Overview: Using Ortto at InvestorKit
Ortto is our customer data and marketing automation platform that helps us deliver personalised experiences across multiple channels.
Key Features We Use
- Customer Data Platform (CDP): Centralized storage of customer data, behaviors, and interactions
- Email Marketing: Creation and automation of email campaigns and newsletters
- Marketing Automation: Setting up triggered campaigns and customer journeys
- Analytics and Reporting: Tracking campaign performance and customer engagement
Best Practices
- Data Organisation: Always use proper naming conventions for campaigns and segments
- Testing: Run A/B tests on important campaigns before full deployment
- Compliance: Ensure all communications follow privacy regulations and include unsubscribe options
- Regular Maintenance: Review automations monthly to ensure they're working as intended
Important Links
Access and Permissions
To request access to Ortto, contact your team lead. New team members will receive basic training on our Ortto workflows during onboarding.
Support
For internal Ortto support, reach out to the Marketing Operations team. For technical issues, contact Ortto support via email at support@ortto.com or reach out to helpdesk@investorkit.com.au