A collection of data, marketing and analytics templates to help you grow your SaaS business faster.

A collection of SaaS email, in-app messages, dashboards and report templates to help you grow your SaaS business faster. Includes helpful videos guides.

Growth Templates for SaaS Startups | Ortto 

This journey helps you convert users on a trial of your product into paying customers with a combination of emails and display retargeting. There are 9 possible emails a user will receive based on if they are inactive or active (we&#39;re using a custom product score for this template).The emails in the journey are as follows:Day 1: Welcome email with key setup stepDay 2: Webinar invite based on the user being &#34;inactive&#34; or &#34;active&#34;Day 4: Case study of successful customersDay 7: Account summary of progress so far based on being active/inactive. The inactive summary is focused on what success can look like for that user.Day 10: Account review based on active/inactive encouraging them to subscribe before their trial ends and offering an account review.Day 12: Expiry warning with progress bar encouraging them to subsribeDay 13: Expiry warning for next dayDay 14: Select a plan after expiryDay 16: Trial feedback on why they didn&#39;t buyThis journey also includes adding and removing users to a display retargeting audience in Google. This allows you to show display ads throughout the duration of the trial to remind them of your product and brand.We hope this helps you convert more customers on your SaaS trial.

14 day SaaS trial

This template helps you generate reviews from NPS surveys and improve overall retention by better understanding detractor feedback.The journeys begins when a user submits an NPS survey. An activity represents the NPS survey response and contains a score and comment attribute used within the journey.The journey automatically sends a personalized response after a user submits the NPS survey.If the NPS result makes them a detractor and no comment is left, a follow up email is sent to request more detailed feedback to help you learn and improve.If the NPS result is a promotor (9 or 10), a personalized email is sent requesting them to review you on popular review sites like G2Crowd and TrustRadius. A split shape is used to funnel reviews between the two review websites. You can add additional splits to add more review sites like Capterra and SoftwareReviews.You can use popular NPS products like Typeform using a data source or a capture template for NPS. You can also integrate the NPS service you&#39;re using to a custom activity with Zapier. 

Generate reviews after an NPS survey

Use this template to nudge your users for completing their first action in your platform, such as creating a first invoice or creating a first social media post. 

Nudge for action

This in-app message helps you announce a new product feature to your customers in context. Add videos, links and buttons to help teach them about a new feature. Get their feedback with reactions.Configuration is needed:Set the right audience for displaySet the page in your app to show this in-app-message

Feature announcement

In-app message templates help you welcome new users, notify users of new features and nudge users to success.

This Collection of In-App Message Templates Will Give You Inspiration for Onboarding New Users, Activation, Product Feature Announcements and More.

In-App Message Templates: Onboard, Nudge, Notify | Ortto

Drive product adoption by offering a free trial of the premium plan and turning free plan users into paid customers. Add a call-to-action button so that they can upgrade in one click.

Upgrade in-app message

This in-app welcome message helps you guide new users with a simple 3 step setup checklist.

Welcome and setup

Welcome new users to your app and guide them in the right direction. This in-app message greets new users, reminds them of your unique value proposition and then directs them to setup or to watch a quick video.

New user welcome

This in-app message template allows you to survey your users about a recently released feature and collect written feedback.

New feature feedback

This collection includes marketing automation templates for Salesforce. If you've used Salesforce marketing cloud previously these marketing templates will help you build journeys to automate multi-channel communications and lead assignment using your Salesforce CRM data.

Browse professionally designed journey builder templates for Salesforce. Send personalized messages with object values from Salesforce.

Salesforce Journey Builder Templates | Ortto

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.Before switching this template on check:From name and email (from the lead owner)Calendly booking link (make sure it&#39;s correct on the button)Slack notification (It&#39;s the right channel you want)

Sales demo follow up

Simple flow for following up a completed Quote with a Salesforce Opportunity, Scheduled call, and automated follow-up email.

Quote > SF qualification sequence

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.The example demonstrates from a &#34;loan application&#34; object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

Salesforce dynamic object value example

This template demonstrates how to use an Ortto journey to round robin lead assignment in Salesforce. The entry criteria shows how you can use multiple call-to-actions (demo request, sales form) as a catch all for lead assignment. The assignment rules are then handled by conditions. In the template we have demonstrated territory based assignment based on geography, and also using responses on the form to determine if we send to an Enterprise or SMB sales team.

