In several countries, with a separate team for each

Each country works in its own , with its own mailbox and campaign. A group is a circle of colleagues who see the same campaigns, mailboxes and letters. That way your colleagues see their own country's work, and the tasks from the replies go to them. You sign in first and choose a plan; does the rest of the setup, with your approval.

This is for you if…

you sell in several countries, and a different colleague handles the customers in each one;
you want your colleagues to see their own country's campaigns, letters and companies;
you want the task from a reply to go to the colleague for that country.

What will be ready at the end

Each country has its own , and campaign. The German colleague sees the German campaigns, letters and companies, and gets the tasks from the German replies. You, as , see every country in one place.

How it fits together

The group carries the sender and the campaign; the task from a reply goes to the owner.

GroupGermanyIts members see this work
Sender[email protected]Sends from the group's campaigns
CampaignGerman manufacturersThe group's
ReplyA contacted company writes backApex reads and sorts it
TaskJudithThe mailbox owner, if the company has no owner yet

If the company already has an owner, that person gets the task. If the mailbox has no owner either, the longest-standing Superuser of the company account gets it.

Six steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

You sign in first and choose a plan
You sign in first with your company email address, on Apex Free, and become the company's . Colleagues can only be invited on a paid plan, and as long as there is more than one active member, nobody can be on Free. So you choose a plan for yourself first. Plans are personal: each country's colleague gets the plan that fits their own work.
Where: Account menu › My subscription
Ask ApexApex tells you
We'll have one colleague in Germany and one in Austria. Which plan do I need, and which do they need?
One group for each country
Each country gets its own , for example Germany and Austria. The group decides which campaigns, and letters its members see. Your home team can have its own group too, for example United Kingdom. creates the group once you have approved it with the .
Where: Account menu › Team management, where the new group appearsAn Administrator or Superuser can create it.
Ask ApexApex sets it up, with your approval
Create a Germany group for the German team.
Colleagues go into their own group
Apex invites the German colleague to the Germany group: the invited person goes into exactly that one group, not into the . Above the approval button you can see their plan and the amount to pay; the invitation goes out after payment. Apex adds an existing colleague to the group. Members see the group's campaigns and letters, and each other's companies and tasks.
Where: Account menu › Team management, where the member and their group appearA Superuser invites colleagues, on a paid plan.
Ask ApexApex sets it up, with your approval
Invite Judith to the Germany group, on the Pro plan.
Above the approval button: Judith, Germany, Apex Pro, €249 per month + VAT, from the company's bank card; payment comes first, then the invitation goes out; the invoice is made out to the company, showing Judith and her plan.
The sender goes into the group, with an owner
The sender is the mailbox the campaign letters go out from. The German sender is also a new mailbox used only for campaign mail: on the company's , in the German colleague's name, for example [email protected], rather than a . It should be a full, separate mailbox, not an alias of another one: mail providers see aliases as a single account, so several aliases all weigh on the reputation of one mailbox. If Judith connects it, it goes straight into the Germany group. If you connect it, it goes into the Base group, and Apex moves it. From then on it takes on new companies only from the group's campaigns, and the group sees its letters; companies already started stay with it until the end of their . The mailbox's is a member of the group, or an Administrator or Superuser. The mailbox sends campaign letters when its owner has a paid plan. After , one mailbox sends around 50 campaign letters per working day; for a faster pace you can connect more mailboxes, each one a separate, full mailbox.
Where: the conversation, where Apex moves it (the interface has no button for moving a sender); the owner: Mail › Senders › the sender › Overview › Responsible person and purposeAn Administrator or Superuser can ask for this.
Ask ApexApex sets it up, with your approval
Move the [email protected] sender to the Germany group, and make Judith its owner.
The campaign in the group
A new campaign goes into the group of whoever creates it. If a member of the Base group creates it, it goes into the Base group and everyone sees it. So either a member of the team creates it, or Apex moves it into the Germany group: after that, the group's senders send from it, and the group sees it.
Where: Customer acquisition › Campaigns
Ask ApexApex sets it up, with your approval
Move the campaign for German manufacturers to the Germany group.
Who gets the task from a reply
When a company you contacted replies, Apex turns the reply into a task for the mailbox owner, here Judith. If the company is interested, Judith also becomes the company's owner. If a company already has an owner because someone assigned one, the task goes to them, whichever mailbox the letter arrives in. If someone else answers a mailbox's letters, tell Apex and it will change the owner.
Where: Tasks; the contacted company's owner is shown on the company's record (Dizzlet), on the Summary
Ask ApexApex tells you
Who gets the task when someone replies to the German campaign?

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

You and two colleagues for other countries, for example you on Start, Judith on Pro and the Austrian colleague on Start: 2 × €99 + €249 per month, plus VAT. cost nothing extra; you can create a group on a paid plan.

You need a paid plan because you invite the colleagues, and every colleague needs one too. A mailbox sends campaign letters when its paid plan is active. Start and Pro do the same things; Pro comes with a larger , which suits anyone who works with Apex a lot every day.

Frequently asked questions

What most people ask in this situation.

Where should the home team go?

Ideally they get their own too, for example United Kingdom. If they stay in the , everything they create goes into the Base group, and everyone who is a member of the Base group sees it.

Is the invited person added to the Base group as well?

No. They join exactly the one group you choose when you invite them. If needed, Base group membership can be switched on in the member's record.

Whose are the searches?

A search is the group's work: the group's members see each other's searches, and the in other groups do not. conversations are personal; only the person who started them can see them.

How do I know what a colleague sees?

Ask Apex which group they are in and what role they have. A User sees the work of their own group; an Administrator and a Superuser see everything. Apex, too, always works with the rights of the person asking.

Can a country get its own report?

Yes. Apex prepares team reports: for you, on any country or the whole company; for a group's members and its , on their own group.

Do I need a separate CRM?

No. Trendizz has what you need for sales: each company's record holds every letter, call and task, and the company's . Prospects who come in by phone or another way can be handled here too: tell Apex, and it opens the company's record by its (even if the company is not yet in our database), logs the call, and sets the owner and the task.

Are tags separate for each country too?

The set of tags belongs to the whole company: every group sees the same tag names. Which companies a tag appears on follows the group: a User sees it on the companies that members of their group have tagged. An Administrator and a Superuser see it on every company.

Do the webhook and the export work per country too?

The export contains the positive responders that the person requesting it can see. The follows the person who created the key; that is an Administrator or Superuser, so it sends events from the whole company.

Pitfalls

What most people run into, and how to avoid it.

Work left in the Base group is visible to everyone

Whatever a member of the creates, a campaign or a , goes into the Base group, and every colleague sees it. So either a member of the team creates it, or moves it into the . Who is a member of the Base group is shown on the member's page (, click the member's name), and it can be switched on and off there.

The Administrator sees everything

and Superusers see the work of every group. Anyone who handles only one country, including the manager in your home country, should be a User; they can manage their group as its .

A company in another group

If another group is already working with a company, Apex tells you that the company is taken, without the details. An Administrator or Superuser can move it.

An Administrator moves senders

If you do not have the rights for this, Apex tells you and helps with the other steps.

Basics for this situation

If you want to look behind a step.

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.

Free account, no card details · monthly fee, no minimum term