Navigate – Get to know the place
This article walks you through the Apsis One interface so you know where everything lives. Once you're familiar with the layout, you'll be able to find tools, activities, notifications, and settings without hunting around.
In this article:
💡 Good to know - The interface looks the same for all users, but what you can access depends on your user role. Account Owners and Admins see Account Settings and usage data; other roles may see fewer menu items. See User Management for details on roles and permissions.
The main layout
Apsis One is organised into two main areas:
Left-hand menu — your main navigation to all tools and features (Email, SMS, Marketing Automation, Audience, and more).
Top-right corner — the Information Centre, where you find search, notifications, user activity, account switching, and your user profile.
Everything you work on day to day — creating emails, building segments, managing flows — is accessed through the left-hand menu. The top-right area is for platform-wide functions that apply across all tools.
The left-hand menu
The left column lists all the tools and sections available in your account. Click any item to open that tool. The tools you'll see depend on your subscription tier, but the menu typically includes:
Menu item | What it's for |
Dashboard | Your start page — an overview of email performance, profile counts, and account usage. See Dashboard. |
Audience | Manage Profiles, Subscriptions, Segments, Tags, and file imports. This is where your contact data lives. |
Create, design, and send email campaigns. Manage templates and view email reports. | |
SMS | Create and send SMS campaigns. Monitor your credit balance. |
Marketing Automation | Build automated flows with triggers, conditions, and actions. Available on Automate and Grow tiers. |
Product Recommendations | E-com add on for advanced abandoned cart flow and post-purchase triggers. |
Event tool | Set up events with sessions, registration forms, and automated invitations/reminders. |
Forms, Pages & Survey | Build forms to collect data and consent, and create standalone landing pages. |
Website | Manage sign-up bars and product views on your website. |
Integrations | Connect Apsis One to external systems like Efficy CRM, webCRM, or custom API integrations. |
💡 Tip — Sections - If your account has multiple Sections (separate working areas within the same account), you can switch between them in each tool. Each Section has its own audience, activities, and settings. If you only have one Section, you won't see this option.
The Information Centre
The Information Centre lives in the top-right corner of the platform. Click the icons there to access search, notifications, user activity, and your profile settings. Let's go through each one.
Global Search
The Global Search lets you find any activity you've created in the platform — emails, SMS campaigns, forms, automation flows, and more.
Click the search icon (🔍) in the top-right corner.
Type a keyword — for example, the name of an email campaign or a form.
Press Enter or select from the suggestions that appear as you type.
Global Search also keeps track of your recent searches, so you can quickly jump back to something you looked up before.
💡 Tip — Use search to save time
Instead of navigating through the left menu and scrolling through long activity lists, type the name (or part of it) directly into Global Search. This is especially handy when you have dozens of email activities and need to find a specific one.
Notifications
The bell icon opens your notifications panel. This is where the platform keeps you updated on things happening across your account.
Notifications can include:
Tool notifications — for example, when a file import completes, an email is sent, or a scheduled activity starts.
System notifications — maintenance windows, platform updates, or feature announcements.
Inside the notification panel you'll find two tabs:
All — every notification, both read and unread.
Unread — only the ones you haven't opened yet.
User Activity Stream
The User Activity Stream shows a chronological log of actions taken by users in your account — such as creating an email, editing a segment, or activating a flow.
This is useful for keeping track of what's been done recently, especially in teams where multiple people work in the same Apsis One account. It answers the question: "Who did what, and when?"
Help & Learning
The Help & Learning section is built into the platform to help you get up to speed without leaving Apsis One. You'll find it via the lightbulb icon in the top-right corner.
It includes four tabs:
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?
💡 Tip — Use the Tasks checklists - If you're brand new to Apsis One, the Tasks tab is one of the best places to start. It breaks down each tool into small, guided steps so you can work through the setup at your own pace.
Switch Account
If your email address is associated with more than one Apsis One account — for example, a production account and a sandbox/test account — you can switch between them without logging out.
Click your profile icon in the top-right corner.
Find your Account name and Account ID displayed at the top.
Click Switch Account.
Select the account you want to switch to from the dropdown and click Switch Account.
💡 Good to know - If you only have access to one account, you won't see the Switch Account option. This is normal — it only appears when your email is registered on multiple accounts.
Notes
Notes are private, user-specific reminders. Only you can see your own Notes — they are not shared with other users in your account. Notes appear as circle icons on the Calendar on the start page.
Create a Note
Click your profile icon in the top-right corner.
Scroll down to the Notes and To-Do's section.
Under the Notes tab, click New Note.
Enter a headline and a description, then click Save.
Edit or delete a Note
To edit, click directly on the headline or description text and make your changes. To delete, click the X next to the Note.
💡 Tip — When to use Notes - Notes are great for quick personal reminders like "Check open rate on Friday newsletter" or "Ask team about new segment criteria". They're your private scratchpad — use them for anything you want to see on your Calendar without it being visible to the rest of the team.
To-Do's
To-Do's work like Notes but with one key difference: they are visible to all users on the account. When you create a To-Do, every user in your Apsis One account can see it.
Create a To-Do
Click your profile icon in the top-right corner.
Scroll down to the Notes and To-Do's section.
Switch to the To-Do's tab and click Add To-Do.
Enter a headline, description, and choose a due date.
Click Save.
To-Do's also appear as circle icons on the Calendar.
⚠️ To-Do's are account-wide
Unlike Notes, To-Do's are shared. Before creating one, make sure the content is relevant (and appropriate) for everyone on the account to see.
Manage your To-Do's
Action | How |
Edit text | Click the headline or description field and type your changes. They save automatically. |
Change due date | Click the date field and select a new date from the calendar picker. Use the arrows to navigate between months. |
Mark as complete | Tick the circle checkbox next to the To-Do. Click again to undo. |
Delete | Click the X next to the To-Do to remove it. |
Notes vs. To-Do's — quick comparison
| Notes | To-Do's |
Visibility | Private — only you can see them | Shared — visible to all account users |
Due date | No | Yes |
Completable | No | Yes (checkbox) |
Shows on Calendar | Yes | Yes |
Best for | Personal reminders, quick jottings | Team tasks, shared deadlines |
What's next?
Now that you know your way around the platform, here are the logical next steps:
Dashboard — Understand the data on your start page and learn to customise it.
Calendar — See all your scheduled activities, Notes, and To-Do's in one view.
Getting Started Checklist — Step-by-step tasks to finish setting up your account.
Create and Send Email – Step by Step — Ready to send your first campaign? Start here.