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June Update

This month, we shipped an update to help you filter archived contacts, gave you more flexibility with Salesforce objects, and added a new SMS integration. All this is in addition to the major capture and NPS improvements we announced earlier in June. 

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

  • CDP — you can now filter the archived contacts list against field data. This means you can search archived contacts by tag, date archived, and more, then perform bulk operations like ‘restore all’ or ‘delete all.' 

  • Salesforce — we’ve given you more flexibility with Salesforce objects, allowing you to associate objects via parent objects and link to organizations. 

  • Data sources — you can now upload a CSV with only org fields and no contact fields for updating only the organizations in your account.

  • SMS – connect with your Burst SMS account to send SMS messages to your subscribers in journeys and campaigns, and report on results. 

  • Capture — prioritize your widgets in settings and add attribution tracking. Plus, new NPS templates are available in all accounts. 

  • Journeys — new ‘widget’ shape allows you to add capture widgets to a journey. 

  • Reports — report on NPS results using the new aggregate option, 'trend score,' to track trends over time.

Knowledge base articles and updates: 

  • File manager this new article explains how to use the file manager and details file or image size limits. 

  • Home suggestions — learn about the home suggestions feature and getting started checklist. 

  • SMS numbers — this article has been updated with information about using a third-party account across multiple Ortto accounts, and how to use the new Burst SMS integration. 

  • Email suppression list — we’ve updated this article to explain when contacts do or do not count towards your contact limit.

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