This template helps make Salesforce round robin lead assignment simple, without writing any code you can do complex lead routing.
There is a video here which provides a full walk through.

Salesforce round robin lead assignment

Our favorite dashboards to help you track the most important metrics across the customer journey.

Top Dashboard Examples & Templates | Ortto

Our website analytics dashboard template includes essential reports like users, sessions, bounce rate, and campaign sources to give you a detailed traffic summary.To understand user behavior and improve website performance, it’s essential to identify and analyze any changes in performance or trends over time. With this web analytics dashboard, reliable and real-time reports are displayed in one place, streamlining the reporting process to free up time for analysis and optimizations.Ortto dashboards are intuitive, visual, and easily shareable to ensure team members across the board are empowered to see how their work impacts key website metrics. By creating greater access to data, your business can create a culture of accountability and transparency, while facilitating data-driven decision-making.Our website analytics dashboard includes key metrics and reports:Website usersWebsite sessionsBounce rateAvg. pages per sessionWebsite traffic summaryUnique sessions and users by monthWebsite sessions by regionSessions by web browserSessions by platformSessions by devicesSessions by campaign sourceSet goals against essential metric reports to see progress at a glance and easily change the time period to understand changes over time. Surface your website analytics dashboard with your team by setting up Slack notifications or emails to be delivered at a time and cadence that suits you, or display important metrics on screens in your office space to keep key business goals top of mind.Ortto’s website analytics dashboard is incredibly easy to use. Sign up or sign in and ensure website tracking is enabled to gain access to the website analytics dashboard. Once it populates with data, it’s easy to add, remove, or move reports as needed. Other dashboard templates, including our marketing analytics dashboard and SaaS dashboard templates will give you a complete picture of your business performance over time.As you learn more about what’s working and why, you can quickly take action in connected tools like automated marketing journeys and playbooks, SMS and email marketing, push notifications, and AI-powered live chat.Sign up to Ortto today to get access to more intuitive, robust website data and analytics tools. 

Website analytics dashboard

Easily monitor your subscriber trends for email, including largest source of subscriber-churn among your email campaignsAlso, easily monitor engagement metrics specific to some of the top mailbox providers and quickly identify good/bad trends with each provider

✨ Email subscriber insights

This dashboard breaks down the overall performance of all SMS sent across campaigns includes analysis of:Sent SMSDelivered SMSClicked SMSSMS unsubscribe rateSMS click rate by campaignSMS campaign summaryA breakdown of invalid SMS reasons

📢 SMS Perfomance

This dashboard was developed by Ortto&#39;s email deliverability team to help you monitor your deliverability metrics over time and gain valuable insights into our email reputation.

🧙‍♂️ Email deliverability

Templates for SaaS onboarding including in-app messages, journeys, emails and reports.

SaaS onboarding templates including SaaS onboarding email templates. Find templates for welcoming new users, trial journeys, onboarding, reactivation, and new customer welcome.

SaaS onboarding templates | Ortto

This is a simple time-based onboarding playbook that sends out an email based on the number of days since the trial was started. This playbook contains several examples of emails that you can utilise in a trial onboarding playbook, such as:Welcoming new trial usersTeaching users about specific featuresSharing onboarding guides &amp; links to useful materialTrial expiration reminderNudge for subscribing to a planThis playbook is based on a custom activity that is set-up to indicate a trial started. People in this playbook will be automatically removed when the &#34;Subscribed to plan&#34; activity occurs.

Simple trial onboarding

This SaaS product onboarding playbook template helps you activate trials or new users to your SaaS app.The template uses example custom activity for key activation events such as:Signed upSubscribedCreated projectShared videoEmails are sent every 2 days in priority order based on whether someone has or has not completed a significant onboarding step. Playbooks stop complicated and confusing journey logic for product onboarding by sending the most appropriate email at a regular cadence

SaaS product onboarding

A collection of free email templates for SaaS. From welcoming new users to converting trials into paying subscribers.

In SaaS, email marketing success often relies on nudging leads and customers to take a specific action: Attend this webinar, log in to start your free trial, use this new feature — the list goes on and on. 

