Working with data sources

Ortto’s data sources is a powerful feature that automatically synchronizes and organizes all of your customer data in a single place (known as your customer data platform or CDP*), providing you with a single source of truth for all your customers and the data sources they belong to.

Ortto allows you to configure multiple data sources, where each data source represents an integration of Ortto to your customer data on an external business platform (e.g. Shopify, WooCommerce, etc.)

These Ortto features help you:

  • Create customer audiences to target each customer lifecycle stage;

  • Segment your customers based on activity and demographics;

  • Send highly relevant and personalized marketing campaigns;

  • Understand your customer data and marketing performance with reports and dashboards; and

  • Organize all of your customer information in one place.

* The CDP’s data can be accessed directly from the People page.

Access the data sources page

To access Ortto’s Data sources page:

  1. Ensure you are signed in to Ortto.

  2. Click More  Data sources in the navigation drawer on the left to open Ortto’s Data sources page, which lists all of your Ortto account’s configured data sources.

    On this page, you can manage all aspects of your data sources in Ortto, including the ability to: