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Ortto Marketing Automation Solution for Omnichannel Growth

We help businesses across the USA build smarter journeys with Ortto marketing automation platform. Launch behavior-based campaigns across email, SMS, push, and chat fully integrated, personalized, and measurable.

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What Is Ortto Marketing Automation?

Ortto marketing automation triggers messages across multiple channels using real-time customer data. It combines journey logic, AI-driven segmentation, and dynamic content so you can send the right message at the right time.

How We Set Up and Optimize Ortto Marketing Automation

Ortto Implementation
1

Audit your current automation setup

We review journeys, integrations, tracking, and scoring logic.

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2

Connect and sync your data sources

We link Pipedrive, Shopify, Stripe, Zendesk, and other platforms.

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3

Build event-based journeys

We use Ortto’s visual builder to trigger emails, SMS, push, and chat based on real-time actions.

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4

Segment and score audiences with AI filters

We install and configure Checkmate Tracking via GTM, webhooks, or Ortto’s native script.

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5

Personalize with merge tags and dynamic content

We map content blocks to user behavior and profile fields.

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6

Test, launch, and monitor

We validate every flow, monitor conversion events, and check for suppression or deliverability issues.

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What’s Included in Ortto Marketing Automation Setup

  • Journey design and automation logic
  • Real-time event tracking (Checkmate, GTM, webhooks)
  • Merge tag mapping and personalization
  • UTM and attribution tracking
  • Contact deduplication and audience sync
  • GDPR, SOC 2, HIPAA compliance setup
  • Consent management and suppression lists
  • Email, SMS, push, and chat integration
  • Dynamic content and AI audience filters
  • Full testing, launch support, and monitoring

Why Choose Ortto Consulting?

  • 10+ years in marketing automation and data integrations
  • Specialists in Ortto journeys, scoring, and tracking
  • Based in the USA, working with teams nationwide
  • Trusted by ecommerce, SaaS, and service brands
  • Clear scope, fixed pricing, fast delivery

We go beyond setup. We build your CDP to support scale, compliance, and performance.

Real Results From Real Clients

“We increased our email-driven revenue by 42% within 30 days of launching with Ortto Consulting.”
VP of Marketing, SaaS company in Durham, NC
“Finally, a team that understands both data and messaging. Our SMS opt-in rate doubled.”
Ecommerce founder, Chicago, IL

Book Your Free Automation Audit

We’ll review your Ortto account, journey logic, and integrations. You’ll get a step-by-step plan to improve results and launch faster.

Book Ortto Consulting Now

Frequently Asked Questions

Ortto is used to automate campaigns across email, SMS, push, and chat using real-time data and behavior triggers.
Ortto journeys trigger messages based on user actions like visits, purchases, or form fills. We configure the logic and timing.
Yes. We map data fields and events from these platforms for scoring, segmentation, and automation.
Checkmate captures event data like clicks, page views, and form submissions. We install and test this for journey triggers.
Yes. We set up consent flags, suppression logic, and secure configurations for US and international privacy laws.
Most automation builds take 7 to 15 business days, depending on tools and scope.

Work with an Ortto Consultant to Automate Smarter, Grow Faster

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