LiteracyPlanet

—How LiteracyPlanet generates and converts more leads with Ortto

“I find Ortto really intuitive and reliable. It’s so comforting to know the journeys and playbooks we have really will just work.”

Julia Funk

Marketing Manager, LiteracyPlanet

LiteracyPlanet is an English literacy learning platform that helps teachers create more engaging, fun, and evidence-aligned literacy programs for students. It includes everything teachers need to assess students’ literacy skills, build individualized intervention programs to fill knowledge gaps, and provide gamified learning experiences that kids love.

Their mission is to empower and educate a generation of confident communicators. To do this, they need to reach busy teachers, get them into the platform, and help them realize its value. 

The challenge

Facing challenges with their legacy tool, LiteracyPlanet needed a tool that was easy to use and would reliably automate omnichannel communications with teachers and administrators. 

“Things were getting a bit clunky and unreliable with Marketo, so we started exploring other more affordable and reliable options.” Julia Funk, Marketing Manager explained. 

The strategy

After shopping around, the team decided to make the switch to Ortto with the primary goal of capturing, nurturing, and converting new leads. 

When it came to capturing more leads, they started with the lowest-hanging fruit.

“Our support team has been using Talk and singing its praises, so we decided to implement pro-active live chat on some of our more high-intent pages like the pricing page, membership page, and our famous custom word list tool.”

Talk’s proactive live chat feature can be set up in minutes and allows sales and support teams to engage with leads in real-time, answering their questions and bringing them closer to conversion.

When a new lead enters the funnel, they sign up for a 30-day free trial. This means LiteracyPlanet has a month to prove the product’s value and win the customer over, making their onboarding experience mission-critical. 

“We have an onboarding journey and a playbook. The two complement each other — the playbook helps educate and onboard new teachers, then the quick-step onboarding journey kicks in to check whether they’ve completed key actions and remind them to do so if not.” Julia explained.

This setup means teachers receive information about the platform’s benefits through the playbook while being prompted and reminded to take critical actions via the journey. It’s a best-of-both-worlds setup that ensures the customer understands LiteracyPlanet’s most-loved features and takes actions that improve their onboarding experience.

This clever strategy has resulted in an average open rate of 31% on the playbook, and open rates consistently above 20% across emails in the journey — a major increase since switching to Ortto.

LiteracyPlanet is an English literacy learning platform that helps teachers create more engaging, fun, and evidence-aligned literacy programs for students. It includes everything teachers need to assess students’ literacy skills, build individualized intervention programs to fill knowledge gaps, and provide gamified learning experiences that kids love.

Their mission is to empower and educate a generation of confident communicators. To do this, they need to reach busy teachers, get them into the platform, and help them realize its value. 

The challenge

Facing challenges with their legacy tool, LiteracyPlanet needed a tool that was easy to use and would reliably automate omnichannel communications with teachers and administrators. 

“Things were getting a bit clunky and unreliable with Marketo, so we started exploring other more affordable and reliable options.” Julia Funk, Marketing Manager explained. 

The strategy

After shopping around, the team decided to make the switch to Ortto with the primary goal of capturing, nurturing, and converting new leads. 

When it came to capturing more leads, they started with the lowest-hanging fruit.

“Our support team has been using Talk and singing its praises, so we decided to implement pro-active live chat on some of our more high-intent pages like the pricing page, membership page, and our famous custom word list tool.”

Talk’s proactive live chat feature can be set up in minutes and allows sales and support teams to engage with leads in real-time, answering their questions and bringing them closer to conversion.

When a new lead enters the funnel, they sign up for a 30-day free trial. This means LiteracyPlanet has a month to prove the product’s value and win the customer over, making their onboarding experience mission-critical. 

“We have an onboarding journey and a playbook. The two complement each other — the playbook helps educate and onboard new teachers, then the quick-step onboarding journey kicks in to check whether they’ve completed key actions and remind them to do so if not.” Julia explained.

This setup means teachers receive information about the platform’s benefits through the playbook while being prompted and reminded to take critical actions via the journey. It’s a best-of-both-worlds setup that ensures the customer understands LiteracyPlanet’s most-loved features and takes actions that improve their onboarding experience.

This clever strategy has resulted in an average open rate of 31% on the playbook, and open rates consistently above 20% across emails in the journey — a major increase since switching to Ortto.

LiteracyPlanet is an English literacy learning platform that helps teachers create more engaging, fun, and evidence-aligned literacy programs for students. It includes everything teachers need to assess students’ literacy skills, build individualized intervention programs to fill knowledge gaps, and provide gamified learning experiences that kids love.

Their mission is to empower and educate a generation of confident communicators. To do this, they need to reach busy teachers, get them into the platform, and help them realize its value. 

The challenge

Facing challenges with their legacy tool, LiteracyPlanet needed a tool that was easy to use and would reliably automate omnichannel communications with teachers and administrators. 

“Things were getting a bit clunky and unreliable with Marketo, so we started exploring other more affordable and reliable options.” Julia Funk, Marketing Manager explained. 

The strategy

After shopping around, the team decided to make the switch to Ortto with the primary goal of capturing, nurturing, and converting new leads. 

When it came to capturing more leads, they started with the lowest-hanging fruit.

“Our support team has been using Talk and singing its praises, so we decided to implement pro-active live chat on some of our more high-intent pages like the pricing page, membership page, and our famous custom word list tool.”

Talk’s proactive live chat feature can be set up in minutes and allows sales and support teams to engage with leads in real-time, answering their questions and bringing them closer to conversion.

When a new lead enters the funnel, they sign up for a 30-day free trial. This means LiteracyPlanet has a month to prove the product’s value and win the customer over, making their onboarding experience mission-critical. 

