Glossary
The terms you meet in Apex's interface, each explained in one line, with where to find them.
The screen and the menu
- Apex
- The assistant we built ourselves, the one you talk to; this row takes you back to the conversation.
Where to find itLeft sidebar, top row - Workspace
- The right-hand area where tabs open (a campaign, a company, a set of results). Several tabs can be open at once.
Where to find itRight-hand side; on a phone, the button in the header brings it up - Customer acquisition
- Menu group: Campaigns, Searches, Excluded domains, Excluded email addresses.
Where to find itLeft sidebar - Menu group: Incoming mail, Outgoing mail, Senders.
Where to find itLeft sidebar - What Apex knows
- Menu group: Memory and Reply handling, that is, what Apex knows about your company and its rules.
Where to find itLeft sidebar, bottom - Help
- Menu group: Knowledge base, Guides, Glossary, What's new.
Where to find itLeft sidebar, bottom - Notifications
- The bell: a new reply, a new task, work handed over, sender alerts.
Where to find itOn the left of the row below the input field (the bell), next to the ✦ button - Setup bar
- The status of the first steps (Introduction, First search, Mailbox, Colleagues): Done, To do, Skipped.
Where to find itAbove the input field; Account menu › Review setup - Account setup
- The Setup bar's box in the conversation, with one button for each step.
Where to find itConversation - Approval required
- Apex's approval button, when it does something only with your approval (Approve / Decline).
Where to find itConversation - Support
- Support requests; the dot shows an unread reply.
Where to find itLeft sidebar, a separate row; Account menu
Companies (Dizzlets)
- Dizzlet
- A company's own record in the system: its details, contacts, touches, tasks and campaign.
Where to find itLeft sidebar › Dizzlets - Person
- The record of a contact who has no company.
Where to find itDizzlets - Mine / Team
- The Dizzlets filter: only your companies, or the team's.
Where to find itDizzlets, at the top - Summary / Touches / Datasheet
- The three views of a Dizzlet: the essentials, the history, the data collected from the website.
Where to find itThe top of a Dizzlet - Log
- Who did what with the company, in time order.
Where to find itA Dizzlet, the right-hand end of the view switcher - Temperature
- How interested the company is: Cold, Lukewarm, Medium, Warm, Hot.
Where to find itDizzlet › Summary; the Dizzlets bands - Won / Lost
- The status of a closed deal, with a short reason given when it is closed.
Where to find itDizzlet › Summary (Won / Lost button) - Owner
- The person handling the company; they get the tasks from the company's replies. If there is none: "No owner".
Where to find itDizzlet › Summary, at the bottom - Observers
- Colleagues who get notified about the company's events.
Where to find itDizzlet › Summary, at the bottom - Next
- The company's open tasks, with their deadline and assignee.
Where to find itDizzlet › Summary - Contacts
- The company's contact people: name, role, contact details, form of address.
Where to find itDizzlet › Summary - Touch
- Every contact with the company: letter, call, online meeting, in-person meeting, note, postal letter.
Where to find itDizzlet › Touches - Important / Noise
- The two main categories of letters: what needs attention, and what is only for information.
Where to find itDizzlet › Touches; Incoming mail - Lifecycle
- How the company's temperature has changed over time.
Where to find itDizzlet › Summary - Legitimate interest record
- Why contacting this company is lawful; it can be downloaded as a PDF.
Where to find itDizzlet, the shield icon - N days silent
- There has been no touch with the company for a long time.
Where to find itDizzlets, in the company's row - Taken
- Another group is already working with the company; the details are not shown.
Where to find itSearch results; Dizzlet - Tags
- Your own markers on companies, one set shared by your company's whole team.
Where to find itLeft sidebar › Dizzlets › Tags - Filters
- Saved sets of companies defined by conditions, for example by temperature or tag.
Where to find itLeft sidebar › Dizzlets › Filters - Selection
- Companies gathered for a bulk action (task, tag, adding to a campaign, changing the owner).
Where to find itWorkspace, opened by Apex - Trace search
- Finds the company or person from a fragment (name, phone number, part of an address, domain).
Where to find itWorkspace, opened by Apex
Search
- Searches
- Your searches so far, with the number of results.
Where to find itCustomer acquisition › Searches - Results
- The companies a search found, each with a reason.
Where to find itWorkspace, the search's tab - All / Fresh / Campaign / Excluded
- Filters for the results: fresh means not yet in a campaign and not excluded.
Where to find itResults - Mine / Taken elsewhere / Email found
- Markers on a result: it is yours, it belongs to another group, a reachable email address exists.
Where to find itResults, on the rows - Match score
- How well the company fits the search conditions.
Where to find itResults, a row
Campaigns
- Campaign
- Contacting a target group with a letter sequence.
Where to find itCustomer acquisition › Campaigns - Running / Stopped
- The campaign's status; the filter offers All / Running / Stopped. After an edit it can also say "Stopped due to an edit".
Where to find itCampaigns, next to the campaign - Lobby
- Companies added to the campaign, waiting their turn.
Where to find itCampaigns, the campaign's figures - active / completed / suspended
- Companies in the campaign: the sequence is running, it has finished, it has stalled.
