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.
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.
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.
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.
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.
Everything you need to know about audience segmentation
Know your customers and target intelligently by utilizing Ortto’s powerful audience segmentation software. We’ll show you how.
How to enable and use field updates in your Ortto account
Track changes made within chosen fields of your customer data with the new track field history feature. See when the field was changed, what the original value was and what it was changed to.
“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.”
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