For those folks that are onboarding a lot of clients onto the ActiveDEMAND platform, here is a simple checklist for you to ensure you have ActiveDEMAND completely set up for your clients.

  1. Run through the account setup wizard to ensure the basics are setup.
  2. Set up the brand (including the email header image, logo, favicon. (
    • Header Image Size: 600x150
    • Logo size: 250x150 transparent background png
    • Favicon size 32x32
  3. Add the tracking script to the website (
  4. Add/Authorize Google Analytics (Administration->Account Settings-> Integrations -> Third Party Applications-> Add Application) (
  5. Add/Authorize Social Media accounts (Administration->Account Settings-> Integrations -> Social Media->Add Social Media)
  6. Set up the CNAME Records (
  7. Set up the sales distribution list (account employees who are going to get leads). Add the employee contacts (Administration->Account Settings->Add Employee). Add the appropriate contacts to the Sales Distribution contact list. (
  8. Set up an Email Template (Assets->Email Template Library->New Email Template)
  9. Integrate the web forms for the website (
  10. Agency: Set up the lead notification brand (Administration->Account Settings->Account Setup [Lead Notification Brand]). This will ensure the lead notifications are using the agency brand.

Very important: Never set the default marketing reply email address and/or the primary sales/marketing contact using a public ISP email address. Google does not allow any ESP to send from a gmail.comĀ address.