Autopilot - Detailed Review
Business Tools
Autopilot - Product Overview
Introduction to Ortto (formerly Autopilot)
Ortto, previously known as Autopilot, is a marketing automation software that helps businesses automate, personalize, and scale their marketing efforts. Here’s a brief overview of its primary function, target audience, and key features:
Primary Function
Ortto is designed to streamline marketing processes by automating repetitive and time-consuming tasks. It enables businesses to create, manage, and measure marketing campaigns across various channels, including email, SMS, push notifications, and more. This allows businesses to focus on more strategic tasks while enhancing customer engagement and growth.
Target Audience
Ortto is geared towards businesses of all sizes, particularly those looking to optimize their marketing automation. It is especially beneficial for small to medium-sized businesses, as well as larger enterprises, that need to unify customer data and automate marketing campaigns. For instance, it has been highly effective for Shopify store owners who need to manage multiple marketing tasks with limited resources.
Key Features
- Marketing Automation: Ortto allows businesses to automate marketing campaigns using visual journey builders, playbooks, email marketing, SMS, and other channels.
- Customer Data Platform (CDP): It integrates customer data from various sources into a single platform, providing a comprehensive view of users. This includes static and event-based attributes, enabling sophisticated segmentation based on demographics, firmographics, behavior, frequency, and geographic data.
- Advanced Segmentation: Users can segment their audience using filters such as demographics, behavior, frequency, and geographic data. This helps in creating highly targeted marketing campaigns.
- Tracking Code: Ortto’s enhanced tracking code captures real-time data on website visitors, helping to identify the best leads and create more effective marketing strategies, including custom and lookalike audiences on platforms like Facebook.
- Reports and Dashboards: The platform features a powerful report builder and customizable dashboards to analyze and understand marketing data. This includes default dashboards and the ability to create custom reports.
- Integration: Ortto integrates with various tools such as Facebook Ads, Google Ads, Stripe, Salesforce, Zapier, and Zendesk, making it versatile for different marketing needs.
Overall, Ortto is a comprehensive marketing automation tool that combines customer data, messaging, and analytics to help businesses build effective customer journeys and drive revenue.
Autopilot - User Interface and Experience
User Interface of Ortto
The user interface of Autopilot, now transitioned to Ortto, is designed with a focus on simplicity, speed, and enhanced user experience. Here are some key aspects of its interface and usability:New User Interface
Ortto boasts a new user interface that is faster and more intuitive compared to its predecessor, Autopilot. This new design aims to provide a more streamlined and efficient experience for users.Ease of Use
The interface is built to be user-friendly, even for those without extensive technical expertise. Ortto combines various features such as customer data, messaging campaigns, and analytics into a single platform, making it easier for users to manage their customer interactions and data in one place.Key Features
Customer Data Platform (CDP)
Ortto’s CDP allows for advanced segmentation based on frequency, time, and geo-data, which simplifies the process of targeting specific customer groups.Report and Dashboard Builder
Users can create custom reports and dashboards to analyze their data effectively, providing a clear overview of their activities and customer interactions.Campaign Types
The platform supports email, SMS, and playbook campaign types, along with dynamic content and capture widgets, making it versatile for different marketing needs.Custom Scores
Users can set up custom lead and product scores, which helps in better lead qualification and product recommendation.Setup and Configuration
The setup process is streamlined, with features like a brand book that configures default styles, fonts, and colors for the system. This ensures consistency across email templates, widgets, and hosted pages. Connecting data sources is also simplified, as Ortto automatically recognizes and unifies each contact, avoiding duplicates.Enhanced Tracking
Ortto includes an enhanced tracking code that cannot be blocked, similar to Google Analytics. This code tracks website and user sessions, captures forms, and displays capture widgets, helping to identify known users more effectively.User Management
The platform offers clear user management options, where you can set permissions, add, change, or delete users. The “My Team” section is now renamed to “Headsup Users” to reflect the transition from Autopilot to Ortto. Overall, the user interface of Ortto is designed to be intuitive, efficient, and highly functional, making it easier for users to engage with their customer data and marketing campaigns without unnecessary complexity. Autopilot - Key Features and Functionality
Ortto Overview
Autopilot, now rebranded as Ortto, is a comprehensive marketing platform that integrates customer data, messaging, and analytics into a single tool. Here are the main features and how they work, including the integration of AI:
Customer Data Platform (CDP)
Ortto features a modern CDP that adapts to the connected customer data. This platform is based on objects and activities, allowing for flexible and dynamic data modeling. For example, default objects include “people,” and as you connect more data sources, the data model expands to include new objects and activities related to those sources.
