Ortto product updates and how-tos

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.

chargebee integration
5 ways to use your Ortto and Chargebee integration

Find out how integrating Chargebee with Ortto can help you visualize and act on revenue insights. Plus, we've five ways to start using the integration today.

Create custom activities
How to create and use custom activities

Custom activities give your business the chance to take control of the customer journey to drive conversions and grow your business.

custom activities best use cases
Top 11 ways to use custom activities

Creating custom activities will help you drive product adoption, increase depth of use, and reduce customer churn. In this article, we’ll share top 11 use cases.

Live chat, Zapier updates, staggered send feature and more

Check out our June wrap-up of all things new and improved including our new live chat, Zapier updates, staggered send feature and more.

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.

Using staggered sends in your email marketing
Using staggered sends in your email marketing

There’s no denying that email plays an important role in user engagement, so increasing the chances of your email being opened and the reader taking action is key. Staggered sends are a tool you can employ as part of your email optimization strategies.

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“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