TrustRadius

If you’ve built or upgraded your tech stack, you probably leaned on TrustRadius in your research phase. For the unacquainted, TrustRadius is a buyer intelligence platform for business technology. They provide comprehensive product information, in-depth customer insights, and peer conversations to enable buyers to make confident decisions.

The company’s ultimate goal, as Kayla Hutchinson, Community Email Marketing Manager shared, “is to help software buyers make the correct purchase decisions for their company by providing insights on software and real, long-form reviews from users.”

The challenge

TrustRadius has amazing content, a smart marketing team with great ideas, and robust customer data in Salesforce, but they were being held back by an overly complicated email service provider (ESP) and disconnected data.

“Our previous ESP made it really hard to create fun, automated, and sometimes-complex campaigns that can be built by one person. Templates were outdated and there was no way to easily create emails that looked modern and beautiful but were also efficient. We also have some amazing data on our reviewers in Salesforce that we couldn’t access in our old ESP.” Kayla explained.

This was holding them back from reaching their two priority goals as a marketing team:

Drive reviews on the TrustRadius website
Provide content and helpful information to software buyers to help them make great purchase decisions

The strategy: Unlock data to drive and track results

To reach these goals, Kayla and her team needed to shed themselves of the “headache” of an ESP they had been using and make the switch to Ortto.

“As soon as we moved to Ortto and were able to easily bring in data from Salesforce, we unlocked so much growth in our emails.”

“Customer data is the most important piece of the puzzle for us, and Ortto helps us connect these pieces. We gather industry, title, the types of products they are using, what kind of reviewer they are, the last time they reviewed, etc. We use this information to send the right emails to the right people. We don’t want to send a review invitation for a code development tool to someone who runs their HR department.”

With their customer data and marketing automation connected, TrustRadius was finally free to execute the campaigns they’d been brainstorming and prove the results.

The review-generating campaign with a 17% conversion rate

“One of my favorite ongoing successful campaigns is used to drive reviews on zero-review product pages. It used to be a manual campaign, but with Ortto I’ve been able to completely automate it," shared Kayla.

“I set up a journey that only brings people in if they rate a product on our website that has zero reviews. They are sent an email asking them to leave a review of the product. It pulls in the product name, the link to where they can start their review, and their details through the CDP and Salesforce integration. If they leave a review, they are funneled into our review flow campaigns. If they don’t leave a review, they stay in the journey and are sent more review invitations.”

If you’ve built or upgraded your tech stack, you probably leaned on TrustRadius in your research phase. For the unacquainted, TrustRadius is a buyer intelligence platform for business technology. They provide comprehensive product information, in-depth customer insights, and peer conversations to enable buyers to make confident decisions.

The company’s ultimate goal, as Kayla Hutchinson, Community Email Marketing Manager shared, “is to help software buyers make the correct purchase decisions for their company by providing insights on software and real, long-form reviews from users.”

The challenge

TrustRadius has amazing content, a smart marketing team with great ideas, and robust customer data in Salesforce, but they were being held back by an overly complicated email service provider (ESP) and disconnected data.

“Our previous ESP made it really hard to create fun, automated, and sometimes-complex campaigns that can be built by one person. Templates were outdated and there was no way to easily create emails that looked modern and beautiful but were also efficient. We also have some amazing data on our reviewers in Salesforce that we couldn’t access in our old ESP.” Kayla explained.

This was holding them back from reaching their two priority goals as a marketing team:

Drive reviews on the TrustRadius website
Provide content and helpful information to software buyers to help them make great purchase decisions

The strategy: Unlock data to drive and track results

To reach these goals, Kayla and her team needed to shed themselves of the “headache” of an ESP they had been using and make the switch to Ortto.

“As soon as we moved to Ortto and were able to easily bring in data from Salesforce, we unlocked so much growth in our emails.”

“Customer data is the most important piece of the puzzle for us, and Ortto helps us connect these pieces. We gather industry, title, the types of products they are using, what kind of reviewer they are, the last time they reviewed, etc. We use this information to send the right emails to the right people. We don’t want to send a review invitation for a code development tool to someone who runs their HR department.”

With their customer data and marketing automation connected, TrustRadius was finally free to execute the campaigns they’d been brainstorming and prove the results.

The review-generating campaign with a 17% conversion rate

“One of my favorite ongoing successful campaigns is used to drive reviews on zero-review product pages. It used to be a manual campaign, but with Ortto I’ve been able to completely automate it," shared Kayla.

“I set up a journey that only brings people in if they rate a product on our website that has zero reviews. They are sent an email asking them to leave a review of the product. It pulls in the product name, the link to where they can start their review, and their details through the CDP and Salesforce integration. If they leave a review, they are funneled into our review flow campaigns. If they don’t leave a review, they stay in the journey and are sent more review invitations.”

If you’ve built or upgraded your tech stack, you probably leaned on TrustRadius in your research phase. For the unacquainted, TrustRadius is a buyer intelligence platform for business technology. They provide comprehensive product information, in-depth customer insights, and peer conversations to enable buyers to make confident decisions.

The company’s ultimate goal, as Kayla Hutchinson, Community Email Marketing Manager shared, “is to help software buyers make the correct purchase decisions for their company by providing insights on software and real, long-form reviews from users.”

The challenge

TrustRadius has amazing content, a smart marketing team with great ideas, and robust customer data in Salesforce, but they were being held back by an overly complicated email service provider (ESP) and disconnected data.

“Our previous ESP made it really hard to create fun, automated, and sometimes-complex campaigns that can be built by one person. Templates were outdated and there was no way to easily create emails that looked modern and beautiful but were also efficient. We also have some amazing data on our reviewers in Salesforce that we couldn’t access in our old ESP.” Kayla explained.

This was holding them back from reaching their two priority goals as a marketing team:

Drive reviews on the TrustRadius website
Provide content and helpful information to software buyers to help them make great purchase decisions

The strategy: Unlock data to drive and track results

To reach these goals, Kayla and her team needed to shed themselves of the “headache” of an ESP they had been using and make the switch to Ortto.

“As soon as we moved to Ortto and were able to easily bring in data from Salesforce, we unlocked so much growth in our emails.”

“Customer data is the most important piece of the puzzle for us, and Ortto helps us connect these pieces. We gather industry, title, the types of products they are using, what kind of reviewer they are, the last time they reviewed, etc. We use this information to send the right emails to the right people. We don’t want to send a review invitation for a code development tool to someone who runs their HR department.”

With their customer data and marketing automation connected, TrustRadius was finally free to execute the campaigns they’d been brainstorming and prove the results.

The review-generating campaign with a 17% conversion rate

“One of my favorite ongoing successful campaigns is used to drive reviews on zero-review product pages. It used to be a manual campaign, but with Ortto I’ve been able to completely automate it," shared Kayla.

“I set up a journey that only brings people in if they rate a product on our website that has zero reviews. They are sent an email asking them to leave a review of the product. It pulls in the product name, the link to where they can start their review, and their details through the CDP and Salesforce integration. If they leave a review, they are funneled into our review flow campaigns. If they don’t leave a review, they stay in the journey and are sent more review invitations.”

If you’ve built or upgraded your tech stack, you probably leaned on TrustRadius in your research phase. For the unacquainted, TrustRadius is a buyer intelligence platform for business technology. They provide comprehensive product information, in-depth customer insights, and peer conversations to enable buyers to make confident decisions.

The company’s ultimate goal, as Kayla Hutchinson, Community Email Marketing Manager shared, “is to help software buyers make the correct purchase decisions for their company by providing insights on software and real, long-form reviews from users.”

The challenge

TrustRadius has amazing content, a smart marketing team with great ideas, and robust customer data in Salesforce, but they were being held back by an overly complicated email service provider (ESP) and disconnected data.

“Our previous ESP made it really hard to create fun, automated, and sometimes-complex campaigns that can be built by one person. Templates were outdated and there was no way to easily create emails that looked modern and beautiful but were also efficient. We also have some amazing data on our reviewers in Salesforce that we couldn’t access in our old ESP.” Kayla explained.

This was holding them back from reaching their two priority goals as a marketing team:

Drive reviews on the TrustRadius website
Provide content and helpful information to software buyers to help them make great purchase decisions

The strategy: Unlock data to drive and track results

To reach these goals, Kayla and her team needed to shed themselves of the “headache” of an ESP they had been using and make the switch to Ortto.

“As soon as we moved to Ortto and were able to easily bring in data from Salesforce, we unlocked so much growth in our emails.”

“Customer data is the most important piece of the puzzle for us, and Ortto helps us connect these pieces. We gather industry, title, the types of products they are using, what kind of reviewer they are, the last time they reviewed, etc. We use this information to send the right emails to the right people. We don’t want to send a review invitation for a code development tool to someone who runs their HR department.”

With their customer data and marketing automation connected, TrustRadius was finally free to execute the campaigns they’d been brainstorming and prove the results.

The review-generating campaign with a 17% conversion rate

“One of my favorite ongoing successful campaigns is used to drive reviews on zero-review product pages. It used to be a manual campaign, but with Ortto I’ve been able to completely automate it," shared Kayla.

“I set up a journey that only brings people in if they rate a product on our website that has zero reviews. They are sent an email asking them to leave a review of the product. It pulls in the product name, the link to where they can start their review, and their details through the CDP and Salesforce integration. If they leave a review, they are funneled into our review flow campaigns. If they don’t leave a review, they stay in the journey and are sent more review invitations.”

