Articles on: Agency Reporter & Starter

Setting Up Your Agency Starter Master Account

Setting Up Your Agency Starter Master Account

Your Agency master account setup can be easily completed with the help of the Wizard and some additional quick steps. Once your master account setup has been completed, you will be ready to create your first client account.

Assets to gather for your master 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 Authorisation (varies: API Key, Username, Password)XXXXX-XXXX-XXXXX
Twitter Username
Twitter Password
LinkedIn Username
LinkedIn Password
CNAME Registrar Information

Complete the Wizard steps
The Wizard will launch one you log in to your ActiveDEMAND platform OR
You can launch the Wizard by selecting the ‘wrench’ icon at the top right side of the screen

Add your CNAME records to improve your email deliverability
How are CNAME records generated and how to set them up

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

Integrate your CRM (if applicable)
Go to Administration <Account Settings <Integrations <Third Party Applications select ‘Add Application’

Find Your External CRM Here

If you are going to use the ActiveDEMAND internal CRM, then click here

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. This is not as good an option because you don’t get the web session information.

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

Setting Up Your Brand in ActiveDEMAND

Appointment Schedulers
Connect and synchronise you calendar with ActiveDEMAND Appointment Schedulers

Now you are ready to create your first client account

Next steps:

Loading in a default dashboard (add article link)
Using a scheduled email report (add article link)

Updated on: 26/10/2022

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