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I will set up ortto CRM email marketing automation and workflows
Lilly Collins
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About this gig
Need a clean Ortto CRM setup with automated email workflows?
I will set up and optimize Ortto CRM email marketing automation customer journeys campaigns and workflows around your business goals I can help organize customer data build targeted segments automate communication and connect your marketing activities
Whether you're starting with Ortto or improving an existing setup I focus on clean logic accurate configuration
and practical automation.
SERVICES INCLUDE:
- Ortto CRM/workspace setup
- Customer data & contact organization
- Data source configuration
- CRM integrations
- Audience & segment setup
- Email campaign setup
- Email templates
- Customer Journeys
- Playbook automation
- Automated email workflows
- onboarding flows
- Lead nurturing
- Abandoned-cart workflows
- Re-engagement campaigns
- Customer retention automation
- Sales follow-up workflows
- Behavioral triggers
- Entry & exit criteria
- Conditions filters & delays
- Branching & split paths
- Personalization & merge tags
- CRM actions
- Customer lifecycle automation
- Campaign testing
- Workflow troubleshooting
- Automation optimization
Message me before ordering for complex integrations, multiple workflows, or larger CRM projects.
Get to know Lilly Collins
Lilly Collins
Flodesk Email Marketing Automation Specialist
- FromUnited States
- Member sinceAug 2026
Languages
English, Spanish, French, Italian
I’m an email marketing specialist focused on helping businesses create professional campaigns newsletters and automated customer journeys with Flodesk. I can help with Flodesk setup email design workflows audience segmentation forms, campaigns, and automation. I combine clean design with strategic email marketing to help you communicate consistently with your audience. Every project is handled with attention to detail clear communication, and a practical approach tailored to your business goals and customer journey.
FAQ
Can you create an Ortto customer journey?
Yes. I can build customer journeys around goals such as onboarding, lead nurturing, abandoned-cart recovery, re-engagement, retention, follow-up and other lifecycle campaigns.
Can you set up automated email campaigns?
Yes. I can configure campaigns and automated sequences according to your audience, customer lifecycle, trigger events and business objectives.
Can you create Ortto Playbooks?
Yes. I can help configure Playbook-based automated email sequences for use cases such as onboarding, nurturing, customer engagement and lifecycle communication.
Can you set up audience segmentation?
Yes. I can help organize audiences using relevant customer data, filters, tags, activities and behavioral criteria so campaigns reach the appropriate audience.
Can you integrate Ortto with my other platforms?
Yes, where the required integration or connection method is supported and your account provides the necessary access. Please tell me which platforms you're using before ordering complex integration work.
Can you fix an existing Ortto automation?
Yes. I can review an existing workflow, identify configuration issues, test the logic and make appropriate corrections. Please provide screenshots or details of the problem when contacting me.
Can you create the email content too?
Yes, depending on the package or custom scope. I can configure provided content, and additional email copy/design can be added as an upsell or custom offer.
Can you work with an existing Ortto account?
Absolutely. I can work with a new or existing account, depending on the project's scope and the access available. Basic optimization Campaign scheduling