Each email template in our collection was built and optimized with SaaS business objectives like these top of mind. We have analyzed the results of countless email campaigns to identify a format that is proven to work. Using our email templates will speed up your output and increase open and click-through rates.

Our library of free, customizable email templates includes welcome and onboarding guides, new feature releases, nudge-to-action emails, discounts and offers, free trial expiry and recurring reminders, and webinar flows. Many templates include easy-to-use dynamic content fields allowing you to personalize email content using data from integrated platforms, like HubSpot, Salesforce, and Recurly

A positive SaaS onboarding experience is a major contributor to retention and customer advocacy, so we have developed email templates that help you share onboarding guides and nudge users to take specific product-qualifying actions.

The success of a feature launch relies on a successful announcement campaign, including feature release emails. Our SaaS new feature release email templates are optimized for feature adoption with clear, eye-catching designs and calls to action.

Our SaaS email template library also includes essential communications like promotional emails, transactional emails, reminders, and content-sharing emails. We’ve also included a 

 that can be customized for just about any use case.

 to gain access to the complete library of SaaS email marketing templates. When you select a template, your brand book settings will be applied to speed up the customization process and ensure consistency across communications. From there, you can easily make additional edits or layer in personalization using your customer data.

Your Ortto subscription will also give you access to a wide range of other template types, including 

Optimise your SaaS communication strategy with email templates that nurture leads, and deliver impactful messages that drive business growth. Access today.

SaaS email templates - onboarding & engagement | Ortto

Communicate important product-related information via email with Ortto’s simple email template.Our template features a simple email design that can communicate clearly and effectively to your customers. It’s suited towards SaaS product managers, marketers or founders who want to reach customers at scale, with a message that feels like it’s coming from an individual rather than a brand.Communication might benefit from Ortto’s simple email design? Messages such as the CEO announcing a pricing change, SaaS product managers requesting product feedback as part of market research, or founders onboarding new executives to support growth of a company.Ortto’s simple email template will save your team time and effort, and let them get back to key creative and strategic tasks of your marketing campaign.What makes a good simple email template? Ortto templates are built around marketing best-practice, improving the effectiveness of your marketing emails, and giving them a greater chance of being opened. Unlike typical marketing emails that may be design-rich, Ortto’s simple emails look like plain text.When using our simple email templates, we recommend including several elements, to ensure our templates help you reach your ideal customer:Specific subject line: you can’t underestimate the importance of a subject line. Make sure the subject line is direct and to the point - it will ensure your message is seen.Body copy that focuses on a goal: what is the action you want your email to trigger from the recipient? Make sure the copy is focused around making that action happen.Call to Action: all good emails end with a strong call-to-action. While a single CTA is ideal, if you must have multiple be sure they’re well coordinated.Personalization: this can make all the difference to some email users - don’t be afraid to incorporate personalized elements in your email.Ready to get started? Create your free Ortto account to explore the template library, where you can instantly access our simple email design, customize it needed, and send it out.Ortto’s extensive template library also features several other SaaS-specific templates, including general SaaS email templates and SaaS dashboard templates. You’ll also find plenty of other marketing email templates there, including a simple personal email template. Sign up to Ortto today to take advantage of this extensive marketing template library!

Simple email template

Use this template to share useful content with your audience. In this particular example we are nudging users to join our wellness challenge and guide them to 4 different resources.

Share useful content

Welcome first time buyers or subscribers to your brand. Building a loyal fanbase is important, therefore it&#39;s good practice to tell your story and make customers feel part of something bigger.

Welcome new customers

A collection of email marketing report templates to analyze your email marketing performance over time. Pin multiple reports to a dashboard.

A Collection of Email Marketing Report Templates Designed by Email Marketing Professional. Browse Email Marketing Reports and Install for Free.

Try Our Email Marketing Report Templates | Ortto

This email click rate metric makes a good addition to your dashboard. Track email click rate for all emails sent across Ortto over a given period. Set a goal and track progress.The report looks at click rate on a unique basis per email, which gives you click rate visibility between both single send campaigns, journeys and playbooks.

Email click rate

This metric display the open rate for all emails sent over a given time period. The goal is set by default to 40% but can be adjusted to your overall target open rate.  Note: the way this report is configured machine opens would be shown in this open rate calculation.

