Using Magento 2 in Ortto
This page helps you discover how you can get the most out of your Magento 2 integration with Ortto’s filters, reports, dashboards, campaigns, and coupons.
Filters
The Magento 2 activities and person (contact or customer) fields that are added to your Ortto account can be used anywhere you can create a filter (such as in campaigns, to create an audience, or just to view a segment of people), as well as in reports and dashboards.
Use Magento 2 activities and person fields as filter conditions:
- To create playbook to nudge customers who have ordered once to order again.
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- To create a journey based on when an abandoned cart activity occurs.
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TIP: Using an occurs condition gives you a fresh data set, as people enter the journey when they perform the specified activity (as opposed to using has occurred, which qualifies people who have already performed an activity).
- To create an email or SMS campaign audience, to turn browsers into buyers and send window shoppers a reminder of the products they were most interested in.
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- To view a segment of people on the People page, such as people who asked to be notified when a product is back in stock (a segment from which you can create an audience, send a campaign, export, or archive).
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Email message widgets
When you create an email campaign or an email message within a journey or playbook, you can access a number of content widgets to customize your email message with Magento 2 data.
Choose from the following content widgets to drag and drop into your email message.
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Then click Configure to set up the widget as you’d like it.
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Reports
You can use Ortto’s powerful reports to gain insight into your Magento 2 customers cart, checkout, order, and waiting on stock activities.
Here are some ideas for creating Magento 2 reports.
- Visualize the impact of your advertising campaigns on revenue:
- On the Reports page, click New report.
- Under New report, choose a Pie type, then click Next.
- For the Metrics:
- add Attributed and Aggregate by Sum of attribute.
- choose Group by attribute Campaign name.
- Edit any of the default settings a required, then click Create to view your report.
- Find out how many people made a purchase after being notified that an item was back in stock:
- On the Reports page, click New report.
- Under New report, choose a Funnel type, then click Next.
- For the Metrics, add Back in stock and Ordered product for Magento 2.
- Edit any of the default settings a required, then click Create to view your report.
Learn more about reports in Working with reports.
Dashboards
Track your Magento 2 metrics and performance via Ortto’s dashboards. Customize a default dashboard to add Magento 2 reports or create a new dashboard with specific reports. Learn more about dashboards under Default data source dashboards.
Coupons
You can create a new coupon for Magento 2. Creating a coupon in Ortto syncs the coupon and its attributes to your Magento 2 account.
NOTE: Coupons in your Magento 2 account will not be synced to Ortto.
To create a coupon:
- In the left-hand navigation drawer, click More Coupons.
- On the Coupons page, click New coupon.
- Choose your Magento 2 account then configure the coupon as required.
- Click Create.
NOTE: Magento 2 allows you to select both Limit the total number of times this coupon can be used by each customer and Unique code so you can set a limit per customer for unique coupon codes.
Using Magento 2 coupons
Any coupons you create, or the default coupons added to your account, can be added to email and SMS campaigns.
- Add a coupon to an email message on the Design page by clicking and dragging the coupon widget into your message.
- Click Configure in the coupon row and select Magento and the coupon you wish to use.
- Add a coupon to an SMS message on the Design page by clicking Add content > Coupon.
- Once you have added the coupon element, the Coupon section will appear for you to select the coupon you wish to use.