SleekView Charts for Ortto
Ortto contacts and journeys live in its SaaS. The WP plugin keeps capture-script config, form-to-list mappings, and consent strings in WordPress. Chart those columns rather than open one form at a time.
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Ortto bridges are scattered, charts make them legible
After the Autopilot rebrand, the Ortto WordPress plugin still does what it always did: inject a tracking script and bridge a few form plugins to Ortto lists. The capture-script settings live in wp_options as a serialized array. Per-form mappings sit in wp_postmeta when the Gravity, Fluent, or Contact Form 7 integration is enabled. Consent strings sit alongside the form mappings.
SleekView Charts reads each storage path and surfaces the bridges as a chart source. A Number card pins the count of active bridges across the install. A Pie shows bridges grouped by target Ortto list. A Bar ranks form plugins (Gravity vs Fluent vs CF7) by how many bridges they carry. An Area card plots consent-string edits per day so legal sees when copy last shifted.
The dashboard reads the same row shape the audit table produces, which means a stale-list bridge filtered into the table also feeds a dedicated Number card on the chart view. Cleanup work has a target rather than a hunch.
Workflow
How SleekView Charts reads Ortto data
Read the Ortto option array
autopilot_* keys on older installs. Capture-script flag, API-token presence, and tracking domain become chart sources.
Pull every form bridge
Cross-check the list set
Save per role
Sample dashboard
Charts you can build from Ortto data
Active form bridges
Count
Bridges by target list
Count
group by ortto_list_id
Bridges by form plugin
Count
group by form_plugin
Consent edits per day
Count
group by consent_updated_at
Comparison
Default Ortto reporting vs SleekView Charts
Default Ortto plugin UI
- Plugin UI shows one form mapping at a time, no roll-up
- No filter for forms whose target list was archived in Ortto
- Capture-script enable flag is global with no per-page roll-up
- Consent-string overrides cannot be charted across forms
- Form-plugin mix (Gravity vs Fluent vs CF7) is not summarised
SleekView Charts
- Number card for active form bridges across the install
- Pie card for bridges grouped by target Ortto list ID
- Bar card ranking form plugins by bridges they carry
- Area card plotting consent-string edits per day
- Filters carry from the table view so audit and chart share a slice
Features
What SleekView Charts gives you for Ortto for WordPress
Three form sources, one schema
Charts normalise Gravity, Fluent, and Contact Form 7 bridge metadata into one row shape so a single Pie covers every form plugin without per-plugin reconfiguration.
Consent edits as a curve
Consent-string edits per day track legal-copy changes over time. A quiet curve flags installs that have not been revisited since a regulation update; spikes show a recent revision wave.
Stale lists roll up
When a list is archived in Ortto, mapped forms keep posting into the void. The stale-list count becomes its own Number card so cleanup has a target, not a hunch.
Audience
Who builds Ortto charts dashboards with SleekView
Privacy and legal
A board that pins consent-edit frequency, the bridge-to-list Pie, and the stale-list Number so a compliance review reads in one screen, not a click hunt.
Lifecycle marketers
Chart which forms feed which Ortto journeys, then plan the next campaign from a Bar of form-plugin distribution rather than a manual spreadsheet.
Agencies
Hand a client a single chart board of their Ortto WP integration on day one. The screenshot doubles as the kickoff document.
The bigger picture
Why Ortto's WP-side bridges deserve a chart layer
Ortto's WordPress surface is small but legally consequential. The capture script attaches to every page the plugin runs on, and the consent string is the literal text a visitor agrees to when they sign up. The plugin's own UI presents both one form at a time.
That is appropriate for configuration; it is wrong for audit. A chart layer answers the questions a one-form-at-a-time UI cannot reach: how many bridges does this install carry, which lists do they target, how often does the consent text change, and which bridges point at lists nobody uses anymore. None of that is new data; the plugin already writes every field.
The dashboard is how it becomes something a privacy lead or a marketing director reads in one sitting instead of opening twenty form editors.
Questions
Common questions about SleekView Charts for Ortto for WordPress
Directly from wp_options for the capture-script settings and wp_postmeta for per-form bridges. Legacy autopilot_* option keys are read as a fallback so older installs that have not been re-saved since the rebrand still chart cleanly.
No. Contacts and journey state stay in Ortto, where the customer record is canonical. Charts cover the WP-side capture script and form-bridge config only. For contact-level analytics, use Ortto's dashboard; the two surfaces complement each other.
Yes. Each bridge stores an Ortto list ID. The column picker exposes that field, and a Pie grouped on ortto_list_id surfaces the per-list distribution across every bridged form on the install in one card.
An optional Ortto API call returns the active list IDs. Bridges whose target list is archived flow into a stale flag that drives a dedicated Number card. The call is rate-limited and cached so an audit at scale stays gentle on Ortto's infrastructure.
Yes. View-level filters (form plugin, list ID, date range) apply to every chart card. One saved configuration drives both the audit table and the chart view so triage and reporting share a slice.
Yes. Ortto kept the same WP-side data shape across the rebrand. Charts read the current option keys and fall back to legacy autopilot_* keys on older installs without a manual migration step.
Yes. Each saved chart view is gated by WordPress capability. Privacy, lifecycle marketing, and agency leads each save a view with role-appropriate cards while reading from the same Ortto data.
No. Ortto's dashboard owns contact-level analytics, journey performance, and revenue reporting. SleekView Charts adds a WP-side reporting surface focused on the integration's local footprint rather than on cloud results.
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