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
5
Ortto Acceptable usage policy
Read Ortto's Acceptable usage policy for sending messages from Ortto
1
Templates
Learn how to create and use templates for reports, campaigns, and more
1
Dashboards
Learn how to create and customize dashboards
4
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
12
Knowledge base
Learn how to build a self-serve help center for your customers
5
Campaigns
Learn how to create campaigns and get familiar with deliverability best practices
84
Capture widgets
Create website widgets that help turn browsers into subscribers
13
People
Learn how to add and manage people in your CDP
19
Organizations
Learn how to add and manage organizations in your CDP
10
Audiences
Create and manage audiences to represent key customer lifecycle stages
8
Tags
Create and manage tags for people, organizations and conversations.
1
Activities
Create custom activities, and explore system and data source activities
25
Data sources
Connect data sources to organize all of your customer data in your CDP
61
Asset manager
Create and manage email, SMS and push assets for journey and playbook campaigns
3
System-wide features
Learn how to create filters in Ortto and see high-level feature limits
5
Settings
Learn how to fine tune and customize Ortto’s global functionality
58
Profile, accounts and plans
Explore your profile and plan details, and learn about billing and plan limits
13
Security
Learn how Ortto handles data protection, data retention and untrusted accounts
4
Autopilot to Ortto welcome guide
A welcome guide for users who have had their Autopilot Journeys account unified with Ortto
3
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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