product Updates

As the seasons change you might be cooling down, you might be warming up - but things are smoking hot at Ortto HQ 🔥

We've got some huge updates cooking, check out what’s new and get a hint at whats landing soon.

Video and media support for WhatsApp

We all know it - rich media wins eyeballs. And for your customers, being able to send a screenshot with their support request wins hearts. So we made it all possible in Ortto. Our WhatsApp integration now supports video and other rich media in outbound messages and incoming messages via Talk, our omnichannel engagement platform.

Multi - App support

Increasingly, customers are building multiple apps - such as distinct apps for consumers and resellers or one for renters, one for owners. Whatever your apps might be, you can now link them all in Ortto to enable more personalized push messaging.

Data retention configuration updates

Its easy to get swamped, so you can now choose the activity data you retain - helping you reduce the noise and focus on the activities that benefit you, your marketing and forecasting priorities.

Reports via API

More and more customers are asking us about data analysis - and while our reports and dashboards are powerful, some organisations have significant investments in Data Warehouses. We already support this, and have just added two new API (POST) endpoints 

Track partial order fulfilment in Shopify

An activity will be triggered when a customer's order is partially fulfilled, enabling you to send them an email to let them know that some of their items are on the way. Another level of interaction and customer delight unlocked.

Prevent auto-replies from creating new Talk conversations

Out of office and auto-replies received are now automatically filtered and will not create new Talk conversations when you turn this feature on.

Salesforce updates, WhatsApp in Talk and Raisely coming soon..

See whats new across Salesforce and WhatsApp - plus stay up to date on our upcoming Raisely integration.

Do you have feedback or suggestions? You can join the discussion here (login with your Ortto account credentials).

Check out the highlights below, and visit our changelog for a complete list of updates, improvements, and bug fixes.

Here’s what’s new this month 👇

Salesforce sync improvements

Sync subsets of activities to dial into the data you need and remove the bloat.

Previously, if you wanted to sync Ortto activity data to Salesforce, you had to send it all, which can be a lot of data. Now you can apply a filter to only send a subset of activities, matching the given filter, thus focusing only on the data you care about, taking data hygiene up a level.

Use case: Choose to sync email newsletter-related activities, not all emails, or only send transactional email activities to Salesforce. 

Salesforce source of truth permissions

Give Salesforce full control over Ortto email and SMS permissions.

Using this new setting, Salesforce will always override the permission value in Ortto with the latest data from Salesforce. This ensures that regardless of what actions have been taken in a different data source, or the user's direct message engagements, you can override these values by setting the permission in Salesforce.

Use case: View and control the communication permissions of your contacts in one place

👉 Learn more about our industry leading Salesforce integration capabilities

WhatsApp in Ortto Talk

Ortto Talk now incorporates WhatsApp. This removes a step for your users, letting them communicate with you using WhatsApp, whilst your support agents keep all correspondence in a unified Talk interface.

Coming soon - Raisely integration

Arriving in public beta this month. By connecting Ortto with Raisely you can create more personalised campaigns leveraging customer data from your Raisely activities. Raisely is a popular fundraising platform that helps charities set up donation campaigns online, with a user-friendly interface and Stripe integration for payment processing. 

New and noteworthy knowledge base articles:

• Managing Salesforce permissions in Ortto - control how email and SMS permissions are synced between Salesforce and Ortto, ensuring both systems stay up to date according to your needs.

  
  

• Scheduling capture widgets - a super popular feature we launched in July.

  
  

• Best days/times to send emails - learn how to use your customer data to determine the best send times.

Heatmaps, new integrations and features to make 'Business As Usual' easier than ever.

We’ve rolled out some powerful new integrations and features - including the highly requested Email Heatmaps. All designed to help you streamline workflows, gain deeper insights, and optimize customer engagement.

Do you have feedback or suggestions? You can join the discussion here (login with your Ortto account credentials).

Check out the highlights below, and visit our changelog for a complete list of updates, improvements, and bug fixes.

Here’s what’s new this month 👇

Email Heatmaps

Want to know exactly what’s working in your email campaigns?

Heatmaps let you see where contacts click within your emails - so you can optimize layouts, CTAs, and content for higher engagement and better results. 

Finding Email Heatmaps:

• Head to your Campaigns tab on the left-hand-side navigation

• Select a Campaign thats on or one that's been sent

• Navigate to the email report page and scroll down to see your email and the Heatmap

👉 See it in action

“Possible Machine Open/Click” Flags

Email and SMS reporting just got smarter. We’ve added flags to identify possible machine-generated opens and clicks, so you can filter out bot activity and make decisions based on real human engagement.

Finding “Possible Machine Open/Click”:

• Head to your Activity Tab on the left-hand-side navigation

• Find your Email Open Activity, and scroll down on the left to see the activity attributes

• You can now see any attribute called Possible Machine Open

• This will be marked with "True" if the system has identified a possible machine open

• Use this filter to exclude (or include) possible machine opens in any reporting or segmenting!

👉 See it in action

Schedule Capture Widgets

Your capture widgets can now work on your schedule!

Set widgets to automatically turn on or off, or display only during certain hours or days of the week - ideal for time-sensitive promotions or aligning with business hours without manual toggling.

Scheduling your widgets:

• Head to your Capture Tab on the left-hand-side navigation

• Either choose an existing Capture Widget or build a new one

• On the Capture view page, select the ellipsis (3 dots) on the top under the widget name

• Select Schedule

• From here, choose if you want the widget to be scheduled to turn on or off, and when!

👉 See it in action

LinkedIn Ads Integration (Now GA)

Our LinkedIn integration has graduated from beta!

Manage your LinkedIn lead generation form data directly in Ortto CDP, sync new leads in real time, and push conversion activities back to LinkedIn for better attribution.
This means you can finally close the loop on campaign ROI without juggling multiple tools. 

To connect LinkedIn to your Ortto account head to your Data sources tab, and search for LinkedIn. 

👉 Connect LinkedIn to your account

Segment (Actions) Data Source

Bring your customer event data from Segment straight into Ortto and use it to power journeys, audiences, and reporting.

This integration ensures your marketing stays in sync with real-time behavioral data - perfect for teams using Segment as their source of truth!

To connect Segment to your Ortto account, head to your Data sources tab and search for Segment.

👉 Connect Segment to your account

New and noteworthy knowledge base articles:

• Segment (Actions) integration – Learn how to bring Segment event data into Ortto.

• Updating a contact's email address via API – The right way to make updates programmatically.

• Troubleshooting people waiting in a shape – Diagnose and fix delays in your journeys.

Take control of your data with API updates, Salesforce connectivity improvements and more.

Do you have feedback or suggestions? You can join the discussion here (login with your Ortto account credentials).

Check out the highlights below, and visit our changelog for a complete list of updates, improvements, and bug fixes.

• Salesforce integration - sync permissions field data from Ortto to Salesforce

• Salesforce activity sync - When syncing "Sent email" activity to Salesforce, include a 30-day link to view email as received by contact

• New API method - "Get all campaigns"

• Journey notification email shape - use a merge tag for the recipient email

• Talk - More control for your inbox display preferences

New and noteworthy knowledge base articles:

• LinkedIn Ads integration - Manage LinkedIn lead gen form data in Ortto CDP,  sync conversion activities back to Linkedin

• Organizations is now “Accounts” - Aligning to industry norms and preparing for a raft of new ABM features

• Using the API to export campaign data - Useful for exporting campaigns and their statuses, allowing you to audit your Ortto campaigns externally

• Suppression list config options - You can now choose to suppress from transactional emails only or all emails in the suppression list.