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. 

  1. Complete the Wizard steps
    1. The Wizard will launch once you log in to your ActiveDEMAND platform OR
    2. You can launch the Wizard by selecting the ‘wrench’ icon at the top right side of the screenImage_1.png
  2. Add your CNAME records to improve your email deliverability
    1. How are CNAME records generated and why are they important? 
    2. Go to Administration -> Account Settings -> Account Setup -> CNAME Record SetupImage_2.png
  3. Integrate your Social Media Accounts for reporting
    1. Integrating Facebook and Instagram with ActiveDEMAND 
    2. Go to Administration -> Account Settings -> Integrations -> Third Party Applications -> select ‘Add Application’
    3. Select your social media account(s)
    4. Authenticate the social media account (s)Image_3.png
  4. Integrate your CRM (if applicable)
    1. Go to Administration -> Account Settings -> Integrations -> Third Party Applications -> select ‘Add Application’Third_Party_Applications.png
  5. Add your Google Analytics information for reporting
    1. Integrating ActiveDEMAND with Google Services 
    2. Go to Administration -> Account Settings -> Integrations -> Google IntegrationImage_4.png
  6. Install your tracking script to allow you to identify how prospects are engaging with your website
    1. Setting up the tracking script for your website 
    2. To locate your tracking script, go to Administration -> Account Settings -> Account Setup -> Account SetupImage_5.png

Now you are ready to create your first client account (add article link for Creating Client Account From Your Agency Reporter Master Account)..

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.