Marketing and sales playbooks

Marketing and sales playbooks

Stay top of mind at every stage of your customer’s journey with playbooks that help you automate personalized content, targeted to the audiences that matter most.

marketing playbooks
marketing playbooks

Cadence without complication

Send messages with a regular cadence to your target audiences. Add content, drag and drop to designate priority, then switch your playbook on to help your customers reach the next stage of their journey.

marketing playbooks

Plug-and-play templates

What you’re trying to do has been done before. Off-the-shelf playbook templates allow you to recover abandoned carts, welcome new subscribers or customers, nudge to second order, and more.

Startup marketing software

Improve conversion rates with Ortto AI

Smash your goals with Ortto AI. Use A/B testing to craft high-performing subject lines and find out what time, day, and content leads to higher click through and conversion rates.

Grow your business and stay top of mind with intelligent marketing and sales playbooks

Revenue attribution

Playbook performance reports will show you the exact revenue, orders and MRR being contributed to every message you send. Find out which emails are out-performing your KPIs and optimize accordingly.

Design branded emails

Add new messages to your playbook with ease. Start from scratch with our drag-and-drop editor or use a template to save time, and watch as everything magically adjusts to fit your brand book specifications.

Automate repetitive tasks

Leave the busy work to Ortto while you focus on the big stuff. Assign leads, create tasks, send notifications, and update or tag fields from within your playbook. No more tab switching and time-wasting.

Improve message performance

Message analytics show you open rate, click rate, revenue, and message sentiment all in one place. Gather learnings and test new messages to make data-driven decisions that grow your business.

Sentiment scores

Want to understand the content your customers love? Add Reactions to your emails to generate sentiment scores. It’s a simple way to maximize brand love and gather insights that can help you improve Playbook performance.

Activity feed

Get a quick view of every action in the last 7 days, including playbook entries, emails received, emails opened, and playbook departures. Or filter the feed by any activity or set of activities.


Will I need technical experience to set up playbooks with Ortto?

In short, no. Ortto’s Playbooks are designed to set up simply and quickly. Our off-the-shelf playbook templates can be set up in a few clicks and messages can be created easily with our drag-and-drop editor and Ortto AI assistance.

How much does Ortto cost?

Ortto offers plans for every business type and price. If you’re just getting started with marketing automation, try out our Free plan with up to 2,000 contacts. For small businesses, our Campaign tier starts at $29 a month. Our Business plan offers 20,000 contacts and 80,000 monthly email sends. All our plans are month to month, and you can upgrade, downgrade or cancel at any time. Visit our pricing page to compare plans and choose the solution that's right for your business.

How do Ortto’s playbooks compare against others?

Ortto brings all of your data sources together in one platform to ensure nothing is missed when you filter and segment your audience. When customer, behavioral, event-based, transactional, and firmographic data are viewable in a single, easy-to-use customer data platform, your marketing team will be able to make data-led decisions about playbooks and their performance.

Can I get email notifications about my marketing and sales playbook’s performance?

Ortto allows you to activate email notifications on a daily, weekly, bi-weekly, or monthly schedule so you can keep on top of how your marketing playbooks are performing. Add as many recipients as you like to help your marketing team stay on track.

marketing playbooks

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"With this tool, we can create customized workflows for different campaigns we run in our organization. It has an easy interface, which allows even a beginner to put their hands on it."
- Adityaa S

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"The "Playbook" journeys offer an unprecedented amount of control and customization compared to our old email marketing platforms. Being able to essentially program how our content is distributed is very powerful."
- Aleksandar P

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"Ortto gives you unparalleled power to customize the journey to maximize conversions. It's pretty much 1-to-1 marketing on autopilot."
- Leni N

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