You can add subscribers automatically or update their properties using the native Ortto integration.
A paid plan is required in order to use Ortto. If you want to test the integration you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Ortto's card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your API Key.
Once you have connected integration, you'll be able to see the name of your connection and the date when it was created.
Data Mapping for the Ortto Integration
The integration will send email and default personal data fields automatically.
For your list to accept more data, please add "Custom fields" on Ortto accordingly beforehand.
Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.
Default Fields That Are Already Predefined by Ortto
Email
First Name
Last Name
Phone
City
Country
Postal Code
Birthday
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in Ortto exactly as shown in the column "Ortto Fields".
involve.me Fields | Ortto Fields | Type |
Outcome | Outcome | Text |
Project | involve.me project | Text |
Title | Salutation | Text |
Mobile phone | Mobile phone | Text |
Job title | Title | Text |
Organization name | Company | Text |
Street | Address | Text |
State | State | Text |
Fax | Fax | Text |
Website | Website | Text/Link |
Gender | Person gender | Text |
Country Code | Country code | Text |
Correctly answered questions | Correct | Text/Number |
Score | Score | Text |
Outcome points | Outcome points | Text |
Calculator result* | Calculator | Text |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Text |
Text/Link | ||
Text/Link | ||
Text/Link | ||
Text/Link | ||
Embed URL | Embed url | Text/Link |
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to Know
Custom fields on existing contacts will be updated when the same email is sent again.
If you have configured an Ortto integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.