Apteco Documentation Catalogue

Orbit Installation Guide

Orbit is a JavaScript Web Application that deploys from a web server, runs in modern browsers. You can use Orbit on a variety of devices as it runs in a browser user interface. Orbit communicates with FastStats via the Orbit API.

This installation guide covers the five-stage installation process. The stages are:

• Prerequisites

• Information Required

• Orbit Installation

• Configuration

• Testing and Validation

Download the guide

The Apteco Marketing Suite is a range of marketing data analysis & automation applications that supports easy analysis, visualisation, predictive modelling and campaign management with massive customer and prospect databases. The system has a multi-tier, web service architecture using a variety of client application technologies. The data processing is powered by the FastStats.NET Server which provides specialist marketing data analysis query capabilities. All data resides securely on the host system, and is only accessible to authenticated users

This document covers:

• Client applications

• FastStats.NET Web Service architecture

• Scalability

• Configurations overview

• Configuration

• Host capacity planning

• General notes on hardware specification

• User machine requirements

Download the guide

The GDPR guide is intended for existing or potential users of the Apteco Marketing Suite. It outlines the powerful mechanisms within the Apteco software to comply with GDPR, with suggested Best Practice guidelines to help you on your way to GDPR compliance.

GDPR is all about Personal Data; you must understand and document what data you collect, where it’s collected, what happens to the data, and who has access. How a Data Subject’s personal information travels through your organisation, is called data flow. With the regulations, organisations are required to provide a detailed history of every step a piece of information makes within the organisation:

Download the guide

Salesforce Integration Guide - Data Extensions

This integration guide details the processes required to integrate the Apteco Marketing Suite with the Salesforce Marketing Cloud for email.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Smartfocus Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with SmartFocus.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Understand the Apteco Marketing Suite

This document describes the Apteco components and how they interact with each other. It details system prerequisites, best practice configuration, and the deployment process plus an overview of every system.

This guide is aimed at technical and administrative users to provide a background before installing a system.

Sections included:

• Introduction, Prerequisites and System Requirements
• Apteco Marketing Suite Components
• Servers - FastStats Web Service
• Servers - SQL Server
• Servers - FastStats Application Server
• Single Server Architecture
• Typical Enterprise Architecture
• Request Process Overview
• Apteco Launcher Process
• FastStats Designer Build Overview
• FastStats System Deployment Overview
• Integrations

Where's my document. We're building out the help-hub with online content first, click here to view this content. Understanding Apteco

Apteco Security Supplement

This document brings together all the security considerations that are possible within a FastStats System

Please contact Apteco for more information about the contents of this document.

Document - Available on demand

Cascade Data Dictionary

This guide details the structure of the database so that it can be better understood for the purposes of better integration with any existing marketing machinery or inclusion in the build process of a FastStats System

Download the guide

Apteco Launcher Guide

This user guide summarises the FastStats Launcher process, topics include:

• An overview of the Launcher Process

• A detailed description of the Launch Process

• Version Control

• Compatibility

• Files used by the Launcher

• Troubleshooting

Where's my document? We're building out the help-hub with online content first, click here to view this content. Technical Requirements Guide

Apteco Licensing Guide

This guide describes how Apteco products are licenced.

Topics covered in this guide include:

• An overview of licensing

• How to install a licence

• Adding and Removing users

• Installing an updated licence

• Licence caching

• Licensing in FastStats Designer

• Troubleshooting

Download the guide

PeopleStage SQL Maintenance Plan Guide

How to configure a SQL Server maintenance script to keep the underlying database performing correctly.

This document describes how to set up a maintenance plan for the SQL Server database used by PeopleStage to ensure that the database operates correctly day to day, month to month and year to year. The ability to create a maintenance plan is a feature of SQL Server, and allows for automatic backups to be scheduled as well as tasks such as rebuilding or reorganising indexes and other maintenance tasks.

SQL Server Express Edition does not support this feature

Where's my document? We're working hard to put all our documents online along with a downloadable PDF. In the meantime this document is available on demand or from our portal.

A technical overview of the PeopleStage architecture and components

PeopleStage uses some of the same components as the rest of the suite of products, enabling it to share the same security, reliability and performance characteristics as FastStats, whilst containing some unique elements that provide the always-on marketing machinery that lies at the heart of PeopleStage.

• Architecture diagram

• The Life-cycle of a typical PeopleStage campaign

• Sequence diagram for publish to live process

• PeopleStage database structure

Where's my document? We're working hard to put all our documents online along with a downloadable PDF. In the meantime this document is available on demand or from our portal.

This guide is now available in the PeopleStage help site, please see the PeopleStage archiving topic.

PeopleStage Archiving

This guide includes the following sections:

• Controlling when the records are archived

• Controlling which records are archived

• Broadcast Interaction History

• Considerations for Archiving

• Impact on Constraints

• Impact on Pools

• Impact on Journey and Interaction Selections

• History of Archive activity

• Administration of Archiving

Where's my document? We're building out the help-hub with online content first, click here to view this content. PeopleStage Archiving Guide

Update Process Guide

This document details the quarterly software update upgrade process.

This document is available from our Software Releases area in the Apteco Portal

You will need to be logged in the Apteco website portal to follow the links below

Software Releases

Google Ads Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Google Ads.

Summary of sections:

• Overview of the Google Ads Integration

• Process Summary

• Configuration in Google

• FastStats configuration

• PeopleStage configuration

• Adverts Channel in PeopleStage

• Customer Match Audience

• Response Gathering

Where's my document? Our Social integration for Q4 2020 includes a simpler way post to all the channels at one time. we're working hard to document it. Please contact Apteco support if you need help with this integration in the meantime.