Open rate metric

This report shows you the total attributed revenue by campaign. It&#39;s based on the attribution model you selected in setup. To change the model navigate to Setup &gt;Attribution.  If you&#39;re a SaaS business you can set the attribution to display MRR or ARR. By default the setting is total revenue from the attribution value.This report helps you understand which campaigns drive revenue.

Attributed revenue by campaign

This chart shows the total attributed revenue over a given time period. The attributed revenue is shown cumulatively with a comparison to the previous period. The attributed revenue is based on your attribution settings.

Total attributed revenue

Emails

Journeys

Playbooks

Popups

Dashboards

Reports

Push

A collection of free email templates for B2B. From essential communications like preference updates and recurring reminders to campaigns that drive conversions and leads.

Email marketing in B2B requires attracting the attention of customers with overflowing inboxes and little time to spare. This means every email you send should be concise, direct, and optimized for results. Email templates can help you fast-track the design process to get a high-performing email into inboxes without delay.

Each of Ortto’s B2B email templates have been created based on best practices.  For example, where click-through is the primary goal, we’ve used an inverse triangle design to direct the eye to the CTA button. Essential communications like preference updates are simple and to the point.

This library of free and fully customizable B2B email includes a 

, welcome and onboarding email templates, 

, sales email template B2B, and more. Each template can be personalized with customer data from integrations like HubSpot, Salesforce, and Recurly.

Our templates are easy to use and do not require the help of a design or dev team. Once you 

 and select the template, you can apply brand book styling to instantly update colors, fonts, headers, and footers. From there, update copy and images where required, edit the subject line using suggestions from Ortto’s AI subject line writer, and build a targeted audience segment.

With the ability to ship more email campaigns in less time and intuitive reports and dashboards, teams across your B2B organization will quickly discover what’s working and why.

Sign up today to get access to our entire collection of B2B email templates, as well as a wide range of other template types including 

Discover Ortto's powerful B2B email marketing templates to elevate your campaigns. Engage prospects and drive conversions. SIgn up to access the template.

B2B sales email marketing templates | Ortto

Explore our collection of free, B2C responsive email templates, expertly designed to drive sales and easily customizable with a user-friendly drag-and-drop email editor.

With more than 40 B2C email marketing templates to choose from, you’re sure to find the perfect fit for your B2C email needs. These templates are ready for immediate use or can serve as a creative springboard, which you can fine-tune to fit your brand guidelines and ensure your messages hit the mark.

We have B2C email templates optimized for industries from finance to healthcare, which be effortlessly personalized based on your customer data, sourced from integrated marketing platforms like Salesforce and Shopify.

Leverage email marketing in your B2C business to:

Save time and say goodbye to starting every single email from scratch with an entire library of templates at your fingertips. Customize these templates to perfectly align with your campaign goals in no time.

Better yet, all of our email marketing templates are reusable,  so after fine-tuning your chosen template, simply save it within your Ortto account as a template for future use.

Ready to start using Ortto's B2C email marketing templates? Take the first step by logging in or signing up for a free Ortto account today, and you’ll get unrestricted access to our entire email marketing template collection, along with a wealth of other essential templates to automate everything from your 

Take your B2C campaigns to the next level with impactful email templates. Create emails that resonate with your target audience. Sign up to access today.

B2C Email Marketing Templates | Ortto

A collection of the best free responsive email marketing templates that are fully customizable with a drag-and-drop email editor.

With over 70 different free email marketing templates to choose from, you’re sure to find one that perfectly suits your campaign. Use our email templates as they are or as a starting point before customizing to your needs - increase the impact of your campaigns with emails that have been optimized based on best practices. 

Even with the range of direct marketing tools available today, email marketing is still an effective and cost-efficient way to communicate with your customers throughout their journey. You can use email marketing to:
• Build awareness: share blog content with your audience to educate them on your brand
• Increase engagement and retention: invite your customers to webinars, share customer loyalty offers, or exclusive events for your subscribers
• Drive conversions: make sure customers are aware of new products and services 

Ortto’s email templates help marketing professionals save time and resources: rather than starting from scratch, search our extensive database for the type of email you want to create. Then, customize it to create emails perfectly tailored to your campaign’s needs in a fraction of the time. All our templates are free and are designed with best practices in mind. 

