General settings

Overview

The General settings page lets users set up Ortto's universal configurations such as business details, language preferences, and organizational support settings.

Accessing general settings

To access the general settings page, go to Settings > General.

Managing general settings

The general settings page allows users to:

• Set a business name.
• Set a website URL.
• Set a timezone.
• Set a default date and time.
• Set a default number and decimal format.
• Set a default currency.
• Set a default language.
• Enable organizations.
• Enable home suggestions.

Business name

The Business name in Ortto is automatically filled from the company name you entered during signup. It's displayed in email footers and preference centers, and you can edit it anytime.

To edit:

1. Navigate to General settings.
2. Modify the business name.
3. Select Save at the bottom of the page to apply your changes.

Website URL

The Website URL will be used in templates to link back to your website.

Timezone

Choose the Timezone for your account. All metrics and reports will be displayed in this time zone.

Date and time

Select your preferred Date and time format from the following options:

• MM/DD/YYYY 12 hour
• MM/DD/YYYY 24 hour
• DD/MM/YYYY 12 hour
• DD/MM/YYYY 24 hour.

Number and decimals

Choose the default Number and decimal format for all currency-based metrics from the following options:

• 1,234.00
• 1.234,00

Default currency

Select a Currency symbol to determine how currency fields, including any custom currency-based fields you've set up, will appear in the Ortto interface.

Language

English (US) is the default language for non-editable content like unsubscribe links. You can choose a different default language from the Default drop-down menu.

Under Translations, select languages to translate both editable and non-editable content. This customization allows you to present email messages in recipients' preferred languages. For more details on applying translations to email campaigns, see Create an email campaign.

Non-editable content on public pages (such as the Preference center, View online, and Forward email links) will display in the recipient's browser language by default. However, there are exceptions:

• If a recipient changes their preferred language in the email Preference center, future public pages (e.g., view online) will display in their selected language. Their language preference will also update in the Language CDP field.
• Ortto does not support certain browser languages (e.g., Japanese). In these cases, public pages will appear in the default language set in your Ortto account under Language.

Non-editable content like email footer links will appear in a person's preferred language if you've selected that language under Translations.

Emails related to your account's opt-in methods (double opt-in and single opt-in emails, found under Settings > Channels > Email > Email) and forwarded emails will also be presented in the recipient's preferred language.

Automatic language detection

Users have two language detection options:

• Always use latest browser settings for language preferences.
• Don't automatically update language preferences using browser settings.
  • When selecting this option, the contact's language will default to the account's default language.
  • You can manually set a person's preferred language when you view and edit their profile.

Organizations

To enable or disable the Organizations feature, use the ON/OFF toggle.

Enabling organizations

Enabling organizations allows you to store organization data in your CDP and link people to their associated organizations.

Disabling organizations

• Permanently removes all organizations from your CDP.

Home suggestions

To get the most out of Ortto we recommend using home suggestions. You can dismiss individual suggestions if you feel they aren't relevant to your needs.

Learn more about home suggestions.