What's new at Ortto

This month we’re excited to release new data sources and features that will help you create more personalized experiences for your customers, build reports based on fields, set up Slack notifications for any report, and more.

Sync your Typeform data with Ortto

By adding Typeform as a data source, you can now sync data collected from forms, quizzes, survey responses, and event registrations into your CDP. Responses will be recorded as attributes that can be used in reports, campaigns and audiences to enrich your customer data, improve customer experience and optimize the customer journey.

This means you can:

1. Automate timely and personalized messaging

2. Build smarter audience segments with NPS surveys

3. See the link between your Typeform submissions and revenue

Click here to learn more about this highly-anticipated integration.

Set up Slack notifications for reports

If you have Slack connected to your Ortto account, you can now automate Slack notifications for any dynamic report in your account. You can choose the Slack channel, set the frequency (daily including or excluding weekends, weekly, or monthly), and specify a time for sending. We’ve also included a message field to ensure you can personalize your notifications and provide context for your team.

To set up Slack notifications, go to the Reports page, click on the name of the report you want notifications for, and go to More then Slack notifications.

For more, visit our help documentation here.

Create reports based on fields in your CDP

This update comes highly-requested by Ortto customers. You can now create reports based on any field in your CDP, allowing you to get a snapshot of aggregate customer information, like the number of users in a specific plan type, in any given time period.

For any field with tracking switched on, you can also create reports measuring relative group sizes over time to track how groups that are important to you are growing or declining.

Visit our blog for more use cases and examples and our help documentation for more information on setting field-based reports up.

Integrate Magento 2 with Ortto

Our new Magento 2 data source will bring your customer records and associated fields, plus activities into your Ortto account. It will also unlock a range of capabilities that will help you personalize marketing communications and gain greater insights through data and analytics.

This will allow you to do things like:

• Turn browsers into buyers using merge tags in email and SMS campaigns

• Send unique coupons to people who sign up for your email marketing

• Nudge customers to reorder products with an email playbook

• Recover abandoned carts with email and SMS Journeys

• Alert customers when an item is back in stock

• Gain deeper product, campaign, and customer insights to make data-driven decisions

Visit our help documentation to connect Magento 2 to Ortto today.

Send data from Ortto to Segment

We’ve recently launched a new Segment integration that allows you to share data from Ortto to your Segment account. This will allow you to track things like email sends, open rate, click-through rate, capture widget performance, and more directly to your Segment account.

This highly-requested update will give Segment users more flexibility, allow you to include Ortto campaign metrics in your reporting and analytics, and more.

For more, visit our help docs here.

Increased usage limits and flexibility across Ortto plans

We have increased usage limits across select plans and created more flexibility for Activities, giving every Ortto user more value.

Business plan

• Seat limit has increased from 5 to 10

• Data streams limit has increased from 1 to 3

• 10 custom activities/10 segment activities limit increased to 15 custom activities/15 segment activities

Professional plan

• Seat limit has increased from 3 to 5

• Activity add-ons are available to purchase

Campaign plan

• Activity add-ons are available to purchase

Visit Ortto’s pricing page for more information.

See a snapshot of other new features, updates and fixes in our changelog here.