# Apsis Pro Knowledge Base

> Apsis Pro Knowledge Base

## Getting Started

- [Welcome to APSIS Pro and your Home environment!](https://helpdesk.anpdm.com/en/articles/14531144-welcome-to-apsis-pro-and-your-home-environment.md): Overview of APSIS Pro main page - the Home environment
- [Getting Started Guide](https://helpdesk.anpdm.com/en/articles/14531240-getting-started-guide.md): A step-by-step introduction to setting up mailing lists, creating newsletters, testing your content, and reviewing performance reports.
- [Inviting a user to your account](https://helpdesk.anpdm.com/en/articles/14531226-inviting-a-user-to-your-account.md)

## PRO ACADEMY \(videos\)

- [Get Started Quickly - 4 Short Videos](https://helpdesk.anpdm.com/en/articles/14531210-get-started-quickly-4-short-videos.md)
- [LESSON 1 - Introduction \(basic\)](https://helpdesk.anpdm.com/en/articles/14531212-lesson-1-introduction-basic.md)
- [LESSON 2 - Recipients \(basic\)](https://helpdesk.anpdm.com/en/articles/14531205-lesson-2-recipients-basic.md)
- [LESSON 3 - Newsletter \(basic\)](https://helpdesk.anpdm.com/en/articles/14531207-lesson-3-newsletter-basic.md)
- [LESSON 4 - Report \(basic\)](https://helpdesk.anpdm.com/en/articles/14531209-lesson-4-report-basic.md)
- [LESSON 5 - How to Improve OR and CTOR](https://helpdesk.anpdm.com/en/articles/14531198-lesson-5-how-to-improve-or-and-ctor.md)
- [LESSON 6 - Demographic Data + Filters](https://helpdesk.anpdm.com/en/articles/14531199-lesson-6-demographic-data-filters.md)
- [LESSON 7 - Split Test](https://helpdesk.anpdm.com/en/articles/14531202-lesson-7-split-test.md)
- [LESSON 8 - Subscription Form](https://helpdesk.anpdm.com/en/articles/14531194-lesson-8-subscription-form.md)
- [LESSON 9 - Pro Event](https://helpdesk.anpdm.com/en/articles/14531196-lesson-9-pro-event.md)

## Account Settings

- [Account information](https://helpdesk.anpdm.com/en/articles/14531129-account-information.md): This article describes what is found in the Account information tab, where you can find QuickStats for your account, and which add-ons are activated/not activated.
- [Account statistics](https://helpdesk.anpdm.com/en/articles/14531526-account-statistics.md): Dashboard of account activities.
- [Integrations & External Statistics](https://helpdesk.anpdm.com/en/articles/14531309-integrations-external-statistics.md): API, Integrations, external statistics, Google Analytics
- [Account Types and Structure](https://helpdesk.anpdm.com/en/articles/14531534-account-types-and-structure.md): This article helps you understand account types and how you can build an account structure when working with multiple accounts.
- [Create a Google Analytics account](https://helpdesk.anpdm.com/en/articles/14531126-create-a-google-analytics-account.md)
- [Setting up an Account User Profile](https://helpdesk.anpdm.com/en/articles/14531122-setting-up-an-account-user-profile.md)
- [Inviting a new User to your account](https://helpdesk.anpdm.com/en/articles/14531125-inviting-a-new-user-to-your-account.md)
- [User Roles and Permission](https://helpdesk.anpdm.com/en/articles/14531132-user-roles-and-permission.md): This article provides you with information about the different user roles found in APSIS Pro.
- [Enable Two-Factor Authentication](https://helpdesk.anpdm.com/en/articles/14531089-enable-two-factor-authentication.md): This article describes the steps you need to take to enable Two-Factor Authentication.

