Apteco's product milestones

Apteco is committed to the development and evolution of Apteco software in order for us to provide the ultimate end-to-end actionable marketing data insights and campaign automation solution, connecting you with your data. The timeline below displays selected features that have been released over the last few years. To find out more about any of these features - please visit our online help hub using the button below. To see our roadmap of upcoming features please click here Apteco Roadmap and login to the Apteco portal.

February 2026

Schedule merges of records in the Apteco CDP

You can schedule automatic merges of CDP records based on your identity resolution rules.

Schedule merges of records in the Apteco CDP

February 2026

Orin dashboard summaries

Orin can generate intelligent summaries of your dashboards, providing instant overviews of the insights and visualisations they contain.

Orin dashboard summaries

January 2026

Expression support in data grids

You can now add custom Orbit expressions as columns in data grids used in dashboards and audience workbooks

Data grid expressions

January 2026

Orin AI assistant

Orin is your new AI knowledge guide, data navigator and solution builder in Orbit.

Orin, our new AI assistant

December 2025

Journey templates

Instead of building journeys from scratch, you can now select from sixteen professionally-designed templates, or create your own custom templates.

Journey templates

November 2025

Voucher codes

You can now feed unique voucher codes directly into your campaigns. Upload your code sets, personalise your messages, monitor usage in real time, and keep your promotions running smoothly.

Voucher codes in Orbit

October 2025

Ordering by nominal variable for N Per audience limits

You can now define custom priority orders for nominal variables when applying N Per limits in audiences.

Ordering variables for N Per Limits

October 2025

Google Ads campaign channel integration

Connect your Google Ads account to Orbit, upload audience segments, and manage campaigns across multiple client accounts - all in one place.

Google Ads campaign channel integration

September 2025

Custom queries for Salesforce data

This powerful functionality gives you the full flexibility of SOQL (Salesforce Object Query Language), right inside Apteco Orbit. That means faster uploads, leaner data, and exactly the Salesforce fields you need.

Custom queries for Salesforce data

July 2025

LinkedIn in Orbit

This direct integration with LinkedIn ads allows you to upload your inclusion and exclusion data for more targeted ad campaigns. No more downloading CSVs, bouncing between platforms, or manual audience uploads. Just a smoother, smarter way to connect with your audience on the world’s leading B2B platform.

LinkedIn in Orbit

July 2025

End-to-end Microsoft Dynamics 365 integration

Import your data, apply flexible field mapping, enjoy working on your data in Apteco Orbit and then upload data back to your Microsoft Dynamics system to give you a 360 degree view of your customers and activity.

Microsoft Dynamics 365 graphic

June 2025

Campaign calendar

The campaign calendar offers unparalleled visibility into your marketing communications, transforming how you plan and execute your outreach. This powerful tool provides a bird's-eye view of your marketing campaigns, allowing you to make smarter, more strategic decisions.

Calendar screenshot

June 2025

End-to-end Salesforce integration

Our Salesforce Sales Cloud integration empowers your marketing team with the rich context they need for precise targeting and personalised campaigns. Once enabled by your system administrator, you can specify credentials and import data from your Salesforce environment.

Salesforce screenshot

June 2025

Campaign folders

You can group related campaigns together, making it easier to manage seasonal campaigns, product launches, or departmental initiatives. The new ability to move and copy campaigns between folders allows you to adapt quickly to organisational changes. Any search or filter applied includes both folders and campaigns in the results, giving you a full view of your campaign structure.

Campaign folders software screenshot

May 2025

Data grid hyperlinks

Transform your data grid visualisations from static tables into dynamic and interactive tools that empower users to explore, understand, and act on data more effectively, by adding hyperlinks within a data grid in a dashboard or audience visualisation.

April 2025

Dashboard technology elevation

We've elevated our dashboard technology to enhance your experience when using dashboards, with a cleaner, simplified, more intuitive editing panel and an improved user filtering mechanism with a new moveable selection menu, that ultimately enables more confident and effective use of dashboards.

Elevating dashboards graphic v3

March 2025

Additional relationship types

Relationship types within a Customer Data Platform (CDP) are crucial for defining how different data sets relate to each other. They enable the CDP to create a holistic view of each customer, connecting data points and customer attributes and behaviours to form a unified customer profile.

Additional relationship types diagram

March 2025

Custom domains for Apteco landing pages

Licensed users of Apteco email can benefit from new functionality that allows you to specify a custom domain for your landing pages, ensuring that they align with brand identity, create a seamless and consistent visitor experience, and appear more trustworthy.

