Notify users when they reach an important onboarding milestone in your web, Android or iOS app.

Onboarding

Use this template to offer an onboarding / set-up call to your new trial users. This template is especially useful in combination with specific sales routing based on qualification criteria. Thereby, it&#39;s generally good practice to get your new users set-up correctly for them to achieve success and understand the value of your platform.

Onboarding call request

Cumulative line chart of open and closed conversations over time with comparison to the previous period.Great for comparing open and close volume to the previous period.

Opened Vs Closed Conversation Trendlines

Expand your reach and accelerate sales with the help of partners. This Partner application form template collects contact details and company information.

Partner program application

Sometimes a simple email with a personal touch is the most effective way to reach your audience. Use Ortto’s personal email signature template to send messages at scale that feel like they’re coming from an individual.This template has been designed with best practices in mind so you can get your first email campaign out the door quickly. It’s ideal for when you need to target a large audience with simple but polished text-based emails that include a personal touch.Scenarios when this template is most often used include:Welcome messages “from” your founder or CEOSales messages “from” an account executive to automate follow-up with demo requests or new trial usersProduct usage limits or overages “from” your finance or product teamThe signature includes space to add:Your imageYour full nameYour job titleAnd it’s easy to add other details such as contact information or social links if you want to.Sign up today and get access to our template library, which includes other emails and simple SaaS messages as well. It’s free to access!

Personalised signature email templates

Promote a cause for supporters to engage with and sign up for updates.

Petition & Advocacy

This post-purchase SMS template with coupon allows you to stay on customers&#39; radar after they&#39;ve already shopped with you. Use a limited-time offer as a powerful driver of repeat purchases.

Post-purchase SMS with coupon

This notification will let people request to be notified when an item is back in stock.

PrestaShop Back in stock reminder

This is a simple product catalogue email template for a skin care brand that can be customize to suit your health and beauty business.

Product catalogue for skin care

A generic product launch template with benefits, testimonials and contact form.

Product launch

New product feature? Tell your users in your app. This product release notification template will allow them to give you feedback as well!

Product release notification

Use this template to promote your new or updates app and it&#39;s features. 

Promote new app features

You may use this template to promote your professional services such as legal, accounting, etc to your audience.

Promote professional services

Promote your upcoming hackathon, whether it&#39;s for your business, community or school.

Promote your hackathon

Use this template to promote your latest podcast episode.

Promote your podcast

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

Quote > SF qualification sequence

This ledger shows all recent ratings and comments for conversations. It includes the organization name and the person who left the rating.

Recent ratings and comments

This dashboard is designed to work with Recurly. It shows a summary of key SaaS metrics including:New business MRRExpansion MRRContraction MRRChurn MRRReactivatuon MRRSummary of MRR activity by monthAverage sale price (ASP) by weekSubscription movement ledgerIt helps you understand your SaaS metrics in the context of all of your customer data.

Recurly SaaS metric dashboard

This is a playbook to send out a recurring reminder on the last Friday of the month. In this particular example; we send a recurring reminder for business owners to submit their expenses every month. We&#39;re tracking if they have submitted expenses or not and if they have not we will enter them into the playbook. We will send a reminder after 3 days if they still haven&#39;t submitted their expenses.

Recurring reminder

Use this template to refer a friend to your companies services or product. You may link the button to your referral page or replace it with their unique referral link (using an Ortto custom field).

Refer-a-friend campaign

Use this template to request contributions for a project or not-for-profit / charity.

Request donation or contribution

This SMS marketing campaign enables all merchants running a sale during the four-day weekend from Black Friday to Cyber Monday to make the most of the year&#39;s biggest sales event.The template creates the coupon in Shopify and automatically applies it when the customer clicks the link in the SMS message. 

SMS Black Friday sale

This SMS marketing campaign enables all merchants running a sale during the four-day weekend from Black Friday to Cyber Monday to make the most of the year&#39;s biggest sales event. Convert more people into buyers by personalizing the text message with products they have recently viewed.

SMS Cyber Monday sale with coupon

Send an SMS VIP sale coupon template notifying customers of a time limited sale. This template creates the coupon in Shopify and automatically applies it when the customer clicks the link in the SMS message.

SMS VIP sale coupon

Win back customers with SMS Abandoned cart alerts. An attached coupon will help to bring customers over the line and get them to complete the purchase.

SMS abandoned cart recovery with coupon

Increase the number of on-time arrivals and reduce no-shows by using this SMS appointment reminder. Your customers will receive SMS appointment notifications on any device regardless of internet coverage.

SMS appointment reminder

Send this SMS when an item is back in stock and direct users straight to the product page.We also recommend using this sms as an alternative to the email notification within the Back in stock reminder journey. 

SMS back in stock notification

Collecting customer feedback is key to improving customer satisfaction.Find out what your customers think about your service or product with this simple SMS survey.

SMS customer satisfaction survey

Boost your sales during the holiday season by offering free shipping coupons to your customers. People in shopping mode will appreciate it if brands give them something free, which may encourage them to buy even more!

SMS free holiday shipping

Send a thank you message and offer a 1-month free subscription to one of your services or products to show a customer you value them. This template contains a Chargebee coupon.

SMS loyal customers thank you

Send this SMS to remind people about the forthcoming meeting and ask them to confirm their attendance. If the person replies &#39;yes&#39; they will get more meeting details, and if they reply &#39;no&#39; they will see a URL to reschedule a call.This SMS template uses Calendly data, such as Meeting name, Meeting time, Meeting Join URL and Rescheduling URL. 

SMS meeting reminder

This SMS template helps you confirm attendance before a meetup. If the person replies yes using the landing page they are shown a map and more details about the meetup as a reminder.This SMS template helps increase attendance at your events.

SMS meetup confirmation

Help onboard new customers to the product when they subscribe to a free trial. This SMS template allows new customers to choose if they want to book a demo session or if they prefer to learn about product features with the help docs.

SMS new trial notification

This popup is designed as a B2B lead magnent to drive new SMS subscribers. When the visitor opts-in to SMS they are given a link to schedule a review.

SMS opt-in popup for B2B

Discover how your customers feel about purchasing your product with this SMS post-purchase feedback template. Your customers don&#39;t have to type a response - after clicking the survey link in the text message, they will be sent to the survey landing page.

SMS post-purchase feedback

We all need rest to be at our best! Improve customers&#39; overall experience and encourage them to return for their next trip with this SMS travel coupon template. Send special offers and travel packages directly to your customer&#39;s phones.

OrttoTemplates

Templates by the Ortto team