Visual Journey Builder
Ortto builds upon Autopilot’s visual journey builder, allowing users to create and manage customer journeys visually. This feature enables the automation of customer interactions based on various triggers and actions, making it easier to personalize marketing campaigns.
Advanced Segmentation
The platform offers advanced segmentation capabilities based on frequency, time, and geo-location. This allows for more precise targeting of customers, ensuring that messages reach the right audience at the right time. Users can segment using filters to create highly targeted campaigns.
Messaging and Campaigns
Ortto supports various campaign types, including email, SMS, and playbooks. It also features dynamic content, capture widgets, and custom lead and product scores. These tools help in creating personalized and engaging campaigns that can be automated based on user interactions.
Analytics and Reporting
The platform includes a powerful report builder that allows users to analyze and understand their customer data using activities. Each account comes with a default dashboard that breaks down activities, and users can create their own reports and modify existing dashboards. This helps in tracking user interactions and engagement effectively.
AI Integration
While the primary features of Ortto are focused on marketing automation and data management, the integration with other AI-driven tools enhances its capabilities. For instance, integrating Ortto with platforms like Claude AI (Anthropic) through Albato allows for AI-driven content creation and advanced automation. This integration can automate tasks such as generating AI-driven email content, enhancing the personalization and efficiency of marketing campaigns.
Multi-Channel Communication
Ortto can be integrated with services like ClickSend to add multi-channel communication capabilities, including SMS, MMS, voice messages, faxes, and physical postcards. This allows for a more comprehensive approach to customer engagement, enabling businesses to reach customers through various channels.
Enhanced Security and Privacy
The platform includes enhanced security and privacy features, such as HIPAA mode support and an enhanced tracking code that cannot be blocked. This ensures that customer data is secure and compliant with regulatory requirements.
Integration Capabilities
Ortto can be integrated with over 600 applications through platforms like Albato, enabling seamless connections with other tools and services. This facilitates automated workflows and ensures that data is unified across different systems, reducing the need for manual intervention.
Conclusion
In summary, Ortto (formerly Autopilot) is a powerful marketing platform that leverages AI and automation to enhance customer engagement, data management, and campaign personalization. Its features are designed to streamline marketing workflows, improve targeting, and provide comprehensive analytics, all while ensuring data security and compliance.
Autopilot - Performance and Accuracy
Performance Evaluation of Ortto
When evaluating the performance and accuracy of Ortto (formerly Autopilot) in the business tools AI-driven product category, several key aspects stand out:Data Unification and Accuracy
Ortto excels in unifying customer data from various sources, including marketing, customer support, finance, and sales platforms. This unified view ensures that the data is accurate and up-to-date, allowing for better decision-making and more precise customer interactions.Automation and Personalization
The platform’s ability to automate omnichannel customer journeys is highly effective. Users can create personalized journeys based on customer data such as demographics and behavior, and automate message delivery across multiple channels like email, SMS, and in-app notifications. This personalization enhances engagement and accuracy in targeting the right audience.Performance Tracking and Analytics
Ortto provides comprehensive performance tracking features, enabling users to monitor the success of their marketing campaigns and customer journeys. The platform offers insights into deliverability rates, time trends, and conversion rates, helping marketers identify what works and what needs improvement. The multi-touch revenue attribution feature is particularly useful, as it helps teams understand which campaigns generate orders and revenue.AI-Driven Features
The use of AI in Ortto is a significant strength. The platform offers A/B testing and AI recommendations for marketing content, which helps predict customer reactions and optimize messaging. This AI-driven approach enhances the accuracy of marketing campaigns and improves overall performance.Limitations and Areas for Improvement
While Ortto is highly regarded, there are some areas where it could improve:Scalability and Cost
Some users have noted that as the number of users grows, the cost increases, which can be a challenge for smaller teams or those on a tight budget.Lead Scoring
There is a mention that lead scoring is not a feature currently available, which could be a limitation for some users.Integration Control
Some users have reported issues with the control over integrations, particularly when compared to more comprehensive systems like Salesforce.User Experience and Support
The user interface of Ortto is generally praised for being easy to use and intuitive, with a drag-and-drop interface that simplifies the setup of automated journeys. The support team is also commended for being friendly, helpful, and timely.Conclusion
In summary, Ortto performs well in terms of data unification, automation, and analytics, making it a valuable tool for marketing teams. However, it has some limitations, particularly around scalability and certain feature gaps, which users should consider when evaluating the product for their needs. Autopilot - Pricing and Plans
To Understand the Pricing Structure and Plans of Ortto
Ortto, previously known as Autopilot, offers several plans, each with distinct features and limitations.
