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This month, we have a bunch of new features that have been launched. New Chargebee and Twitter integrations, four new report options, HTML email upload, retention audiences and more. Find out more about what's new in July...
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Interested in using any of these features in Ortto? You can get started with a free account today.
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Our new Scores feature allows you to set up points-based scoring models for customers, product engagement, and leads using any attributes or activities you choose.
We are excited to announce our new Templates directory - a resource containing over 200 free templates that will help you craft the perfect marketing journey.