Agency Reporter Setup

• Setting Up Your Agency Master Account

  Setting Up Your Agency Master Account Your Agency Reporter 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. Complete the Wizard steps The Wizard will launch once 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 Launch set-up wizard (hFew readers

Account Setup

• How do I grant Lead Intuition or ActiveDEMAND Support access to my account?

  How do I grant Lead Intuition or ActiveDEMAND Support access to my account? In order to be fully GDPR compliant, we are now asking the account Administrators to grant our support people access to the account or sub-account in case you need our help that involves accessing the database, email correspondence or personal data of the contacts. ActiveDEMAND Support will be unable to see any details of your account without this access. You can find the detailed information about ActiveDEMAND GDPRSome readers

• Managing and Using Custom Fields

  Managing and Using Custom Fields ActiveDEMAND has a set of standard fields and custom fields that allow you to create the correct metadata model for your contact database. There are several types of custom fields available on the platform. Contact/Organisation Custom Fields Brand Custom Fields Employee Custom Fields Deal Custom Fields Campaign Variables The first three field types define the schema of your ActiveDEMAND account. All three can be managed in your account sFew readers

• Getting started with user administration in ActiveDEMAND

  Getting Started with user administration in ActiveDEMANDFew readers

• Setting ActiveDEMAND Chrome Extension Audio Settings

  Setting ActiveDEMAND Chrome Extension Audio Settings If your audio device didn't connect automatically, you can still make manual adjustments to your ActiveDEMAND audio settings. Setting up your headset Add Default Device (Windows) If you are having difficulty connecting your headset to the dialer, usually it is because it is not set up as your default audio device. Control Panel Hardware and Sound Sound Manage Audio Devices Playback Devices Select your headset anFew readers

• Email Authentication Feature for Appointment Calendars

  Sending account employees a link to add their personal calendars to ActiveDEMAND appointment schedulersFew readers

• ActiveDEMAND Asset Marketplace

  Purchasing ready-made assets from the ActiveDEAMND Market Place and get started quicklyFew readers

• ActiveDEMAND Chrome Extension

  The ActiveDEMAND Chrome Extension, extends the email and phone tracking features of ActiveDEMAND and gives users the ability to set personal preferencesSome readers

• Setting Up Sales Lead Notifications

  Setting up sales lead notifications in ActiveDEMANDSome readers

• Getting started with Data Enrichment

  Data enrichment in ActiveDEMANDFew readers

Website & DNS

• Integrating ActiveDEMAND with your website/email server

  Integrating ActiveDEMAND with your website/email server In order to get the most out of ActiveDEMAND your must set up trust relationships between your domains and ActiveDEMAND. To do proper tracking and improve deliver-ability of our emails using ActiveDEMAND, the following DNS records should be added. Find the page where you can create records for your domain. Sign in to your DNS hosting provider's website. Select your domain. Find the page where you can edit DNS records for youSome readers

• How do I set up Protected Assets (Gated Files)?

  How do I set up Protected Assets (Gated Files)? The Gated Files function in ActiveDEMAND is an easy and simple way to force online users to complete a form before accessing the hosted file. If the person has filled out the form, the file is easily accessible and tracked. Every time a person downloads the file, it shows up on the prospect's timeline, and there are asset reports widgets that show the performance of a given file. File Downloads (https://storage.crisp.chat/users/helpdesk/websSome readers

• How are CNAME records generated and why are they important? What is an SPF Record?

