Agency Reporter Setup
Account Setup
How do I grant Lead Intuition or ActiveDEMAND Support access to my account?
Managing and Using Custom Fields
Setting ActiveDEMAND Chrome Extension Audio Settings
Getting started with user administration in ActiveDEMAND
Email Authentication Feature for Appointment Calendars
ActiveDEMAND Asset Marketplace
ActiveDEMAND Chrome Extension
Setting Up Sales Lead Notifications
Getting started with Data Enrichment
Website & DNS
Integrating ActiveDEMAND with your website/email server
How are CNAME records generated and why are they important? What is an SPF Record?
How do I set up Protected Assets (Gated Files)?
Setting up the tracking script for your website
Installing ActiveDEMAND tracking script using Google Tag Manager (GTM)
Installing the WordPress Plugin for ActiveDEMAND
Integrating ActiveDEMAND and Your Website (Adding the tracking script)
What is SPF and How to Set It
Creating Emails & Templates
Using the Unsubscribe Dynamic Term
Email Builder Basics (Using a Pre-made Template)
Email Builder Basics (Build an Email from scratch)
Custom Email Templates
Getting started with Conditional Versioning for Email Marketing (Video)
Content Text Editor Overview
Email Builder Basics 1 (video)
Email Builder Basics 2 (Video)
Email Builder Basics 3 (Video)
Using Emoticons or Emoji
Email Builder Basics (Premade Template)
Using the ActiveDEMAND Quote System
Email Builder Basics (Import your own HTML template)
Creating Landing Pages & Templates
Landing Page Builder Basics (video)
How do I link to a landing page in my email?
Landing Page A/B (Split) Testing
Getting started with ActiveDEMAND Menus
Page/Popup/Dynamic Content Block/Email Template Builder
Account Settings Overview
How do the Menu Assets work?
Getting Started with Page Split Testing
Object Navigator Menu
Working With Forms
Google Tag Manager (GTM) fast and easy way to track call tracking and form fills in ActiveDEMAND
How do I pre-populate forms with contact data?
Web Forms Builder Basics 1 (Video)
Web Forms Builder Basics 2: Exporting Forms (Video)
Web Forms Builder Basics 3: Form Field IDs (Video)
How do I control what response I send to a contact based on selections made on a form ?
Web Forms Builder Basics 4: Conditional Logic (video)
Web Forms Builder Basics 5: Multi-Page Forms (video)
Getting started with Facebook Lead Ad Forms in ActiveDEMAND
How do I change the text on the confirmation page?
How do I Set the Checkboxes on the Form to be Checked by Default?
Creating Marketing Surveys with ActiveDEMAND
Form Sharing
How do I change the placeholder text colour on a form?
How do I stop submits from a specific form from notifying sales people?
Dashboards & Reports
Building Funnels
Integrations
Contact Import & Management
Importing Contacts from an Excel/CSV File
How do I download a contact list?
Contact List Building Basics (video)
How do i import a contact list?
How do I bulk delete a list of contacts?
What are the restrictions for each of the fields in the CSV contact import?
SMS Opt In/Unsubscribe Feature
Field mapping for CSV/CRM Contact Updates
Qualify
Setting up Data Hygiene Schedules
Quick Start: Contact Lists and Segments
How do I create a custom field for a contact?
Call Tracking
Getting started with Call Tracking (Video)
How do I configure Phone Call Tracking?
Getting Started with Advanced Call Routing (Video)
Understanding Call Forensics and Setup
Using CallForensics in a Workflow
Regulatory Requirements for Call Tracking Numbers
Add new contacts to your ActiveDEMAND data base through a text message
Why aren't my DNI pools replacing numbers on my website?
GDPR Tool Suite
GDPR Tool Suite: Automating Forget Me Requests (Video)
GDPR Tool Suite: Setting Up a Data Retention Policy
GDPR Data Retention Management
GDPR Tool Suite: Data Retention Management
GDPR Tool Suite: How to track GDPR Cookie Policy Acceptance (Video)
GDPR Tool Suite: Track Communications Consent
How do I track communications consent (Opt In) for CASL and GDPR?
Getting Started FAQ's
Best Practice for CNAME Record Setup (General)
How do I reset my password
How Do I use ValueTrack Parameters in ActiveDEMAND?
How do I attach a file to an email I am sending a prospect?
Working with CRM Deals/Opportunities within ActiveDEMAND
Connecting Offline Conversions to Google Ads
Spam Control
What is the dynamic term for the alternative logo in the brand?
How do I trigger an email when a prospect moves into a new deal stage in my CRM? (One Deal Per Contact)
How Do I Login to ActiveDEMAND
Does a Campaign need to be active in order for the configured goals to be tracked?
Why can't I delete some contact lists?
Setting Up Chrome Extension White Labeling
How do I embed a form on my website?
What is Preview text in Emails and how do I use it?
How do I add users (login accounts) to my ActiveDEMAND account?
How do I create Content Cards for each of my products on my WooCommerce Site
Getting Started With ActiveDEMAND Lead Scoring Software
In the autoresponder workflow, what is the query for detecting which radio button was selected in a form?
How can I send the lead notifications to more people than just me?
Why the links in my email are not working?
System Notifications
How do I turn an image into a CTA?
Getting started with Reply Tracking (How to set up IMAP on your profile)
How do I track conversions with a Virtual Form Submit? (Do you have a conversion pixel for existing web forms?) (How do I capture a web form
How do I recover a deleted list (What happens when I delete a list)?
Getting Started with SMS Messaging in ActiveDEMAND
Archive Row Structures for Email Templates
How to setup reply tracking for Gmail
ActiveDEMAND Appointment Schedulers
Why Are My Emails Showing as Sent from sendgrid.net?
Why are these contacts showing up as unsubscribed?
Adding an ActiveDEMAND Form to a WIX Site
How to Turn off Tracking for SMS links in ActiveDEMAND
How do I add custom styling to the ActiveDEMAND appointment scheduler calendar?
How do I send a campaign from a contact manager if one is assigned?
Do you have an explanation of ActiveDEMAND's cookie and tracking policy for us to use for our GDPR compliance?
How do I use the Query Builder?
How do I switch the theme from light to dark (or dark to light)?
Creating Custom Email Notification Templates