“We have an onboarding journey and a playbook. The two complement each other — the playbook helps educate and onboard new teachers, then the quick-step onboarding journey kicks in to check whether they’ve completed key actions and remind them to do so if not.” Julia explained.

This setup means teachers receive information about the platform’s benefits through the playbook while being prompted and reminded to take critical actions via the journey. It’s a best-of-both-worlds setup that ensures the customer understands LiteracyPlanet’s most-loved features and takes actions that improve their onboarding experience.

This clever strategy has resulted in an average open rate of 31% on the playbook, and open rates consistently above 20% across emails in the journey — a major increase since switching to Ortto.

LiteracyPlanet is an English literacy learning platform that helps teachers create more engaging, fun, and evidence-aligned literacy programs for students. It includes everything teachers need to assess students’ literacy skills, build individualized intervention programs to fill knowledge gaps, and provide gamified learning experiences that kids love.

Their mission is to empower and educate a generation of confident communicators. To do this, they need to reach busy teachers, get them into the platform, and help them realize its value. 

The challenge

Facing challenges with their legacy tool, LiteracyPlanet needed a tool that was easy to use and would reliably automate omnichannel communications with teachers and administrators. 

“Things were getting a bit clunky and unreliable with Marketo, so we started exploring other more affordable and reliable options.” Julia Funk, Marketing Manager explained. 

The strategy

After shopping around, the team decided to make the switch to Ortto with the primary goal of capturing, nurturing, and converting new leads. 

When it came to capturing more leads, they started with the lowest-hanging fruit.

“Our support team has been using Talk and singing its praises, so we decided to implement pro-active live chat on some of our more high-intent pages like the pricing page, membership page, and our famous custom word list tool.”

Talk’s proactive live chat feature can be set up in minutes and allows sales and support teams to engage with leads in real-time, answering their questions and bringing them closer to conversion.

When a new lead enters the funnel, they sign up for a 30-day free trial. This means LiteracyPlanet has a month to prove the product’s value and win the customer over, making their onboarding experience mission-critical. 

“We have an onboarding journey and a playbook. The two complement each other — the playbook helps educate and onboard new teachers, then the quick-step onboarding journey kicks in to check whether they’ve completed key actions and remind them to do so if not.” Julia explained.

This setup means teachers receive information about the platform’s benefits through the playbook while being prompted and reminded to take critical actions via the journey. It’s a best-of-both-worlds setup that ensures the customer understands LiteracyPlanet’s most-loved features and takes actions that improve their onboarding experience.

This clever strategy has resulted in an average open rate of 31% on the playbook, and open rates consistently above 20% across emails in the journey — a major increase since switching to Ortto.

These two experiences play out throughout the free trial period. If at that stage the account has not set up their paid trial, they’ll enter another journey reminding them to sign up. This journey has resulted in a 27% open rate and 2.2% click-through rate, as well as proactive outreach from customers who request a trial extension or ask for support. 

In addition to great results, LiteracyPlanet finally has a tool that reliably delivers their onboarding messages, meaning they can focus on driving leads and retention. “They’re running in the background. That’s it — it’s as set-and-forget as you can get!” Julia shared.

Recap: The results

LiteracyPlanet needed to build upper-funnel journeys that would attract and convert more customers. After transitioning away from their “clunky and unreliable” legacy platform to Ortto, they were able to set up journeys that have resulted in higher open rates, click-through rates, and an improved customer experience. 

These two experiences play out throughout the free trial period. If at that stage the account has not set up their paid trial, they’ll enter another journey reminding them to sign up. This journey has resulted in a 27% open rate and 2.2% click-through rate, as well as proactive outreach from customers who request a trial extension or ask for support. 

In addition to great results, LiteracyPlanet finally has a tool that reliably delivers their onboarding messages, meaning they can focus on driving leads and retention. “They’re running in the background. That’s it — it’s as set-and-forget as you can get!” Julia shared.

Recap: The results

LiteracyPlanet needed to build upper-funnel journeys that would attract and convert more customers. After transitioning away from their “clunky and unreliable” legacy platform to Ortto, they were able to set up journeys that have resulted in higher open rates, click-through rates, and an improved customer experience. 

These two experiences play out throughout the free trial period. If at that stage the account has not set up their paid trial, they’ll enter another journey reminding them to sign up. This journey has resulted in a 27% open rate and 2.2% click-through rate, as well as proactive outreach from customers who request a trial extension or ask for support. 

In addition to great results, LiteracyPlanet finally has a tool that reliably delivers their onboarding messages, meaning they can focus on driving leads and retention. “They’re running in the background. That’s it — it’s as set-and-forget as you can get!” Julia shared.

Recap: The results

LiteracyPlanet needed to build upper-funnel journeys that would attract and convert more customers. After transitioning away from their “clunky and unreliable” legacy platform to Ortto, they were able to set up journeys that have resulted in higher open rates, click-through rates, and an improved customer experience. 

These two experiences play out throughout the free trial period. If at that stage the account has not set up their paid trial, they’ll enter another journey reminding them to sign up. This journey has resulted in a 27% open rate and 2.2% click-through rate, as well as proactive outreach from customers who request a trial extension or ask for support. 

In addition to great results, LiteracyPlanet finally has a tool that reliably delivers their onboarding messages, meaning they can focus on driving leads and retention. “They’re running in the background. That’s it — it’s as set-and-forget as you can get!” Julia shared.

Recap: The results

LiteracyPlanet needed to build upper-funnel journeys that would attract and convert more customers. After transitioning away from their “clunky and unreliable” legacy platform to Ortto, they were able to set up journeys that have resulted in higher open rates, click-through rates, and an improved customer experience. 

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