  How are CNAME records generated and why are they important? What is an SPF Record? One of the first things you will need to do when you set up your ActiveDEMAND account is to set your CNAME records. While you are in your DNS settings configuring your CNAME records, it would be wise to also add an SPF record - which we will discuss at the end of this article. CNAME Records If you go to Administration, <Account Settings, <Account Setup, you will find a "View White labeling" button. ASome readers

• Setting up the tracking script for your website

  Setting up ActiveDEMAND tracking script on your websiteSome readers

• Installing ActiveDEMAND tracking script using Google Tag Manager (GTM)

  Installing the ActiveDEMAND tracking script using Google Tag Manager - GTMSome readers

• Installing the WordPress Plugin for ActiveDEMAND

  Installing the WordPress Plugin for ActiveDEMANDFew readers

• Integrating ActiveDEMAND and Your Website (Adding the tracking script)

  Integrating your marketing automation platform and your website gets you advanced analysis of visitors & conversions that Google Analytics can’t provide.Few readers

• What is SPF and How to Set It

  Setting your SPF (Sender Framework Policy) record to include ActiveDEMAND for bulk emailingSome readers

Branding

• Setting Up Your Brand in ActiveDEMAND

  Spend 20 minutes setting up your branding to save hours when creating your campaigns and assetsSome readers

Creating Emails & Templates

• Using the Unsubscribe Dynamic Term

  Using the Unsubscribe Dynamic Term When sending out emails as part of a campaign, it is necessary to include an unsubscribe link so that people may opt out of receiving email correspondence. This is important to maintain GDPR regulations. ActiveDEMAND has a few ways of automatically inserting that unsubscribe link in your emails that will take people to a Communications Preference system page. This is done using dynamic terms. Upon choosing an email template for your campaign, you may notSome readers

• Email Builder Basics (Build an Email from scratch)

  Email Builder Basics - Build an Email from scratch Step 1. In the main screen, go to the menu on the left -Select Assets -Toggle down to Email Template Select Email Templates Step 2. Select New Email Template New Temaplate Step 3. Scroll down to Raw Template and select Raw Template (httpFew readers

• Email Builder Basics (Using a Pre-made Template)

  Email Builder Basics - Using a Pre-made Template Step 1. From homepage, go to the menu on the left -Select Assets -Toggle down to Email Template Email Templates Step 2. Select New Template Create New Template Step 3. Pick from a list of pre-made template options Pick a Template (https://sFew readers

• Custom Email Templates

  Custom Email Templates To create a custom email template for a specific use, you create the template under <Assets, <Email Template Library and under Email Properties select the Template Use: The system will first look for a template in this order: In the account In the agency account Globally Below are a list of the supported custom templates and the dynamic terms that are needed for eachFew readers

• Getting started with Conditional Versioning for Email Marketing (Video)

  Conditional versioning in ActiveDEMAND allows you to create several versions of an email in one campaign to target subsets of your entire database.Few readers

• Content Text Editor Overview

  Using the new ActiveDEMAND editor on all emails, landing pages or wherever you get creativeFew readers

• Email Builder Basics 1 (video)

  Email Builder Basics 1 (video) Basics of ActiveDEMAND: Building an Email This video covers the basics of Building Emails within ActiveDEMAND. You will learn: How to access the email editor interface How to start an email from a template How to start an email from scratch How to start an email by importing your own template code You can download the pdf of this how to by clicking this link (https://www2.leadintFew readers

• Email Builder Basics 2 (Video)

  Basics of ActiveDEMAND: Building an Email from a TemplateFew readers

• Email Builder Basics 3 (Video)

  Building an email in ActiveDEMAND from scratchFew readers

• Using Emoticons or Emoji

  Adding and using Emoji's in ActiveDEMANDFew readers

• Email Builder Basics (Premade Template)

  Get started with email marketing using one of ActiveDEMAND's pre-made email templatesFew readers

• Email Builder Basics (Import your own HTML template)

  Import your own ready made html email templates into ActiveDEMAND.Few readers

Creating Landing Pages & Templates

• Landing Page Builder Basics (video)

  Getting started building landing pages in ActiveDEMAND. Follow along with this how to videoSome readers

• How do I link to a landing page in my email?

