Customer journey content hub

Customer journey Customer experience Marketing automation Customer data platform Personalization Business to business SaaS

How to personalize automated prospecting emails

Warm up your cold emails to prospects using personalization. In this blog, we’ll show you how different data points can be used in automated prospecting emails to increase your return.

Customer journey Customer experience SMS marketing Marketing automation Business to consumer Personalization Email marketing

How to personalize booking reminders and appointment notifications

Make sure your customers never miss an appointment by personalizing booking reminders in Ortto.

Customer journey Customer experience Marketing automation SaaS marketing Customer data platform Business to business Personalization Email marketing

How to use data from Segment to personalize customer journeys

Connect your customer data from Segment to trigger personalized email and SMS communications in Ortto.

Customer journey

How to automate round robin lead assignment in Salesforce

Round robin lead assignment doesn’t need to be a headache. With Ortto, you can create robin robin lead assignment rules in minutes.

Marketing automation Content marketing SaaS SaaS marketing Business to business Email marketing Customer journey

5 steps to building a nurture playbook for ebook downloads

Make the most of every sales opportunity by entering leads who have downloaded your ebook into a nurture playbook.

Customer journey SaaS Customer data platform SaaS marketing Business to business Business to consumer Personalization

8 strategies to help you track more first-party customer data

With the death of cookies looming, it’s never been so important to collect first-party data. These 8 strategies will help future-proof your company.

Customer journey Customer experience Marketing automation SaaS Customer data platform SaaS marketing Business to business Business to consumer Personalization Email marketing

7 data points you should be using to personalize the onboarding journey

Make your data work for you and take your company’s onboarding journey to the next level. Here’s 7 data points to start using today.

Product news Ecommerce Customer journey Analytics SaaS Customer data platform Business to business Business to consumer

How to use unique customer identifiers

Unique customer identifiers consolidate all customer information and touchpoints into a single profile, so that you can engage with your customers in a more meaningful way.

Ecommerce Customer journey Customer experience Marketing automation Content marketing SaaS SaaS marketing Business to business Business to consumer Personalization Email marketing

8 effective customer engagement strategies to try now

It costs more to acquire new customers than it does to retain existing ones. Here are 8 customer engagement strategies to help you hold onto your valued customers.

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“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.”

Mica Shtewi

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Tech Manager

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