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:
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First name,
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Last name,
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Email address, and
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Password of your choice.
If you already have an Ortto account, just sign in to Ortto to access it.
Create an Ortto account
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Begin creating a new Ortto account from Ortto’s main website.
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Either click Sign up with Google and follow the remaining prompts, or:
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Specify your First name, Last name, Email address, and Password in the appropriate fields.
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Click Sign up.
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Check your email inbox for your Ortto account verification email message, and click Verify email address in this message to verify your email address.
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In the resulting Welcome page, enter the following details about your business:
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Business name,
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Click Edit to edit your Account name (initially suggested based on your Business name),
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Website URL,
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Phone number,
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Category that best describes your business,
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How many contacts do you have? (choose the approximate range of customers/people that your Ortto account will be managing), and
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Where would you like your data to be hosted? (choose from US, EU or AU). Learn more about data hosting.
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. -
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Click Launch account to proceed.
14-day trial plans
When you sign up to Ortto, you are automatically given a free 14 day trial so you can experience all the features available on our paid plans excluding SMS).
You can upgrade at any time during your trial and select a plan.
What happens when my 14-day trial expires?
After 14 days you will be required to select a plan to continue using Ortto. You can select a paid plan or our free plan, and upgrade your selected plan at any time to get access to additional features available.
Complete the setup checklist
Once your trial has started, we recommend you work through the setup checklist to get the most out of Ortto.
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Add users to your account so your team members can pitch in creating campaigns and reports.
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Create a journey to automate your multi-channel messages and actions.
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Install the tracking code capture activity on your website and display capture widgets to site visitors.
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Set up your brand book to standardize all your communications.
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Set up field activity tracking to easily see field value updates for contacts, such as when a person upgrades their subscription plan.
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Organize all your customer data in your Ortto CDP by integrating your data sources:
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E-commerce — supported e-commerce platforms:
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Magento 2 (coming soon),
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BigCommerce, and
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WooCommerce — if you already have an operating WooCommerce site and have installed the Ortto plugin to this site, you can proceed directly to connect to WooCommerce from Ortto.
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Payments — supported payment platforms:
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CRM — supported customer relationship management (CRM) platforms, and related applications/sources of data:
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Pipedrive, and
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Helpdesk — supported helpdesk integration platforms:
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Advertising — supported social media and advertising platforms:
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Google Ads, and
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Integrations — supported 3rd party integration platforms:
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Others — other integration mechanisms and sources of data:
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Custom API, and
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Sign in to Ortto
If you already created an Ortto account, you can sign into it by visiting one of the following URLs:
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https://ortto.app/, which redirects to https://ortto.app/login,
and sign in with either your Google account, or your Ortto Email and Password credentials.