Calendar/Information Center

After you have logged in to APSIS One and left the APSIS One Entry page, the Calendar is shown in a framework, common for all tools.

The APSIS One framework with main menu, Calendar and Information Center.


Main menu


The main menu is on the top of the frame and contains links to the main parts:


Opens the Entry page, see section The APSIS One Entry page
Calendar
Opens the Calendar page, see section Calendar.
Tools
Opens the Tools page, see section Tools.
Insights
Opens the Insights page, see section Insights.
Audience
Opens the Audience page, see section Audience.
Support
Opens the Support page, see section Support.

The Information Center is a side panel available from the main menu. It has three panels which are opened with the following icons:




Search
Opens the Search panel, see section Search.





Notifications
Opens the Notifications panel, see section Notifications.





Profile & Settings
Opens the Profile & Settings panel, see section Insights.




In the Search panel, you can perform a free text search across the APSIS One parts and tools. You can search object titles of the following items:

  • Pro Newsletters
  • Pro SMS
  • Pro Landing pages (Articles)
  • Pro Surveys
  • Pro Email Sendings
  • SMS Sendings

The following items are not included in the search:

  • Notes
  • Todos
  • Audience
  • Insight
  • Marketing Automation
  • Forms
  • Triggers
  • Event sendings 


Performing a search

This task describes how to perform a search.

Follow these steps

  1. In the Information Center, click the search icon.
    The Search panel opens.
  2. Enter a search phrase in the Search box and press Enter, or click on a search title in the Recent searches list.
    The search results are shown.
  3. Click on a search result title to open the object.
    The object opens in the corresponding tool.

Search results

When a search has been done, the search results are listed in the Search panel with a type icon, title and date when the item was created or sent.

Clicking on a search result title opens the item in its corresponding tool.
















Search result icons


Email activity in progress (draft)

Event activity in progress (draft)

Email activity complete


Recent searches

When you click the search icon, the Search panel is opened and displays your most recent searches.
Here you can either enter a new search phrase in the Search box, or click on a previous search phrase.













This task describes how to edit your user profile.


Before you begin


To fulfill this task, you need an email address. For 2-step verification you will also need a phone number where you can receive a verification code.


Follow these steps


  1. In the Information Center, click the Profile & Settings icon.
    The Profile & Settings panel opens.
  2. Click the name of your user profile.
    The Settings page opens with your user profile:

  3. Edit the profile information by typing your name, email, or phone number in the text boxes.
  4. Click the Time zone box to select your time zone.
  5. Click the Time format box to select your time format.
  6. Click Update profile to save your settings.


Changing your password


To change our password, click Change password.
An email will be sent to your given email address with instructions on how to change your password.


2-step verification


For a more secure identity handling when accessing the platform, 2-step verification can be enabled. This is highly recommended for all users!


2-step verification is supported via SMS or Google Authenticator. For more information about Google Authenticator, see https://www.google.com/landing/2step/.


Click the toggle buttons to activate or deactivate each option.
A grey toggle button indicates that the feature is disabled. A green toggle button  indicates that the feature is activated.


With any of these options enabled, you need to verify your future logins with a code either from SMS or the Google Authentication app.

This task describes how to edit your account settings. You can here activate your tracking script. The tracking script is used to gather web statistics from your web sites. To activate this you need to copy the tracking script to your web sites.

Before you begin


To activate the tracking script, you need write access to the the main page of your site.


Follow these steps

  1. In the Information Center, click the Profile & Settings icon.
    The Profile & Settings panel opens.
  2. Click the Account Settings option.
    The Settings page opens with your tracking script:
  3. Click Copy tracking script to copy the script.
  4. Paste the tracking script into the Head-section of your main HTML page (all sub pages will also be tracked).
    Note:
    A web site can only have one tracking script.
    It might take up to 48 hours for your tracking script to point to APSIS One and give any statistics.

This task describes how to add a note. A note is a simple text information that is stored in the notes list for your convenience. Write down ideas, reminders, or gather links etc. all in the same place.


Follow these steps

  1. In the Information Center, click the Profile & Settings icon.
    The Profile & Settings panel opens.
  2. Click the Notes link under the Settings option
    The notes list is displayed.
  3. Click Add Notes.
    The notes form will be displayed:
  4. Enter a headline and a description.
  5. Click Save to save the note.
    The note is created and is displayed in the Notes list.
    Tip: You can reorder the notes in the list by dragging and dropping the notes in the list:


  1. Click the gear icon at the right of the note.
    A confirmation is displayed:
  2. Click Delete to delete the note.


This task describes how to add a to-do. A to-do is your own event with a short text and a date, which you can use as reminder. It will be shown in the To-dos list and also in the Calendar.


Follow these steps

  1. In the Information Center, click the Profile & Settings icon.
    The Profile & Settings panel opens.
  2. Click the To-dos link under the Settings option
    The To-dos list is displayed.
  3. Click Add ToDo.
    The To-dos form will be displayed:
  4. Enter a headline and a description.
  5. Choose the date for the to-do by clicking on a day in the calendar. Use the left and right arrows to select month.
  6. Click Save to save the to-do.
    The to-do is created and is displayed in the To-dos list.


  1. Click the gear icon  at the right of the to-do.
    A confirmation is displayed:
  2. Click Delete to delete the to-do.

You can set a to-do as done to follow the status of your to-dos.

  1. Click the circle icon  at the left of the to-do.
    The to-do is marked as done and moves to the Done list:

    To view done to-dos, click the Done link below the To-dos list.