  How do I link to a landing page in my email? If you are sending a newsletter, quite often you are trying to send your prospects to a landing page to either give you more information, book a meeting etc. Thus you need to be able to embed a link in your email! Linking to an ActiveDEMAND Landing Page To start, ensure you have a published landing page. If your page is not published, there will be no way to link to it (as a page has to be published in order to have a URL). If you buildFew readers

• Landing Page A/B (Split) Testing

  Landing Page A/B (Split) Testing Basics of ActiveDEMAND: Landing Page Split Testing This video reviews how to setup A/B split testing for ActiveDEMAND landing pages.Few readers

• Getting started with ActiveDEMAND Menus

  Getting started with ActiveDEMAND MenusFew readers

• Page/Popup/Dynamic Content Block/Email Template Builder

  Page/Popup/Dynamic Content Block/Email Template Builder ActiveDEMAND provides you with a powerful and customised "page" builder, that can build templates for webpages, popups, dynamic content blocks, and emails. You can customise the name, title, description, and other attributes of the page, as well as the page and brand styling with the first two tabs of the sidebar (A page, in this case, can be either a webpage, dynamic content block, email, or popup). Landing Page Properties (https://Few readers

• Account Settings Overview

  Account setting overviewFew readers

• How do the Menu Assets work?

  Linking landing pages with Menu's to create micro websitesFew readers

• Getting Started with Page Split Testing

  If you are looking to do some Conversion Rate Optimisation, consider split testing. Split testing is easy with ActiveDEMANDFew readers

• Object Navigator Menu

  Using the Object Navigator Menu in ActiveDEMANDFew readers

Working With Forms

• Google Tag Manager (GTM) fast and easy way to track call tracking and form fills in ActiveDEMAND

  Google Tag Manager is a rapid and easy way to set up multiple client accounts in ActiveDEMAND and track phone calls and form fillsFew readers

• How do I pre-populate forms with contact data?

  Pre-populating ActiveDEMAND forms with known contact data.Few readers

• Web Forms Builder Basics 1 (Video)

  The basics of working with forms in ActiveDEMANDSome readers

• Web Forms Builder Basics 2: Exporting Forms (Video)

  Basics of ActiveDEMAND: Exporting Web Forms This video discusses how to Get Started with External Forms in ActiveDEMAND. This video gives you:- creating an external web form editing an existing form changing the layout adding content moving content deleting content deleting rows Other Videos on ActiveDEMAND Forms Web Forms Builder Basics 1 (Video)Few readers

• Web Forms Builder Basics 3: Form Field IDs (Video)

  Basics of ActiveDEMAND: Form Field IDs This video covers the advanced form feature, Form Field ID Tabs and gives an example of how it could be used in your marketing automation. Other Video Articles on ActiveDEMAND Forms:- Web Forms Builder Basics 1 (Video) Web Forms Builder Basics 2: Exporting Forms (Video) (/en/article/web-forms-builder-basics-2-exporting-forms-videoSome readers

• How do I control what response I send to a contact based on selections made on a form ?

  Changing the response of a form based on the users input in ActiveDEMANDFew readers

• Web Forms Builder Basics 4: Conditional Logic (video)

  Basics of ActiveDEMAND: Conditional Logic Use conditional logic in forms to make forms more intuitive and more useful. This quick start video shows a quick example of how to use conditional logic with forms. Other Video Articles on ActiveDEMAND Forms:- Web Forms Builder Basics 1 (Video) Web Forms Builder Basics 2: Exporting Forms (Video) (/en/article/web-forms-builder-baSome readers

• Web Forms Builder Basics 5: Multi-Page Forms (video)

  Basics of ActiveDEMAND: Multi-Page Forms The multi-page form feature in ActiveDEMAND gives the ability to shorten long forms into shorter forms over several pages. This gives control of the form-fill progression and makes long forms appear more manageable to your users. And, this feature in ActiveDEMAND can also be used to create an interactive ebook. Add Page Button (https://storage.crisp.chat/userFew readers

• Getting started with Facebook Lead Ad Forms in ActiveDEMAND

  This video will show you how to integrate Facebook Lead Ad forms with ActiveDEMANDFew readers

• How do I change the text on the confirmation page?