Where to find itCampaigns, the campaign's figures - Group
- The group the campaign belongs to; this decides who sees it and which sender takes companies from it.
Where to find itCampaigns, filter; on the campaign's page, Change group - Campaign brief
- The campaign's description: to whom, why, in what tone.
Where to find itThe campaign's page - Cold outreach / Custom
- The campaign type: a first contact with companies you do not know yet, or a free structure.
Where to find itCampaign brief - Rhythm: normal / fast
- The pause between letters; fast is for urgent offers.
Where to find itCampaign brief - Letter sequence
- The campaign's letters in order: the main letter and the follow-up letters.
Where to find itThe campaign's page - Priority
- When it is on, new letters from other campaigns wait for this campaign; follow-up letters keep going.
Where to find itThe campaign's page, Send - Post
- Postal campaign: the letter goes by post, and you get the addresses in Export.
Where to find itCampaigns, next to the campaign - Follow-up campaign
- A campaign for those who wrote "get back to us later".
Where to find itWhat Apex knows › Reply handling - Excluded domains
- Companies that receive no letters from any campaign, together with the reason.
Where to find itCustomer acquisition › Excluded domains - Excluded email addresses
- Addresses that receive no campaign letters (for example after an unsubscribe or a bounce).
Where to find itCustomer acquisition › Excluded email addresses - Protected customer
- Your company's own customer, excluded from campaigns.
Where to find itExcluded domains, the reason; API
Mail and senders
- 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 itMail › Senders - Working / Waiting / On lunch break / Outside working hours / On a day off / Inactive / Being set up / Cannot send / Paused
- The sender's status.
Where to find itSenders, in the sender's row - Overview / Calendar / Account
- A sender's three tabs: how it works, its working days, the mailbox connection and signatures.
Where to find itSenders › the sender - Responsible person and purpose
- Who the sender's owner is, and what it is for (Campaign, Quote requests or Both).
Where to find itSenders › the sender › Overview - Warmed up
- The new mailbox's warm-up is complete, and it sends at full pace.
Where to find itSenders › the sender › Overview - Send log
- One day's sends: sent, skipped, queued.
Where to find itSenders › the sender › Calendar - Sending status
- If the sender is not sending: what is wrong, what to do, and a description for your IT person.
Where to find itSenders › the sender › Overview - Privacy notice
- The web address of your company's own privacy notice, at the end of the first letter.
Where to find itSenders › the sender › Overview - Campaigns paused
- The sender's owner has no paid plan, so the campaign letters are waiting.
Where to find itBar at the top of the screen; Senders - Domain health
- A check of the sending domain's settings (MX, SPF, DKIM, DMARC).
Where to find itWorkspace, opened by Apex - Incoming mail / Outgoing mail
- The letters the senders have received and sent.
Where to find itMail - Assign letter
- Linking a letter to the right company.
Where to find itIncoming mail, the letter's row - Domain
- The name in the company's web address, for example sampleltd.co.uk; the company email address is on it too ([email protected]).
Where to find itWhen signing in, and on the sender - Shared address
- An address used by several people, such as sales@ or info@. For a sender, we recommend an address in the sending person's own name.
Where to find itMail › Senders - Warm-up
- A new mailbox's first weeks: a few letters a day, then full pace in about 15 working days.
Where to find itSenders › the sender › Overview
Replies and tasks
- Reply handling
- How Apex handles the replies to campaigns.
Where to find itWhat Apex knows › Reply handling - What I take care of / What becomes a task
- The two parts of Reply handling: what Apex handles on its own, and what becomes a to-do for you.
Where to find itWhat Apex knows › Reply handling - Always runs / Configurable
- A rule that is always on, and one you can decide on.
Where to find itWhat Apex knows › Reply handling - The email I send in this case
- The automatic reply letter; it can be expanded.
Where to find itWhat Apex knows › Reply handling - Tasks
- Your to-dos and the team's.
Where to find itLeft sidebar › Tasks - in progress / overdue / due today / this week / later / no deadline
- The task bands.
Where to find itTasks - Only mine / Team
- Filters for tasks.
Where to find itTasks - Added by me / Assigned by a colleague / Added by Apex
- Where the task came from.
Where to find itTasks, on the row - Waiting on another
- The task is waiting for another step.
Where to find itTasks, on the row - Handled / Won / Lost / Moved to campaign / Abandoned
- How the task was closed.
Where to find itTasks, Closed filter - Handover
- Apex's approval button when it hands tasks or companies over to a colleague.
Where to find itConversation; a notification to the recipient
Reports
- Reports
- Your saved reports; only you can see them.
Where to find itLeft sidebar › Reports - Team report
- How the team is doing: funnel, pace, one colleague's week, open matters, lost deals.
Where to find itReports - Market Mirror
- What the company wins with and why it loses, by segment. For Administrators and Superusers.
Where to find itReports - Negotiation brief
- A briefing tailored to one company, before a call or a meeting.
Where to find itReports - Reached / Opportunities / Conversion
- Companies contacted, genuine prospects, and the ratio between the two.