Plans Overview
Ortto offers several plans, each with distinct features and limitations.
Free Plan
Ortto does not explicitly mention a free plan in the context of the upgraded Autopilot Journeys customers, but they do offer a free trial for their paid plans.
Paid Plans
Here are the main paid plans:
Campaign Plan
- This plan costs $29/month.
- It includes basic features such as email campaigns, but the specifics are limited in the available resources.
Professional Plan
- This plan costs $99/month.
- It includes more advanced features compared to the Campaign Plan, such as additional campaign types and possibly more contacts, though exact details are not provided in the sources.
Business Plan
- This plan costs $299/month.
- It offers a more comprehensive set of features, including higher limits on contacts, emails, and other activities. This plan is suitable for larger businesses with more extensive needs.
Enterprise (Custom) Plan
- This plan is priced by quote.
- It is available for customers who need customized solutions that fit their specific business requirements. This plan includes all Ortto features and can be adjusted based on the customer’s needs.
Features by Plan
Here are some key features associated with the plans, particularly for those upgraded from Autopilot Journeys:
Contacts and Audiences
- The number of contacts is calculated based on both Autopilot contacts synced to Ortto and Ortto-only contacts.
- You can create up to 30 audiences.
Campaigns and Capture Widgets
- Email, journey, and playbook campaigns are included, along with features like A/B testing and timezone-based delivery.
- Journey and playbook campaigns are limited to 30 each.
- The number of emails you can send per month is 4 times the number of contacts (e.g., 10,000 contacts allow 40,000 emails per month). Exceeding this limit incurs a fee of $1 per 1000 emails over the limit.
Activities
- Activities include user and website session tracking, and website and app activity tracking.
- You can create 10 custom activities, 5 Segment activities, and 1 outbound activity stream.
Seats, Security, and Permissions
- The plan includes 10 user seats.
- Two-factor or multi-factor authentication (2FA or MFA) can be enabled for added security.
Additional Information
For customers who were upgraded from Autopilot Journeys, the “Journeys plan” is specifically designed to match the features they had in Autopilot. This plan is not listed on the Ortto pricing page but can be viewed in the account settings under “Plan & billing”.
If you need more detailed information or to manage your plan, you can access the plan details page by clicking on your profile and then “Plan & billing”.
Autopilot - Integration and Compatibility
Integration with Other Tools
Autopilot, now a part of the Ortto platform, integrates seamlessly with a variety of tools to enhance its functionality. Here are a few examples:
- Salesforce: Autopilot syncs with Salesforce, allowing the transfer of Leads, Contacts, Accounts, and Users. This integration enables features like lead assignment and campaign automation. The sync occurs automatically every 10 minutes, and it de-duplicates records based on email addresses.
- Zapier: Through Zapier, you can connect Autopilot Journeys to Ortto and other applications without needing any coding. This integration allows you to automate workflows by setting triggers and actions between different apps. For instance, you can add new Ortto activities to an Autopilot Journeys list as contacts.