  After a form is filled out you can configure what is presented to the visitor who filled out the form.Few readers

• How do I Set the Checkboxes on the Form to be Checked by Default?

  If you want to have a form where the checkboxes are pre-checked, you can set it up in the Form editor.Few readers

• Creating Marketing Surveys with ActiveDEMAND

  ActiveDEMAND has a powerful set of tools that allow you to quickly create, promote, and measure marketing surveys, client surveys, prospect surveys etc. This video will walk you through the basics of ActiveDEMAND's surveys.Few readers

• Form Sharing

  ActiveDEMAND forms can be submitted and shared from the main account on pages in the subaccountsFew readers

• How do I change the placeholder text colour on a form?

  How do I change the placeholder text colour on an ActiveDEMAND formFew readers

• How do I stop submits from a specific form from notifying sales people?

  How to stop forms creating sales leads Such as Unsubscribes in ActiveDEAMAND.Few readers

Dashboards & Reports

• How to create dashboards

  How to create dashboards Basics of ActiveDEMAND: Creating Dashboards Get the marketing stats you need right at your fingerprints with dashboards. This video reviews how to create your own custom dashboard.Some readers

• Creating Custom Report Widgets with ActiveDEMAND (video)

  This video covers the basics of creating custom report widgets in ActiveDEMANDFew readers

• Getting Started with the Kanban Dashboard Widget

  Getting Started with Kanban Widgets in ActiveDEMANDFew readers

• Building Custom Email Reports (video)

  Building Custom Email Reports (video) Basics of ActiveDEMAND Custom Marketing Reports This video covers the basics of building custom marketing reports within ActiveDEMAND. You will learn: Building a custom report Adding report widgets to your report Customising report date ranges for report widgets Adjusting legend positions for report widgetsSome readers

Popups

• Getting Started with ActiveDEMAND Popups

  Love or hate them, popups improve landing page performance. Design personalised, targeted popups with ActiveDEMAND.Some readers

Building Funnels

• Funnel Editor Landing Pages, Marketing Channels, and Marketing Campaigns - Reference

  Funnel Editor Landing Pages, Marketing Channels, and Marketing Campaigns - Reference ActiveDEMAND Funnel Editor Marketing Channels Marketing Channels represent marketing initiatives that are being used to apply pressure to an audience of people with the intent of enticing the prospects to take some specific action. Add your market channels to the Funnel (https://storage.crisp.chat/users/helpdeskFew readers

Integrations

• Integrating ChatGPT With ActiveDEMAND

  Adding ChatGPT to your ActiveDEMAND creative toolsSome readers

• Google Search Console Widgets in ActiveDEMAND

  Google Search Console Widgets in ActiveDEMAND Google Search Console provides valuable feedback for marketers and website owners. For most digital marketing professionals, it can help report on organic SEO effort as well as track branded SEO. Because ActiveDEMAND can fetch this info directly from GSC (Google Search Console), you can embed reporting widgets in dashboards and scheduled email reports. Setup Integration is pretty easy: The domain & authorised URL used in ActiveDEMANDSome readers

• Installing ActiveDEMAND for Slack

  Installing ActiveDEMAND for Slack ActiveDEMAND's Slack integration is a fantastic way to keep your teams well informed about marketing engagement. You can Schedule internal Slack communications in calendar campaigns (let folks know a campaign is going out) Schedule reminders that tasks need to be done for upcoming campaigns Use workflows to automate internal communications about lead stage changes Installing the ActiveDEMAND Slack app As an administrator of Slack and ActiveDEMASome readers