## Recipients

- [About Recipients & Recipient settings](https://helpdesk.anpdm.com/en/articles/14531365-about-recipients-recipient-settings.md): In this article, you will get an overview of the Recipient section.
- [How to manage Mailing lists in Apsis Pro](https://helpdesk.anpdm.com/en/articles/14535640-how-to-manage-mailing-lists-in-apsis-pro.md): This guide will walk you through the process of creating and updating your mailing lists, whether you are editing individual subscribers, importing new data, or adjusting your list settings
- [Creating and Using a Proofreading List](https://helpdesk.anpdm.com/en/articles/14531233-creating-and-using-a-proofreading-list.md): A guide to setting up a proofreading list and sending test newsletters for review
- [Which addresses affect the account size?](https://helpdesk.anpdm.com/en/articles/14531159-which-addresses-affect-the-account-size.md): Want to know how many subscribers you have? It is easy! In this article, we will show you how to check your subscriber counts and keep everything up to date.
- [Subscribers Without a Subscription](https://helpdesk.anpdm.com/en/articles/14531083-subscribers-without-a-subscription.md)
- [Resubscribe unsubscribed profiles](https://helpdesk.anpdm.com/en/articles/14531086-resubscribe-unsubscribed-profiles.md)
- [Creating a correct import file: Excel](https://helpdesk.anpdm.com/en/articles/14531116-creating-a-correct-import-file-excel.md)
- [Importing subscribers to a mailing list](https://helpdesk.anpdm.com/en/articles/14531120-importing-subscribers-to-a-mailing-list.md): This article walks you through how to add single subscribers and how to import multiple subscribers. It also describes how to follow up on your import once it is completed, by viewing the import su...
- [Clearing the format of your Excel file](https://helpdesk.anpdm.com/en/articles/14531147-clearing-the-format-of-your-excel-file.md)
- [Creating a correct import file: Excel](https://helpdesk.anpdm.com/en/articles/14531235-creating-a-correct-import-file-excel.md)
- [Creating a correct import file: CSV](https://helpdesk.anpdm.com/en/articles/14531228-creating-a-correct-import-file-csv.md)
- [What is an active subscriber?](https://helpdesk.anpdm.com/en/articles/14531219-what-is-an-active-subscriber.md)
- [Managing Recipient Messages](https://helpdesk.anpdm.com/en/articles/14531519-managing-recipient-messages.md): This article explains how to configure and customize recipient messages in Apsis Pro, including subscription, unsubscription, and confirmation messages.
- [Header & Footer](https://helpdesk.anpdm.com/en/articles/14531515-header-footer.md): This article describes how to configure and create a layout to your system messages and forms.
- [Demographic data](https://helpdesk.anpdm.com/en/articles/14531231-demographic-data.md): This guide explains how to use demographic data in APSIS Pro to create smarter, more relevant newsletters.
- [Subscription Forms](https://helpdesk.anpdm.com/en/articles/14531111-subscription-forms.md)
- [Redirecting to an external confirmation page \(Subscription form\)](https://helpdesk.anpdm.com/en/articles/14531113-redirecting-to-an-external-confirmation-page-subscription-form.md)
- [Unique Passwords](https://helpdesk.anpdm.com/en/articles/14531458-unique-passwords.md): This guide explains how to create unique passwords in APSIS Pro for recipients to log in to dynamic forms and access pages or surveys, and how to manage password creation within recipient settings.
- [Filters](https://helpdesk.anpdm.com/en/articles/14531510-filters.md)
- [Create a Filter with Multiple Statements](https://helpdesk.anpdm.com/en/articles/14531480-create-a-filter-with-multiple-statements.md): Learn how to create and manage filters in APSIS Pro using multiple statements. This article explains how different statements interact, how to define logical relationships between them, and how the...
- [Create a Date-Based Filter](https://helpdesk.anpdm.com/en/articles/14531485-create-a-date-based-filter.md): Learn how to create a date-based filter in APSIS Pro to target subscribers by purchase date. Step-by-step guide for smarter segmentation and relevant campaigns.
- [Create a Filter based on Activity/Inactivity](https://helpdesk.anpdm.com/en/articles/14531500-create-a-filter-based-on-activity-inactivity.md): Learn how to filter subscribers by activity or inactivity in APSIS Pro. Segment by opens, clicks, and engagement to boost email relevance and campaign success.
- [List Bounces](https://helpdesk.anpdm.com/en/articles/14531477-list-bounces.md): This guide covers managing bounces in APSIS Pro—what they are, how to locate them, and how to clean your list by removing or blocking bounced emails.
- [Process subscribers](https://helpdesk.anpdm.com/en/articles/14531472-process-subscribers.md): Keeping subscriber data accurate is key in APSIS Pro. This guide shows how you will use the Process Subscribers feature to update multiple records at once, saving time and ensuring reliable recipie...
- [Dynamic Forms](https://helpdesk.anpdm.com/en/articles/14531464-dynamic-forms.md): Dynamic Forms in APSIS Pro let you create forms for contacts to log in and view secure content. Login credentials are set in Unique passwords under recipient settings. This guide shows how Dynamic ...

