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Adding accounts (previously organizations)

Overview

Adding an account to your Ortto customer data platform (CDP) lets you connect people to an account that isn’t already in your CDP.

You can use accounts to:

  • Filter people by accounts
  • Create targeted Audiences or Campaigns
  • Personalize content with merge tags

NOTE: Adding accounts won’t affect your contact count.

Before you can add accounts, make sure the Accounts feature is turned on in Settings > General.

NOTE:

  • There is no limit to the number of accounts you can add.
  • You can link a maximum of 3000 people to an account.
  • If you need to link more than 3000 people to an account (or other similar entity such as a school or department), you can create a new person custom field of a single select field type (whose individual values would be the names of your account, schools or departments) to work around this limitation.

Add a single account

  1. Navigate to CDP > Accounts.
  2. On the Accounts page, click Add account.
  3. Specify the name of your account then click OK.

NOTE: To benefit from using accounts, link at least one person to the account.

Learn more about linking people to accounts in the Accounts section of the person’s view page.

Add multiple accounts via a data source

To import multiple accounts from a spreadsheet:

  1. Go to CDP > Accounts.
  2. Click More > Import.
  3. Select Spreadsheet import and click Get started.
  4. Follow the steps to upload your CSV file. Make sure it meets the CSV file requirements before importing.

Once the import is complete:

  • Your file will appear on the Data sources page.
  • You can view your new accounts on the Accounts page (sorted by most recent by default).

To connect a different type of data source, see Configuring a new data source.