• Setting Up Google Captcha for forms

  Setting Up Google Captcha for forms Step 1: Sign Up First, you'll need to sign up for an API key pair for your site. The key pair consists of a site key and secret. The secret authorises communication between your application backend and the reCAPTCHA server to verify the user's response. The secret needs to be kept safe for security purposes. The API key pair is unique to the domains andFew readers

• Google Search Console Widgets in ActiveDEMAND March 22, 2022 17:29 Google Search Console provides valuable feedback for marketers and websit

  Google Search Console Widgets in ActiveDEMAND Google Search Console provides valuable feedback for marketers and website owners. For most digital marketing professionals, it can help report on organic SEO effort as well as track branded SEO. Because ActiveDEMAND can fetch this info directly from GSC (Google Search Console), you can embed reporting widgets in dashboards and scheduled email reports. Setup Integration is pretty easy: The domain & authorised URL used in ActiveDEMAND mustFew readers

Contact Import & Management

• Importing Contacts from an Excel/CSV File

  Importing Contacts from an Excel/CSV File In this article we will cover how to import contacts from a document like an Excel sheet or CSV. Best Practice Tip: It is not recommended that you import contacts to ActiveDEMAND from a file if you also have an import from your CRM configured. If you have a CRM import set up with ActiveDEMAND, upload your list to your CRM and let the CRM import handle bringing in your new contacts. Under Contacts Import Contacts you can upload a file containingFew readers

• Contact List Building Basics (video)

  Contact List Building Basics (video) Basics of ActiveDEMAND: Contact List Building This video covers the basics of list building within ActiveDEMAND. You will learn: Static Lists Dynamic Lists Query Building Setting the target of a contact list Further reading: Query Building ReferenceFew readers

• How do i import a contact list?

  In ActiveDEMAND, a contact list is a 'view' into the ActiveDEMAND contact database. Similar to a CRM, ActiveDEMAND maintains a master database of contacts. Contact lists are just 'views' into the contact databaseFew readers

• How do I download a contact list?

  Downloading contacts list from ActiveDEMANDFew readers

• How do I bulk delete a list of contacts?

  Bulk deleting contacts in ActiveDEMANDFew readers

• What are the restrictions for each of the fields in the CSV contact import?

  The CSV import tool allows you to map input fields into ActiveDEMAND standard and custom fieldsFew readers

• SMS Opt In/Unsubscribe Feature

  You can unsubscribe contacts from SMS messaging using our automated Phone Unsubscribe featureFew readers

• Field mapping for CSV/CRM Contact Updates

  Importing contacts into ActiveDEMAND and mapping your CSV/CRM data to ActiveDEMAND data fieldsFew readers

• Qualify

  Qualify is a data appending service in ActiveDEMAND marketing automation package, that adds demographic information to a given record.Few readers

• Setting up Data Hygiene Schedules

  How to set up automated Data Hygiene schedules in ActiveDEMANDFew readers

• Quick Start: Contact Lists and Segments

  This video covers the basics of ActiveDEMAND contacts lists and contact segmentsFew readers

• How do I create a custom field for a contact?

  Creating Custom Fields for contacts in ActiveDEMANDFew readers

Call Tracking

• Getting started with Call Tracking (Video)

  Getting Started with Call Tracking Numbers in ActiveDEMANDFew readers

• How do I configure Phone Call Tracking?

  Phone Tracking in ActiveDEMAND enables you to instantly register phone numbers and forward the phone number to a specific phone number. Phone Tracking has several benefitsFew readers

• Getting Started with Advanced Call Routing (Video)

  Getting Started with Call Routing in ActiveDEMANDFew readers

• Understanding Call Forensics and Setup

  Call Forensics is an ActiveDEMAND technology that processes both incoming and outgoing calls on a tracked number. This technology is looking for set keywords or keyword groups that have been set by the clientFew readers

• Using CallForensics in a Workflow

  By creating a workflow that utilises the CallForensics, we can automate lead-scoring as well as provide a more accurate insight into prospects and what they are looking forFew readers

• Regulatory Requirements for Call Tracking Numbers

  Due to an increase in regulatory enforcement world wide we are proactively taking action to prevent disruption to service for any of your numbers. If you have purchased numbers in any of the following countries, please check the regulatory requirements for the country of the number purchasedFew readers

• Add new contacts to your ActiveDEMAND data base through a text message

  Adding new contacts to ActiveDEMAND via SMS messagesFew readers

• Why aren't my DNI pools replacing numbers on my website?

