Administering ActiveDEMAND

• Setup Email Authentication (SPF, DKIM, and DMARC)

  How to set up ActiveDEMAND; SPF, DKIM and DMARC email settings on your email host provider.Few readers

• Can Contacts Unsubscribe From My SMS/Text Messages?

  If you have sms/text actions within your drip campaigns, it is important to be aware of how contacts can unsubscribeFew readers

• Using ActiveDEMAND's BCC Feature

  This email is used to create leads inside ActiveDEMAND. If you are sending an email and you BCC the email in this field, it will automatically create the lead in your ActiveDEMAND accountFew readers

• Getting Started with ActiveDEMAND Data Appending Services

  ActiveDEMAND offers 2 data appending/enrichment services. These services are purchased using a 'credit' system and are described in more detail here.Few readers

• Can I use a different domain for sending emails than my website?

  Sending emails from a different domain to your website in ActiveDEMANDFew readers

• Embedding Dashboard Widgets in External Applications/Websites

  The ActiveDEMAND Dashboard system supports embedding Dashboard Widgets and/or Dashboard Templates as iframe web/partsFew readers

• Recaptcha V3

  Adding Re-Captcha v3 to your ActiveDEMAND account to protect your submitted forms from bot attacks.Few readers

Working With ChatGPT

This section contains no articles.

Google Analytics

• Posting Custom Events to Google Analytics

  Posting Custom Events to Google Analytics Jump to GA4 Custom events Many people use Google Analytics for tracking AdWord conversions and for aggregate anonymous data reporting. To assist with this, ActiveDEMAND can be configured to post events to Google Analytics. While ActiveDEMAND can be used with pre-configured events, custom events in Google Analytics Universal as well as in GA4Few readers

• ActiveDEMAND Google Integration Privacy Policy

  ActiveDEMAND Google integration data policyFew readers

Dynamic Content

• Creating and using Dynamic Content

  ActiveDEMAND is a very powerful dynamic platform. With ActiveDEMAND there are several types of dynamic content available to you.Few readers

• Getting Started With Dynamic Web Content (video)

  ActiveDEMAND gives you the ability to dynamically adapt sections of your website and landing pages based on the visitor's collected history (transactional) data and/or field (meta) dataFew readers

• Creating and Using Dynamic Email Content

  Learn the basics of using dynamic email content blocks in ActiveDEMAND to deeply personalise your marketing messages.Few readers

• Getting Started with Dynamic Images (video)

  Using dynamic images in ActiveDEMAND emails and landing pagesFew readers

eCommerce Solutions

• Getting Started with ActiveDEMAND for Shopify

  Getting Started with ActiveDEMAND for Shopify The ActiveDEMAND Store Automation app will help you accelerate prospect purchases, deliver full attribution on your marketing efforts, and delight your clients with beautiful marketing emails. ActiveDEMAND is an integrated marketing platform that is designed to help marketers reduce the number of marketing tools required to drive demand. By simplifying the marketing stack, ActiveDEMAND enables marketers to more efficiently drive demand for theirSome readers

• Getting Started with ActiveDEMAND for Magento

  Getting Started with ActiveDEMAND for Magento The ActiveDEMAND for Magento Extension will add several features to your Magento store. Specifically Dynamic content widgets Webform wigets Post to an ActiveDEMAND Virtual Web Form on Order State Change Post to an ActiveDEMAND Virtual Web Form on cart abandonment Track all website visits Deploy popups/overlays Options To configure the ActiveDEMAND for Magento extension: Configure in Magento (https://storage.crisp.chat/userFew readers

• Getting started with ActiveDEMAND marketing automation for Prestashop

  Getting started with ActiveDEMAND marketing automation for Prestashop The ActiveDEMAND for Prestashop Extension will add several features to your Prestashop store. Specifically Dynamic content widgets Webform wigets Post to an ActiveDEMAND Virtual Web Form on Order State Change Post to an ActiveDEMAND Virtual Web Form on cart abandonment Track all website visits Deploy popups/overlays Installing ActiveDEMAND for Prestashop Download ActiveDEMAND for Prestashop here: ActivFew readers

• How Do I set up Marketing Automation for WooCommerce with ActiveDEMAND?

