Autopilot - Short Review

Sales Tools



Product Overview of Ortto (formerly Autopilot)

Ortto, previously known as Autopilot, is a comprehensive marketing automation software designed to help businesses automate, personalize, and scale their marketing efforts. Here’s a detailed look at what Ortto does and its key features:



What Ortto Does

Ortto integrates customer data, messaging, and analytics into a single platform, providing a holistic approach to marketing automation. It is built from the ground up using feedback from Autopilot customers, addressing years of user feedback and enhancing the features and functions of its predecessor.



Key Features and Functionality



Customer Data Platform (CDP)

Ortto features a modern Customer Data Platform (CDP) that unifies customer data from various sources, providing a complete view of users. This includes both static and event-based attributes, allowing for sophisticated segmentation and personalized marketing.



Advanced Segmentation

The platform offers advanced segmentation capabilities based on demographics, firmographics, behavior, frequency, time, and geographic data. This enables businesses to create highly targeted audience segments and tailor their marketing campaigns accordingly.



Marketing Automation

Ortto includes robust marketing automation tools, such as:

  • Journeys: Visual journey builders that help create and manage customer journeys.
  • Playbooks: Pre-built automation templates for common marketing scenarios.
  • Email and SMS Campaigns: Tools to design and execute campaigns across multiple channels, including email, SMS, and push notifications.


Reporting and Dashboards

The platform features a powerful report builder and customizable dashboards. Users can analyze and understand their marketing data, create reports from scratch or use templates, and track key metrics over time.



Dynamic Content and Capture Widgets

Ortto allows for the creation of dynamic content within marketing campaigns and the use of capture widgets to engage users and collect data. Additionally, it supports custom lead and product scores to further personalize interactions.



Enhanced Security and Privacy

The platform includes enhanced security and privacy features, along with an improved tracking code that cannot be blocked, ensuring robust data protection and reliable tracking.



Integrations

Ortto supports no-code integrations with various apps and services such as Facebook Ads, Google Ads, Salesforce, Stripe, Zapier, and Zendesk, making it easy to connect and unify data from multiple sources.



User Interface and Experience

The new user interface is designed to be faster and more intuitive, streamlining the process of navigating and managing marketing campaigns. It also includes a brand book feature to configure default styles, fonts, and colors for consistency across all marketing materials.



Additional Benefits

  • Unified Data Source: Ortto migrates and unifies existing Autopilot data, ensuring a seamless transition and continuous data syncing.
  • Enhanced Tracking: The new tracking code tracks website and user sessions, captures forms, and identifies known users, providing comprehensive insights into user behavior.

Overall, Ortto is a powerful marketing automation tool that helps businesses automate repetitive tasks, personalize customer interactions, and scale their marketing efforts efficiently. Its comprehensive features and integrations make it an excellent choice for marketers looking to drive growth and engagement.

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