  There are several reasons why numbers are not being replaced by a DNI pool. This list will identify common problemsFew readers

GDPR Tool Suite

• GDPR Tool Suite: Automating Forget Me Requests (Video)

  ActiveDEMAND has a GDPR Tool Suite to assist marketers comply with the new regulations. GDPR requires that contacts have the 'right to be forgotten'.Few readers

• GDPR Tool Suite: Setting Up a Data Retention Policy

  ActiveDEMAND has a GDPR Tool Suite to assist marketers comply with the new regulations. This video gives the step by step set up your data retention policyFew readers

• GDPR Data Retention Management

  Setting the length of time you will retain contact data history in ActiveDEMANDFew readers

• GDPR Tool Suite: Data Retention Management

  GDPR requires ypu to communicate to your clients/prospects how long you intend to store their data. AD gives you this option.Few readers

• GDPR Tool Suite: Track Communications Consent

  ActiveDEMAND has a GDPR Tool Suite to assist marketers comply with the new regulations. This video gives the step by step demo to the tools to get consent and how ActiveDEMAND manages the dataFew readers

• GDPR Tool Suite: How to track GDPR Cookie Policy Acceptance (Video)

  ActiveDEMAND has a GDPR Tool Suite to assist marketers comply with the new regulations. This video gives the step by step to creating a cookie acceptance popup using your own custom popup.Few readers

• How do I track communications consent (Opt In) for CASL and GDPR?

  Tracking communications consent in ActiveDEMANDFew readers

Getting Started FAQ's

• Best Practice for CNAME Record Setup (General)

  Best Practice for CNAME Record Setup (General) In general, CNAME records for standalone accounts should be set up as follows: Landing Page Domain = www2.domain.com Link Branding Domain =link.domain.com Email Sending Domain = email2.domain.com However, in a multi-tenant environment, the following guidelines apply: Multi-Account Websites When the sub-accounts under a master account are all just sections of the same website (share a website domain) examples 'https://doPopular

• How do I reset my password

  How do I reset my ActiveDEMAND password Profile Settings QS-How-to-Reset-Password.pdfSome readers

• How Do I use ValueTrack Parameters in ActiveDEMAND?

  How Do I use ValueTrack Parameters in ActiveDEMAND? If you are using Google Ads, you can take advantage of using ValueTrack parameters to pass extra data to ActiveDEMAND to aid in your reporting and tracking. https://www.youtube.com/watch?v=0-Bof0SU7ZI&feature=embrelpause https://youtu.be/J2KThBnBphw Set up or edit a tracking template with ValueTrack parameters at the account level in your Google Adwords account Click the Settings menu on thSome readers

• Working with CRM Deals/Opportunities within ActiveDEMAND

  Working with CRM Deals/Opportunities within ActiveDEMAND One of the more common use cases of automation is to trigger automation when deals are changed within your CRM. This can be achieved one of two ways: Mapping external deal fields to Contact custom fields Mapping external deals to ActiveDEMAND Deal objects The first option is very easy and works very well. Basically, you create custom fields in ActiveDEMAND on the Contact object, then use changes in the field to trigger automation.Some readers

• How do I attach a file to an email I am sending a prospect?

