Let's take a few essential steps together to get started!
Start by setting a password and login into your account.
The full procedure is described in the article First time logging in.
In this Article
1. Profile settings and Security
When logged in, go to Account settings.
Task:
1. Proceed to the Profile settings tab to check your details. Update if needed.
2. Scroll down, to Two-factor Authentication (2FA). Make sure to add this extra layer of security to your Account. This is highly recommended unless you use Single-Sign-On.
2. Invite Users
Invite colleagues to work with you!
Task: Add Users and decide the roles and permissions. In Account Settings,
go to the Users tab to add Users and set their roles and permissions.
Read more about User Management here.
3. Name your Section
(Requires admin rights)
Sections organises Profile data in your account. You can have one or several, depending on how you want to distinguish and track your target groups (brands, countries, markets etc.)
Task: A Section is already created in your Account, named "Default".
In Account Settings, under the Sections tab, and Rename your Section, to a more descriptive name.
Example: A company with multiple brands can use one Section for each brand. This allows you to track Section-specific data from each domain separately, increasing level of personalisation.
Learn more in the About Sections article.
4. Set up Attributes
Attributes are data fields, describing your Profiles. They contain for example name, email and phone number. They are used for personalising marketing activities.
Task:
1. Consider what data you want to store and how to store it. Have a look at the description of Data model here, to better understand how to structure your data.
2. Set up some Custom Attributes that suit you need. See the About Attributes article.
5. Subscription
Time to move on to Audience!
A Subscription is a record of Profiles, like a container. Subscriptions are placed into Folders. There is already a default Subscription and Folder on your Account, that you can just rename and start importing Profiles to.
Task: Go to Audience and select Default folder and click Rename in the bottom bar.
Open the Folder, and rename the Default Subscription.
To create a new Subscription, click the "Create new Subscription" button in the top right corner. Watch video for guidance!
Read more about organising Audience with Subscriptions and Folders.
6. Import Profiles
Now you are ready to get Profiles into your account!
Task: A quick start is to import Profiles from a file. Go to Audience and "Add a New Profile", in the top right corner. Select import "From file".
For guidance, watch the video or have a look at the File Import: Add and update Profiles article.
💡Tip! You can also use a sign-up form on your website to collect Profiles.
Create a customised Form in the Form & Pages tool, to gather the exact Profile data that you need. Create a Sign-up Form.
7. Want to Enrich Audience with Integrations?
By integrating your other systems with our platform, you avoid working in silos. You ensure the data you use for marketing activities is relevant and up-to-date.
Go to the Integrate with APSIS One article, to see all our integrations. Or jump straight to the kind you are looking for:
8. Start your Marketing activities!
Good job! Now that you have a Subscription with Profiles in place, start creating marketing activities.
Why not setting up an automated Email flow with Marketing Automation? Maybe combining your email campaign with SMS sendouts?
We are here for you, in case you need any support along the way.
Here, you can familiarise with our tools. Have fun!
Email tool
Email tool
Email tool is developed to make it easy to create professional email campaigns with straightforward, on-brand design. Templates and Assets serve here as time valuable savers.
SMS tool
SMS tool
SMS is the most direct and personal touchpoint within digital marketing. It is one of the most economical marketing techniques and very powerful as a compliment to emails.
Marketing Automation
Marketing Automation
Marketing Automation tool will make it easy to plan and automate every stage of the customer journey. From lead generation and welcome messages to customer retention, churn prevention and re-engagement campaigns.
Forms & Pages tool
Forms & Pages tool
Forms are special pages designed to collect and update visitor's consent for communications, and provide special downloadable content. You can also create landing pages that provides extra space for your content.
Website tracking
Website tracking
You can feed data into you Audience with web tracking or by integrating our platform with your other systems.
Install the tracking script on your website and it will feed data into your Audience. The script can track for example, website behavior, browsing data, cookies and emails submitted in sign-up bars.
Event tool
Event tool
Event tool helps you to plan and administer events. Invitations, registrations
and attendee list are managed in a simple and automated way.
With Event tool, you also set ground for valuable opportunities
of future marketing activities.