Welcome to Apteco
Thanks for signing up to your free trial of Apteco Orbit, our intuitive end-to-end marketing platform, where you can connect people and channels, analyse data, target your perfect audience, and manage campaigns – from start to finish.
To help you get the most from your trial, we've created the five steps below. This is the ideal starting point for your journey with Apteco, where you can learn the fundamentals, find helpful resources and get practical help and guidance.
If you feel lost at any point, and need help to get back on track, please visit the Apteco help hub or contact our team.
Need help?
The steps below will help you to navigate through the trial, but if you have any questions
you can use the Live Chat, or contact our team, who are available to talk you through the process.
What you need to know before you get started
Apteco offers three trial types. The difference between each trial type is the process of connecting your data, which will vary according to your trial preference. Whether you want to connect your own data to the Apteco platform, are using our demonstration data or want to connect your Salesforce data the user interface and fundamentals of the platform remain the same.
Get started using our fictitious holiday marketing database and access over 2 million sample records. Analyse and explore the data, build dashboards and create targeted audience lists. View sample campaigns and try your hand at designing emails in the email editor.
Discover how quick and easy it is to connect and upload your own data to build your own marketing platform in minutes, with our free 30-day trial of Apteco. In this trial you will map your data fields so that you can get started using dashboards to analyse, segment and interrogate your data to build the perfect target audience.
Connect your Salesforce Sales Cloud data to the Apteco trial system, free for 14-days to experience the power of Apteco Orbit. You can then use your data to create dashboards, use our powerful analytics capabilities to identify and segment targeted audiences to activate your campaigns.
Please look out for emails from Apteco with your login link and password. Please check your spam folders and add Apteco to your allowed senders list.
Learn how to connect all your data sources in one platform
Explore, visualise and analyse your data to uncover critical insights
Discover how to identify, target and refine to build your perfect audience
Learn how to activate high performance personalised campaigns
See how you can design and send beautiful automated emails
Step #1
Connect your data
Each of our trial models have a slightly different process for connecting your data.
Demonstration data
- Your data is already connected, so you're ready to go!
- Get started now - Login
Connect your own data
- Connect your data to build, define and deploy a new system - Watch video
- Get step by step guidance to setting up your new system - Read more
Salesforce data
- Sign-up to your free trial from the Apteco website - Watch video
- Import your data via the Salesforce app - Watch video
- Install Apteco for Salesforce from the App Exchange - Watch video
- Get step by step guidance to setting up your new system - Read more
Step #2
Analyse and visualise your data
With over 30 different dashboard visualisations, Apteco gives you the ability to create branded, dynamic dashboards that will help you identify key insights. Delve into your data with drill-downs, and filter and slice your data to build custom views and to create audiences directly from your dashboard visualisations.
Learn how to:
- Introduction to dashboards - Read more
- Create a new dashboard and add your first tile - Watch video
- Edit dashboard tiles - Watch video
- Edit and apply a dashboard theme - Watch video
- Add text and images - Watch video
- Tabbed dashboards - Read more
- Create and use drill-downs - Watch video
- Add dashboard, predefined and tile filters - Read more
- Create an audience from your dashboard - Watch video
- Share your dashboard - Watch video
- Share, unshare and export your dashboard - Read more
Step #3
Target your perfect audience
Use powerful selection capabilities to easily build audiences directly from your dashboard or using logical and/or selections. Once you've created your audience you can then refine it and check your results using charts and data grids. You can also perform further in-depth train of thought analysis with full screen interactive visualisations. With our clever look-alike functionality you can identify people who meet your target profile and find more of your top prospects. Powered with this knowledge you can confidently predict their future actions, and create highly targeted and personalised campaigns to improve the relevance of your marketing messages and activate more customers. You can then export your audience lists or use them in the platform to activate your campaign journeys.
Learn how to:
- Introduction to audiences - Read more
- Create a new audience - Learn more
- Adding excludes and limits - Watch video
- Check your results and browse through your data - Watch video
- Introduction to audience workbooks - Read more
- Create audience charts - Watch video
- Create a cube from an audience - Watch video
- Find look-alikes - Watch video
- Look-alike analytics - Read more
- Export an audience - Read more
- Share an audience - Watch video
- Product sheet: Look-alikes - Learn more
Step #4
Activate your campaigns
Once you’ve created your perfect target audience you can use it immediately to launch your campaigns. Deliver highly targeted, personalised messages based on transactional and behavioural activity to improve engagement, drive conversions and boost sales. Build, automate and trigger simple and complex campaign journeys, via your favourite channels, including email, social, messaging and offline, nurturing prospects through the full-funnel. The journey builder in Apteco Orbit features campaign sections and path redirects to streamline the campaign flow and help you navigate complex journeys with ease. Copy and reuse steps anywhere in your campaign, saving you time by reducing repetitive configuration and reducing the chance of errors creeping in.
Apteco's free trial system includes sample campaign data. If you are using our free trial with your own data, please contact us if you would like to configure campaigns in your system.
Learn how to:
- Introduction to campaigns - Read more
- Create a new campaign - Watch video
- Copy and reuse a campaign - Learn more
- Introduction to the journey builder - Read more
- Add an audience to your campaign - Watch video
- Add a journey step - Watch video
- Add a time delay - Watch video
- Personalisation - Read more
- Add personalisation to an email - Watch video
- Add interaction split - Watch video
- Introduction to campaign sections and path redirects - Read more
- Add campaign section - Watch video
- Schedule a campaign - Watch video
- Save and publish a journey - Watch video
- Campaign monitoring - Read more
- Streamline your campaigns with Apteco Orbit - download guide
Step #5
Design, automate and send emails
With Apteco email you won't have to leave the platform to design and build your emails! Our built in email editor provides a secure, reliable platform, where you can create and deliver responsive, personalised emails using either drag-and-drop or HTML functionality. Apteco email is perfect for all levels of email creators - you can start from scratch, design or upload your own layouts in html, or select from a variety pre-designed templates. And before you press send - you can test that your design renders perfectly across a range of devices and browser types.
Apteco email is available to try as part of our demonstration data trial. Please contact us if you would like to see Apteco email in action.
Learn how to:
- Introduction to Apteco email - Read more
- Navigate Apteco email - Watch video
- Understand marketing and transactional templates - Read more
- Create a new template - Learn more
- Use the email builder - Learn more
- Select a template to build your email template - Watch video
- Organise your templates - Watch video
- Use the image gallery - Read more
- Add and edit images in the image gallery - Watch video
- Add and edit images in the email editor - Watch video
- Add personalisation - Read more
- Introduction to Apteco form builder - Read more
- Apteco form builder - Download product sheet
- Supercharge your marketing with Apteco Email - Download guide
- FAQ's
More helpful resources
Access our comprehensive range of useful resources including eguides, infographics, product sheets, webinars and blogs to help you get started using Apteco.