Are you looking for email marketing templates suited to a specific industry? Our library of email marketing templates covers a variety of industries and can be personalized based on all your customer data – including from integrated marketing software such as Salesforce and Shopify. Another advantage of using our email marketing templates - they’re all reusable! Once you have chosen a template and customized it to your needs, you can save it to your Ortto account to re-use it as needed. 

Ready to get started with Ortto’s email marketing templates? Sign up to Ortto for free today and gain access to the full library of email marketing templates, as well as access to a range of other crucial marketing templates: SMS templates, marketing playbook templates or marketing dashboard templates. 

To access the email marketing template library, simply sign in to your Ortto account (or create one for free), then open your chosen template. Make any edits you’d like, and you’re ready to send! 

Our library of templates doesn’t stop at email marketing: find marketing dashboard templates, marketing playbook templates or SMS marketing templates when you sign up for your free Ortto account today.

A collection of the best free responsive email marketing templates that are fully customizable with a drag-and-drop email editor.

With over 70 different free email marketing templates to choose from, you’re sure to find one that perfectly suits your campaign. Use our email templates as they are or as a starting point before customizing to your needs - increase the impact of your campaigns with emails that have been optimized based on best practices. 

Even with the range of direct marketing tools available today, email marketing is still an effective and cost-efficient way to communicate with your customers throughout their journey. You can use email marketing to:

Ortto’s email templates help marketing professionals save time and resources: rather than starting from scratch, search our extensive database for the type of email you want to create. Then, customize it to create emails perfectly tailored to your campaign’s needs in a fraction of the time. All our templates are free and are designed with best practices in mind. 

Are you looking for email marketing templates suited to a specific industry? Our library of email marketing templates covers a variety of industries and can be personalized based on all your customer data – including from integrated marketing software such as Salesforce and Shopify. Another advantage of using our email marketing templates - they’re all reusable! Once you have chosen a template and customized it to your needs, you can save it to your Ortto account to re-use it as needed. 

Ready to get started with Ortto’s email marketing templates? Sign up to Ortto for free today and gain access to the full library of email marketing templates, as well as access to a range of other crucial marketing templates: SMS templates, marketing playbook templates or marketing dashboard templates. 

To access the email marketing template library, simply sign in to your Ortto account (or create one for free), then open your chosen template. Make any edits you’d like, and you’re ready to send! 

Our library of templates doesn’t stop at email marketing: find 

 when you sign up for your free Ortto account today. 

Ortto’s free library of email marketing templates covers all the bases. You’ll find templates for welcome emails, transactional emails, promotional emails, abandoned cart emails, newsletters and much more. 

There are a couple of factors to keep in mind when you’re choosing the most effective email marketing template for your campaign. Here are a couple of things to consider to help you choose the right one: What is the campaign's purpose? Is it to promote a sale? A new service or product? A welcome email or purchase confirmation email? Who is your target audience? Are they someone who appreciates a lot of visuals, likes to read a story, or prefers something pared back and simple? Choose a template based on what you know about the communication preferences of your audience What is your own brand identity? Make sure you’re choosing templates that match or can be adjusted to fit your own brand guidelines so that communication across all marketing channels is seamless and consistent. 

All our email marketing templates are laid out differently, as the optimal layout will depend on the type of email. However, it’s always best to include a clear and concise subject line, a compelling headline, a well-written body copy and a call to action.  

Absolutely. Email marketing has one of the highest ROIs of any marketing channel. The success of campaigns is easy to measure, and the ability to personalise emails makes them a really effective tool for building customer relationships. They’re also easily scalable: reach large audiences, or segment your customer database for a more targeted approach.  

Drive efficiency and engagement in your marketing with professionally crafted email campaign templates. Save time and deliver impactful messages. Sign up today.

Email Campaign Templates for Marketing | Ortto

A collection of email newsletter templates you can easily adapt for your brand. Take inspiration with examples of email newsletter templates or create a new newsletter from scratch.

This collection of email newsletter templates is continously growing with examples for design inspiration. Easily try a template, customize and send.

A Collection of the Best Email Newsletter Templates | Ortto

A collection of journey builder templates to help you automate messages and actions across the customer lifecycle.

