Financial Services Case Studies and Success Stories with Ortto

CASE STUDY Sequence

Sequence's 45-day onboarding campaign using Ortto increased their subscription rate by 20%. This integration enhanced targeted marketing with minimal resources.

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Entertainment Case Studies and Success Stories with Ortto

CASE STUDY The BlackTies

Ortto helped The BlackTies improve their marketing automation. The BlackTies switched from MailChimp to Ortto to better integrate with Pipedrive and build customer journeys. They created a welcome em...ail sequence that used live deal data and magical GIFs. This led to 1.5x more conversions, a 74.5% open rate, and a 23.4% click-through rate. The BlackTies found Ortto easy to use and effective for small business marketing.

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Health, Wellness and Fitness Case Studies and Success Stories with Ortto

CASE STUDY CycleMasters

Ortto helped CycleMasters improve their email marketing. CycleMasters wanted to send more personalized messages to leads and members. They used Ortto to connect their data and create behavior-based e...mail journeys. This led to a 7.7% email conversion rate and a 50% average email open rate. The team found it easier to plan and run campaigns, making their work more effective.

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Education Case Studies and Success Stories with Ortto

CASE STUDY LiteracyPlanet

Ortto helped LiteracyPlanet improve lead generation and conversion. The team switched from Marketo to Ortto for easier, more reliable automation. They used Ortto's proactive live chat and onboarding ...journeys to engage teachers. The playbook and onboarding journey increased email open rates, with the playbook averaging 31% and journey emails above 20%. This led to better onboarding and more leads for LiteracyPlanet.

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Accounting Case Studies and Success Stories with Ortto

CASE STUDY Kashoo

Ortto helped Kashoo improve customer journeys for their TrulySmall accounting software. Kashoo used Ortto's custom activities and subscription payment integrations to track user actions and automate ...marketing. Open rates for time-based journeys reached 40%, and behavior-based journeys hit 50%, both double the industry average. Nudge campaigns increased conversion rates and helped users move from invoicing to full accounting features. Kashoo saw faster payments and better customer engagement with Ortto.

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CASE STUDY Dinero

Ortto helped Dinero, an online accounting software company, switch from ActiveCampaign to a single platform for marketing automation and customer data. Dinero needed faster tools and better data cons...olidation. With Ortto, they combined marketing automation and a customer data platform in one system. The integration was easy and let Dinero create more targeted email campaigns. Reporting and dashboards improved, making it simple to share data and make decisions.

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Insurance Case Studies and Success Stories with Ortto

CASE STUDY Pattern

Pattern used Ortto to improve their sales and marketing automation. They switched from Marketing Cloud after losing business due to technical issues and hard-to-use tools. With Ortto, Pattern integra...ted Salesforce and set up automated, personalized communications. They achieved email open rates as high as 64.7%, three times higher than the industry average. Pattern also praised Ortto's customer support and easy-to-use features.

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CASE STUDY Honey Insurance

Ortto helped Honey Insurance automate 99% of their customer communication. Honey Insurance needed to manage marketing for multiple brands and improve customer journeys. They used Ortto’s automation, ...multi-brand support, and easy integrations to remove manual work. The platform let them build automated workflows and manage audiences in real time. As a result, Honey Insurance improved efficiency and customer engagement with a lean team.

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Non-Profit Organization Management Case Studies and Success Stories with Ortto

CASE STUDY The Alfred Foundation

Ortto helped The Alfred Foundation switch from Pardot to improve donor relationships and use Salesforce data better. Balanced Effect, an Ortto partner, guided the change. The Alfred Foundation used O...rtto to run personalized campaigns and streamline operations. They saw a 60% increase in open rates and a 3% increase in click-through rates. Staff found Ortto easy to use and quick to onboard.

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CASE STUDY Rare Cancers Australia

Ortto helped Rare Cancers Australia improve their marketing automation. They switched from Mailchimp to Ortto in 2022 to make campaigns easier and more effective. Using Ortto, they ran a Rare Cancers... Awareness Day campaign with 22 targeted emails and two automated journeys. They achieved a 70% highest open rate, a 44% highest click-to-open rate, and doubled their average open rate compared to Mailchimp. The platform made it easy to build trust and connect with different audience groups.

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CASE STUDY Humane Society International Australia

Ortto helped Humane Society International Australia improve their marketing. The team switched from a basic legacy system to Ortto for better audience targeting and campaign management. They used Ort...to’s segmentation and integration with Salesforce to send personalized emails and drive community action. The team achieved click rates as high as 30% on their top campaigns. Live chat support from Ortto helped them quickly solve problems and launch new ideas.

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Consumer Services Case Studies and Success Stories with Ortto

CASE STUDY Dumpsters.com

Ortto helped Dumpsters.com cut email service provider costs by 30%. The company switched from Marketo to Ortto to fix high costs, slow workflows, and poor campaign tracking. Ortto made it easier to t...rack email performance and removed the need for expensive consultants. The full migration took six weeks. Marketing operations became more efficient and reporting improved.

