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

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 report shows you all email opens by region across all campaigns. It&#39;s useful for seeing where all of your emails are being opened.

Email opens by region

This report shows all meetings booked on your company Calendly account by week. You can break this data down further by grouping by the Host attribute to reveal who books the most meetings per week.

Calendly meeting scheduled by week

The email campaign summary gives you a summary of key email metrics for each campaign sorted by open rate.It includes summary metrics for:Emails receivedOpen rateClick rateReactions 

Email campaign summary

This funnel shows how many meetings that were booked on Calendly for a given period are cancelled. 

How many Calendly bookings get cancelled?

This report shows you reactions (sentiment score) for each campaign over time.It&#39;s useful for seeing how your subscribers are reacting to your content and which emails need improvment.To track sentiment reactions must be enabled when you send email.

Reactions by campaign

This report shows MRR movements from Recurly by month. The movements are represented based on total MRR change in the given month. This report is great for SaaS companies that track MRR using Recurly.Movements include:New business MRRExpansion MRRContraction MRRChurn MRRReactivation MRR

Recurly MRR summary by month

This report shows new business MRR from Recurly for a given time period as a metric. You can set your monthly new business MRR goal and watch as the goal rainbow closes towards your goal.

Recurly New Business Metric

This Salesforce conversion funnel report template gives you a funnel report of leads, opportunities and won business in 3 steps:New leadNew opportunityWon opportunityIt allows you to see the amount at each step, along with the conversion rate for a specific period.

Salesforce conversion funnel

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

This report shows website sessions based on the UTM campaign source. It helps you understand which campaigns are driving traffic to your website. 

Sessions by campaign source

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

This report shows you website and user session by day. Website sessions show all unidentified sessions and user sessions show all identified sessions.The report helps you understand website and user session trends over time to see if you are growing your traffic and engagement.To setup user session association for identified sessions follow this guide.

Website and user sessions by day

This report shows the density of website sessions by continent. It helps you understand where your website traffic originates over a given time period.

Website sessions by region

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

Michael SharkeyTemplates

CEO and co-founder at Ortto.

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