top 11 use cases for custom activities
How to use custom activities in your marketing

Trigger messages and generate deeper customer insights with custom activities.

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. 

Knowledge base
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.

website visitor tracking
How to implement web visitor tracking

Track known and anonymous visitor activity, capture lead and contact data, and display targeted messages or capture widgets.

HubSpot CRM integration with Ortto
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.

Marketing templates blog image
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.

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 use custom fields
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.

customer journey audiences
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.

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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
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