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Marketing automation hub

Salesforce custom fields
How to use Salesforce custom object values in your email and SMS marketing

Learn how to leverage your Salesforce custom object values to personalize email and SMS communications for your leads and customers.

How to improve your email open rate with AI
How to improve your email open rates: Try using AI

Want to know the open rate of your emails before you even hit send? Our new tool can predict your open rate and make recommendations on higher-performing alternatives.

Sales Playbook examples
6 sales playbook examples across the sales cycle

Boost each stage of the sales cycle with playbooks. We’ve created seven playbooks that you can implement today.

Create custom activities
How to create and use custom activities

Custom activities give your business the chance to take control of the customer journey to drive conversions and grow your business.

Email marketing tips
I reviewed over 500 emails. Here is what I learned...

I saw the good, the bad, the ugly. And I’m sharing my learnings with you to help you improve your open rates, click rates and drive more sales from your email.

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Mosaic
Mosaic

“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.

Mica Shtewi
Tech Manager