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.

    Magento 2 integration
  • To create a journey based on when an abandoned cart activity occurs.

    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).
    Magento 2 integration
  • 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.

    Magento 2 integration
  • 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).

    Magento 2 integration

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.

Magento 2 integration

Then click Configure to set up the widget as you’d like it.

Magento 2 integration

Reports

You can use the default Magento 2 reports that are added to your account upon integration to gain insight into your Magento 2 customers cart, checkout, order, and waiting on stock activities.

Two ways you can use the Magento 2 report templates are to:

  • Visualize the impact of your advertising campaigns on revenue using the Attributed revenue by campaign report template.

  • See how many people made a purchase after being notified that an item was back in stock using the Do they buy items they were waiting on? template.

To find these reports:

  1. On the Reports page, click New report.

  2. Under New report, click Magento 2.

  3. Select the report you wish to use, then Get started.

  4. Edit any of the default settings a required, then click Create to view your report.

Learn more about reports in Working with reports.

Dashboards

On the Dashboards page, select Magento 2 from the drop-down menu to view a performance dashboard populated with reports on Magento 2 metrics.

Or, create a SaaS metrics dashboard using Magento 2 data by creating a new dashboard.

Learn more about data source 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.

Coupons in your Magento 2 account will not be synced to Ortto.

To create a coupon:

  1. In the left-hand navigation drawer, click More  Coupons.

  2. On the Coupons page, click New coupon.

  3. Choose your Magento 2 account then configure the coupon as required.

    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.
  4. Click Create.

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.