Automating this campaign in Ortto has saved Kayla hours. Even more importantly, it has given her the ability to report on the results that really matter to the business, without leaving the platform. “A lot of ESPs define attribution in a very traditional marketing way. We really just want to know if someone left a review.”

“Being able to fully customize attribution at an email and journey level has been incredible for us, because we don’t have to go to another piece of software to build a report that shows what’s going on.”

This evergreen campaign has resulted in a 375% increase in average monthly first reviews, an average 55% open rate, 18% click-through rate, and 17% conversion rate. These numbers are impressive, but it’s what's behind those results that counts for Kayla. “Outside of the metrics, this is powerful because it means there are many more products on our site that are just helpful to software buyers, which is the ultimate goal for us at TrustRadius.”

Flexibility without complication

Ortto gives TrustRadius the flexibility they need, without the complication. Part of this is the platform itself, and part of it is the support.

“The customer support is unlike any other software I’ve ever worked with. If you have an idea of how to improve, it actually gets listened to and more often than not is implemented. This isn’t just your CSM and listening and giving feedback back to the dev team, but it’s product and dev really listening and understanding what users want and moving forward with those ideas.”

One practical example comes from Shea Cohorn, Email Campaign Specialist at TrustRadius. “I really appreciate the 'delivery load distribution' in the advanced options when you are setting up a campaign journey. This feature lets you pick a certain number of contacts per batch and you can pick when you want the campaign batches to send (minutes, hours, and days).”

“Before this feature was added, I would have to break down my Excel lists manually, then upload them separately and send them every two weeks. I brought this concern up with our CSM and when they added this feature I was so excited to use it. Now I can just upload the full list, pick how many contacts I want to send every two weeks and that is it. This feature has saved me a lot of time.”

Results: Marketing made easier

With a flexible, intuitive platform and superior support, the daunting becomes doable for TrustRadius.

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’ Your CSM knows the ins and outs of your company, your goals, and what you do. If anything pops up that fits, they reach out to make sure you know about it. If you want help with building out a campaign, they are always there. Even the customer support chat is incredible—I cannot begin to count how many times I’ve needed in-the-moment help and they were there.”

Without blockers in their way, Kayla and Shea have achieved 55% average open rates, 18% click-through rates, and a 17% conversion rate on a completely automated, personalized campaign that helps them reach their overall team objectives.

Automating this campaign in Ortto has saved Kayla hours. Even more importantly, it has given her the ability to report on the results that really matter to the business, without leaving the platform. “A lot of ESPs define attribution in a very traditional marketing way. We really just want to know if someone left a review.”

“Being able to fully customize attribution at an email and journey level has been incredible for us, because we don’t have to go to another piece of software to build a report that shows what’s going on.”

This evergreen campaign has resulted in a 375% increase in average monthly first reviews, an average 55% open rate, 18% click-through rate, and 17% conversion rate. These numbers are impressive, but it’s what's behind those results that counts for Kayla. “Outside of the metrics, this is powerful because it means there are many more products on our site that are just helpful to software buyers, which is the ultimate goal for us at TrustRadius.”

Flexibility without complication

Ortto gives TrustRadius the flexibility they need, without the complication. Part of this is the platform itself, and part of it is the support.

“The customer support is unlike any other software I’ve ever worked with. If you have an idea of how to improve, it actually gets listened to and more often than not is implemented. This isn’t just your CSM and listening and giving feedback back to the dev team, but it’s product and dev really listening and understanding what users want and moving forward with those ideas.”

One practical example comes from Shea Cohorn, Email Campaign Specialist at TrustRadius. “I really appreciate the 'delivery load distribution' in the advanced options when you are setting up a campaign journey. This feature lets you pick a certain number of contacts per batch and you can pick when you want the campaign batches to send (minutes, hours, and days).”

“Before this feature was added, I would have to break down my Excel lists manually, then upload them separately and send them every two weeks. I brought this concern up with our CSM and when they added this feature I was so excited to use it. Now I can just upload the full list, pick how many contacts I want to send every two weeks and that is it. This feature has saved me a lot of time.”

Results: Marketing made easier

With a flexible, intuitive platform and superior support, the daunting becomes doable for TrustRadius.

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’ Your CSM knows the ins and outs of your company, your goals, and what you do. If anything pops up that fits, they reach out to make sure you know about it. If you want help with building out a campaign, they are always there. Even the customer support chat is incredible—I cannot begin to count how many times I’ve needed in-the-moment help and they were there.”

Without blockers in their way, Kayla and Shea have achieved 55% average open rates, 18% click-through rates, and a 17% conversion rate on a completely automated, personalized campaign that helps them reach their overall team objectives.