  How Do I set up Marketing Automation for WooCommerce with ActiveDEMAND? The ActiveDEMAND WordPress plugin will automatically detect if WooCommerce is installed and will automatically present the WooCommerce functionality. Specifically: Post to an ActiveDEMAND Virtual Web Form on Order State Change Post to an ActiveDEMAND Virtual Web Form on cart abandonment Automation In the ActiveDEMAND WordPress plugin editor, a WooCommerce tab will appear if WooCommerce is installed. There are tFew readers

• WooCommerce & ActiveDEMAND: Form Submits, Intercepted Form Submits & Mapping Forms

  WooCommerce & ActiveDEMAND: Form Submits, Intercepted Form Submits & Mapping Forms In ActiveDEMAND, seeing a 'SubmittedForm' activity item is common. Clearly someone has submitted an ActiveDEMAND form and that's how it shows on the contact activity timeline. It will also show you the name of the form that was submitted. Form Submit in Contact History However, with WooCommerce, you may have seen somethiFew readers

• Affiliate Marketing Introduction

  Affiliaite Marketing using ActiveDEMANDFew readers

• How do I map Product Names from a Magento cart into my ActiveDEMAND form?

  How do I map Product Names from a Magento cart into my ActiveDEMAND form? How to bring over Product Names from your Magento Cart to ActiveDEMAND? Whether they are purchased products or products your customers’ abandoned in their carts, you need the product names, not just the IDs, pulled into ActiveDEMAND to use them in your abandoned cart follow up campaigns or your Thank You emails. To be able to do the mapping with Magento fields, we need to create as a custom field in ActiveDEMAND withFew readers

• Getting Started with Stripe Integration and Collecting Payments with ActiveDEMAND (Video)

  Integrating Stripe Payment gateway with ActiveDEMAND and collect payment for your goods or services.Few readers

Content Automation & Content Hubs

This section contains no articles.

Google Ads & ValueTrack

• Value Track Parameters and the Query Builder - Segments, Lists, Dynamic Content, etc.

  Value Track Parameters and the Query Builder - Segments, Lists, Dynamic Content, etc. You might have come across this query below in your travels through ActiveDEMAND. Valuetrack Filters There is an important characteristic of this query and queries like it that you need to keep in mind in order for it to work: 1 - the Value Track Keyword will only work if the web session has a gclid 2 - the utmmediuSome readers

• Setting Up Google Ads (AdWords) Conversions

  Setting Up Google Ads (AdWords) Conversions ActiveDEMAND Landing Pages work extremely well with Google Ads and other PPC traffic campaigns. This guide will show you how to set up Conversions in Google Ads and where to paste your conversion code in ActiveDEMAND LPs. We recommend connecting your Google Ads account to ActiveDEMAND to ensure your call tracking and reporting is connected. See this article: Integrating ActiveDEMAND with Google Services (/en/article/integrating-activedemand-with-Some readers

• Posting Preconfigured ActiveDEMAND Events to Google Analytics

  Posting Preconfigured ActiveDEMAND Events to Google Analytics "Events" in Google Analytics Universal and GA4 are used to track user interactions beyond simple page views. Because they're flexible and Google Analytics goals can be layered on top with additional filtering, they're a favourite way to track conversions. ActiveDEMAND can automatically post form submission and phone calls as events in Google Analytics. This is a quick and easy way to get good conversion data in Google Analytics.Few readers

ActiveDEMAND Advanced Features

• ActiveDEMAND Marketing Funnel Builder Basics

  Funnel builder is a special ActiveDEMAND view within the workflow editor that allows marketers to describe a marketing initiative in a marketing campaign flow diagram using the same environment as the workflowPopular

• Getting started with Content Moderation

  Getting started with Content Moderation Often marketers have a lot of content that needs to be produced and published. With ActiveDEMAND it is easy to schedule social posts, emails etc. Making mistakes can negatively impact the brand, erodes trust, and could have a negative impact on the business. Thus process is imperative in seeing success. For those with the ActiveDEMAND Corporate Marketer package, ActiveDEMAND has a built-in content approval process. This allows you to ensure content doesSome readers

• ActiveDEMAND's Task System

  The ActiveDEMAND Task system allows users to create, manage, assign, and execute tasks to help them better manage their engagementSome readers

• Can I use the same domain for my subaccounts?

