TrustRadius
—How TrustRadius increased new-user conversions by 375% with Ortto
17%
conversion rate
55%
open rate
375%
increase in new-user conversions

“The overarching theme Ortto exemplifies is ‘how can we make your job easier?’”

Kayla Hutchinson
Community Email Marketing Manager
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 Templates were outdated and there was no way to easily create emails that looked modern and beautiful but were also efficient.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.”
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