Orbit release 2.1.21 v2 screenshot

March 2025

Orbit audiences: Export cubes directly to Excel

With just a few clicks, you can now transfer potentially complex, multi-dimensional data sets into Excel spreadsheets, complete with formatting and cell colours. This feature now supports both Excel and PDF exports, catering to various reporting needs.

Export cubes directly to Excel

March 2025

Orbit campaigns: Audience splits based on message objectives

In the journey builder, you can now take your campaign personalisation to the next level by using audience splits based on message objectives. Once a recipient meets an objective, the system can now adjust their path, guiding them through different journey experiences based on how they interacted with your messages.

Audience splits based on message objectives

February 2025

Orbit audiences: Multi-dimension charts

Audience workbook visualisations have now been updated to include multi-dimension charts, which are great for uncovering trends, correlations, and patterns that might not be obvious in simpler visualisations.

Multi-dimension charts in audience workbooks

February 2025

Orbit campaigns: Campaign-linked dashboards

You can now launch a real-time tracker or reporting dashboard directly from your published campaigns and seamlessly track and analyse your campaign performance.

Campaign-linked dashboards screenshots

February 2025

Orbit campaigns: Expanded audience counts in campaign journeys

View detailed audience counts in both draft and published campaigns, giving you a better understanding of how your audience hierarchy and exclusions affect your net audience counts.

February 2025

Orbit audiences: Use an audience as a dimension in cubes

You can now use any saved audience as a dimension in your cubes, allowing you to display Yes/No categories for your chosen audience as well as add multiple audiences as separate dimensions, independent of the audience defined in the Audience tab.

Audience as a dimension in cubes screenshots

January 2025

Orbit campaigns: Push notifications

Deliver personalised messages directly to users' devices, bypassing the clutter of email inboxes or social media feeds, with new push notifications in Apteco Orbit.

Push notification graphic

January 2025

Orbit campaigns: Message objectives

Track the performance of key actions, such as registrations, purchases, or app downloads, and assess how individual messages contribute to your overall campaign goals by setting specific objectives for each message in your campaign.

December 2024

Orbit campaigns: Apteco SMS

We are pleased to launch the new Apteco SMS service making message creation easy, allowing you to personalise content, track character count, monitor SMS credits, and preview messages.

Apteco SMS screenshots

December 2024

Orbit campaigns: Campaign goals

You can now set clear, measurable goals in Apteco Orbit, which will help to align your team, monitor progress in real-time, and ensure your campaign strategy is on track.

December 2024

Orbit campaigns: Triggered events

Automatically respond to key recipient actions to deliver timely and relevant messages to customers and prospects, including thank you messages triggered by new purchases, subscriptions or donations.

Triggered events screenshots

November 2024

Orbit connect: New database connections

You can now connect your data from SQL Server, Snowflake and PostgreSQL to Apteco Orbit. This expands the integration options beyond file and Amazon S3 connections, allowing you more versatility when bringing together disparate data sources in Orbit.

November 2024

Orbit audiences: Maps in workbooks

Administrators can now easily upload, view and manage shapefiles directly in Orbit. Once the shapefiles have been uploaded, the user can then, in just a few quick clicks, utilise the new map settings in an audience to generate dynamic, zoomable, pannable maps to further analyse and refine their data.

Dynamic maps in Orbit audiences

November 2024

Orbit campaigns: Landing page builder

Available for all Apteco email users, Apteco landing pages are quick and easy to set-up with smooth and responsive drag and drop interface. They can be designed from scratch, or with pre-built templates that will help users to craft beautiful landing pages with ease. Forms can be embedded to capture visitor information and generate valuable leads. Landing page performance can be optimised with custom URLs, subdomains, SEO settings, and page descriptions.

Apteco landing pages

October 2024

Orbit audiences: Improved custom date selections

Now you can precisely tailor and fine-tune your targeting criteria even further when specifying custom date ranges. In addition to today, you can now select tomorrow, yesterday, or even broader time frames like this week, this month, this quarter, or this year as the starting point of your range. Use "Now" as your starting point, and the system will automatically adjust the start time each time you run your audience, ensuring you're always reaching the right people, at the right time.

October 2024

Orbit campaigns: Journey constraints side panel redesign

We’ve redesigned the journey constraints side panel in the journey builder, allowing users to now name, rename, or delete constraints via the option menu. For both volume constraints and when switching between a campaign contact constraint or communication contact constraint, you see a description explaining its function.