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Marketing and Advertising Case Studies and Success Stories with Ortto

CASE STUDY Sked Social

Ortto helped Sked Social improve their email marketing. They switched from ActiveCampaign to Ortto to get better analytics and easier campaign management. With Ortto, Sked Social saw a 127% increase ...in email open rates and saved 3-4 hours per EDM campaign. Features like A/B testing and real-time feedback made it easy to adjust newsletters. Automating sales tasks with Ortto also saved the team time and improved customer insights.

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Computer Software Case Studies and Success Stories with Ortto

CASE STUDY Ortto

Ortto used Talk, an AI-powered live chat feature, to improve their support team’s performance. Before Talk, the team struggled to access customer data and reports quickly. With Talk connected to Ortt...o CDP, they gained instant access to information and easy reporting. This helped them personalize conversations and optimize team workflows. As a result, Ortto’s support team achieved a 4.88/5 CSAT score and won a G2 award for Best Support in Mid-Market for Spring 2023.

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CASE STUDY Siteline

Ortto helped Siteline, a software company, improve event marketing. Siteline switched from HubSpot to Ortto for better Salesforce integration. They saved four hours per event using Ortto's automation... tools. The company achieved a 2x positive ROI on event spend. Siteline also saw a 25% average email open rate. Ortto made it easy for their remote team to work together and track leads in real time.

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CASE STUDY Screencastify

Ortto helped Screencastify improve customer messaging across the user lifecycle. Screencastify used Ortto to set up data-driven automated journeys. This led to a 50% increase in daily active users. T...he team used features like Journeys, Analytics, and Custom activities. Reporting and tracking in Ortto made it easier to plan ahead. Screencastify saw strong growth after using Ortto.

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CASE STUDY Conta

Ortto helped Conta, an online invoicing and accounting software for small businesses, boost lead generation. Conta used Ortto’s automation and capture features to turn their blog into a lead engine. ...They generated 30,000 new leads and increased paid users from zero to 60,000 in two years. Email campaigns with Ortto achieved a 40% click-through rate and a 31% referral program conversion rate. Conta saw better results than with social media ads and improved customer engagement.

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CASE STUDY Mosaic

Ortto helped Mosaic streamline webinar workflows after switching from HubSpot. Mosaic used Ortto to automate webinar sign-ups, follow-ups, and lead tracking. They generated 2,121 leads through webina...r journeys and achieved a 25% average webinar email open rate. The team saw a 3% click-through rate on their webinar capture widget. With Ortto, Mosaic saved time, increased sign-ups, and improved lead quality.

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Information Technology and Services Case Studies and Success Stories with Ortto

CASE STUDY TrustRadius

Ortto helped TrustRadius automate email campaigns and connect Salesforce data. TrustRadius struggled with a complex email service provider and disconnected data. With Ortto, they easily integrated cu...stomer data and launched targeted, automated review campaigns. This led to a 17% conversion rate, a 55% open rate, and a 375% increase in new-user conversions. TrustRadius now sends the right emails to the right people and tracks results effectively.

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CASE STUDY TrustRadius

TrustRadius increased first reviews by 375%, achieved a 17% conversion rate, and a 55% open rate using Ortto, overcoming previous email service provider challenges.

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CASE STUDY LiLiCAST

Ortto helped LiLiCAST improve their marketing automation. LiLiCAST switched from HubSpot to Ortto to avoid bottlenecks and save time. They connected data sources, used the API, and integrated Pipedri...ve and Stripe. This made it easier to track product usage and target the right audience. LiLiCAST used Ortto to launch a Podcast Academy and capture more leads.

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CASE STUDY Double Yolk

Double Yolk tripled its weekly MQLs and achieved a 38% email open rate, 79% above industry average, using Ortto's filtering and Pipedrive CRM integration for personalized client experiences.

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Sports Case Studies and Success Stories with Ortto

CASE STUDY TAXIBOX

Ortto helped TAXIBOX move from MailChimp to a more flexible marketing automation platform. TAXIBOX needed better data integration and targeted email campaigns. With Ortto, they saw a 58% increase in ...reviews, a 65.8% open rate, and a 16.2% conversion rate. The team used Ortto to create highly-targeted campaigns and automate offer codes. This led to more sales and better customer engagement.

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Other Industry Case Studies and Success Stories with Ortto

CASE STUDY Shoott

Ortto helped Shoott recover abandoned carts and win back lost customers. Shoott used Ortto’s journey builder to set up automated email campaigns. They saw a 50% reduction in time-to-purchase lag. The...ir abandoned cart emails had an 83.5% open rate and a 15.1% click-through rate. Shoott also praised Ortto’s easy-to-use interface and helpful support team.

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