Ortto Questions & Answers

To create a new report using a template in Ortto, Follow the steps given below:

• Open your Orrto account
• Navigate to the Reports page and select ‘new report’
• Choose a template depending on specific data source or use case integration as the basis to build your report
• Under the ‘Shared with me’ section, you can choose templates that have been saved previously or select from templates that have been shared with you from different Ortto accounts
• After you have chosen a template, select the ‘Use template’ option to begin
• You'll need to select the appropriate accounts if the template you choose uses information from a connected data source
• If you wish, you can rename the report once you have selected it
• The report will appear as a preview of the previous 30 days and be pre-configured.

A user can add single and multiple organizations to their CDP in Ortto. To add organizations to your CDP in Ortto, follow the steps given below:

• Open your Ortto account
• Navigate to settings and click on general to enable the Organizations feature
• Add a single organization:
  • Navigate to the Organizations page
  • Select Add organization and enter a name for it
  • Select OK.
• Import multiple organizations:
  • Navigate to the Organizations page
  • Select the ‘More’ option and click on Import
  • Click on ‘Spreadsheet import’
  • Follow the process to import the data.

In Ortto, a dashboard can be created from scratch, but it will appear blank until reports have been added to it. To create a dashboard from scratch, follow the steps given below:

• Open your Ortto account
• Navigate to the dashboards page and go to the dashboard selector
• Next to the new dashboard option, select the ‘Edit icon’ to give your dashboard a name
• Now, add reports to your dashboard by either creating a new report or selecting an existing one
• Click done to save changes.

To create a new dashboard using template in Ortto, follow the steps given below:

• Open your Ortto account
• Navigate to the dashboards page and select ‘New dashboard’ from the dashboard selector
• Click on the ‘View all dashboard templates’ option or you can search for a template
• Choose a template and press on ‘Use template’.

To create a new custom email template, follow the steps given below:

• Open your Orrto account
• Navigate to the Asset Manager page and select new asset
• Select the ‘Email’ option to start creating your email template on the ‘New campaign’ page
• To create a new template from scratch, select the ‘Start from scratch’ option
• If you wish to modify an existing template that you have, choose that template on the left-hand side under ‘My saved templates’
• On the Setup section, input the email setup fields as required
• Now you can edit the assets as required in the Content section
• Press Next to continue
• Now, you can send a test of the email draft by selecting Send test
• On the Review section, you’ll see an overview of the content and setup
• To publish the asset, press on Publish.

Ortto’s all in on platform provides its users with push notifications tools to easily carry out omnichannel campaigns and understand their effect on key metrics. It pushes functionality provides its users with effective tools like A/B testing that enable them to check what options will help them reach closer to their marketing goals.

Ortto provides its users with a highly customizable lead scoring software which helps them create point-based scoring models for leads, customers, and product engagement using features like filters, or actions that they select from their CDP.

It has several advantages with its integration of lead scoring with an advanced marketing automation, customer data, and analytics platform. One can find far more dependable scores when using real-time data to initiate automation and input scores.

A user can adjust their product engagement score, by following the steps given below:

• Go to Settings and select Customer data
• Navigate to Engagement score
• If you wish to add additional activities, click on ‘Add activity’ and choose the activity you’d like
• modify the weight given to any of the activities that are pre-selected by Clicking on Activity weight
• Click on the trash icon next to activities that are unwanted to remove them
• Modify the engagement period as required and save changes.

To set up a score, login to your Ortto account:

• Open your Ortto account
• In the main navigation on the left, select the ‘More’ option
• Click on Scores
• Select the ‘+ New Score’ option
• Rename your score and choose a score emoji icon and a Score half-life period
• Tap click on ‘+ New criteria’ and choose a filter or an activity and add your score criteria
• Based on the importance, assign a few points
• Now press Create criteria
• Proceed until all criteria are loaded
• Change your new score type to ON.

A user can benefit from Ortto’s marketing analytics tools by:

• Using Ortto's strong platform which provides marketing automation and analytics tools, which would gain more opportunities and help in growing their business
• One can recognize the ways in which their automation affects the revenue they generate
• Determine who is performing best or worst using breakdowns and track conversion rates with multi-step funnels with the help of Ortto’s analytics tools.