September 2024

Orbit campaigns: Transactional campaigns

You can now deliver even more relevant and engaging communications to customers, with the ability to activate transactional campaigns. By targeting transactional activity in your campaigns, you can more effectively guide customers through the sales funnel, optimise your marketing efforts, and ultimately drive more sales.

Optimise your marketing efforts by targeting transactional activity

August 2024

Orbit audiences: Full-screen chart visualisations

You can now create full-screen chart visualisations directly in Orbit audiences. This allows you to fully visualise your audience and quickly gain insights from your data without needing to export or manipulate it in other tools. This direct connection between the audience list and visualisation enables faster decision-making, without ever navigating away from the audiences UI.

Create powerful full-screen chart visualisations in Orbit audiences

August 2024

Orbit dashboards: Dashboard quick search

We've added a powerful new dashboard feature that allows you to search and filter across multiple text or text URN fields simultaneously. Previously, the filter mechanism required you to add and select on each field individually, and for all search criteria to be met. This new quick search allows you to return records where the search term is matched on any of your selected fields – for example, met on surname or email address.

Dashboard quick search

July 2024

Orbit campaigns: Live data in Orbit

You can now trigger campaigns to deliver content that is highly relevant to the current context, situation, or event to live audiences. Engaging with live audiences in real-time allows for immediate interaction, increasing the chances of your message resonating with the audience, leading to better outcomes.

Boost engagement and conversion rates by targeting engaged recipients in real-time

July 2024

Orbit dashboards: Export a dashboard tab as a pdf

Tabbed dashboards allow you to explore multiple views of your data in a single application window. To enhance the usability of this functionality, you can now export multiple dashboard tabs as a single PDF, and duplicate and reuse complete dashboards, tabs, and single tiles.

Save time and reduce errors with clever enhancements to dashboard tabs

June 2024

Orbit campaigns: Compact journey builder design

The new compact design of the journey builder, together with campaign sections and path redirects, makes it easier to design, maintain, and optimise your campaigns. These enhancements improve the navigability of Orbit campaign diagrams, allowing you to make adjustments on-the-fly, when managing large, multi-stage journeys.

Enhanced usability with new compact journey builder design

June 2024

Orbit campaigns: Campaign sections and path redirects

It's now even easier to craft and manage the ideal customer journey, with the introduction of campaign sections and path redirects. These powerful new components streamline campaign flow, so that you can navigate complex journeys with ease.

Introduction of campaign sections and path redirects

May 2024

Orbit connect launch

We’ve introduced our powerful new Orbit connect feature, a major milestone in our Apteco software end-to-end solution. Orbit connect gives you the ability to upload, define, build, and access your resulting system in Orbit, hosted in the Apteco Cloud platform.

Q2 2024 Apteco software release

March 2024

Orbit campaigns: Multi-stage journeys

Apteco Orbit offers multi-stage campaigning, enabling you to expand a single-stage campaign flow to accommodate your recipients' interactions with previous communications. Create rules for moving recipients through a campaign using audience splits to ensure your messages are reaching the right audience segments.

Orbit campaign building - Orchestrate journeys

March 2024

Orbit campaigns: Meta Ads and WhatsApp messaging

We’ve introduced two powerful new integrations in Orbit campaigns to enable messaging with WhatsApp and adverts through a Meta Ads account. These different techniques enable you to leverage the world's most popular messaging platform, WhatsApp, for known recipients and to harness the advertising potential of Meta Ads, on Facebook, Instagram, and Messenger using first party data for acquisition and retention strategies in your Orbit campaigns.

Meta Ads and WhatsApp messaging in Orbit campaigns

February 2024

Orbit dashboards: Dashboard tabs

Streamline your data analysis experience with tabbed dashboards. Tabbed dashboards allow you to split a dashboard into multiple ‘tabs’, greatly increasing your data analysis capacity from a single dashboard. You can add new, duplicate, rename, edit, and delete these tabs as needed, providing you with a high degree of customisation.

Q1 2023 Apteco software release

February 2024

Orbit audiences: Look-alike analytics

Unlock deeper insights into your customers with new look-alike analytics. Using predictive modelling, identify prospects who closely resemble your best customers and then apply further analysis using the look-alikes model to provide enhanced insights about the size and composition of your target audience.

Q1 2024 Apteco software release

November 2023

Orbit campaigns: Apteco email

Our new integrated email builder provides a reliable email marketing platform, where you can seamlessly move from interrogating data and creating target audiences, to designing and delivering responsive emails.