  Can I use the same domain for my subaccounts? Yes! How you go about doing this will depend ultimately what you are trying to achieve. However, there are some common situations we come across with ActiveDEMAND users and we'll cover some of those here.Some readers

• The Web API for ActiveDEMAND

  ActiveDEMAND API support - Getting started.Few readers

• Sending Mass Text (SMS) Messages in ActiveDEMAND

  Sending Mass Text (SMS) Messages The text messaging functionality in ActiveDEMAND uses local numbers for sending your automated texts. The actual sending of the text messages is done by the telecommunication networks (telcos). The telcos watch local messaging to ensure that their numbers are not used for mass text messaging. If they detect that the numbers are being used for mass texting, they will block the delivery of your text messages and revoke your ability to use text messaging for thFew readers

• Troubleshooting Calendar Errors

  Troubleshooting Calendar Errors What to check if your calendar is showing no availability The first thing we want to check is if the paired calendar is still authenticated. The recommendation is to delete the authentication and re-adding the calendar (https://storage.crisp.chat/users/helpdesk/website/eaFew readers

• How to use Shortcodes In WordPress Widgets

  By default, WordPress does not allow the use of shortcodes in widgets. This is not a big problem as WordPress also makes it easy for you to enable this functionality to use ActiveDEMAND shortcodesFew readers

• Building Queries around Custom Date/Time Fields

  Often when building queries we use dates and times in our decisions. These queries can reference a specific date or time or can be more granular when referencing "one day ago" or "one day from now" for instanceFew readers

• How do I trigger a campaign on the anniversary or Special date?

  Communicate with people about some specific recurring date, like a marital anniversary, renewal of a contract using Custom or Special Dates in ActiveDEMANDFew readers

• What's the difference between RAW and FORMATTED values when selecting Dynamic Fields?

  What's the difference between RAW and FORMATTED values when selecting Dynamic Fields? When looking for various dynamic fields you may have come across two options for the same field. Something similar to the image below: If you are asking what the difference is between these two or don't know what to use, then this article is for you.Few readers

• Will my newsletter campaign send if I activate it with a send date that already passed?

  Will my newsletter campaign send if I activate it with a send date that already passed? For one reason or another, you may have accidentally activated a newsletter campaign and then realized the scheduled send date was some time in the past. Naturally the question is, will it still go out at the time when I activate it? The answer is: it depends on what the send date is at the time you activated your campaign.Few readers

• What are the standard form fields when posting to the ActiveDEMAND API?

  If you are using the ActiveDEMAND API to post form submits, you are going to have to post to at least a few standard fieldsFew readers

• How Do I Remove the ActiveDEMAND OAuth Connection to Google?

  Here are the instructions to break the link between a Google account and ActiveDEMANDFew readers

• Can I embed multi-page forms on my website?

  How to embed an ActiveDEMAND multi-page web form on your websiteFew readers

• Using the Conversations Inbox

  ActiveDEMAND's Conversations Inbox is a tool for direct contact engagement. The Conversations Inbox allows you to communicate with prospects using multiple communication channelsFew readers

• Getting Started with Reveal Identity Resolution

  Reveal is a US Only identity resolution service that uses website visitor session data to find the contact details of an anonymous/unknown visitor.Few readers

• How do I integrate Google Sheets with my ActiveDEMAND account?

  This integration allows you to connect and import data tables from Google Sheets to your ActiveDEMAND account and create Custom Dashboard widgets to display on dashboards and reports.Few readers

• Target Information for Call-to-Action Buttons

  Target Information for Call-to-Action Buttons When using buttons in forms you are able to decide how the contact views the CTA link embedded within a button. Here are the attributes that can be added to the target section of the CTA button. These will tell the button whether to open the link in the same page or open a new tab etc.Some readers

• Query Building Concepts

  Query Building Concepts Queries in ActiveDEMAND Queries in ActiveDEMAND exist in the following places: Contact Lists Workflow Decisions Dynamic Lead Scores Campaign Goals Queries work the same way in each location, with only the context of the query changing. The context of the query can be global, campaign, or workflow. Global Query Context The global query context will look over all records in the database, over all time. The only limits to the result set will be definFew readers

• Getting Started with Personal URLs (PURLS)

  ActiveDEMAND can automatically merge the anonymous visitor with the 'new' known email recipient and your email recipient will effectively have their anonymity removedFew readers

• Sending dynamic PDF reports to prospects

  The ActiveDEMAND Report Scheduler system is a fantastic tool for communicating campaign results to internal constituents. It allows the user to create custom reports, assign the reports to schedules and internal audiences.Few readers

• How Do Unsubscribes Work?

