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.

Dashboard styles

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.

Try Apteco with demonstration data
Try Apteco with demonstration data

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.

Try Apteco by connecting your own data
Try Apteco by connecting your own data

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.

Try Apteco using your Salesforce data
Try Apteco using your Salesforce data

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.

 

Step #1 Connect
Step #1 Connect

Learn how to connect all your data sources in one platform

Step #2 Analyse
Step #2 Analyse

Explore, visualise and analyse your data to uncover critical insights

Step #3 Target
Step #3 Target

Discover how to identify, target and refine to build your perfect audience

Step #4 Campaign
Step #4 Campaign

Learn how to activate high performance personalised campaigns

Step #5 Email
Step #5 Email

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

Q2 2024 Apteco software release

 

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:

Dashboard tabs

 

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:

Charts in audiences

 

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:

Campaign sections

 

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:

Apteco email

Experience the power of Apteco software first-hand with a personal demo