Apteco email

November 2023

Orbit audiences: Look-alikes

Find and target your best prospects with audience look-alikes. Audience look-alikes offer a precise, data-driven, and proactive method to enhance customer acquisition, and improve cost efficiency, personalisation, and conversions.

October 2023

Apteco on the Salesforce AppExchange

Apteco is now available via the Salesforce AppExchange. With just a few clicks you can install our Salesforce approved solution and connect it to your Salesforce data, applying the rich analysis, insight, and action capabilities of Apteco on your own Salesforce data within minutes!

Access Apteco via the Salesforce AppExchange

September 2023

Orbit campaigns: Pause and resume campaigns

Orbit now allows you to pause and resume your campaigns directly within the journey builder. There are various reasons to stop campaigns from running, such as data issues, logic changes, or a shift in priority. This new functionality puts you in control of campaign management, allowing you to minimise risk and adapt to changing needs.

September 2023

Orbit campaigns: Live and draft campaign modes

With the new live and draft campaign modes in Apteco Orbit, you now have the ability to visualise and manage your campaigns with improved control, transparency, and convenience.

September 2023

Orbit audiences: Cubes

Combine the powerful functionality of cubes with the flexibility of audience workbooks to create dynamic data visualisations. You can now use one and two dimension cubes to display multiple measures with reworked cube properties, a custom colour scale and swappable dimensions and measures.

Q3 2023 cubes web graphic

August 2023

Orbit audiences: Selector picklist improvements

We’ve improved the usability of selector picklists so that categories load automatically. Users also now have an option to display selected categories first (via the sort by drop down menu), the ability to select all, when all categories are loaded (via the header row tick box) and the option to hide categories with zero values/no records.

July 2023

Orbit audiences: Working with dates

We’ve reworked date range selections, adding relative start/end dates, more pre-defined date ranges, and financial dates (Including years, halves, and quarters) are also now available, where supported.

July 2023

Orbit campaigns: Manual campaign approval

Users now have the ability to manually approve or reject pending communications before proceeding with a campaign broadcast in Apteco Orbit.

June 2023

Orbit audiences: Workbooks

As part of our drive to bring more analytics into Orbit we have re-engineered Orbit Audiences, laying the groundwork for more advanced analytics and visualisation features.

Audience workbooks

May 2023

Orbit audiences and dashboards: Expressions as filters

You can now harness their full potential by incorporating them into the calculation of filters in both audiences and dashboards.

May 2023

Data grids as dashboard tiles

With data grid dashboard tiles, you can now view and interact with your data in a table format, right from your dashboard. This powerful new functionality allows you to view records on individual lines or as a single page view.

Data grids in dashboards

April 2023

Text variables as dimensions in Dashboards

You can now apply text variables as dimensions on dashboard tiles. When a text variable is used, 'category display' is now enabled with the default top 1000 and 'omit zeros' applied.

April 2023

SSO with OpenID Connect

We've added support for the OpenID Connect (OIDC) protocol when using Single Sign On (SSO) within Apteco, dramatically simplifying the configuration required for SSO.

March 2023

Temporary URN files in dashboard filters

Dashboard users can now choose uploaded URN/Reference Key files to be marked as temporary in dashboard user filters, including pre-defined filters.

February 2023

Build campaign journeys in Apteco Orbit

Connect your data and channels, extract actionable insights to build and refine your ideal target audience, then personalise your messages, automate and monitor your campaigns – all from one platform.

Q1 2023 Apteco software release

January 2023

Improved the refresh time of the campaign summary screen and stats

We've improved the refresh time on the campaign summary screen and the response times for campaign statistic retrieval once a campaign has been published

January 2023

Adding background colours to dashboard tiles in Apteco Orbit

You can now choose from a number of background colours to apply to a dashboard tile to create visual separation between different areas on the dashboard.

Q1 2023 Apteco software release

October 2022

Channel Editor FTP and File Channels in Apteco Orbit

Orbit users can now export an audience to an FTP or File channel, which can then be used and modified in Apteco Orbit and PeopleStage.

September 2022

Ability to record communication history for campaigning

Orbit users with the Broadcaster bundle or above are now able to determine whether their campaign records communications history. This data can be loaded and used for further analysis.

August 2022

Weekly and monthly recurring scheduling in Apteco Orbit

Orbit users can now automate email campaigns to run on a recurring schedule, on a daily, weekly or monthly basis.

