Apteco insider programme

At Apteco, we’re always working hard to improve our software for you.

The Apteco Insider Programme (AIP) gives you early information on upcoming major features.

You can also help shape our development process by sharing your feedback on certain upcoming features via early access and engagement.

You can sign up and join our Apteco insider programme by following three simple steps available on our partner portal.

Campaign folders: Transform how you organise your marketing activities

Campaign folders in Orbit is a powerful new feature that improves how you manage your marketing campaigns. Structuring your campaigns through folders helps your team organise their campaigns clearly and intuitively while reducing cognitive load.

You can move and copy campaigns between folders so you can adapt quickly to organisational changes. Any search or applied filter includes folders and any included campaigns in the results, giving you a full view of your campaign structure.

What's new

Campaign folders provide a hierarchical organisation system that helps you:

  • Create intuitive folder structures that mirror your marketing strategy

  • Navigate easily with the new breadcrumb trail interface

  • Search and filter campaigns across your entire folder structure

  • Create nested folders to any depth for complex hierarchies

  • Rename folders while keeping campaigns in place and preserving all campaign history

  • View comprehensive monitoring data at any folder level

  • Duplicate campaigns within the current folder

  • Move draft campaigns to another folder where you have Create Rights permissions

  • Copy campaigns (in any state) to another folder where you have Create Rights permissions

Note: Folders in Orbit are fully cross-compatible with PeopleStage. Folders created in Orbit appear as areas in PeopleStage, while Areas created in PeopleStage appear as folders in Orbit.

For more detailed documentation, see Campaign folders.

Salesforce as a data source

System administrators can now enable users to harness the power of Salesforce data with Apteco, by adding Salesforce as an additional data source.

Once enabled, users can specify credentials and import data from their Salesforce environment as a data source. These credentials can then be used to configure new data sources, selected from the list of available Salesforce objects.

With data mappings, we allow the creation of both Customer Data Tables (CDTs) and User Defined Tables (UDTs), which means your data source can be used in conjunction with Apteco CDP.

In the first iteration of Salesforce as a data source, we’re not including preconfigured dashboards or specialised support.

This means that some manual configuration is required by the user, for example:

  • Variable definitions

  • System specification

For more information on Salesforce as a data source with Apteco, see:

Apteco CDP

A CDP (Customer Data Platform) is defined by the CDP Institute as ‘packaged software that creates a persistent, unified customer database that is accessible to other systems'.

The Apteco CDP allows you to consolidate multiple, disparate customer data sources into a single, unified dataset. It achieves this through matching and deduplication, creating customer records with associated attributes such as email addresses, phone numbers, and physical addresses.

The Apteco CDP journey begins with data ingestion, which consists of data upload, data mapping, and ID resolution. Once complete, your unified data can then be built into an Orbit system for analytical and campaign activities, all within the Apteco Cloud.

Apteco CDP V1 data structure

Apteco CDP V1 uses standard data structures to store information on:

  • Individuals

  • Individual attributes

Data is ingested from your data source configured in Apteco Orbit. You can choose from different identity resolution strategies, and create/update individual records.

In Apteco CDP V1, all other data comes from the standard attribute store already used by Orbit connect.