  How do I attach a file to an email I am sending a prospect? The Email Prospect workflow action supports sending files as attachments. Attach File You can add up to 5 files to an email. The max file size is 5 MB. Note though, if you are sending an attachment to a prospect, you will not be able to track the file engagement. We strongly recommend using tracked/gated files for full visibility and reporting oSome readers

• 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 trigger an email when a prospect moves into a new deal stage in my CRM? (One Deal Per Contact) Short answer: Create a drip campaign that triggers when a contact custom field is mapped to the deal stage changes to the appropriate deal stage. If your contacts can have more than one deal open at a time, this is the article for you: Working with CRM deals/opportunities within ActiveDEMAND In ActiveDEMAND: Step 1 Create a single value picklist custom field on a contact thaFew readers

• Spam Control

  How to quarantine and control Spam (Email and web form submissions) in ActiveDEMAND marketing automation platform.Few readers

• Does a Campaign need to be active in order for the configured goals to be tracked?

  Does a Campaign need to be active in order for the configured goals to be tracked? The campaign's active state only impacts outbound transactions and the visibility of the campaign in reports.Few readers

• Connecting Offline Conversions to Google Ads

  Connecting Offline Conversions to Google Ads If you do not have administrative access to Google Analytics to create goals and integrate with Google Ads, this configuration allows you to connect directly from ActiveDEMAND to GooFew readers

• How Do I Login to ActiveDEMAND

  How Do I Login to ActiveDEMAND Basics of ActiveDEMAND: Logging In Logging into ActiveDEMAND is easy. Your domain looks like 'https://.activedemand.com' Login Screen If ActiveDEMAND 'knows' who you are, you shFew readers

• What is the dynamic term for the alternative logo in the brand?

  What is the dynamic term for the alternative logo in the brand? The dynamic term to use for the alternative logo in a brand would be %BRAND.SECONDARYLOGODISPLAYURL%.Few readers

• How do I embed a form on my website?

  How do I embed a form on my website? You can design and deploy web forms with ActiveDEMAND. To integrate existing web forms with ActiveDEMAND webforms, see this article. Designing/Creating a Web Form InFew readers

• Setting Up Chrome Extension White Labeling

  If you are a marketing agency, branding the win is a very important strategy for keeping your retainer's happy. With the ActiveDEMAND for Chrome extension white labeling, you can push your brand onto your client's desktop every time someone engages with their websiteFew readers

• How do I create Content Cards for each of my products on my WooCommerce Site

  If you are using WooCommerce and the ActiveDEMAND Storyboards, you can use the existing RSS feed functionality to create stories for each of your products.Few readers

• What is Preview text in Emails and how do I use it?

  Preview text is a snippet of text that is typically displayed near the subject line of an email depending on the email clientFew readers

• Why can't I delete some contact lists?

  Active contact list management in ActiveDEMANDFew readers

• Getting Started With ActiveDEMAND Lead Scoring Software

  Getting Started With ActiveDEMAND Lead Scoring Software Lead scoring in ActiveDEMAND is a powerful subsystem that allows you to customise lead scoring to fit your particular sales/marketing model. Basics Lead scoring for any contact is a number between 0 and 100 (the lowest being zero, the highest being 100). The lFew readers

• How do I turn an image into a CTA?

  ActiveDEMAND makes it easy to turn a simple image on a landing page into an image that includes a call-to-action link.Few readers

• How do I add users (login accounts) to my ActiveDEMAND account?

  How to add users to your ActiveDEMAND marketing automation accountFew readers

• Getting started with Reply Tracking (How to set up IMAP on your profile)

  Getting started with Reply Tracking in ActiveDEMANDFew readers

• How can I send the lead notifications to more people than just me?

  The lead notifications are typically distributed to everyone who is an employee of your account and is on the Sales Notifications contact list.Few readers

• Why the links in my email are not working?

  If the link is working on the website, but when you click it in the Test email you see an error saying "This site can't be reached", it is very likely that there is a problem with CNAME recordsFew readers

• How do I recover a deleted list (What happens when I delete a list)?

