Ortto

Score9 out of 10

39 Reviews and Ratings

What is Ortto?

Ortto is presented as a product-led growth engine that helps businesses acquire and retain customers. Since 2015, Ortto has supported over 10,000 companies with their software. Ortto allows online businesses to unify their customer data with their CDP, segment key audiences across the customer lifecycle; activate these audiences with personalized, omnichannel experiences, and analyze their business for growth with a suite of BI tools. The vendor states teams at Microsoft, Bltly, Typeform, LiveChat, Greenpeace and Patreon create remarkable customer journeys with Ortto.

Categories & Use Cases

Media

a single view of the customer journey to create more meaningful connections with an audience in the moments that matter.

custom activities that represent product-qualifying actions or behaviors that lead to growth, that can be used to enter people into customer journeys, create target audiences, or build reports and dashboards.

pop-ups, forms, bars, notifications, screen takeovers, banners, reactions, spin wheels, surveys, videos, countdowns and collect feedback. Contacts captured from tracked forms can be added to customer journeys.

event-based journeys can be built in minutes and help to create connections with customers. Journeys can include email, SMS, and in-app messaging for critical customer moments.

business Intelligence reporting, not just open and click rates. Ortto gives businesses instant, real-time access to simplified business intelligence, reporting, and dashboard tools with built-in revenue attribution to track the metrics that matter.

1 / 5

Email deliverability reporting
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
Category average: 8
Lead nurturing automation
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
Category average: 8.7
WYSIWYG email editor
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
Category average: 8

Customizability
Users can customize their instance with features like custom fields and custom objects.
Category average: 7.3
Integration with Salesforce.com
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 9
Triggered drip sequences
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Category average: 8.6

Michael Rastall, MBA View profile

IT Project Manager in Information Technology at Alliance Data Card Services (5001-10,000 employees employees)

Pros

The drag-and-drop feature to create sequences without the need of writing any code
Hundreds of pre-built automation templates to automate sequences in a matter of clicks
Connecting triggers, events and actions to build customer journeys

Cons

There is room for improvement in analytics & reporting
Cheaper alternatives are available in the market today

Return on Investment

High lead conversion rates resulting to more customers
The cost of acquiring customers is low
Automation of manual tasks

Alternatives Considered

SharpSpring and Omnisend

Other Software Used

GoToMeeting, ActiveCampaign

Bryan McAnulty View profile

Product Director in Product Management at Velora Studios (1-10 employees employees)

Pros

Very easy to use automation builder with many great options and integrations. Lets us tailor incredibly precise campaigns through use of Autopilot's own features, plus its tight integrations with data from sources like Segment.
Easy and powerful email editing and creation built-in. No need for email template coding.
Autopilot allows marketers to have full control and implement new web forms to capture leads quickly with its automatic form detection. No need to save custom form data to our own backend saves our development team time.

Cons

I'd like detailed tracking to be able to calculate the ROI and the value of a list subscriber from within Autopilot. To me this is the one major thing Autopilot is missing (though there aren't many alternatives that provide it yet). If we could see automatically how much a new subscriber to a specific list was worth to our business, it would help us optimize marketing and advertising a great deal. Right now we need to rely on external tracking and calculation.
I wish the dashboard had more stats than it does, but this isn't a big issue.

Return on Investment

Helps us build and schedule complex marketing automation sequences with ease.
Helps us get a better ROI from email list subscribers than traditional email marketing tools
Helps us create great looking emails without additional development

Alternatives Considered

Infusionsoft by Keap

Nivas Ravichandran View profile

Product Marketing - Freshsales SaaS CRM in Marketing at Freshworks (1001-5000 employees employees)

Pros

Easy to use visual UI.
Simple to run campaigns.
Great and comprehensive journey builder.

Cons

Very few integrations for marketing automation software.
Slow and buggy at times.

Return on Investment

Helps run email campaigns effectively.
Captures registrations and blog subscribers through form capture ID.
Autopilot heads up helps increase the number of registrations for upcoming initiatives or announcements.

Alternatives Considered

Mailchimp

Other Software Used

Zapier, GoToWebinar, Sisense

Megan Kratzman View profile

Director of Lifecycle Marketing in Marketing at FullContact Inc. (201-500 employees employees)

Pros

Email marketing
Journey building
Integration with other technology
Onboarding and customer support

Cons

There really isn't much. If you're looking for a system that has everything from landing pages to NPS and complex lead scoring built-in rather than tightly integrated, Autopilot may not be your best option.

Return on Investment

Decreased the hours spend manually cleaning contact lists and prepping mass email sends.
Lift in overall email engagement, including deliverability, open and click rates, CTOR, etc. due to the ability to personalize and segment email lists.
Saves time for the entire sales team by automating many of their sales communication processes.

Alternatives Considered

Marketo and HubSpot

Other Software Used

Drift, RollWorks, Bing Ads, Google Ads (formerly AdWords), ZoomInfo, GoToWebinar, SendGrid Email Marketing, SendGrid Transactional Email, FullContact Enrich API

Emily Muhoberac View profile

Chief Operations Officer in Corporate at Sapper Consulting, LLC (51-200 employees employees)

Pros

Intuitive: Anyone can use this product. I've used similar (more expensive) products where making workflows felt like rocket science. Autopilot enables a team with any level of knowledge to make a cohesive marketing funnel.
Feature-Rich: For the price point, Autopilot is STACKED with features. It has hundreds of integrations, chat functionality, email marketing, forms, etc.
Inexpensive: Autopilot offers a 30 day free trial, and their entry package is solely based on number of contacts, so it's incredibly affordable for new and scaling teams.

Cons

Limited Design Customization: If you're an experienced marketer and are used to the unlimited customization capabilities of larger platforms (or coding your own templates), you might find Autopilot's options to be limiting. It's great for a beginner user who shouldn't be encumbered with those options, but I could see if being frustrating for others.

Return on Investment

Using Autopilot enabled us to keep our marketing budget very lean for a long time as we scaled. This was incredibly helpful during a time when we needed to manage cash flow, but also were focused on growing as quickly as possible.
Autopilot helped us build our first gated content workflows, which created significantly more leads for our sales team.
Autopilot's design features elevated our marketing to look "bigger than we were" for a period of time.