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User guide

- Overview
- Ortto acceptable usage policy
- Autopilot to Ortto welcome guide
  - Unified Ortto account plans
  - Autopilot email in Ortto
- Getting started
- Templates
- Dashboards
  - Creating a new dashboard
  - Default data source dashboards
- Reports
- Campaigns
  - Creating a new campaign
    - Email
    - Playbook
    - SMS
    - Push
    - Journey
  - Managing
- Capture widgets
  - Creating a new capture widget
    - Push capture widget
  - Managing
    - Viewing and editing
- People
- Organizations
  - Adding organizations
  - Managing
- Audiences
  - Creating a new audience
  - Managing
- Activities
  - Creating a new activity
  - Managing
- Data sources
  - Configuring a new data source
  - Managing
    - Configuring data retention
- Asset manager
- System-wide features
  - Working with filters
  - Feature limits
- Settings
- Profile, accounts and plans
- Security

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Security

Security

This section of the guide contains help documentation on the security of Ortto (as a product) and your customer’s data, in relation to:

Backups,
Data retention policy,
Untrusted accounts,

Data hosting Backups

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