Ortto Product Information

Ortto – Your customer data, marketing automation & analytics, together

Ortto is a comprehensive marketing automation platform that unifies customer data, analytics, and engagement tools to help teams build journeys that drive revenue. The platform offers an all-in-one solution for creating, automating, delivering, and measuring multi-channel marketing campaigns across email, SMS, push notifications, forms and surveys, and in-app messages. With built-in CDP capabilities, journey orchestration, analytics, and AI-driven insights, Ortto targets startups through enterprises seeking a scalable, privacy-conscious marketing stack that integrates with CRM, websites, and other tools.


How Ortto Works

  1. Centralize data: Collect and connect customer data from multiple sources into a unified customer data platform (CDP).
  2. Design journeys: Build automated multi-channel journeys using the Journey Builder to engage customers at the right moments.
  3. Execute campaigns: Deliver personalized messages via Email, SMS, Push, Live Chat, and in-app messages.
  4. Analyze and optimize: Use built-in analytics and AI to measure performance, iterate, and improve outcomes.

Use Cases

  • Customer onboarding journeys that convert and retain
  • Multi-channel campaigns with personalized content
  • Data-driven email, SMS, and push notifications
  • In-app messaging and live chat for real-time engagement
  • Integrations with CRMs, websites, and other tools

Core Features

  • Marketing automation across Email, SMS, Push, Forms & Surveys, In-app messages, and Live Chat
  • Customer Data Platform (CDP) with multi-region data hosting (EU, USA, Australia)
  • Journey Builder for designing multi-step, cross-channel customer journeys
  • AI-powered analytics and insights for optimization
  • Pre-built templates and templates for various use cases
  • Security and privacy features (2FA, SSO, roles, audit logs, GDPR/ISO certifications, etc.)
  • Multi-language and multi-template support for broad accessibility
  • Integrations with Salesforce, Shopify, and other platforms
  • No/low-code experience to onboard quickly

How to Use Ortto

  1. Sign up / Start trial: Begin with a 14-day free trial and onboard in minutes.
  2. Import & unify data: Connect your data sources to the CDP.
  3. Build journeys: Use the Journey Builder to craft automated workflows.
  4. Publish campaigns: Send emails, SMS, push, and in-app messages to segments.
  5. Monitor results: Access analytics to measure performance and optimize campaigns.

Security & Privacy

  • Multi-region data hosting
  • GDPR, ISO 27001, HIPAA, SOC2 compliance
  • 2FA, SSO with Okta, role-based access, and audit logs
  • Anti-abuse protections and cookie usage disclosures

Core Features

  • Centralized customer data platform (CDP) with multi-source integration
  • Journey Builder for cross-channel automation (email, SMS, push, in-app, live chat)
  • AI-powered analytics and insights for optimization
  • Multilingual marketing and templated templates for rapid deployment
  • Pre-built templates and templates for various industries and scenarios
  • Strong security, privacy, and compliance commitments (GDPR, SOC2, ISO 27001, HIPAA)
  • Multi-region data hosting (EU, USA, Australia)
  • Integrations with Salesforce, Shopify, and other popular platforms
  • User-friendly, low-code/no-code onboarding and campaign design

Disclaimer

This description summarizes the Ortto platform capabilities and is based on provided material. Availability of features may vary by plan and region.