Set up the work for your own situation.
Every guide starts from a situation: who it is for, what will be ready at the end, and at most six steps. Each step comes with the sentence you can use to ask Apex for it. Whatever it can, Apex sets up for you, with one approval.
How do you work?
Choose the one that fits you, and the guide takes you through the setup.
I work alone
This is for you if you work alone, with one account and your own mailbox.
Reply tasksOpenWith a team, in one market
This is for you if several of you work in one market, each on your own companies and tasks.
GroupsSenderReply tasksOpenIn several countries, with a separate team for each
This is for you if your teams do not need to see each other's work: a different country, a different product, a different team.
GroupsSenderReply tasksOpenAlongside your own CRM
This is for you if you already keep your customers in a CRM and want to stay with it.
RolesHandoverOpenA marketer works for my company
This is for you if a marketer works for your company: the company buys a plan for them, and the letter goes out from the company's mailbox.
RolesSenderReply tasksOpenI am a marketer working for clients
This is for you if you work for several companies as a marketer or an agency.
RolesSenderHandoverOpenYour first week with Apex
This is for you if you are just starting with Trendizz, as a company or as a marketer.
GroupsRolesSenderOpenNot finding yours?
Tell Apex how many of you there are and how you work. From your company's actual settings, it tells you what is worth setting up.
What works beneath every situation
Short pages, each on one mechanism. The guides link here if you want to look behind a step.
Groups: who sees what
What a group member, its leader and the company's Administrator can see.
Assigning a sender to a group
What happens to the companies already under way, and who can move a sender.
Who gets the task from a reply
The owner of the contacted company gets it; if there is none, the mailbox owner does.
Roles and invitations
User, Administrator, Superuser, and the plan.
Deactivation and handing over the work
Closing an account by deactivation, and who gets the work.
The words of the interface, one line each
Every word comes with where to find it in Apex.
- Group
- A circle of members who see the same campaigns, senders and letters.
- Where to find it Team management, one section per group
- Sender
- The company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.
- Where to find it Mail › Senders
- Owner
- The person handling the company; they get the tasks from the company's replies. If there is none: "No owner".
- Where to find it Dizzlet › Summary, at the bottom
- Approval required
- Apex's approval button, when it does something only with your approval (Approve / Decline).
- Where to find it Conversation
Set it up with Apex.
Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.