About Ortto
Learn about Ortto's platform and features which are described in this knowledge base
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Getting started
Learn how to get started with a 14-day Ortto trial and onboarding checklist
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Ortto Acceptable usage policy
Read Ortto's Acceptable usage policy for sending messages from Ortto
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Templates
Learn how to create and use templates for reports, campaigns, and more
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Dashboards
Learn how to create and customize dashboards
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Reports
Learn how to create reports to visualize your performance
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Talk
Explore Talk features and learn how to create and manage conversations
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Knowledge base
Learn how to build a self-serve help center for your customers
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Campaigns
Learn how to create campaigns and get familiar with deliverability best practices
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Capture widgets
Create website widgets that help turn browsers into subscribers
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People
Learn how to add and manage people in your CDP
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Organizations
Learn how to add and manage organizations in your CDP
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Audiences
Create and manage audiences to represent key customer lifecycle stages
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Tags
Create and manage tags for people, organizations and conversations.
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Activities
Create custom activities, and explore system and data source activities
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Data sources
Connect data sources to organize all of your customer data in your CDP
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Asset manager
Create and manage email, SMS and push assets for journey and playbook campaigns
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System-wide features
Learn how to create filters in Ortto and see high-level feature limits
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Settings
Learn how to fine tune and customize Ortto’s global functionality
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Profile, accounts and plans
Explore your profile and plan details, and learn about billing and plan limits
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Security
Learn how Ortto handles data protection, data retention and untrusted accounts
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Autopilot to Ortto welcome guide
A welcome guide for users who have had their Autopilot Journeys account unified with Ortto
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Developer guide
Ortto's Developer guide provides instructions on getting started and interacting with the Ortto API.
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API reference
This section provides reference documentation for all endpoints of the Ortto API.
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Autopilot Journeys articles
Help center guides for Autopilot Journeys
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