product Updates

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

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

Always improving

2025 is flying, and the Ortto product team are too 🚀. Our work in May brings new integrations and back-end performance improvements designed to increase productivity. 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.

• LinkedIn integration (beta) - Contact us to join the beta program.

• Export campaign metadata - Export single or multiple campaign data via CSV.

• Send non-transactional emails via the API - Greater flexibility and increased efficiency through automation.

• Log of past notifications sent added to Notification settings page - Bolstering our audit and governance capabilities.

• New campaign filter options: “has not started” and “has not left” - Good for long term (90+days) nurture campaigns.

New and noteworthy knowledge base articles:

Omnichannel comms

• Email handoff

• Send emails via API

• SMS limits and fallback

• Whatsapp integration

• Sending WhatsApp messages

CDP

• Amazon S3 integration

• Supported field data types

• Managing audiences

• Salesforce selective sync

• How to backdate custom activities via Zapier

• What is the APCID

You ask and we listen.

Every month the Ortto product team reviews customer feedback and feature requests, and every month we make incremental improvements saving our customers hundreds of hours through new features and productivity improvements. You can join the discussion here (login with your Ortto account credentials).

Our most recent feature updates are focussed on delivering more control for your data for syncronising with third party systems, exporting for analysis and streamlining workflows. Check out the highlights below, and visit our changelog for a complete list of updates, improvements, and bug fixes. 

• Zapier activity connector - Supports backfilling CDP activities via Zapier - eliminating the need to build custom API integrations in some circumstances.

• AWS data sync (Beta). A robust way to sync data between Ortto CDP and AWS-S3 enabling batch syncing with third party services. Learn more.

• Campaign Data Export - Export campaign metadata into CSV. Enables campaign data to be exported to CSV for analysis, enrichment or use in third party tools. 

• AI Decision and AI Enrichment templates - Keep checking back as we add more AI templates based on most commonly used scenarios. 

New and noteworthy knowledge base articles:

CDP features

• Send transactional push notifications via API - use the Ortto API to send SMS messages by using a dedicated transactional push notification API.

• Adding WooCommerce content to your emails.

• Syncing salesforce fields or field values.

Email best practices:

• Common deliverability issues and how to resolve them.

• Managing your domain reputation.

• How inconsistent email volume spikes affect domain reputation.

• How restarting email campaigns after a sending gap can impact deliverability.

• Dealing with accidental email sends.

• Ramping up your domain and IP warming guidelines.

• Implementing dark mode - design guidelines.

This month, we launched Ortto AI, our brand new AI-powered features, which included new capabilities for filters and journeys. We’ve also made several platform updates, bug fixes, and additions to our knowledge base.

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

• AI Filters — Provide a written prompt describing the contacts or organizations you are looking for, and the AI will create your filters for you, e.g. “Contacts in Europe”. Learn how to implement AI Filters

• AI Decision Shapes — Describe the kind of users you’re looking for or the actions they should be taking, and the shape will generate conditions for your desired result, e.g. “Is this new contact likely to convert in the next 30 days?” 

• Learn how to implement AI Decision Shapes

• AI Enrichment — Use your contacts’ data and activities to populate values for any text field via AI Enrichment. Enrich contacts, score leads, draft emails, messages, and more. Learn how to implement AI Enrichment

• Capture — Data from capture submissions like a user’s website or email address can now be validated, preventing fraudulent or malicious submissions

• API — You can now enter a sample JSON payload when building an email and preview how the email will look with dynamic data.

• Other — You can now build merge tags for whether a contact is or is not a member of an audience or email subscriber

New and noteworthy knowledge base articles: 

• AI filters - Learn how to use the new AI filter feature.

• AI enrichment - Learn how to use the new AI enrichment feature.

• AI decision shape - Learn how to use the new AI decision shape.

• Understanding how contacts are created - Learn how contacts are created and what source they’ve originated from.

• Managing the email suppression list via API - In this article, you’ll find the relevant API endpoints to manage your email suppression list via API.

• Benefits of custom tracking subdomain - This article explains the benefits of using a custom tracking subdomain.

• How to add a countdown timer to your email - Learn how to add a countdown timer to your emails.

• Adding Shopify content to your emails - Learn how to add Shopify content to your emails