Episerver Integration Guide

This integration guide details the processes required to integrate Apteco with Episerver.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

This is a working integration, however ESP providers update their software from time to time, we're in the process of updating those changes, in the meantime here's the current document to help you get started setting up this integration. Contact Apteco support for more information.

Bronto Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with the Bronto.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Communicator Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with the Communicator.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Cheetah Mail Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Cheetah Mail.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

SailThru Integration Guide

This integration guide details the processes required to integrate the Apteco and SailThru.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Dynamics 365 Integration Guide

This integration guide details the processes required to integrate Apteco with Microsoft Dynamics 365.

Summary of sections:

• Architecture schematic
• Custom Tables and Fields in Dynamics 365
• FastStats System Configuration
• Upsert to Dynamics 365
• Extracting Data from Dynamics 365 using FastStats Designer

Download the guide

Installation Prerequisites

This document outlines the steps required to prepare for our consultant led admin and installation training course, it is intended to help prepare a test server environment.

Download the guide

Online Mapping Guide

How to configure the online mapping module

Topics covered in this guide include:

• Configuring thematic mapping

• Configuring plot mapping

• Test mapping is working

• Troubleshooting

• Resources

Where's my document? We're working hard to put all our documents online along with a downloadable PDF. In the meantime this document is available on demand or from our portal.

Facebook Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with the Facebook.

Summary of sections:

• Prerequisites for this integration
• Configuration in Facebook
• Facebook process summary
• FastStats configuration
• PeopleStage configuration
• Direct Ads

Where's my document? Our Social integration for Q4 2020 includes a simpler way post to all the channels at one time. we're working hard to document it. Please contact Apteco support if you need help with this integration in the meantime.

Facebook App Setup

This guide describes how to create your Facebook App, branded pages and Ad Accounts.

Where's my document? We're busy putting all our documentation online, this document is available on demand in the meantime.

Twitter Integration Guide

Short description to be completed

• Prerequisites for this integration
• Configuration in Twitter
• Twitter process summary
• FastStats configuration
• PeopleStage configuration

Where's my document? Our Social integration for Q4 2020 includes a simpler way post to all the channels at one time. we're working hard to document it. Please contact Apteco support if you need help with this integration in the meantime.

LinkedIn Integration Guide

This integration guide details the processes required to integrate Apteco with LinkedIn.

Summary of sections:

• Prerequisites for this integration

• Creating a LinkedIn App

• Marketing Developer Platform Product

• FastStats configuration

• LinkedIn Capaigns in PeopleStage

• Response Gathering

Where's my document? Our Social integration for Q4 2020 includes a simpler way post to all the channels at one time. we're working hard to document it. Please contact Apteco support if you need help with this integration in the meantime.

Elaine Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with the Elaine.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Adestra Integration Guide

This integration guide details the processes required to integrate Apteco with Adestra.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Acoustic Integration Guide (prev. IBM Watson, SilverPop)

This integration guide details the processes required to integrate Apteco with Acoustic.

Summary of sections:

• Prerequisites for integration

• Architecture schematic

• Creating the Response database

• Broadcasting using FastStats

• Broadcasting using PeopleStage

• Configuration in the ESP

• API Parameters Reference tables

Download the guide

Dynmark Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite Dynmark for SMS.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using PeopleStage
• Configuration in Dynmark
• API parameters reference tables

Download the guide

Pure360 Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Pure360.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

MailingWork Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with MailingWork.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Maxemail Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Maxemail.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Dotdigital Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Dotdigita.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Emarsys Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Emarsys.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

SparkPost Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with SparkPost.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

TrustPilot Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with TrustPilot.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

DisplayBlock Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with the DisplayBlock.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Instiller Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with Instiller.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Smartfocus Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with SmartFocus.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

Mapp Integration Guide

This integration guide details the processes required to integrate Apteco with Mapp

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

CleverReach Integration Guide

This integration guide details the processes required to integrate the Apteco Marketing Suite with CleverReach.

Summary of sections:

• Prerequisites for this integration
• Architecture schematic
• Creating the Response database
• Broadcasting using FastStats
• Broadcasting using PeopleStage
• Configuration in the ESP
• API parameters reference tables

Download the guide

Python, R, and the Apteco Marketing Suite

This document is the product of some preliminary research undertaken prior to starting development work on the FastStats Python integration. The aim was to gain a better understanding of Python and R as programming languages, their current position and usage in the Data Science world, and the implications for Apteco in offering integrations with these languages. This material was originally delivered as a Scientia presentation at Apteco on 1st December 2017, entitled “There’s a Snake in the Graph!”.

Download the guide

Modelling Environment & R

This example will illustrate the functionality of this feature using the Holidays FastStats system. It will use Logistic Regression in R, to build a model that can then generate an expression in FastStats, which will return the probability of a person having been to Sweden or not.

Where's my document? This is a working integration and we're working hard to update this document. Please contact your support department if you need help with this integration in the meantime.

A technical overview of the PeopleStage architecture and components

PeopleStage uses some of the same components as the rest of the suite of products, enabling it to share the same security, reliability and performance characteristics as FastStats, whilst containing some unique elements that provide the always-on marketing machinery that lies at the heart of PeopleStage.

• Architecture diagram

• The Life-cycle of a typical PeopleStage campaign

• Sequence diagram for publish to live process

• PeopleStage database structure

Where's my document? We're working hard to put all our documents online along with a downloadable PDF. In the meantime this document is available on demand or from our portal.