## Emails and Content

- [About the Content section](https://helpdesk.anpdm.com/en/articles/14531454-about-the-content-section.md): This guide will show you how to use the Content section in APSIS Pro to create emails, SMS, pages, and surveys, and manage tools like Content Settings, Trash, New Folder, Show All, and New for effi...
- [Accessibility 💌](https://helpdesk.anpdm.com/en/articles/14531358-accessibility.md)
- [Creating a Newsletter Archive](https://helpdesk.anpdm.com/en/articles/14531169-creating-a-newsletter-archive.md): In this article, you will learn how to create and publish a newsletter archive in APSIS Pro—organize past newsletters, generate public links, and share them easily on your website or via email.
- [Creating an Email](https://helpdesk.anpdm.com/en/articles/14531185-creating-an-email.md): Creating emails is easy with module-based templates. Drag and drop layouts for text, images, and links—no coding needed. Flexible, professional designs work across email clients. Follow these steps...
- [Image Gallery](https://helpdesk.anpdm.com/en/articles/14531156-image-gallery.md): In this article you can find information about the image gallery in APSIS Pro.
- [Dynamic Content in Emails](https://helpdesk.anpdm.com/en/articles/14531161-dynamic-content-in-emails.md)
- [Sending Emails with Attachments](https://helpdesk.anpdm.com/en/articles/14531171-sending-emails-with-attachments.md)
- [Sending an Email](https://helpdesk.anpdm.com/en/articles/14531166-sending-an-email.md): Easily send your newsletter by selecting recipients, applying filters, scheduling delivery, and previewing settings. Follow these steps to ensure a smooth and professional send-out.
- [Split Test \(A/B Test\)](https://helpdesk.anpdm.com/en/articles/14531447-split-test-a-b-test.md): In this article, you will learn how to use split testing to compare email versions and optimize performance. Test subject lines, sender names, timing, or content to make data-driven decisions for b...
- [Keep Deliverability High](https://helpdesk.anpdm.com/en/articles/14531530-keep-deliverability-high.md): Deliverability is the likeliness of your emails reaching your Subscribers' inboxes. You can have a large impact on your email deliverability, we want to give you a few tips on how to!
- [Email Authentication - Safe Sending](https://helpdesk.anpdm.com/en/articles/14531532-email-authentication-safe-sending.md): Email authentication, TLS, IP number
- [SPF Authentication](https://helpdesk.anpdm.com/en/articles/14531114-spf-authentication.md)

## Reports

- [About Reports](https://helpdesk.anpdm.com/en/articles/14531216-about-reports.md): This article explains how to generate, access, and interpret email reports in APSIS Pro. Beginners will learn step-by-step instructions to review metrics that improve email performance and grow sub...
- [Graphical Report](https://helpdesk.anpdm.com/en/articles/14531389-graphical-report.md): In this article you will be guided on how to use the Graphical Report in APSIS Pro to analyze email campaign performance, track opens and clicks, review subscriber behavior, and leverage visual ins...
- [Numerical Report](https://helpdesk.anpdm.com/en/articles/14531382-numerical-report.md): This article provides a comprehensive guide on how to understand and utilise the numerical report feature in Apsis Pro.
- [Links Report](https://helpdesk.anpdm.com/en/articles/14531384-links-report.md): This article guides you through analyzing newsletter link engagement using the Links Report. Learn how to interpret report data, identify subscriber preferences, and improve newsletter click rates.
- [Trend Report](https://helpdesk.anpdm.com/en/articles/14531379-trend-report.md): This article describes how to analyse your sendings over time.
- [What is an Opened Email?](https://helpdesk.anpdm.com/en/articles/14531222-what-is-an-opened-email.md): This article describes opens and how to optimize the open rate.
- [Click-To-Open Rate](https://helpdesk.anpdm.com/en/articles/14531374-click-to-open-rate.md): This article describes how the Click-To-Open Rate is calculated and what steps you can take to optimise your results.
- [Bounce rate and Spam complaints](https://helpdesk.anpdm.com/en/articles/14531152-bounce-rate-and-spam-complaints.md)
- [Where do I find the results from my poll question?](https://helpdesk.anpdm.com/en/articles/14531213-where-do-i-find-the-results-from-my-poll-question.md)
- [A new look for charts in Apsis Pro](https://helpdesk.anpdm.com/en/articles/15818454-a-new-look-for-charts-in-apsis-pro.md): We've refreshed how charts are drawn across Apsis Pro. The charts look a little cleaner and simpler — but the data behind them is exactly the same. Here's what's changed and what to expect.

