Customer data platform (CDP)
Customer data platform (CDP)
Customer data platform (CDP)
Customer data platform (CDP)
Data that doesn’t slow you down
Data that doesn’t slow you down
Data that doesn’t slow you down
Data that doesn’t slow you down
Empower your marketing team with ungated access to complete, real-time customer data and set them free to execute campaigns that achieve goals.
Empower your marketing team with ungated access to complete, real-time customer data and set them free to execute campaigns that achieve goals.
Empower your marketing team with ungated access to complete, real-time customer data and set them free to execute campaigns that achieve goals.
Empower your marketing team with ungated access to complete, real-time customer data and set them free to execute campaigns that achieve goals.
WHY ORTTO
WHY ORTTO
WHY ORTTO
A CDP that's actually built for marketers
A CDP that's actually built for marketers
A CDP that's actually built for marketers
Increase the impact of your campaigns and hit your growth goals with a marketing automation and customer data platform that gives a whole new meaning to data-driven marketing.
Increase the impact of your campaigns and hit your growth goals with a marketing automation and customer data platform that gives a whole new meaning to data-driven marketing.
Increase the impact of your campaigns and hit your growth goals with a marketing automation and customer data platform that gives a whole new meaning to data-driven marketing.
Jacob Jones
jacob.jones@gmail.com
Referred friend
4h
Withdrew funds
2wk
Added funds
4wk
Added funds
6mo
Reviewed investment strategy
6mo
Signed up
6mo
Send email where
Reviewed investment strategy
last occurred more than 6 months ago
4,361 matches
First name, it’s time for you to review your investment strategy
Hey First name,
It’s been 6 months since you started investing with Financely! We recommend reviewing your investment strategy. You’re currently invested in our Contact › Investment strategy portfolio.
Review strategy
We're here to support you. If you have any questions or need assistance, just reply to this email.
9,401 contacts
On-time strategy reviews
May
Jul
Aug
Sep
Oct
Nov
100%
50%
0%
Label
On-time reviews
Color
Percentage of contacts where
Reviewed investment strategy
last occurred less than 6 months ago
Get complete customer data, in real-time
Unify data from all the tools in your stack and instantly access event-based analytics to uncover more insights into your customers' experience.
Execute timely, personalized campaigns with ease
Segment customer data with intuitive filters, personalize messages, and trigger automated omnichannel journeys—without submitting a ticket or using SQL.
Track and improve key metrics
Self-serve analytics gives you insight into the customer lifecycle, so you can spot new opportunities and optimize existing campaigns.
Get complete customer data,
in real-time
Unify data from all the tools in your stack and instantly access event-based analytics to uncover more insights into your customers' experience.
Jacob Jones
jacob.jones@gmail.com
Referred friend
4h
Withdrew funds
2wk
Added funds
4wk
Added funds
6mo
Reviewed investment strategy
6mo
Signed up
6mo
Execute timely, personalized campaigns with ease
Segment customer data with intuitive filters, personalize messages, and trigger automated omnichannel journeys—without submitting a ticket or using SQL.
Send email where
Reviewed investment strategy last occurred more than 6 months ago
4,361 matches
First name, it’s time for you to review your investment strategy
Hey First name,
It’s been 6 months since you started investing with Financely! We recommend reviewing your investment strategy. You’re currently invested in our Contact › Investment strategy portfolio.
Review strategy
We're here to support you. If you have any questions or need assistance, just reply to this email.
Track and improve key metrics
Self-serve analytics gives you insight into the customer lifecycle, so you can spot new opportunities and optimize existing campaigns.
9,401 contacts
On-time strategy reviews
100%
50%
0%
May
Jul
Aug
Sep
Oct
Nov
Label
On-time reviews
Color
Percentage of contacts where
Reviewed investment strategy last occurred more than 6 months ago
Features
Fast. Accessible. Built to scale.
With Ortto, you don’t have to compromise on power to get greater ease-of-use.
Event-based architecture
Go beyond static demographic attributes to segment real-time customer data activities from across sources.
Jenn Higgs
jenn.higgs@gmail.com
Signed up
17m
Started trial
5m
Invited team member
19m
Created file
19m
Shared file
19m
Millions of contacts
Support for up to 12 million contacts out-of-the-box, and up to 100 million contacts per instance with custom setup.
9.3 million contacts
0
100 million
Fit & engagement scoring
Set up custom lead scores based on any of the static or event-based attributes from your CDP.
Mark Adams
mark@outlook.com
Lead score
🔥
🔥
🔥
🔥
🔥
Product score
🚀
🚀
🚀
🚀
🚀
Jane Bell
jane@gmail.com
Lead score
🔥
🔥
🔥
🔥
🔥
Product score
🚀
🚀
🚀
🚀
🚀
Checkmate Tracking®
Unlike universal tracking scripts, Checkmate Tracking® can't be blocked by Adblock, email servers, or browsers.
ortto.com/customer-data-platform
Viewed page
9:33 AM
Custom fields and activities
Organize your data with custom fields and create activities to track event-based behavior across your website or app.
Shared file
Custom activity
Attributes
File name
Text
Shared with name
Text
Shared with email
Email address
Location
Location
Compliant with modern privacy standards
Ortto is GDPR, ISO 27001, ISO 27701, HIPAA and SOC2 compliant and meets the US privacy shield framework.
Dynamic content
Use customer data to add dynamic content to your messages.
Merge tags
Use merge tags from your CDP to deliver highly personalized messages at scale.
Reports and analytics
Build reports to track the impact of your campaigns on business outcomes.
Reports and analytics
Build reports to track the impact of your campaigns on business outcomes.
Synced audiences
Dynamically maintain audiences in your ad platforms to improve paid performance.
Granular targeting
Target audiences based on demographics, behaviors and proximity.
Long-term storage
Store and segment historical activity data forever with Retention+.
Integrations
Connect all of your customer data with one-click integrations.
Integrations
Connect all of your customer data with one-click integrations.
Integrations
Connect all of your customer data with one-click integrations.
Integrations
Connect all of your customer data with one-click integrations.
Frequently asked questions
What is a customer data platform?
Why use a customer data platform?
How does a CDP collect and manage data?
Does the CDP comply with GDPR and privacy requirements?
Is the customer data secure, and where is it stored?
Does the CDP store information about the entire customer lifecycle?
Who in my organization would benefit from using a CDP?
Why Ortto?
Frequently asked questions
What is a customer data platform?
Why use a customer data platform?
How does a CDP collect and manage data?
Does the CDP comply with GDPR and privacy requirements?
Is the customer data secure, and where is it stored?
Does the CDP store information about the entire customer lifecycle?
Who in my organization would benefit from using a CDP?
Why Ortto?
Frequently asked questions
What is a customer data platform?
Why use a customer data platform?
How does a CDP collect and manage data?
Does the CDP comply with GDPR and privacy requirements?
Is the customer data secure, and where is it stored?
Does the CDP store information about the entire customer lifecycle?
Who in my organization would benefit from using a CDP?
Why Ortto?
Frequently asked questions
What is a customer data platform?
Why use a customer data platform?
How does a CDP collect and manage data?
Does the CDP comply with GDPR and privacy requirements?
Is the customer data secure, and where is it stored?
Does the CDP store information about the entire customer lifecycle?
Who in my organization would benefit from using a CDP?
Why Ortto?
Try Ortto today
Build a better journey.
Product
Integrations
Try Ortto today
Build a better journey.
Product
Integrations
Try Ortto today
Build a better journey.
Product
Integrations
Try Ortto today
Build a better journey.
Product
Integrations
