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:
- Ensure you are signed in to Ortto.
- On this page, you can manage all aspects of your data sources in Ortto, including the ability to:
- manage configured data sources, which includes:
- viewing recent activities on (and the people who interacted with) your configured data sources, and