  Recovering a deleted contact list in ActiveDEMANDFew readers

• In the autoresponder workflow, what is the query for detecting which radio button was selected in a form?

  Any form value can be detected in the autoresponder workflow. For Radio Buttons, you use the label on the radio button in your queryFew readers

• 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 track conversions with a Virtual Form Submit?Few readers

• System Notifications

  ActiveDEMAND marketing automation system has a built-in notification plan for reporting on changes and errors within the account. Configure which notifications are sent and to whom.Few readers

• Getting Started with SMS Messaging in ActiveDEMAND

  Getting Started with SMS Messaging in ActiveDEMAND WIth ActiveDEMAND it is easy to send SMS messages, engage in SMS conversations, and route SMS messages to your phones. First you have to Rent a phone number that support SMS capabilities. Getting started with SMS messaging Getting started wFew readers

• Archive Row Structures for Email Templates

  In our Email Builder you are able to save complete rows to then use in your different email templates you create later. A good example of this is a custom social media footer.Few readers

• How to setup reply tracking for Gmail

  In order for ActiveDEMAND to track replies to emails, ActiveDEMAND requires the ability to 'read' your incoming emails and determine if an email is indeed a reply to a marketing emailFew readers

• ActiveDEMAND Appointment Schedulers

  Set-up and synchronise your calendar with ActiveDEMAND Appointment Scheduler to allow contacts top book meetings with you onlineFew readers

• Why Are My Emails Showing as Sent from sendgrid.net?

  Why Are My Emails Showing as Sent from sendgrid.net? ActiveDEMAND uses SendGrid to send all emails on behalf of your domain name. If CNAME records are not set up correctly, emails will show as coming from sendgrid.net. Via SendGrid See the following articles for more information on setting up CNAME records: Best Practice for CNAME Record Setup (General) (/en/article/best-practice-for-cname-record-setuFew readers

• Why are these contacts showing up as unsubscribed?

  In ActiveDEMAND, a contact record becomes unsubscribed if one or more of the associated email addresses are in the 'unsubscribed' stateFew readers

• Adding an ActiveDEMAND Form to a WIX Site

  Adding an ActiveDEMAND Form to a WIX Site Here are the steps to help you add a form to your WIX site. Add an HTML block to your page where you want the form to be. View the page live and find the HTML ID for the block by right clicking on it and 'inspecting'. It should look like this Inspect Copy the HTML ID and place it into the following script along with your Form ID that you want to show upFew readers

• How to Turn off Tracking for SMS links in ActiveDEMAND

  How to Turn off Tracking for SMS links in ActiveDEMAND By default, ActiveDEMAND uses tracked links. However, when using links in SMS messages, you may find that certain sites do not accept the parameters in encoded links. You can turn off link encoding in SMS messages by including "DONOTTRACK" at the end of the link. For example: When the text message is received, this is how the untracked and tracFew readers

• How do I add custom styling to the ActiveDEMAND appointment scheduler calendar?

  How do I add custom styling to the ActiveDEMAND appointment scheduler calendar? In form editor, open the form style editor find the Custom CSS Block: Paste this code:Few readers

• How do I send a campaign from a contact manager if one is assigned?

  Using dynamic fields, you can set up the email defaults as coming from the contact managerFew readers

• Do you have an explanation of ActiveDEMAND's cookie and tracking policy for us to use for our GDPR compliance?

  ActiveDEMAND is a behavioural marketing automation system that tracks individual prospect's engagement with marketing assets through various technologies.Few readers

• How do I use the Query Builder?

  This article talks about the ActiveDEMAND query engine. The AD query engine is used in workflow decisions, dynamic content queries, contact list segregation, etc.Few readers

• How do I switch the theme from light to dark (or dark to light)?

  If you are an administrator, you can switch the ActiveDEMAND themeFew readers

• Creating Custom Email Notification Templates

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