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.

what is tagging in Ortto
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 tracked form mapping
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.

Audience segmentation
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.

fields ui
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.

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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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