Automating this campaign in Ortto has saved Kayla hours. Even more importantly, it has given her the ability to report on the results that really matter to the business, without leaving the platform. “A lot of ESPs define attribution in a very traditional marketing way. We really just want to know if someone left a review.”

“Being able to fully customize attribution at an email and journey level has been incredible for us, because we don’t have to go to another piece of software to build a report that shows what’s going on.”

This evergreen campaign has resulted in a 375% increase in average monthly first reviews, an average 55% open rate, 18% click-through rate, and 17% conversion rate. These numbers are impressive, but it’s what's behind those results that counts for Kayla. “Outside of the metrics, this is powerful because it means there are many more products on our site that are just helpful to software buyers, which is the ultimate goal for us at TrustRadius.”

Flexibility without complication

Ortto gives TrustRadius the flexibility they need, without the complication. Part of this is the platform itself, and part of it is the support.

“The customer support is unlike any other software I’ve ever worked with. If you have an idea of how to improve, it actually gets listened to and more often than not is implemented. This isn’t just your CSM and listening and giving feedback back to the dev team, but it’s product and dev really listening and understanding what users want and moving forward with those ideas.”

One practical example comes from Shea Cohorn, Email Campaign Specialist at TrustRadius. “I really appreciate the 'delivery load distribution' in the advanced options when you are setting up a campaign journey. This feature lets you pick a certain number of contacts per batch and you can pick when you want the campaign batches to send (minutes, hours, and days).”

“Before this feature was added, I would have to break down my Excel lists manually, then upload them separately and send them every two weeks. I brought this concern up with our CSM and when they added this feature I was so excited to use it. Now I can just upload the full list, pick how many contacts I want to send every two weeks and that is it. This feature has saved me a lot of time.”

Results: Marketing made easier

With a flexible, intuitive platform and superior support, the daunting becomes doable for TrustRadius.

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’ Your CSM knows the ins and outs of your company, your goals, and what you do. If anything pops up that fits, they reach out to make sure you know about it. If you want help with building out a campaign, they are always there. Even the customer support chat is incredible—I cannot begin to count how many times I’ve needed in-the-moment help and they were there.”

Without blockers in their way, Kayla and Shea have achieved 55% average open rates, 18% click-through rates, and a 17% conversion rate on a completely automated, personalized campaign that helps them reach their overall team objectives.

Automating this campaign in Ortto has saved Kayla hours. Even more importantly, it has given her the ability to report on the results that really matter to the business, without leaving the platform. “A lot of ESPs define attribution in a very traditional marketing way. We really just want to know if someone left a review.”

“Being able to fully customize attribution at an email and journey level has been incredible for us, because we don’t have to go to another piece of software to build a report that shows what’s going on.”

This evergreen campaign has resulted in a 375% increase in average monthly first reviews, an average 55% open rate, 18% click-through rate, and 17% conversion rate. These numbers are impressive, but it’s what's behind those results that counts for Kayla. “Outside of the metrics, this is powerful because it means there are many more products on our site that are just helpful to software buyers, which is the ultimate goal for us at TrustRadius.”

Flexibility without complication

Ortto gives TrustRadius the flexibility they need, without the complication. Part of this is the platform itself, and part of it is the support.

“The customer support is unlike any other software I’ve ever worked with. If you have an idea of how to improve, it actually gets listened to and more often than not is implemented. This isn’t just your CSM and listening and giving feedback back to the dev team, but it’s product and dev really listening and understanding what users want and moving forward with those ideas.”

One practical example comes from Shea Cohorn, Email Campaign Specialist at TrustRadius. “I really appreciate the 'delivery load distribution' in the advanced options when you are setting up a campaign journey. This feature lets you pick a certain number of contacts per batch and you can pick when you want the campaign batches to send (minutes, hours, and days).”

“Before this feature was added, I would have to break down my Excel lists manually, then upload them separately and send them every two weeks. I brought this concern up with our CSM and when they added this feature I was so excited to use it. Now I can just upload the full list, pick how many contacts I want to send every two weeks and that is it. This feature has saved me a lot of time.”

Results: Marketing made easier

With a flexible, intuitive platform and superior support, the daunting becomes doable for TrustRadius.

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’ Your CSM knows the ins and outs of your company, your goals, and what you do. If anything pops up that fits, they reach out to make sure you know about it. If you want help with building out a campaign, they are always there. Even the customer support chat is incredible—I cannot begin to count how many times I’ve needed in-the-moment help and they were there.”

Without blockers in their way, Kayla and Shea have achieved 55% average open rates, 18% click-through rates, and a 17% conversion rate on a completely automated, personalized campaign that helps them reach their overall team objectives.