New Client Quick Setup

Built for Marketing Agencies

Hi and welcome to ActiveDEMAND!

Below you will find the form you need to fill out in order to get your account set up and activated. Please fill out the required details along with the extra necessities you require. We look forward to working with you.

General Information

First Name

Last Name

Email Address

Company Name

Phone Number

Website URL

Contact Details

Enter the contact details for your account.

Default Phone Number

Default Marketing Reply Email

Address

Country

City

State/Province

Zip/Postal Code

Primary Sales Contact

Where would you like your sales lead notifications sent? You can change this later!

Primary IT Contact

We may need need to contact your IT department for the following: CNAME Setup, access to your website, and other technical communications.

Integrations

We will need to have access to your Social Media accounts, Google Tag Manager, DNS records, Google Analytics and Google Adwords accounts.

To provide us with access, you need to add the following user/login with Admin rights: services@activedemand.com

You will need to create a user/login with access to the following:

Social Media accounts
Google Tag Manager, Google Analytics, Google Adwords accounts
A login to create DNS records at the client’s hosting provider

Social Media

	Facebook	LinkedIn	Twitter
Check off the social media integrations applicable to your account

Facebook Page URL:

LinkedIn URL:

Twitter Profile URL:

Blog Access

	Yes	No
Do you want us to manage Blog Posts for your account?

Please provide us with the following details to manage Blog posts in your account:

Blog URL:

User Name:

Password:

Appointment Scheduler

*Note: If you want to set up your calendar availability and authenticate your Google or Office calendar personally, %ACCOUNT.BUSINESS_NAME% will provide detailed instructions once your account is open.

	Yes	No
Do you want us to set up appointment scheduling for your account?

Please provide us with the following details to create an appointment scheduler for the calendar owner:

Name

Availability hours

Last Name

Availability Days

Email Address

Time Zone

Branding

We will use these images to set up the branding for your %ACCOUNT.BUSINESS_NAME% account.

Header Image
Suggested size: 600x150

File Upload

Logo Image
Suggested Size: 250x150

File Upload

Favicon
Suggested Size: 32x32

File Upload

Anything else you would like us to know?

(800) 658 4305