Each journey in our collection is built to help nudge your customer along to take a specific action, whether that’s generating a review after an NPS survey or attending a webinar. We’ve also included actions like Slack notifications, Google Ads audience segment updates, and Salesforce record updates to streamline internal workflows and eliminate data silos across your business.

Building effective journeys is time-intensive and marketers are often stuck on where to start. There’s a lot to think about including optimal wait times, audience splits, conditions, and exit/entry rules. Ortto’s templates take all of this into account, giving you a journey you can use out-of-the-box or customize as needed.

To access Ortto’s library of journeys, 

 and ensure all necessary data sources are connected. Our journey templates are accessible through the campaigns section of Ortto, or through the 

. Once you’ve selected your journey, it will load in the intuitive and user-friendly journey builder where you can make edits to emails, actions, SMS, push notifications, and more.

Ortto’s journey templates are designed to enable anyone to build high-performing customer journeys, regardless of where they sit in the business. Anyone can access real-time demographic and event-based customer data from Ortto’s CDP to ensure messages are relevant and personalized, our pre-designed email, push, and SMS templates take the headache out of designing messages, and simple, visual reports and dashboards ensure every team member is empowered to report on results and make data-driven optimizations.

 to get started with our powerful journey templates today.  Your Ortto subscription will also give you access to a wide range of other template types, including 

Streamline your customer journeys with pre-designed journey builder templates. Deliver seamless experiences to your audience. Sign up to try for free.

Journey builder templates | Ortto

Report templates to help you get insight into campaign metrics, model attribution with cohorts and understand the customer journey with funnels.

Make building and creating reports much easier with Ortto’s marketing analytics templates. Choose from over 120 free and fully customizable templates in our library, covering a wide range of industries and supporting integrations with several different platforms.

Reports are a critical part of running effective marketing campaigns - it gathers together key campaign metrics and insights for analysis and provides you with the opportunity to review and pivot your campaigns as necessary. There is a huge range of reports that provide useful stats for marketing teams, but creating these reports from scratch can be time-consuming.

Our templates allow you to quickly build the reports you need, to understand how you’re performing against the specific goals of your campaign. Ortto’s library of free marketing analytics report templates saves you time. Rather than starting from scratch, use our templates to pull together the report you need, reviewing open rates, conversion rates, engagement, website user sessions and much more.

Our marketing analytics report templates can be used exactly as they are: just open one up, and you’re ready to go. They are also completely customizable, so you can add filters or break down your data as needed to create a more tailored report to help you review your performance.

Have a collection of reports you regularly review? As well as our marketing analytics report templates, you’ll 

 in our template library. Log into your free Ortto account, click your chosen template and start creating. 

Our free marketing template library includes templates suited for specific industries, such as SaaS, B2B and B2C companies, Ecommerce companies and not for profit. Within those industries, you’ll find report templates suited to each marketing channel - create feedback and survey reports, email and SMS reports and website analytic reports, to name a few. Ortto templates have also been made to integrate with other software, too - find reports specifically created for Salesforce, Hubspot and more.  

This can change from industry to industry. However, certain marketing report templates are relevant across the board, such as open rate metrics, email click rates, unique website sessions, leads from ads or subscriber growth, to name a few examples. All of these reports are available in Ortto’s marketing template library.  

Gain data-driven insights and make informed decisions with our comprehensive marketing report template. Sign up for free today to get access.

Marketing Analytics Report Templates | Ortto

Want to know which marketing campaigns lead the the most revenue? These reports and dashboards will help give you insight into your marketing attribution.

A collection of reports and dashboard to help you understand marketing attribution. Know which campaigns drive the most revenue. 

Marketing Attribution Reports | Ortto

Templates for dashboards to help you analyze your key metrics, campaigns, product analytics and marketing funnels.

Track the performance of your website, email marketing, SMS marketing, and more with our collection of free, pre-built marketing dashboard templates. Choose from 11 free templates for dashboards that will help you analyze your key metrics, campaigns, product analytics, and marketing funnels. 

With so many reports and metrics to keep across, Ortto's pre-built dashboards provide an easy, uncomplicated way to capture the health of the business at a glance.

