Getting started

Getting started with Ortto is easy. All you need to do is create a new Ortto account using either a Google account, or by providing your:

  • First name,

  • Last name,

  • Email address, and

  • Password of your choice,

and integrate Ortto with your company’s existing data source, whose communications and notifications you want to automate.

You will also need to specify some of your company’s details a little further on through the Ortto account creation process.

If you already have an Ortto account, just sign in to Ortto to access it.

Create an Ortto account

  1. Begin creating a new Ortto account from Ortto’s main website.

  2. Either click Sign up with Google and follow the remaining prompts, or:

    1. Specify your First name, Last name, Email address, and Password in the appropriate fields.

    2. Click Create an account.

    3. Check your email inbox for your Ortto account verification email message, and click Verify email address in this message to verify your email address.

  3. In the resulting Hi 'your name' page, enter the following details about your business:

    • Business name,

    • Account name (initially suggested based on your Business name),

    • Website URL,

    • Phone number, and

    • How many contacts do you have? (choose the approximate range of customers/people that your Ortto account will be managing).

    Ensure your Account name is correct before continuing. This value affects the URL you use to access Ortto through your web browser, and it cannot be changed.
  4. Click Next to proceed.

  5. On the About your business page, which is a connection wizard for your initial data source integration, choose the option that best represents your company’s type of business, each of which Ortto provides pre-configured data source integration support for the following platforms:

    • E-commerce - supported e-commerce platforms:

      The other e-commerce platform integration options listed are not yet available but you will be notified when they do.

    • B2B - supported customer relationship management (CRM) platforms:

      • Salesforce - if you already have an operating Salesforce service, you can proceed directly to connect to Salesforce from Ortto.

      • Zendesk - if you already have an operating Zendesk service, proceed directly to the Zendesk Ortto App listing and following the How to set up instructions.

      The other CRM integration options listed are not yet available but you will be notified when they do.

At any time during this process, if you happen to navigate away from the About your business data source integration connection wizard (and you see the main Ortto Home or any other Ortto page instead), you can re-gain access to this wizard through:<account-name>/switch-on/business

where <account-name> is the Account name value you specified above.

Sign in to Ortto

If you already created an Ortto account, you can sign into it by visiting one of the following URLs:

and sign in with either your Google account, or your Ortto Email and Password credentials.