Welcome to Apteco
Whether you’re using our free trial, just getting started or looking to deepen your expertise, this page will guide you through connecting your data, analysing and targeting audiences, and activating smarter campaigns – from start to finish with Apteco Orbit.
To help you make the most of the platform, we’ve brought together helpful videos and supporting resources - everything you need to learn the fundamentals, explore key features and get practical, hands-on 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.
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Need help?
The steps below will help you to navigate the software, 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.
Want to try, before you buy?
Apteco offers three free trial options, so you can explore the platform’s functionality before making a decision. The key difference between each trial is how your data is connected. Whether you’re using your own data, integrating with Salesforce, or working with our demonstration dataset, the interface and core experience remain the same.
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Analyse and interrogate, build dashboards and create audiences using over 2 million sample records from our fictitious holiday database. View sample campaigns and try your hand at designing emails in the email editor.
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Connect and upload your own data to build your marketing platform in minutes, with our free 30-day trial. Map your data fields and get started using dashboards to analyse and segment your data to target your perfect audience.
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Connect your Salesforce Sales Cloud data to the Apteco trial system, free for 14-days to create dashboards and use our powerful analytics capabilities and precision targeting to activate your campaigns.
Please look out for emails from Apteco with your login link and password if you have signed up to use a trial system. Please check your spam folders and add Apteco to your allowed senders list.
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Explore, visualise and analyse your data with AI to uncover critical insights
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Step #1
Connect your data
Unify your customer data to create a single customer view that drives data analysis and activates personalised campaigns. Perfect if you’re just getting started and have data in lots of separate systems, Apteco offers a seamless integration experience.
If you are using our free trial, please note that each of our trial models have a slightly different process for connecting your data. Please use the ‘Connect your own data’ pathway if you licence Apteco Orbit.
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Explore:
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
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Step #2
Visualise and analyse your data with AI built-in
Apteco gives you the ability to create branded, multi-tab dashboards that will help you identify key insights. Filters and drilldowns allow you to explore data confidently and with 30+ chart types - from Pareto and Venn to data grids, bar charts and text tiles - you can always present your insights in the most appropriate format, turning analysis into immediate results that drive higher engagement and ROI.
Whether you’re exploring dashboards, hunting down features, or wondering “Where do I click next?” Apteco’s AI assistant Orin, will help you navigate and understand your data, offer expert guidance on functionality and help you to build resources in Orbit. Orin is embedded across all the tools in the Orbit platform.
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Explore:
- Introduction to dashboards - Read more
- Orin AI assistant – Read more
- Using Orin – Watch video
- Create a new dashboard and add your first tile - Watch video
- Orin dashboard summaries – Read more
- 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
- Orin FAQs – Read more
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Step #3
Insight-driven precision targeting
Unlock deep, data-driven precision at speed. Flexible selection criteria, inclusion and exclusion rules, and AND/OR logic put you in complete control of who makes the list. Segment customers to create campaign audiences directly from your dashboards and use interactive visualisations - like data grids, cubes, charts, maps and Venns - to verify every detail before launch. Apteco’s streamlined interface and secure environment mean you can export and activate campaigns on the go - without bottlenecks or compromise - and share audiences with your team, all within a user-friendly and secure environment.
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Explore:
- 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
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Step #4
Activate your campaigns
Once you’ve created your perfect target audience you can use it immediately to launch your campaigns. Whether you’re running a single-stage promotion or a complex, multi-stage omni-channel campaign, our visual journey builder lets you map every step. Simple to use journey templates can give you a head start, then simply add your audience, preferred channels - including email, SMS, social, WhatsApp and more - and message details. Journeys can be automated with time delays and real-time triggers – like audience or interaction splits. Organise campaigns into sections to break large, complex journeys into manageable stages and apply constraints to control frequency and volume, ensuring relevance across every channel. Apteco’s journey builder is designed for clarity, flexibility, and efficiency for marketers of all experience levels.
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.
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Explore:
- 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
- Journey templates – 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
- Campaign channels – read more
- Apteco SMS – Read more
- Streamline your campaigns with Apteco Orbit - download guide
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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.
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Explore:
- 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
- Introduction to landing pages - Read more
- Supercharge your marketing with Apteco Email - Download guide
- FAQ's
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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.