Introduction To Apteo

Apteo helps ecommerce companies use data to improve their marketing efforts and grow sales. Our goal is to give you the insights and recommendations you need to target the right customers with the right message at the right time. This guide will help you get started with Apteo.

This Getting Started guide will walk you through the process of connecting your store and getting started with Apteo's segments and recommendations.

Create An Account

The first step to getting started will be different depending on whether or not you use Shopify for your store.

Step 1: Signup or Connect Your Store

Shopify Customers

If you use Shopify, then the first step is for you to add the Apteo app to your store, which you can do from our listing on the Shopify App Store. After making sure you're logged in to your Shopify account, simply click the "Add app" button and follow the instructions to connect your account.

After you connect your store, we'll ask you a few basic questions about your business and we'll then start downloading your store's data from Shopify. We need this information to analyze your customers and create your customer segments and marketing recommendations.

Non-Shopify Customers

If you use anything other than Shopify, the first step is to sign up for an account with Apteo. You can sign up with your Gmail account, or enter your email, password, and name.

Once you create an account, we'll ask you a few basic questions about your business and we'll then start downloading your store's data from Shopify. We need this information to analyze your customers and create your customer segments and marketing recommendations.

After you enter details about your store, you'll be asked to select the ecommerce or payments platform you use. Depending on the platform, we'll walk you through a few screens that will help us get your store connected.

Step 2: We'll Start Downloading And Analyzing Your Data

After you connect your store, we'll download your orders, products, and customers data and then train various A.I. algorithms to learn about how your customers behave.

Since it takes some time for everything to get synchronized correctly, this process may take some time, but don't worry, we'll send you an email when your account's all set up.

Overview

Once your data's loaded, your Overview page will provide you an at-a-glance view of what we've learned about your customers, including the segments they fall into, the money they make you, their predicted customer lifetime value, and the products that we think they'll buy.

Segments

You should next go look at your Segments page, which will provide you with an overview of the various customer segments we've identified for your store, and will let you create your own customer segments based on your store's specific data.

Recommendations

Apteo identifies cross-sell and repeat-purchase product recommendations based on the products that our A.I. predicts your customers will buy. Recommendations are provided both at the global level (for every customer across your store) and at the segment level (for customers in each segment). You can see a list of all your recommendations on the Recommendations page.

Customers

You can use the Customers page to find and filter your customers based on various behavioral criteria, and download the results to a CSV file, which you can then use to create retargeting campaigns.

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