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

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 website analytics dashboard shows website and user sessions with a detailed traffic summary.

📈 Website analytics

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.

Browse Top Performing SaaS Email Templates Curated by the Ortto Team. Use Templates in Automated SaaS Journeys.

SaaS Email Templates: Top Email Templates for SaaS | Ortto

This email template provides a simple design framework for product related email messages to your customer. It’s suited towards SaaS product managers, marketers and founders to send email messages to customers.

Simple message

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

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

This collection of pop-up and in-app message examples and templates helps you grow your leads, subscribers and announce new product features in-app.

Pop-up, Form, Survey & In-App Message Templates - Ortto 

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

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

Marketing dashboard templates | 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 the best free responsive email marketing templates that are fully customizable with a drag-and-drop email editor.

A collection of email marketing templates to help you build customer journeys visually. Every template includes email and SMS marketing and everything you need to build marketing and sales playbooks and journeys.

Email marketing templates | Ortto

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

A collection of professionally designed customer journey builder
templates for automating messages and actions across the customer lifecycle.

Journey Builder 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

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.

Email Marketing Playbook Templates Automate a Series of Drip Emails for Lead Nurture and Welcome Series.

Marketing playbook 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

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

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

Marketing Analytics Report Templates | Ortto

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 SMS marketing templates to help you connect with your customers straight away. Every SMS marketing template integrates with popular apps such as Shopify, WooCommerce and Slack.

SMS Marketing Templates | Ortto

A collection of marketing campaign and report templates for HubSpot.

Browse Journeys, Emails, Reports and Dashboards Templates for HubSpot. Automate Everything from Object Values in Emails to Lead Round Robin.

Marketing Templates for HubSpot | Ortto

A collection of templates for Salesforce. From journeys, to personalized sales emails, to reports and dashboards.

Browse Journeys, Emails, Reports and Dashboards Templates for Salesforce. Automate Everything from Object Values in Emails to Lead Round Robin.

Marketing Templates for Salesforce | Ortto

A collection of email, journey, report, pop-up and dashbord templates for Shopify.

Browse 100s of Free Email Templates for Shopify. Find Email, Journey, Pop-up, Report and Dashboard Shopify templates.

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