Articles on: Agency Reporter & Starter

Creating a New Agency Reporter Client Account

Creating a New Agency Reporter Client Account

Now that you have your Agency Reporter Master account set up, you can create and set up your new client account(s) with a few simple steps.

Assets to gather for your client account:

Google Analytics Username
Google Analytics Password
GA Universal Property IDUA-XXXXXXXX-1
Google Ads User Name (unless using MCC)
Google Ads Password
Google Ads Account IDXXX-XXX-XXXX
Facebook Ads Username
Facebook Ads Password
Facebook Ads Account NumberXXXXXXXXXXXX
CRM Authorization (varies: API Key, Username, Password)XXXXX-XXXX-XXXXX
Twitter Username
Twitter Password
LinkedIn Username
LinkedIn Password

From your Agency Reporter master account, select the ‘+’ icon on the upper right hand side of the screen. Select ‘Client Account’

Select Add Client Account

Fill in the required fields

Complete the Required Fields

Navigate to the client account and complete the steps of the Wizard
The Wizard will launch OR
You can select the 'wrench' icon from the upper right side of the screen

Select the Wrench to Set Up

Integrate Facebook and Instagram accounts
Integrating Facebook and Instagram with ActiveDEMAND
Setup ValueTrack parameters in ActiveDEMAND and in your Facebook account

Add in 3rd Party Integrations

Integrating the CRM

Add the Client CRM in 3rd Party Integrations

Integrate Google Ads and Google Analytics as per this document:
Integrating ActiveDEMAND with Google Services
Setup your valuetrack parameter template in Google Ads, set valuetrack parameters in ActiveDEMAND if you haven’t already from step 3.

To get conversions from Agency Reporter back in to Google Ads and Analytics, you have 3 options
Send pre-configured events to Google Analytics, then import those into Google Ads. This is the quickest option, and will send events on phone call, form fills, chats.
Send custom events to Google Analytics. Edit and activate the “Google Event Posting” workflow to post custom events. Create goals based on those events, and import them into Google ads as conversions.
Send pre-configured offline conversions to Google Ads directly Connecting Offline Conversions to Google Ads. This is not as good an option because you don’t get the web session information.

Add Google Account I.D.s

Add events to Google

Install your tracking script to allow you to identify how prospects are engaging with your website
You have 3 options for deployment:
If you’re using WordPress on your website, we recommend using Setting up the tracking script for your website
If you’re using Google Tag Manager, you can use it to get the ActiveDEMAND script on your site
Finally, if you’re not using either of those, here’s our article on how to set up the tracking script for your website

Adding Tracking Script

Updated on: 04/11/2022

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