Ortto Academy

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.

Ortto Academy

How to use knowledge base to streamline customer support

Ortto’s newest feature, knowledge base, allows you to create and manage a searchable help center so customers and support teams can self-serve answers at lightning speed.

Ortto Academy

Introducing HubSpot CRM for Ortto

Ortto’s integration with HubSpot will give you the ability to sync data from your CRM to create hyper-personalized customer journeys and report on performance.

Ortto Academy

Introducing Ortto’s Templates directory

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.

Ortto Academy

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.

Ortto Academy

8 things custom fields will tell you about your customer's behavior

When you create custom fields, you can get a deeper understanding of your customer’s behavior to create more personalized experiences.

Ortto Academy

12 audiences every SaaS business needs

Ortto’s audiences feature helps you to organize and categorize your contacts in many ways, including by stages in your customer journey. Here are 12 audience types to create today.

Ortto Academy

10 ways to use Ortto’s tagging feature to improve your workflow

Tagging your customers enables sophisticated filtering and audience segmentation, meaning you can personalize at scale. Here are 10 ways to use Ortto’s tagging feature – and how it can improve your workflow.

Ortto Academy

What are tracked forms? Plus how to create them in Ortto

We’re excited to announce that you can now capture subscribers and leads from your existing forms using a new capture type - tracked form. Here’s how it works, and how it can save you time.

“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

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