product Updates

Most AI assistants today are powerful but blind - they don’t know your customers, your marketing history, or your data.

By connecting Ortto via MCP, you make your AI assistant context-aware:

Answer questions instantly: “Who are our top donors this month?”, “Which campaign drove the most conversions?”

Generate smarter content: “Draft a reactivation email for lapsed donors in our Christmas appeal.”

Save hours of manual work: “Summarize performance for last week’s nurture journeys.”

Key Benefits

Context-rich AI: Your assistant gains access to real Ortto data in realtime, giving you insights that are personalized and actionable.
Seamless automation: Use natural language to trigger automations or analyze segments.
Secure by design: MCP follows strict permission-based access - your data stays private and controlled.
Faster decision-making: Turn everyday questions into instant insights, without logging in or pulling reports.

The future of marketing, connected

Ortto’s MCP Server bridges your AI and your marketing data, giving you the power to make every decision faster and smarter - with the full context of your CDP and automation platform behind it.

How to Get Started

1. Enable the Ortto MCP Server in your Ortto workspace.

2. Connect your AI assistant (like Claude or ChatGPT) to the Ortto MCP Server.

3. Start asking questions or giving commands in plain language - your assistant will pull real data from Ortto.

More info on MCP

MCP (Model Context Protocol) is an open standard that enables AI models to connect to external data and tools.

Think of it as a “bridge” that lets your AI assistant talk directly to Ortto so it can access real business context, on top of what it knows from the web.

By connecting with Ortto’s MCP Server, your assistant can securely:

• Retrieve data from Ortto CDP (customers, audiences, activities)

• Analyze marketing performance and campaign results

• Automate tasks using real, contextual business data

Sign in or set up a trial to get started…

Today’s update introduces Account-based journeys, allowing you to automate actions for key accounts using the same journeys you already know and love for contacts.

Alongside Account-Based Journeys, we’re also releasing several new account-based features designed to power your journeys and strengthen your ABM strategy: Account-Based Reports, Activities, and Audiences.

Account-based journeys

Build journeys for entire accounts just as easily as you do for individual contacts. Deliver account-wide messages, progress accounts based on whether key activities have occurred, and automate any marketing functions as part of your B2B funnel.

Account-based activities

Track activities against accounts, and use them to trigger automations through your account-based journeys, measure engagement, or enter the account into an audience. Want to know when someone within a customer account has used a new product feature? Set up an activity and build a journey to notify your internal team.

Account-based reports

Build reports & dashboards based on account-based activities, engagement data, and other metrics. Want to see how many accounts have engaged with the product feature from your new account-based activity? Build a report for that in your dashboard.

Account-based audiences

Account-based audiences unlock an important element for B2B customers; when combined with activities, reports & journeys, you can now curate highly targeted ABM lists to fuel your marketing efforts holistically. Want to create a list of known accounts that have recently visited your pricing pages? Set up an audience to add accounts when they trigger specific website activities.

These account-based features will be integral for B2B marketers using Ortto, and we’re excited to see the exciting ways that this feature release will enhance your campaigns in-flight and those to come. 

Sign in to get started with account-based journeys in your Ortto instance HERE.

October saw Ortto Landing Pages launch in beta, and we have seen a huge response. Some great compliments and some really good feedback. If you haven't tried our landing page builder for yourself yet - jump in! Users are reporting hours saved... no more co-ordinating engineering and front-end teams to implement campaign pages.

This and so much more - read on below...

Landing Pages

Launch beautiful, high-converting landing pages without the extra tools.
Everything you need to design, publish, and optimize landing pages - no coding, no add-ons, just fast, domain-integrated pages that connect directly to your CDP.

Every form fill, click, and conversion flows into Ortto CDP to power journeys, personalization, and reporting. Build pages in minutes using a drag-and-drop builder, responsive templates, and dynamic personalization. Track engagement with built-in analytics and heatmaps to refine performance in real time.

Use it for event registrations, waitlists, lead magnets, campaign promos, or feedback forms - all in one place.

Get started with our Landing Page Templates here →

📝 Add descriptions to journeys

Add a short description to explain a journey’s purpose or logic to others.

A description field now appears when you first save a journey. In View mode, find it under the “On/Off” and “Edit” buttons. See all Journey features here →

🔗 Automatically add parameters to tracked email links

Choose to apply to automations, one-off campaigns, or specific link domains

No more manually adding parameters to every campaign. Read more about email reply tracking here →

📱 Support multiple mobile apps in a single account

Connect and manage multiple iOS / Android apps within one Ortto account

Supports push notifications across all apps, perfect for teams running multiple brands or environments. Check out our mobile app support →

🧩 Salesforce updates

Improves reliability when syncing data between Ortto and Salesforce.

Applies to both Journey actions: Update record and Create or update record. Read more about the Salesforce integration →

⏳ Journey recipient details

The Waiting tab in Journey shapes now shows:

1. When the contact entered the shape

2. Waiting until date

3. Current waiting status

Offers better visibility into timing and progress. See all Journey features here →

💽 Choose a subset of your activities to store when setting up data retention

Specify the email activity data your retain based on whether the email is transactional or marketing. De-bloat your data!

📧 Improved share options for test emails

More options for sending test emails - share the current draft, the existing published, show raw liquid code or fallback data. 

💬 Send non-transactional SMS via the API

You now have the ability to send non-transactional SMS via API, as well the the already supported transactional via API.

⏲ Journey delay shape updates

You can now set the delay shape in a journey to have different time windows based on the day of the week, e.g., during weekdays, 10-11.30am, and on weekends, 12-1.30pm.

Previously, the time range was a single control applied to all days. This follows an identical update introduced to Capture Widgets.

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.