Marketing dashboards allow you to gain a real-time overview of how your marketing activities are performing and make smarter decisions driven by data. Dashboards are an essential tool for optimizing your marketing campaigns and identifying new opportunities to drive business growth.

Ortto’s marketing dashboard templates pull data from a range of different sources, giving you a complete picture of your marketing performance at any given time.

Use Ortto’s marketing dashboard templates as a base for your reporting. With a variety of report templates to choose from, you can build a customized dashboard to fit all the business critical KPIs you need to keep an eye on.

Want to start using one of our free marketing dashboard templates? Simply sign up to Ortto for free today or log in to your account, and you’ll gain access to the full library of playbooks, plus 100s of other free marketing templates, including 

Efficiently visualise and report marketing data with our dashboard templates. Simplify reporting and communicate insights effectively. Sign up to try for free.

Marketing Reporting Dashboard Templates | Ortto

Playbooks help you send emails at the right time based on criteria. Queue emails up like songs on Spotify playlist and send them at precisely the right time. Playbooks are great for lead nurturing, onboarding and nudging the customer to take specific actions.

Playbooks help you send emails at the right time based on criteria. Discover our collection of marketing playbook templates and save time with pre-built email series to help you nurture prospects, onboard new customers, and reengage inactive subscribers. 

Choose from one of 15 pre-built free marketing playbook templates and build automatic email campaigns to specific audience segments of prospects or customers at a regular cadence throughout the customer lifecycle. You can use our playbook templates as they are, or customize them to suit your needs.

Playbooks are easy to set up. Just choose a template and then set your entry criteria. Then you can put in place extra direction as to who receives the email, if the email expires or how often your prospects or customers can receive the message. They will exit the playbook by either taking the required action, or after they’ve received all of the message in the series.

Messages in playbooks are intended to be sent at a regular cadence, designed to keep your audience engaged by sending regular messages over a period of time - from days, weeks, or months. This makes playbooks a great choice to use for nurture campaigns for new subscribers, onboarding series for users who have started a free trial, or reengaement campaigns for inactive questions. 

Why choose a playbook template over a journey? The advantage of  a playbook is you can keep adding new messages to your series, and it will continue to roll through when customers or leads meet the entry criteria for the playbook. For example, if you are running a nurture playbook, you might want to add in a new message that relates to new blog content you publish.

Playbooks are best for creating an automated email experience that can be sent at a regular cadence. If you need something more complex that includes both customer communications and notifications to internal departments, then you might want to try one of our journey templates. 

Ready to get started with one of our marketing playbook templates? Simply sign up to Ortto for free today or log in to your account, and you’ll gain access to the full library of playbooks, plus 100s of other free marketing templates, including 

Drive your audience to take desired actions with our marketing playbook email templates. Ideal for lead nurturing and onboarding. Sign up for access today. 

Marketing Playbook Templates | Ortto

A collection of free email templates to help your business welcome new customers — including simple welcome messages and complex onboarding flows.

Welcome emails are one of the most-opened emails for brands. They leave that all-important first impression and can set the tone for the relationship that follows. Get it right and you will make a great first impression, setting the tone for all communications that follow. Get it wrong and your customer could decide to skip past important emails that follow.

It’s important to remember that many customers will have received lead nurture emails, promotions, or sales communications in the lead up to their decision to become a customer, so they are likely familiar with your brand and what you stand for. A welcome email can reiterate why they decided to become a customer, showcasing your brand values and product benefits, while giving your new customer some tips for getting the most out of your product or service.

SaaS businesses will want to include one or more items to kick off the onboarding process. This initial welcome email will generally be followed by a series of emails, in addition to on-site pop-ups and notifications, that guide the new user through setup and set them on their path to value realization.

Our collection of welcome and onboarding emails are free, easy to customize, and implement best practices for design and messaging. Each email can be personalized using customer data from integrations like Hubspot, Salesforce, and Recurly.

To get started with your welcome email or onboarding sequence, select a template and 

 to get started. Your brand book settings will be applied, allowing you to focus on editing the messaging and images. With all your customer data in one place, it’s easy to build audience filters that ensure the right customer gets the right welcome message.

Sign up today to get access to our entire collection of new customer email templates, as well as a wide range of other template types including 

Onboard new customers with our expertly crafted email templates. Set the stage for strong, successful customer relationship with ease. Access for free today.

