Emily McLaren

Global Head of Customer Support, Ortto

How to automate customer support escalations

How to automate the customer support escalation process

Product

Explore resources and advice to help you get the most out of Ortto.

Maximise your Ortto platform | Ortto Academy

Ortto Academy

Supercharge your marketing with the automation by gaining knowledge and learning about strategies by reading our marketing automation blogs.

Expert insights and resources on marketing automation | Ortto

Marketing automation resources

Marketing automation 

Discover expert insights, new ideas, and advice on marketing operations and level up your marketing strategy. 

Expert insights and resources on marketing operations | Ortto

Marketing operations resources

Marketing operations

Discover expert insights, new ideas, and advice for customer experience marketing and level up your marketing strategy. 

Expert insights and resources for customer experience marketing | Ortto

Customer experience marketing resources

Customer experience 

In this video, Ortto's Head of Customer Support, Emily McLaren, shows you how to automate the customer support escalation process using tags, a simple operational journey, and fields in Talk.

Chloe Schneider

Head of Content @ Ortto

Custom activities

How to track customer actions using custom activities

Learn how to create a personalized marketing strategy to grow your business and generate leads by reading our marketing personalization aritcles.

Expert insights and resources for marketing personalization | Ortto

Personalization resources

Personalization

Discover expert insights, new ideas, and advice on data and analytics for marketers and level up your marketing strategy. 

Expert insights and resources on data and analytics for marketers | Ortto

Marketing data and analytics resources

Data and analytics

Discover expert insights, new ideas, and advice to level up your marketing strategy. 

Expert insights and resources on marketing strategy | Ortto

Marketing strategy resources

Marketing strategy

Create custom activities and give your business the chance to take control of the customer journey and drive unlimited growth. 

Introduction to custom activities in Ortto [video]

Introduction to activities in Ortto

Introduction to activities in Ortto  [video]

pie chart report

How to build a pie chart report in Ortto [video]

Pie charts are an extremely versatile reporting tool that help you show data as a percentage of a whole. In Ortto, you can use activities, fields, or organization fields to build pie charts and in this video, we show you how its done. 

How to build a pie chart report in Ortto

Metric-Report-Blog 

How to build metric a report with a goal in Ortto [video]

In this video, we show you how to build a metric report with a goal in Ortto. This fundamental report types appear on almost every Ortto dashboard, and can be used to help you track progress to a goal or measure period-on-period performance.

How to build metric report with a goal in Ortto [VIDEO]

Danielle Rose

Head of Customer Success

How to use audience filters in Ortto

How to use audience filters and condition groups in Ortto

Audience filters are fundamental to success with Ortto. Understanding how to use them will set you free to execute targeted, personalized campaigns, create audiences for reporting, and effectively manage your customer data. 

Funnel reports

How to build a funnel report in Ortto

Funnel reports can be an incredibly useful team for marketing, sales, or success teams who want to measure how an audience is moving through any stage of the funnel. 

Ortto dynamic content condition builder

How to add dynamic content to emails 

Learn about the different ways to add dynamic content to your emails in Ortto, and see how the condition builder works in a video tutorial. 

How to add dynamic content to emails using the condition builder 

Blog

Navigating Ortto’s new sidebar: Video and quick reference guide

Watch this video to get a walkthrough of Ortto's new sidebar, and bookmark this page as a quick reference guide. 

Ortto Academy

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