer and give you more granular control over the design. The custom HTML upload feature can also be a huge time saver for those transferring emails from another platform to Ortto.

Learn more about our custom HTML upload feature.

Disable URL shortening on your SMS campaigns

You can now disable URL shortening on your SMS campaigns. It is worth noting that if you disable URL shortening, it could impact your click tracking. To automatically add UTM tracking parameters to links that don’t already have UTM parameters in your SMS campaign messages, select 'Automatically add UTM tracking to links to this SMS'. Where a link has an existing UTM parameter, we won’t replace it.

Four new report options are now available

Compare to previous period

This new option gives you a quick and easy visual comparison so you can see what changes are occurring between key periods whether that be day to day, week to week or month to month. This new 'compare to previous period' option is only available for line reports.

Cumulative data

The new cumulative data option is advantageous as it shows both the total (cumulative) number and the change in growth by time period, allowing you to better analyze your rate of growth. This new cumulative option is available for both column and line reports.

Report suppression filter

We all know how data can easily be skewed, which can make it harder to draw insights from your data. There is now a report suppression filter available to you in your customer data settings. You can add any filters to this suppression list so that those matching those filters are not included in your reporting. This could be used to exclude tests or staff from your reports easily.

Unknown attributes in reports

Lastly, we have made an improvement to reports, giving you an option to clearly label and better represent this unknown portion when building a report grouped by attribute. This will allow you to better visualize your data and understand where any of your gaps in data may exist.

Capture subscribers and leads from your existing forms using our new capture type - tracked form

Easily capture new subscribers from your blog, contact us page or request demo form without modifying the existing forms on your website.

All you need to do is ensure the tracking code is implemented on the page where your form appears, and then paste the URL of the form into the tracked form feature in Ortto. You can then map the form fields directly into your customer data platform and setup journeys to take action after forms are submitted.

Form submissions are captured as activities, which means you'll be able to trigger campaigns and create reports based on new records from these tracked forms.

Check out how it works, and why it will save you precious time.

Create retention audiences based on both activities+attributes that have occurred beyond 90 days

We have improved the functionality for creating audiences based on activities with attributes added.

You could always create audiences based on activity data that is more than 90 days old. Should you now wish to add an attribute to the activity filter looking at activity older than 90 days, you can now do this and create it as a retention audience. For example ‘Placed order’ (the activity) that occurred more than 100 days ago where SKU is x (attribute).

This is available to Ortto users that have data retention as part of their plan and the activity being used in the audience filter also has a data retention option enabled.

Learn more about data retention and audiences.