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About Ortto

Learn about Ortto's platform and features which are described in this knowledge base

3 articles

Getting started

Learn how to get started with a 14-day Ortto trial and onboarding checklist

2 articles

Ortto Acceptable usage policy

Read Ortto's Acceptable usage policy for sending messages from Ortto

1 article

Templates

Learn how to create and use templates for reports, campaigns, and more

1 article

Dashboards

Learn how to create and customize dashboards

3 articles

Reports

Learn how to create reports to visualize your performance

9 articles

Talk

Explore Talk features and learn how to create and manage conversations

12 articles

Knowledge base

Learn how to build a self-serve help center for your customers

5 articles

Campaigns

Learn how to create campaigns and get familiar with deliverability best practices

49 articles

Capture widgets

Create website widgets that help turn browsers into subscribers

13 articles

People

Learn how to add and manage people in your CDP

19 articles

Organizations

Learn how to add and manage organizations in your CDP

10 articles

Audiences

Create and manage audiences to represent key customer lifecycle stages

8 articles

Tags

Create and manage tags for people, organizations and conversations.

1 article

Activities

Create custom activities, and explore system and data source activities

20 articles

Data sources

Connect data sources to organize all of your customer data in your CDP

49 articles

Asset manager

Create and manage email, SMS and push assets for journey and playbook campaigns

2 articles

System-wide features

Learn how to create filters in Ortto and see high-level feature limits

5 articles

Settings

Learn how to fine tune and customize Ortto’s global functionality

45 articles

Profile, accounts and plans

Explore your profile and plan details, and learn about billing and plan limits

11 articles

Security

Learn how Ortto handles data protection, data retention and untrusted accounts

4 articles

Autopilot to Ortto welcome guide

A welcome guide for users who have had their Autopilot Journeys account unified with Ortto

3 articles

Developer guide

Ortto's Developer guide provides instructions on getting started and interacting with the Ortto API.

38 articles

API reference

This section provides reference documentation for all endpoints of the Ortto API.

30 articles

Autopilot Journeys articles

Help center guides for Autopilot Journeys

283 articles