## SMS

- [Create and send SMS](https://helpdesk.anpdm.com/en/articles/14531096-create-and-send-sms.md): In this article: Learn how to create, edit, and send SMS messages in APSIS Pro. We’ll cover naming your SMS, adding dynamic content, using standard texts, saving options, and scheduling or sending ...
- [Linked SMS](https://helpdesk.anpdm.com/en/articles/14531106-linked-sms.md): In this article: Discover how Linked SMS works in APSIS Pro, including character limits, special character handling, and how long messages are split and recombined for seamless delivery to recipients.
- [SMS Credits](https://helpdesk.anpdm.com/en/articles/14531100-sms-credits.md): In this article: Learn about SMS credit requirements in APSIS Pro, how to purchase credits, costs per country, and character limits for regular and linked SMS messages to ensure accurate planning a...
- [Unsubscription via SMS](https://helpdesk.anpdm.com/en/articles/14531098-unsubscription-via-sms.md)
- [Inbox for incoming SMS](https://helpdesk.anpdm.com/en/articles/14531104-inbox-for-incoming-sms.md): Inbox for incoming SMS and SMS opt-out

## Survey

- [Survey - Getting started and Settings](https://helpdesk.anpdm.com/en/articles/14531187-survey-getting-started-and-settings.md): The Survey add-on lets you create, send, and analyse online surveys, market research forms, staff surveys, and other advanced forms. This article with guide you in how to get started with the first...
- [Survey - Add/Edit content](https://helpdesk.anpdm.com/en/articles/14531192-survey-add-edit-content.md): In this article, learn how to use the Survey tab to manage pages, build surveys with modules, and test before sending. Preview with Test Survey to check flow, logic, and settings. Edit carefully if...
- [Survey - Conditions and Branching](https://helpdesk.anpdm.com/en/articles/14531177-survey-conditions-and-branching.md): In this guide, learn how to create advanced surveys using Conditions and Branching. Control visibility, personalize flow, and direct respondents to specific pages based on answers for a tailored su...
- [Survey - Invitations](https://helpdesk.anpdm.com/en/articles/14531180-survey-invitations.md): This guide shows you how to create and schedule survey invitations, apply recipient filters, and use alternative distribution options like direct links, embedded surveys, and pop-ups to reach your ...
- [Survey - Automations](https://helpdesk.anpdm.com/en/articles/14531450-survey-automations.md): This guide will show you how to use Survey Automations in APSIS Pro to trigger actions based on responses—like adding subscribers, sending results, newsletters, or messages—and how to manage and co...
- [Survey - Reports](https://helpdesk.anpdm.com/en/articles/14531443-survey-reports.md): In this article you will be guided on how to view, create, customize, and export survey reports in APSIS Pro. Learn to manage individual responses, build complete reports, apply filters, and use ad...

## Event

- [Creating an Event](https://helpdesk.anpdm.com/en/articles/14531140-creating-an-event.md): In this article, discover how the Event tool in APSIS Pro simplifies organizing single or multi-session events. From automated invites to registration tracking and reminders, it streamlines every s...
- [Event Registration Form](https://helpdesk.anpdm.com/en/articles/14531334-event-registration-form.md): This article explains how to set up and customise the registration form in the Event tool. Learn how to add fields, decide where data will be stored, and tailor the experience for your attendees.
- [Send-outs in Event tool: Invitations, Reminders, and Follow-Ups](https://helpdesk.anpdm.com/en/articles/14531339-send-outs-in-event-tool-invitations-reminders-and-follow-ups.md): In this article, learn how to set up email invitations, confirmations, reminders, and follow-ups using your event tool. Plus, find answers to FAQs for a smooth and successful event experience.
- [Event Check-In Site](https://helpdesk.anpdm.com/en/articles/14531327-event-check-in-site.md): In this article, learn how to check in attendees using APSIS Pro or the dedicated Check-In Site. Discover how to grant access, manage arrivals, and use check-in data for follow-up communication.”
- [Event Summary](https://helpdesk.anpdm.com/en/articles/14531319-event-summary.md): This article helps you understand the Summary tab in the Event tool.
- [Event Attendees](https://helpdesk.anpdm.com/en/articles/14531324-event-attendees.md): This guide walks through how to manage participant lists, run event check-ins, and review summaries using the Pro Event tool. Learn how each tab supports a smooth event process and how to respond q...

