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.

SMS travel coupon

Convert expiring trials into paying customers with this SMS template. This trial notification will help create a sense of urgency and let a person know that you value them as a customer. You can also configure default message responses when they reply to your message.

SMS trial expiration notification

Take customer experience with your product or service to the next level by sending this SMS and offering a coupon to upgrade.

SMS upsell

This notification will alert your customers to your sale and help drive them into your store,

Sale notification

This email template demonstrates how to personalize the email signature of an email with Salesforce profile data of the assigned lead owner. The same format can be adopted for opportunity owner.Before you send this email or add it to a journey verify you have:Checked from name and email values and set fallbacksChecked the fallback values of merge tags in the email and test the emailTo change the owner values click on your user profile in Salesforce and edit your profile settings.

Sales email with Salesforce lead signature

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 metric sums the total Salesforce opportunity amount for new opportunities created over a given period. It also compares the previous period by default.

Salesforce opportunities created by amount

Use this template to confirm your upcoming service order with your clients. 

Service order confirmation

Use this template to guide users to your guides, knowledge base and more. It&#39;s generally good practice to share onboarding guides with new users.

Share onboarding guides

This metric shows the total amount of potential revenue from abandoned carts in your Shopify store who didn&#39;t start the checkout process.

Shopify abandoned cart revenue

This report shows the total number of abandoned carts and abaonded checkouts in your Shopify store by week. It&#39;s helpful for trend analysis as you work on campaigns to improve your cart recovery rate.

Shopify abandoned carts and checkouts by week

This metric shows the total potential revenue from abandoned checkouts in your Shopify store.

Shopify abandoned checkout revenue

This metric shows the average number of items per order. This is useful to track and compare to previous time periods in order to increase the amount of total items customers are purchasing.Set a goal using this metric to improve your average items ordered for your Shopify store.

Shopify average items per order

This metrics calculates the average order value in your Shopify store for a given time period. Set a goal to increase your average order value.

Shopify average order value

This template can be used to notify customers when an item is back in stock in your Shopify store. This is based on them requesting to be notified when new stock becomes available which can be setup and configured in Capture.

OrttoTemplates

Templates by the Ortto team

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