General setup

The General setup page allows you to configure Ortto’s globally applicable general configurations, including your business information, locale information, and support for organizations.

Access the General setup page

To access the General setup page, on the Setup page, click General.

On this page, you can configure the following privacy and security settings:

Date and time

Choose from one of the appropriate date (date before month or vice versa) and time (12 or 24 hours) formats, based on these format combination options:

  • MM/DD/YYYY 12 hour

  • MM/DD/YYYY 24 hour

  • DD/MM/YYYY 12 hour

  • DD/MM/YYYY 24 hour

Default currency

Choose from one of the appropriate currency symbols to represent how currency fields (including any configured currency-based custom fields) appear in the Ortto UI.

Language

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

Under Translations, choose one or more languages to support the translation of editable and non-editable content.

Choosing Translations languages allows you to customize your email message content so it is presented to recipients in their preferred language. Learn more about applying translations to email messages under Create an email campaign.

Non-editable content in public pages, such as the email Preference center, View online and Forward email content, will be presented to people in their browser language, regardless of the Translations languages selected, except for two conditions:

  • The person first changes their preferred language in the email Preference center, using the language selector. Then, in future the public pages (e.g. view online) will be presented in the person’s selected language. The persons’s Language CDP field value will also be updated to reflect their language selection.

  • The browser language is not supported by Ortto. Where a language is not currently supported (such as Japanese), the public pages will be presented in the default language set in your Ortto account (under Language).

Translations will not change your business name or the public names of your audiences and their descriptions in the preference center.
pref cent translation
Example email preference center showing the language selector and non-editable content displayed in Spanish

Other non-editable content, such as email footer links, will be displayed to a person in their preferred language if you have chosen that language under Translations. For example, if you select English (US) as your default language and German under Translations, then create an email message without German translated content, a person with German as their preferred language will see the email message content in English but the email footer will be in German.

Emails related to your account’s Opt-in method (double opt-in and single opt-in emails, under Setup  Email domain and templates  Email), and forwarded emails will also appear in a person’s preferred language.

How is a person’s preferred language captured?

People’s language preferences are captured from their browser settings when they perform actions such as submitting a capture form. The Language field in the CDP is populated with the person’s preferred language. You can also manually set a person’s preferred language when you View and edit a person.

If a person’s preferred language is not currently supported for translation (such as Chinese (Singapore) zh-sg) and contains a value that is (the base value for Chinese zh), it will fall back to a supported value (Chinese (simplified) zh-cn or Chinese (traditional) zh-tw).

Organizations

Enable or disable the organizations feature using the ON/OFF toggle.

Enabling organizations means you can store organization data in your CDP and link people to the organizations they are associated with.

Disabling organizations:

  • permanently removes all organizations from your CDP, and

  • cannot be undone and you will be asked to confirm your choice in writing.