July 2022

Expression measures can now be used in Apteco Orbit dashboards

This new feature provides Orbit dashboard editors and analysts the power to create more complex calculations for where standard measures or calculated measures have reached their limits. Expressions can be used to calculate values for tables, cubes, and other visualisations.

Jul 2022

Ability to schedule campaigns on a recurring daily schedule in Apteco Orbit

The first step towards automating your email campaigns in Orbit, this functionality gives Orbit users the ability to set a recurring daily schedule for their email campaigns.

Recurring schedules in Apteco Orbit

Jun 2022

Tables and cubes can now be added as dashboard tiles in Apteco Orbit

One dimensional tables can be added to a dashboard by choosing the ‘table’ type, and two dimensional cubes can be added to a dashboard by choosing the ‘cube’ type, from the tile editor panel.

May 2022

The first release of Apteco Cloud SaaS

This major feature offers trial and production use of Apteco Orbit, using either a demo data set, or a data set from Salesforce.

Mar 2022

Users and group administration in Apteco Orbit

This new administrative feature includes user and group administration, allowing the creation, administration, and deletion of users and groups via the Orbit UI.

Mar 2022

WhatsApp campaigning channel in Apteco PeopleStage

This new feature enables users to send Business Initiated WhatsApp messages via PeopleStage. PeopleStage can now send Business initiated messages directly to a WhatsApp conversation initiated by the user, with the user having given their consent to receiving communications from WhatsApp.

Q1 2022 Software Release

Mar 2022

Azure DB platform support for FastStats only systems

This feature makes it possible to create Configuration, Web Service, and Orbit databases directly in a Microsoft SQL Server SaaS environment, such as Azure DB.

Jan 2022

Tile filters in Apteco Orbit

Dashboard authors can now apply additional data filters to individual dashboard tiles. This allows you to display different data and patterns over separate time frames, or compare one target audience against another side by side on a single dashboard.

Nov 2021

Behavioural modelling environment in Apteco FastStats

Two new types of be modelling features and further usability improvements, as well as updates to expressions, including two new derived cube functions.

Oct 2021

Venn diagrams in Apteco Orbit

You can now visualise your data overlaps with the beautiful new Venn visualisation tile in Apteco Orbit dashboards.

Orbit venns

Oct 2021

Campaign channel editor in Apteco Orbit

Users can now set up new email channels in Apteco Orbit for campaigning in Orbit or PeopleStage. Users with admin permissions can access this function and define different Channels to use within PeopleStage.

Aug 2021

Scheduled Segmentations in Apteco FastStats

You can now run and automatically update a segmentation using a scheduled task.

Aug 2021

Scoring date based on current date for model variables in Apteco FastStats

You can now specify that the scoring date is taken dynamically from the run date when the virtual variable is refreshed. This means that you can create a single score variable, refresh it periodically and, on each refresh, a customer’s latest behaviour is evaluated.

Jul 2021

Search improvements in Apteco Orbit

The variable search function in Orbit has been enhanced to ensure finding attributes or variables is quicker and more efficient.

Jun 2021

Python integration improvements

The Apteco Python package now supports the use of banded Date and DateTime variables as cube dimensions. We’ve also added methods for selecting text variables which take values alphabetically before or after a given value.

Jun 2021

Workspaces in Apteco Orbit

This new feature links items for quicker navigation through the platform, and brings relevant resources together across features in a meaningful way.

Workspaces

Apr 2021

Categorical colours for charts in Apteco Orbit

Previously, funnel, donut, and pie charts were coloured using a shade of the main theme colour, based on the segment value. Now, multiple colours are picked from the theme, making it easier to distinguish one segment from the next.

Apr 2021

Email campaigns in Apteco Orbit using PeopleStage ESP channels

You can upload, or upload and broadcast an Audience to one of the many email service providers (ESPs) that Apteco already integrates with. Within Orbit, you can create a target Audience and then export directly to an ESP.

Feb 2021

Ability to create exclusion lists for Social Media ads in Apteco PeopleStage

This feature allows users to upload an exclusion audience to match against lookalike selections in social media platforms, when running paid social campaigns. This helps, for example, to suppress current customers from acquisition campaigns.

Feb 2021

Sub-day segmentations in Apteco FastStats

To meet the needs of the dynamic, fast-paced world of data analytics, we have added new DateTime selection rules to FastStats. This allows users to select date and time ranges within a few hours, minutes, or seconds, rather than days.

Find out more about all the latest features from Apteco

Apteco users and partners can login to the Apteco portal to access the full release notes

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