Ortto
Grow your brand faster with a unified customer journey platform designed.
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Ortto Support
Ortto is the unified customer journey platform for online business. Ortto empowers brands to grow, by enabling them to understand and make meaningful connections with their audiences at every step of the customer journey — creating easier, clearer, more rewarding experiences.
With Ortto you can:
Unify your customer data - use no-code integrations to unlock data from marketing, finance, support, sales, and product into a single customer profile.
Target the right people - use powerful segmentation to target audiences based on any combination of demographic, firmographic, behavioral, event-based and transactional data.
Send the right message at the right time - connect with your audiences across the entire customer journey with hyper-personalized omnichannel experiences. It’s intelligent automation that feels human.
Analyze - empower your whole team to make data-driven decisions with insightful visual analytics and reports, while custom dashboards keep your team on target.
When you integrate Ortto with Zendesk, you’ll be able to:
See a single view of your customer. Combine all business tech stack data from all departments in a single customer profile, including marketing, sales, support, product and financial data.
Understand engagement. See how engaged your customers are by using engagement scores. You’ll be able to define a custom engagement model that aligns with your business goals.
Take action when there is a change in engagement. Trigger automated re-engagement messages when a user engagement drops below a level you’d like to see. If engagement lifts, you can connect with customers automatically to ask for reviews.
Create custom activities. Track important behaviours and automate follow up actions, report on them or utilise these in your engagement model.
Understand how your CS interactions impact customer retention, expansion, repeat business, churn and revenue. Report across multiple objects in the CDP. You’ll be able to see if a support interaction leads to higher sales or increased adoption.
Use this data to personalise your marketing interactions and target your highest value audiences.
Create journeys to automate repetitive tasks. Set up Slack notifications, or send emails when a ticket is created, status changes, or a priority is updated.
Gather feedback. Implement pop ups for CSAT or NPS, trigger emails to alert your team when a response is received. Floor up on negative feedback, ask for an online review if the feedback is positive.
Create dashboards and reports using all the data from Zendesk and the CDP combined to track performance and report the impact of support to your business outcomes.
With this integration Ortto will create a Zendesk schema in your CDP. You will see your customer data, assignee and requester information alongside fields such as ticket id, status, priority, type, satisfaction and more.
설치 방법
Integrating Zendesk with Ortto
You can integrate Zendesk with Ortto either:
by signing up with a new Ortto account, or
using an existing Ortto account
Signing up with a new Ortto account
Access the Ortto sign-up page.
Follow the Ortto sign-up process to create and configure your Ortto account, as well as its Connect to Zendesk steps. If you are prompted to Allow Ortto to access your Zendesk account, click Allow.
After Ortto has started syncing (or synced) your Zendesk data, complete the remaining Ortto account setup processes.
Learn more about these processes in the Ortto help documentation.
Using an existing Ortto account
Access the Ortto sign-in page.
If prompted to do so, sign in to Ortto.
On the Ortto Accounts page, choose the Ortto account to connect with Zendesk.
Complete the Connect to Zendesk steps. If you are prompted to Allow Ortto to access your Zendesk account, click Allow.
After Ortto has started syncing (or synced) your Zendesk data, your integration is complete.
Learn more about this process in the Ortto help documentation.
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