Ortto

Ortto (formerly Autopilot) is a marketing automation platform that helps businesses optimize customer interactions by automating campaigns, tracking customer behavior, and providing analytics. It offers tools for email marketing, customer journey mapping, CRM integration, and multichannel marketing to enhance personalized marketing efforts.

In order to integrate

Ortto with Relyance AI you will need an Ortto

API Key and Instance region

.

In Ortto:

1. Login to your Ortto account
2. In the left-side navigation menu click on CDP
3. Click on Data sources You will be directed to a "Data sources" page
4. Click on + New data source
5. Select Custom API (advanced) option
6. In the Setup dialog provide a meaningful name (e.g. 'relyance-integration')
7. Click the Create Button in the bottom right corner.
8. This will then show Connection details with a Private API key
9. Copy the key by clicking Copy.
10. To get the Instance Region:
    1. Click on Settings in the left-side navigation menu
    2. Select Privacy, security and GDPR settings and scroll all the way down
    3. You will see Data hosting sub-section that mentions where the data is located.

In the Relyance AI application:

1. Login to your Relyance account.
2. Navigate to the Settings Menu in the bottom left-hand side.
3. Select Integrations.
4. Find the Ortto integration card and click it to open its connections.
5. Under Authentication Method, choose Custom.
6. Paste the API Key and Instance region into their respective fields.

8. Additional Features:
   • Select the Enable Data Inspection checkbox if you wish Relyance also to inspect the data. For more information on Relyance features, please refer to this help center article: here.
9. Click Authenticate.
10. At this point, you should see the following result on the integrations page:

11. Congratulations, you are now connected to Ortto.