## Trigger

- [Trigger](https://helpdesk.anpdm.com/en/articles/14531351-trigger.md): Automate emails, SMS, and subscriber actions with APSIS Pro Trigger. Build workflows, apply filters, and track results for smarter communication.

## Marketing Automation

- [About Marketing Automation](https://helpdesk.anpdm.com/en/articles/14531419-about-marketing-automation.md)
- [Connect Marketing Automation with APSIS Pro](https://helpdesk.anpdm.com/en/articles/14531400-connect-marketing-automation-with-apsis-pro.md): Connector settings for Marketing Automation and APSIS Pro
- [APSIS Pro setup for Marketing Automation](https://helpdesk.anpdm.com/en/articles/14531414-apsis-pro-setup-for-marketing-automation.md): This article explains how to configure OptOut in APSIS Pro before working in Marketing Automation. It also covers converting emails into transactional emails, which is essential for using them with...
- [Create a Marketing Automation flow](https://helpdesk.anpdm.com/en/articles/14531416-create-a-marketing-automation-flow.md): In this article you will be guided through creating a Marketing Automation Flow in APSIS Pro. Learn how to start a new flow, choose between pre-defined or custom options, and set baselines such as ...
- [Marketing Automation Nodes](https://helpdesk.anpdm.com/en/articles/14531427-marketing-automation-nodes.md): In this article you will be guided through using actions and decision nodes to build smart, automated journeys in APSIS Pro. Learn how to send emails and SMS, manage lists, apply conditions, and op...
- [Flow Statistics](https://helpdesk.anpdm.com/en/articles/14531409-flow-statistics.md): In this article you will be guided on how to check and manage Marketing Automation flow statistics in APSIS Pro. Learn to track subscriber activity, review node statuses, export detailed reports, a...
- [Monitor and Manage Marketing Automation Performance](https://helpdesk.anpdm.com/en/articles/14531150-monitor-and-manage-marketing-automation-performance.md): In this article you will be guided on how to track and manage the performance of your Marketing Automation flows in APSIS Pro. Learn how to use the dashboard for an overview, explore top flows, and...
- [Marketing Automation Flow Settings](https://helpdesk.anpdm.com/en/articles/14531405-marketing-automation-flow-settings.md)
- [Welcome Flow](https://helpdesk.anpdm.com/en/articles/14531434-welcome-flow.md): This article describes how you can set up a Welcome flow in Marketing Automation.
- [Birthday Flow](https://helpdesk.anpdm.com/en/articles/14531438-birthday-flow.md): This article describes how you can set up a Birthday glow in Marketing Automation.
- [Form Submit Flow](https://helpdesk.anpdm.com/en/articles/14531431-form-submit-flow.md)

## APSIS Formbuilder

- [Set Up Form Builder in Apsis Pro](https://helpdesk.anpdm.com/en/articles/17229709-set-up-form-builder-in-apsis-pro.md): This article describes how you set up Form Builder with your Apsis Pro account.
- [Creating Form fields \(Formbuilder\)](https://helpdesk.anpdm.com/en/articles/14531252-creating-form-fields-formbuilder.md): How to create form fields.
- [Creating a New Form \(Formbuilder\)](https://helpdesk.anpdm.com/en/articles/14531256-creating-a-new-form-formbuilder.md): This article will guide you in getting started with the Form Builder in APSIS Pro.
- [Designing a Form \(Formbuilder\)](https://helpdesk.anpdm.com/en/articles/14531242-designing-a-form-formbuilder.md): This article focuses on how to design a form built in the Form Builder.
- [Publishing a form \(Formbuilder\)](https://helpdesk.anpdm.com/en/articles/14531246-publishing-a-form-formbuilder.md): This articles guides you in how to publish a Form created via the Formbuilder.
- [Delete, Export & GDPR \(Form builder\)](https://helpdesk.anpdm.com/en/articles/14531238-delete-export-gdpr-form-builder.md): Delete Profile, Export

## APSIS Pro API

- [Getting Started with the APSIS Pro REST API](https://helpdesk.anpdm.com/en/articles/14531367-getting-started-with-the-apsis-pro-rest-api.md): In this article, you will learn how to access and use the APSIS Pro REST API—generate API keys, authenticate requests, explore endpoints, and integrate powerful automation into your workflows.
- [Transactional Emails](https://helpdesk.anpdm.com/en/articles/14531370-transactional-emails.md): In this article, you will learn how to create, manage, and optimize transactional emails in Apsis Pro—from setup and reporting to API integration—for seamless, automated customer communication.