Viewing and editing an organization

A organization’s view enables you to see a profile of all the data associated with that organization and its linked people in your customer data platform (CDP), including details about recent activities, audiences the organization/people are members of, and campaigns the organization/people have been involved with.

You can edit an organization from its view to change the organization’s details, archive it, manage its tags, and add activity notes.

The organization’s view is divided into two sides:

• on the right are details about the organization/people’s involvement with Ortto features, which include:
  • Activities
  • People
  • Audiences
  • Campaigns.
• on the left is the organization details panel, which includes configurable or editable:
  • Actions,
  • field data,
  • About, Details and custom sections, and
  • Tags.

View an organization

To view a single organization:

1. On the Organization page, click any of the linked field values of the organization’s record you wish to view, and you are taken to the organization’s view.
2. Click X to exit the organization’s view.

Activities

The Activities feed shows you all the activities associated with the people linked to the organization.



You can filter the activities you see by clicking Filter activity and selecting and clearing the filter criteria.

The activities feed includes links to the features the organization’s people were included in, such as audiences, so you can easily view those by clicking the relevant link.

People

The People list shows the people linked to the organization.

You can click on a person, which will take you to that person’s view.

In this list, you can see the Last seen field against each person, which shows how many days since the person’s last interaction (such as reacting to an email campaign).

You can also add a single person to be linked to the organization.

1. Click Add person.
2. In the Add person form, complete the fields.
3. Once you have completed the form, click OK.
4. The new record you created will show at the top of the people list. By default, the list is ordered by most recent creation date. You can also view the new person record on the People page.

Audiences

The Audiences table shows which audiences the people linked to the organization are included in.

You can click on the audience name to see the audience view, which includes details, members, demographics, campaigns, and activities.

Campaigns

The Campaigns list shows the key details of campaigns the people linked to the organization have been included in.

You can click on a campaign name to see the campaign view, which includes details, design, audience, report, and activity.

Edit an organization

In the organization details panel, you can edit some of a organization’s data, and modify which data you see.

Actions

The Actions button gives you quick access to key actions for the organization, and to manage the layout of the organization details panel.

• Archive. This soft deletes the organization to the archive list. Once an organization is archived, it can no longer be involved in campaigns or audiences, or be associated with activities. If you archive an organization, you can restore it by clicking Restore. Learn more about archiving an organization in Managing organizations.
• Manage layout. Manage which sections are visible in the organization details panel by selecting and clearing the relevant checkboxes. You can also:
  • Click and drag section names to reorder the sections in the organization details panel.
  • Create a new section, which you can move existing organization fields into, or create new custom fields.
  • Delete any custom sections you make, but when doing so, you will need to move any fields within those deleted sections to another section.

Edit the organization’s field data

Some of the organization’s field data can be edited, such as industry, website, or city.

To edit this data:

1. Hover over the field you wish to edit then click Add value or the edit icon.
2. Type or select an option for the field’s value, then click the tick icon.

Some fields' data that is generated as a result of an activity, such as engagement, cannot be edited.

Edit the about, details and custom sections

The About section by default contains identifying information and key data about the organization, such as name and engagement score.

The Details section by default contains data about how the organization record was created in your CDP, such as when the organization was created and last seen.

Custom sections are created by you and can have existing and custom fields moved to them.

To edit a section:

1. Click the edit icon to edit the fields you see.
2. Select and clear the checkboxes to show and hide fields in the section.
3. To create and reorder fields, learn more in Creating custom fields and sections.
4. Move a field to a different section by clicking the arrows icon then choosing a section. Click New section to create a new section and move the field to it.
5. Delete a custom field by clicking the trash icon. Confirm by typing PERMANENTLY DELETE in uppercase.

See the GIF below which demonstrates these steps:

Tags

You can add a tag to the organization from your existing list of tags by clicking Add tag.

Remove a tag by clicking X icon next to the relevant tag.

Learn more about tagging and untagging organizations in Managing organizations.