Track changes made within chosen fields of your customer data with the newest Ortto feature.
Why track field updates?
Sometimes you want to be able to see changes that were made to a field in your Ortto account, including:
when the field was changed,
what was the original value and;
what did it get changed to.
Let's say you have a custom field for the plan your customers are on - bronze, silver, gold. By activating the ‘field activity’ option for that custom field, Ortto will now track all changes to the field from that point onwards.
This new feature will allow you to:
Setup journeys that trigger based on specific transitions (e.g. if someone goes from bronze to silver)
Be more granular with your analytics and report on things such as upgrades and downgrades of customers or other custom fields that you choose to track field updates on.
Enabling field updates
This feature is available for you to start using today, but remember to activate ‘field activity’ for the fields you would like to track changes on. To activate this feature on a specific field in Ortto, go to your account setup and click on Customer data and then fields.
Identify the field you want to track and activate the feature by enabling the “keep track of any changes to this field so you can report on them” option. This will be available on most custom person fields except aggregate and multi-select field types. The activity is not backdated and will only start tracking field changes from the time you activate.