Welcome to Apsis One
You've just gained access to Apsis One — a marketing platform that brings your audience data, communication channels, and automation tools together in one place. This article gives you the lay of the land before you dive in.
💡 Just want to get started quickly? Jump straight to the Getting Started Checklist— a step-by-step task list that walks you through setting up your account from scratch.
In this article
What is Apsis One?
Apsis One is a multi-channel marketing platform. It lets you collect and manage contact data, segment your audience, create and send communications across Email and SMS, build automated marketing flows, run events, and track how people interact with your content — all from a single interface.
Instead of switching between separate tools for email, automation, and data, everything in Apsis One is connected. The same contact data that powers your email campaigns also drives your automation flows and your segmentation — so your marketing stays consistent and relevant as your audience grows.
Key concepts to know
Before exploring the tools, it helps to understand a few terms you'll see throughout the platform. These are the building blocks everything else is built on.
Concept | What it means |
Profile | A single contact record in Apsis One. Each person who interacts with your brand — a subscriber, a customer, a website visitor — becomes a Profile. Profiles store attributes (like name and email) and events (like clicking a link or submitting a form). |
Audience | The total collection of Profiles in your account. Your Audience grows as people subscribe, fill in forms, or are imported from other systems. |
Subscription | A Profile's consent to receive communications from you in a specific channel (Email or SMS). A Profile must have an active Subscription before you can send to them. |
Segment | A filtered group of Profiles based on rules you define — for example, "all Profiles who opened an email in the last 30 days and are based in Sweden". Segments are dynamic: they update automatically as Profile data changes. |
Section | A workspace within your account. Large organisations often use Sections to separate brands, markets, or teams while keeping everything under one account. Each Section has its own Audience, tools, and settings. |
Activity | Any piece of content you create and send — an email campaign, an SMS, a form, an event. Activities are created and managed within their respective tools. |
ℹ️ Want to go deeper? The Key Terms Glossary covers all platform terminology in one place — useful to bookmark as you learn.
The tools at a glance
Apsis One is organised around a set of tools, each accessible from the left-hand navigation menu. Here's what each one does:
Email tool
Create, design, and send email campaigns to your audience. Includes a drag-and-drop editor, templates, A/B testing, and detailed send reports.
SMS tool
Send text message campaigns to subscribed Profiles. Manage SMS consent, personalise messages with profile data, and track delivery and responses.
Marketing Automation
Build automated journeys that respond to how contacts behave. Send a welcome email when someone subscribes, follow up after a click, or re-engage lapsed contacts — automatically.
Forms & Pages
Build sign-up forms and landing pages to grow your audience and collect consent. Embed on your website or share as a standalone link.
Event tool
Manage registrations and communications for in-person or online events. Create event pages, send invitations, and track attendance.
Audience
View, manage, and segment your Profiles. Import contacts, build Segments, and get a full picture of each individual Profile and their interaction history.
Website tool
Add a sign-up bar, cookie banner, or product tracking to your website to capture visitors and enrich Profile data with browsing behaviour.
Integrations
Connect Apsis One to your CRM, ecommerce platform, CMS, or other tools to sync data and power more personalised communications.
ℹ️ Your account may not include all tools
The tools available to you depend on your Apsis One package. If you'd like to activate a tool that isn't visible in your account, reach out to Customer Service.
How it all fits together
The tools in Apsis One are designed to work with each other. Here's a simple example of how a typical setup connects:
A visitor fills in a sign-up form (Forms & Pages tool) on your website — their details are saved as a new Profile with an active Email Subscription.
That sign-up event triggers a Marketing Automation flow — the new subscriber automatically receives a welcome email.
Over the following weeks, you send them regular email campaigns (Email tool) based on their interests.
Profiles who haven't engaged in 90 days are automatically added to a re-engagement flow — and those who still don't respond are flagged for review or unsubscribed.
This kind of connected workflow — where each tool feeds the next — is what makes Apsis One more than the sum of its parts.
Your first steps
Not sure where to begin? Here's the recommended order for getting your account set up:
Log in and complete the Setup wizard — set your password, update your user profile, and optionally enable 2-step verification.
Explore the Dashboard — get familiar with the home screen and understand your account usage at a glance.
Work through the Getting Started Checklist — a guided task list covering the essential account setup steps.
Import or collect your first contacts — bring in an existing list via the File Import Wizard, or set up a sign-up form to start building your audience organically.
Create and send your first email — follow the Create and Send Email – Step by Step guide to send your first campaign.
💡 Take it one tool at a time - You don't need to set everything up at once. Most teams start with Email, then add Marketing Automation once they have a growing audience. Build at the pace that works for you.
Getting help
This Knowledge Base is your primary self-service resource. Use the search bar at the top of any page to find articles by topic, tool, or feature name.
If you can't find what you're looking for — or something isn't working as expected — the Apsis Customer Service team is available to help:
Channel | Details | Hours |
In-app chat | Click the 💡 lightbulb icon in the top right corner of Apsis One, then select Send us a message | Mon–Fri 08:00–17:00 CET |
APAC: supportasia@efficy.com | Mon–Fri 08:00–17:00 CET | |
EU Phone | International: +46 (0)40-24 97 75 Sweden: +46 (0)40-24 97 75 Norway: +47 23 89 64 54 Denmark: +45 70 22 71 75 Finland: +358 (0)942 454 400 | EU Opening Hours: Mon–Fri 09:00–14:00 CET |
APAC Phone | Hong Kong: +852 5804 3550 Singapore: +65 6579 6095 | APAC Opening Hours: Mon–Fri 09:00–18:00 HKT |
Your own in-app assistant
The💡 lightbulb is your best friend - Click on it to open your own in-app assistant.
The available tabs are:
Home: The overview of the latest interactions and messages - check it regularly!
Messages: Your interactions with the chat, keeps your history and helps you check questions and answers from previous conversations - your go to place.
Tasks: Your learning guide progress overview
News: Keep up with news about Apsis, what's new in the platform?
For a full overview of contact options, see Contact Customer Service.
What's next?
First time logging in — set your password, complete the setup wizard, and secure your account.
Dashboard — understand your account's home screen and what it tells you.
Getting Started Checklist — a complete task list for new account setup.
Email tool
Marketing Automation tool
Forms & Pages tool
SMS tool
Event tool