Where to find itTeam report - Morning report
- Apex's daily summary: what happened and what you have to do today. Weekly and monthly summaries come too.
Where to find itConversation, in the morning
Team and roles
- Team management
- The company's members, their roles, groups and plans.
Where to find itAccount menu › Team management - Group
- A circle of members who see the same campaigns, senders and letters.
Where to find itTeam management, one section per group - Base group
- The company's first group; everything placed here is visible to every member of the Base group. It cannot be deleted.
Where to find itTeam management - Leader (★)
- The group's leader: manages the group's members and sees the group's report.
Where to find itTeam management, the group's header - User / Administrator / Superuser
- The three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.
Where to find itTeam management, the member's row; the member's record › Role - Invited
- The member's account exists, but they have not signed in yet.
Where to find itTeam management, the member's row - Details / Role / Groups / Status
- The four views of a member's record; the record opens when you click the member's name.
Where to find itTeam management › the member - Member / Not a member
- The member's membership, group by group.
Where to find itThe member's record › Groups - Deactivate member
- Closing the account: they can no longer sign in, their work is kept, and the account can be reactivated. In the ⋯ menu: Deactivate.
Where to find itThe member's record › Status - Their senders
- On deactivation: who takes over the deactivated member's senders.
Where to find itThe member's record › Status - Inactive members
- Deactivated members, collapsed.
Where to find itTeam management, at the bottom - Reactivate
- Bringing a deactivated member back, with a new plan.
Where to find itTeam management, the inactive member's row - Join request
- Someone with an address on the company's domain asks to join.
Where to find itConversation, Invite / Decline buttons; notification
Subscription and allowance
- My subscription
- Your plan, usage, invoices and coupons.
Where to find itAccount menu › My subscription - Apex Free / Apex Start / Apex Pro / Pro 2× / Pro 4×
- The plans; each one is personal.
Where to find itMy subscription - Subscription / Usage / Invoices / Coupons
- The tabs of My subscription.
Where to find itMy subscription - Renewal day
- The day your plan renews and the payment is taken.
Where to find itMy subscription › Subscription - Billing period: Monthly / 3 months / Yearly
- With a discount when you pay in advance.
Where to find itMy subscription, when choosing a plan - Apex allowance
- How much work Apex can do for you, as a percentage.
Where to find itAccount menu; My subscription › Usage - 5-hour allowance / Weekly allowance
- The two cycles of the allowance: the 5-hour one starts with your first piece of work, the weekly one renews every week.
Where to find itAccount menu; My subscription › Usage - Extra usage
- When the allowance runs out, work can continue, up to a monthly cap set for the whole company.
Where to find itMy subscription › Subscription - Monthly cap
- The monthly upper limit on Extra usage.
Where to find itMy subscription › Subscription - Team plans
- Your colleagues' plans and renewal days in one place.
Where to find itMy subscription; Team management - Per contract
- For a company on a contract, the plan comes from the contract.
Where to find itMy subscription; Team management
Account, settings, What Apex knows
- Account settings
- Profile picture, name, phone number, job title, sign-in email address.
Where to find itAccount menu › Account settings - Settings
- Language and formats, notifications, devices, version.
Where to find itAccount menu › Settings - Devices
- Where you are signed in; you can sign an unknown device out from here.
Where to find itAccount menu › Settings - Memory
- What Apex has remembered: personal, company-wide and per workstream.
Where to find itWhat Apex knows › Memory - Workstream
- The conversation and memory of one topic, for example building a campaign.
Where to find itWhat Apex knows › Memory - Form of address
- How Apex addresses you: formally or informally.
Where to find itConversation; Apex asks once - API and webhooks
- Connecting your own system (for example a CRM): Keys, Call log, Webhooks.
Where to find itAccount menu › API and webhooks - Test key / Live key / Report key
- Tests with real checks but writes nothing, and returns sample data when reading / works with real data / reads only the campaign reports.
Where to find itAPI and webhooks › Keys - Take over key
- If the person who created the key has left, an Administrator or Superuser takes it over, and the key works again, on the plan of the person who took it over.
Where to find itAPI and webhooks › Keys - Webhooks
- Endpoints that Trendizz sends events to, for example Positive response.
Where to find itAPI and webhooks › Webhooks - Signing secret
- For verifying the webhook's messages.
Where to find itAPI and webhooks › Webhooks, the endpoint - Export / My exports
- Downloading the positive responders and the postal addresses as CSV or Excel, available for 30 days.
Where to find itAccount menu › Export
Help
- Knowledge base
- Example requests by topic: what you can ask Apex for.
Where to find itHelp › Knowledge base; the ✦ button - Guides
- How best to set up the system for a particular situation.
Where to find itHelp › Guides - Glossary
- This page: the terms used in the interface.
Where to find itHelp › Glossary - What's new
- What has been finished recently.
Where to find itHelp › What's new
The groups in the left sidebar: at the top, without a heading, Tasks, Dizzlets and Reports; below them, Customer acquisition, Mail, What Apex knows and Help. The Account menu is at the bottom of the left sidebar and opens when you click your name.
Ask Apex.
If you cannot find what you are looking for, Apex shows you in your own account and, if needed, sets it up as well.