- CRM and Other Data Sources: Ortto encourages connecting all your data sources directly to its platform, even if they are already connected to Autopilot. This ensures that the customer data is unified and enhanced without creating duplicates. Integrations with CRMs like Salesforce can be maintained, and additional data sources can be added to enrich the customer profiles.
Compatibility Across Different Platforms
Ortto, which includes the features of Autopilot, is designed to be versatile and compatible with various systems:
- Data Model: Ortto uses a modern customer data platform (CDP) design that is flexible and adapts to the connected data sources. This model includes objects like people and activities, which can be expanded as more data sources are integrated.
- Cross-System Syncing: Email permissions are kept in sync between Autopilot and Ortto, ensuring that unsubscribes in one system are reflected in the other. However, there may be some differences in contact data and insights due to how each system handles duplicates and erroneous data.
- User Interface and Experience: The new interface in Ortto offers a faster and more streamlined experience. It includes features like advanced segmentation, report and dashboard builders, and enhanced security and privacy features.
Platform and Device Compatibility
While the primary focus of Autopilot within Ortto is on marketing automation and customer data management, here are some general compatibility notes:
- Web-Based: Ortto is a web-based platform, making it accessible from any device with a web browser. This ensures that you can manage your customer data, campaigns, and analytics from anywhere.
- No Specific Device Requirements: There are no specific device requirements mentioned for using Ortto, other than a compatible web browser. This makes it versatile and accessible across different devices and operating systems.
In summary, Autopilot, now part of Ortto, integrates well with various business tools and platforms, ensuring a unified and enhanced customer data experience. Its compatibility is largely based on web accessibility, making it usable across a wide range of devices.
Autopilot - Customer Support and Resources
Customer Support Options for Autopilot on Ortto
For individuals seeking customer support and additional resources for the Autopilot product, which is now part of the Ortto platform, here are the available options and resources:
Live Chat Support
Autopilot, integrated with Ortto, offers live chat support that is available to users across the globe. This service is accessible during business hours, with agents located in various time zones such as San Francisco, Minneapolis, and Sydney. Live chat is available to both trial users and paying customers on Silver, Gold, and Platinum plans.
Knowledge Base
Ortto’s knowledge base is a searchable help center where customers can find answers to common questions quickly. This feature is AI-powered, allowing customers to search in natural language and receive relevant articles and AI-generated answers. The knowledge base also includes automatic translations to support customers in their preferred language. If an article does not resolve the issue, the customer can be automatically routed to chat with a support agent.
Email Support
In addition to live chat, Autopilot also provides email support. Customers can reach out to the support team via email for any questions or issues they may have. This is particularly useful for those who prefer written communication or need support outside of live chat hours.
Feedback and Escalation
The Ortto platform allows customers to provide feedback on the helpfulness of the articles in the knowledge base. If an article does not resolve the issue, the customer’s query is automatically escalated to a support agent, ensuring that the customer receives the help they need efficiently.
Documentation and Resources
Autopilot provides comprehensive documentation that customers can refer to for answers to common questions and feedback about their subscription. Customers can check out this documentation or contact the support team directly for further assistance.
Multi-Channel Support
Ortto’s support system is integrated across multiple channels, including email, SMS, web and mobile push, pop-up widgets, and advertising platforms. This ensures that customers can receive support through the channel they prefer, making the support process more convenient and accessible.
By leveraging these support options and resources, customers can get the help they need quickly and efficiently, ensuring a smooth and supportive experience with the Autopilot product on the Ortto platform.
Autopilot - Pros and Cons
Advantages
User-Friendly Interface
Ortto is praised for its highly user-friendly interface, making it easy for both beginners and experienced users to create and manage marketing automation sequences. The visual journey builder is particularly intuitive and helps in crafting personalized email marketing campaigns.
Effortless Scheduling
Users appreciate the ease with which they can schedule complex marketing automation sequences, saving significant time and effort in setting up detailed customer journeys.
Email Automation
The email automation feature is highly regarded for its effectiveness in fostering warm engagement with recipients, resulting in high open and click-through rates.
