How to create a new dashboard using templates in Ortto?

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 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.