New business customer welcome email templates | Ortto

Capture helps you build and deploy personalized pop-ups, forms, surveys and in-app messages on your website or in your app.

Gathering zero party data is essential to effective marketing in an era of increasing privacy restrictions. Pop-up windows, surveys, forms and in-app messages offer a variety of ways to gather reliable, privacy-compliant data.

Our library of pop-up windows and survey templates has been created based on best-practice marketing principles to provide templates that will easily capture data and result in conversions.

The most effective pop-up forms have a clear intent, so customers understand what they’ll gain by filling out the form. They are short and to-the-point to keep customers interested and engaged. Marketers should also consider audience behavior once they are on their site - placement of the pop-up also plays a role in how users will engage with it (this includes making sure pop-ups are effectively scaled for mobile). The best forms offer something in return for customer details, such as high-value content, time with a solutions expert or the chance to win a prize.

Ortto’s library contains nearly 100 different types of pop-up templates and survey templates, including popular formats like:

To access these templates, simply sign up for a free Ortto account. Once you’re done, head to the pop-up template library, where you can choose your template, customize it, and start using it.

Don’t forget to check out the rest of Ortto’s library. Find hundreds of templates, including email marketing, 

A pop-up is a message or window that appears to users while browsing a website or using an app. It’s usually triggered by a few actions, such as scrolling through a page or adding items to a cart. What appears on the pop-up depends on what data you’re trying to collect from your customers - it might be service ratings or email addresses. Over the years, pop-up windows have had a reputation as intrusive marketing, but when used correctly and with the appropriate audience, they’re an incredibly effective tool for gathering data and driving conversions. Research conducted by Sumo in 2019 found that the top-performing 10% of pop-up forms convert around 9.3% - a great return on investment.  

There are several reasons to use Ortto’s pre-designed pop-up templates: They are time-savers for busy marketing teams Created by design experts, these pop-up templates have a finished look. They’ve also been created with marketing best-practice at the front of mind, so can be used with minimal adjustments Our templates are easily customizable, so team members of all skill levels can create and deploy them 

Capture more customers with pop-up, survey, form, and in-app message templates from Ortto. Sign up for free to get access to our templates.

Pop-up Window, Form, Survey & In-App Chat Templates | Ortto

A collection of Push notification templates to target your audience with timely messages on web, iOS, Android and Apple Watch.

Push Notification Templates for Web, iOS, Android and Apple Watch.

Push Notification Templates: Web, Mobile Push Message Templates

This collection of marketing and promotional SMS templates will help inspire your next SMS marketing campaign. These ready-to-use SMS message templates and mobile landing pages experiences demonstrate the power of SMS marketing.

A collection of free, customizable SMS marketing templates including reminders, VIP offers, customer satisfaction surveys, and essential notifications. 

SMS marketing messages can help improve your brand’s reach and engagement because they tend to have high open and response rates. Add SMS into your marketing strategy, whether as a standalone campaign or integrated into omnichannel ones, using our collection of templates.

Industry benchmarks cite SMS open rates above 98% and reply rates of 45%, making them a uniquely effective channel for ensuring your messages are seen, read, and acted on by consumers. They also offer an unparalleled opportunity to reach target audiences in real-time, so any time-sensitive messages are more likely to hit their mark.

One of the most effective ways to introduce SMS messages into your marketing mix is by adding them to omnichannel campaigns. By combining them with other channels like email, push notifications and social media, you can deliver personal and timely messages while ensuring a cohesive brand experience. Ultimately, you’ll benefit from more impactful campaigns that drive growth across the customer lifecycle.

Our collection of SMS marketing templates includes a wide range of message types, crafted by industry experts to align with best practices. And, when you start to use them, the built in AI will help you optimize whatever customization you add.

When using our SMS marketing templates, be sure to take these elements into consideration:

Whether you're launching a new product, driving traffic to your website, or simply nurturing leads, our SMS templates can help you spin up new campaigns quickly. Sign up for a free Ortto trial now to start using our library of SMS templates right away. 

Enhance the effectiveness of your campaigns with SMS marketing templates. Engage your audience and drive conversions with ease. Sign up to access for free.

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