Integration Capabilities
Ortto integrates directly with platforms like Slack, enhancing communication and coordination within teams. It also integrates with other tools, although there are some limitations with CRM systems other than Salesforce.
Data Management
Ortto’s data management capabilities are impressive, allowing users to organize, analyze, and visualize data in a meaningful way. This helps in making data-driven decisions and creating insightful customer data dashboards.
Disadvantages
Limited API Triggers
Users have reported that the actions and triggers, especially API triggers, are quite limited in Ortto, which can hinder the software’s functionality and flexibility.
Poor Usability Experience
Despite its visually appealing interface, some users have experienced a poor usability experience, which can make tasks take longer than necessary. Issues include inefficient folder structures, inability to copy email module HTMLs, and limited editing capabilities for segment criteria and names.
High Cost for Large Contact Numbers
The pricing of Ortto can become prohibitively expensive when dealing with large numbers of contacts, making it less viable for some businesses.
Limited Email Templates
Users have noted that Ortto offers a limited number of email templates, requiring them to use HTML custom code to create the messages they want. This can be time-consuming and may require additional technical skills.
Limited CRM Compatibility
Ortto’s compatibility is limited mainly to Salesforce, which can be a disadvantage for users who utilize different CRM platforms. This limitation can hinder seamless integration and data synchronization across various systems.
Bugs and Inconsistent Data
Some users have reported that the new Ortto platform has a significant number of bugs and shows inconsistent data, which can be problematic for KPI measurement and overall reliability.
These points highlight the key benefits and drawbacks of using Ortto (formerly Autopilot) for your business needs, helping you make an informed decision.
Autopilot - Comparison with Competitors
When comparing Autopilot, now known as Ortto, with other products in the marketing automation and analytics category, several key features and alternatives stand out.
Unique Features of Ortto (Autopilot)
- Customer Data Management: Ortto integrates customer data from various departments into a unified profile, allowing for a complete view of the customer journey. This includes no-code integrations with marketing, finance, support, and sales data.
- Customer Behavior Tracking: Ortto tracks customer behavior and transactions across the lifecycle, enabling segmentation based on demographics, behavior, transactions, and event-based factors. It also includes website tracking and real-time interactions.
- Marketing Automation: Ortto automates customer touchpoints, including email marketing, SMS, and omnichannel messaging. It uses visual canvases to build and automate customer journeys, from welcoming new customers to recovering abandoned carts.
- Audience Segmentation: The platform allows for dynamic segmentation that updates in real-time, helping businesses focus on growth. It also supports A/B testing and personalized content to improve conversion rates.
Alternatives and Competitors
HubSpot Marketing Hub
- Key Features: HubSpot offers an all-in-one marketing automation solution that connects customer insights through its Smart CRM. It includes tools for attracting visitors, engaging leads, and closing customers. However, users find it harder to customize, use, and implement compared to Ortto.
- Unique Aspect: HubSpot’s strength lies in its inbound marketing strategy and comprehensive marketing funnel management.
Brevo (formerly SendinBlue)
- Key Features: Brevo is an all-in-one platform for managing customer relationships via email, SMS, chat, and more. It is more transparent but harder to customize and use than Ortto. Brevo is suitable for both beginners and advanced users.
- Unique Aspect: Brevo focuses on ease of use and self-service capabilities for marketing campaigns.
Agile CRM
- Key Features: Agile CRM is a fully integrated sales, marketing, and service suite. It offers end-to-end CRM functionality but is harder to use, customize, and implement compared to Ortto. It provides sales, marketing, and support automation for small and medium businesses.
- Unique Aspect: Agile CRM is comprehensive, covering all parts of the customer journey from a single platform.
Bloomreach Engagement
- Key Features: Bloomreach Engagement offers real-time marketing automation with intelligent tools for hyper-personalized experiences. It combines the power of a customer data platform, email service provider, AI, and web personalization. However, it is harder to customize and use than Ortto.
- Unique Aspect: Bloomreach focuses on creating highly targeted and personalized campaigns to drive revenue.
