Ortto
Filament

Ask questions about your Ortto data

Connect Ortto to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Ortto tracks email campaigns, SMS delivery, and contact engagement, but understanding which messaging drives revenue or how campaign performance compares across your ad platforms requires connecting to payment processors, analytics tools, and CRM data. Filament links your Ortto campaigns to revenue systems and advertising platforms, turning cross-platform questions about attribution, customer lifetime value, and channel performance into plain English queries.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Ortto KPIs with Filament Analytics

Connect your Ortto account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Ortto metrics you can track in Filament:

Contact profiles
Track individual contact records with email, phone, custom_fields, tags, contact_score, lifecycle_stage, and subscription_status to analyze audience segments and engagement patterns.
records:
emailphonecustom_fieldstagscontact_scorelifecycle_stagesubscription_status
Email campaigns
Track email campaign performance with campaign_name, send_date, open_rate, click_rate, bounce_rate, unsubscribe_count, and conversion_events to measure messaging effectiveness.
records:
campaign_namesend_dateopen_rateclick_ratebounce_rateunsubscribe_countconversion_events
SMS campaigns
Track SMS messaging with campaign_name, delivery_status, sent_count, delivered_count, failed_count, and click_through_rate to monitor mobile engagement.
records:
campaign_namedelivery_statussent_countdelivered_countfailed_countclick_through_rate
Contact activities
Track behavioral events with activity_type, timestamp, contact_id, event_name, page_url, and custom_attributes to understand customer journeys and engagement patterns.
records:
activity_typetimestampcontact_idevent_namepage_urlcustom_attributes
Contact segments
Track audience groupings with segment_name, member_count, segment_criteria, created_date, and last_updated to analyze how different audiences respond to campaigns.
records:
segment_namemember_countsegment_criteriacreated_datelast_updated
Form submissions
Track form capture data with form_name, submission_date, contact_id, field_values, source_url, and campaign_attribution to measure lead generation performance.
records:
form_namesubmission_datecontact_idfield_valuessource_urlcampaign_attribution
Push notification campaigns
Track mobile push messaging with campaign_name, sent_count, delivered_count, opened_count, conversion_rate, and device_type to optimize mobile engagement strategies.
records:
campaign_namesent_countdelivered_countopened_countconversion_ratedevice_type
Email engagement events
Track individual email interactions with contact_id, campaign_id, event_type, timestamp, link_url, and device_info to analyze engagement at the contact level.
records:
contact_idcampaign_idevent_typetimestamplink_urldevice_info
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Combine Ortto with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Ortto lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Ortto data gets even more powerful when combined with other tools:

Ortto
Stripe

Ortto + Stripe

Connect Ortto email campaigns and contact segments with Stripe payment data to see which messaging drives the highest-value customers, subscription conversions, and revenue by campaign or audience segment.

Ortto
Google Analytics 4

Ortto + Google Analytics 4

Connect Ortto contact activities and form submissions with GA4 session data to track how email campaigns influence website behavior, which traffic sources convert to contacts, and how engagement patterns differ by acquisition channel.

Ortto
HubSpot

Ortto + HubSpot

Connect Ortto campaign performance with HubSpot deal pipeline and contact records to analyze which email sequences move prospects through sales stages, how SMS campaigns affect close rates, and which segments generate qualified leads.

Benefits of Filament's Ortto Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Ortto account

Connect your Ortto account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Ortto data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Ortto dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Ortto integration FAQ

Everything you need to know about connecting Ortto with Filament and getting the most out of your data.