  How Do Unsubscribes Work? ActiveDEMAND has changed how unsubscribes work in the platform. Previously, we've had some Users unsubscribe from a weekly report and accidentally unsubscribe from all emails, including critical emails like leads. So now, the unsubscribe functionality will only stop emails that are going out as part of a campaign. Emails from these sources will NOT be stopped by an unsubscrFew readers

• Setting up and using Employee 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.Few readers

• Creating a Kiosk Page

  There are some scenarios where you do NOT want the visitor data associated with the person who submits the form. One of those scenarios is a public kioskFew readers

• Creating an Affiliate Link Campaign

  Creating an Affiliate Link Campaign Affiliate Program Campaign Setup Example In this example, we will build a very simple affiliate program. The process will go like this: Affiliates fill out a form to become an affiliate. They are sent a unique affiliate link they can use to market your products/services. Any time someone converts from the affiliate link, send the notification to your affiliate. The following steps will guide you through building the affiliate campaign. SSome readers

• Does My Email Client Support Custom Web Fonts?

  Does My Email Client Support Custom Web Fonts? Looking to use custom fonts in your ActiveDEMAND email templates? Currently, custom web fonts are supported in a limited selection of email providers: Please refer to this table to find out if your email client supports custom web fonts: You can also refer to this Litmus font test as a further reference to see if your email client supports custom fontsFew readers

• Configuring ActiveDEMAND landing pages as a microsite

  In some cases, you may want to use a collection of landing pages as a microsite for ActiveDEMAND. Thus you may want to point a subdomain or a top domain to an ActiveDEMAND 'home page'.Popular

• Custom CSS

  Custom CSS Responsive Adjustments ActiveDEMAND landing pages have several custom classes that can be used to adjust behaviour. class="text-left-center-small" This will push the text left for all screensizes except small. On the small screen size it will center the text. class="text-right-center-small" This will push the text right and center on small screen sizes.Few readers

• Automate Lead Assignment

  Automate Lead Assignment Your marketing magic has just produced the hottest lead of the century. The question now is, which salesperson gets this hot lead? You can now automate lead assignments using the Assign Contact Manager workflow action. Some of the options are: Round Robin Priority Assignment: Based on activity Priority Assignment: Based on Sales Rep Scoring Priority Assignment: WeighteFew readers

• Nurture Campaign Basics 2 - Nurturing with Special Dates (Video)

  With the ActiveDEMAND Special Date feature you can trigger campaigns based on event dates such as; contract anniversary, birthdays ... etc.Few readers

• How can I limit how often ActiveDEMAND posts to the CRM for a given contact?

  The CRM activity posting workflow is used to communicate history transactions to a given CRMFew readers

• How do I post to an external webhook within a workflow?

  How do I post to an external webhook within a workflow? You can post to an external system using the 'Post To External Webhook' This can be used to access metadata from the 'in process' contact and post the state within a workflow. (https://storage.crisp.chat/users/helpdesk/website/eaa36b5a44772800/image1tvnkhb.Few readers

• How do I link a dropdown Custom Field in my CRM to a dropdown Custom Field in ActiveDEMAND?

  To import the values of a dropdown Custom Field that you have in your CRM to ActiveDEMAND you will need to follow a few steps.Few readers

• Troubleshooting Facebook and Instagram Errors

  Troubleshooting Facebook and Instagram Errors Typically agency accounts look after multiple Facebook and Instagram accounts for many clients. Here is a few troubleshooting tips if you aren't seeing the Facebook or Instagram pages populate during the authentication process. Check to make sure that when authorising ActiveDEMAND to utilise the Facebook account that nothing under Edit Access has been changed. There is no need to change any of the settings or permissions that ActiveDEMAND is aFew readers