ManyChat
- Key Features: ManyChat is a chat marketing platform that automates and combines Facebook Messenger, SMS, and email to grow businesses. It is more caring and reliable but harder to use and customize compared to Ortto.
- Unique Aspect: ManyChat specializes in messaging app automation for sales and conversions.
Other Considerations
- Integration Capabilities: Ortto integrates seamlessly with multiple applications such as Facebook Ads, Stripe, Google Ads, Salesforce, Zapier, and Zendesk, which is a significant advantage for businesses with diverse technology stacks.
- User Feedback: Users generally find Ortto easy to use and integrate, although some alternatives may offer more specialized features. For example, HubSpot and Bloomreach offer more comprehensive CRM and personalization capabilities, respectively.
Conclusion
In summary, while Ortto stands out for its unified customer data management, automated marketing journeys, and ease of use, other platforms like HubSpot, Brevo, Agile CRM, Bloomreach Engagement, and ManyChat offer unique strengths that might better fit specific business needs. It’s crucial to evaluate these alternatives based on your business’s particular requirements and user feedback.
Autopilot - Frequently Asked Questions
Here are some frequently asked questions about Autopilot, now integrated into Ortto, along with detailed responses:
What is the difference between Autopilot and Ortto?
Autopilot was a visual journey builder, while Ortto is a new, enhanced platform built from the ground up using feedback from Autopilot customers. Ortto combines customer data, messaging, and analytics into a single platform, offering advanced features like a customer data platform (CDP), dynamic content, and enhanced security.How is my Autopilot data handled in Ortto?
When your Autopilot account was unified with Ortto, the previous 90 days of activity data were captured and synced to Ortto. Your Autopilot data continues to be synced to Ortto on an ongoing basis. However, Ortto retains data source activities and their attributes for 90 days by default, with an option to store select activity data for longer if needed.Can I still access my Autopilot contacts in Ortto?
Yes, you can access your Autopilot contacts in Ortto. Autopilot data is treated as a unique object in the Ortto data model and has unique activities from Autopilot. You can use the Ortto filter menu to segment using frequency and time, which is a new ability not available in Autopilot.Are email permissions in sync between Ortto and Autopilot?
Yes, email permissions are kept in sync between Ortto and Autopilot. If someone unsubscribes in Autopilot, they will also be unsubscribed in Ortto, and vice versa.How do I create reports with my Autopilot data in Ortto?
To create a report with your Autopilot data in Ortto, navigate to the “Reports” section, select “New report,” and choose a template or create from scratch. You can search for activities from Autopilot, and the last 30 days of data will be previewed automatically. Reports can be set as snapshots (capturing data up to the last 90 days) or switched to dynamic to track data over longer periods.What are the key features of Ortto that enhance Autopilot capabilities?
Ortto offers several key features that enhance Autopilot capabilities, including a new user interface, a customer data platform (CDP), advanced segmentation, report and dashboard builders, email, SMS, and playbook campaign types, dynamic content, capture widgets, custom lead and product scores, and enhanced security and privacy features.How does Ortto’s data model differ from Autopilot’s?
Ortto’s data model is based on a modern CDP design, which is flexible and adapts to the customer data connected to it. It consists of objects (like people) and activities, unlike Autopilot’s single flat file model. This new model allows for more advanced segmentation and filtering capabilities.Can I connect other data sources to Ortto?
Yes, you can connect other data sources to Ortto. Even if you have your CRM connected to Autopilot, it is recommended to connect all the apps you use directly to Ortto to benefit from the enhanced integrations. Ortto will automatically recognize and unify each contact to avoid duplicates.What kind of marketing automation tools does Ortto offer?
Ortto offers a range of marketing automation tools, including journeys, emails, SMS, push notifications, forms and surveys, and in-app messages. These tools allow you to create campaigns that nurture leads, follow up with existing clients, and drive customer loyalty.How does Ortto handle data retention?
Ortto retains data source activities and their attributes for 90 days by default. However, there is a mechanism for customers to opt-in to store select activity data for longer periods if necessary.