ActiveDEMAND UK Training Services
All our training sessions will be live, instructor lead and presented remotely by Zoom, Google Meet or GoToMeeting.
Where possible, we will use your real marketing assets for examples to leave the session with real-world results.
Sessions may be recorded with participants consent and later sent to each training delegate.
Each lesson is typically 1-hour long unless indicated otherwise
An initial course for Admins or Marketers who will need to set the system up or work with other disciplines in the set up.
DNS Settings - CNAME and SPF Records
Creating account logins for employees and permissions.
Sales & Marketing Lead distributions lists
Marketing Lists or Importing Contacts
Setting Up Branding and Styles
Setting up your database with custom fields for Contacts & Organisations
This course is intended for Marketers who will be producing email campaigns and is a good starting point for those who need to understand how to create, style, edit and manage a newsletter type communications.
This builds on B1 Newsletter Campaigns to allow you to build detailed drip campaigns with; triggers,decisions, waits and actions. A must for anyone who wants to nurture their prospects with automation.
Drip Campaign Basics
Choosing a campaign trigger
This course deals with creating landing pages with forms to inform prospects and to capture their interest using our form builder. We will also cover autorespinders, Sales Leads and A/B testing.
Creating Landing Pages with Forms
Landing page styling and branding
Adding Forms and form elements
Adding Web Forms to your website
By creating segments of contacts or their organisations, the true power of automation can be unleashed. Essential for Admins or Marketers who will plan for growth of the system and its use.
Creating and using audience segments
Creating Contact Lists- Static and Dynamic
Love or hate them, popups can help engagement. Dynamic content allows content to be very specifically targeted to contacts or organisations.
Creating and deploying Pop-ups
Adding Dynamic Content
We all need to report marketing results to someone. This course covers the basics of Dashboard creation and sharing as well as more formal reporting by email or PDF files using automation.
Creating personal dashboards
Creating Custom Report Widgets
Sharing Dashboards within your account
Sharing Dashboards externally
Creating Report Templates
Creating Campaign Reports
Adding Google Sheets data
If you are connecting to one of our external CRM integrations or using the ActiveDEMAND internal CRM this course will give you the important setup basics and custom options to bring your Marketing and Sales together.
Creating Pipeline Stages
Importing Contacts (From CSV or supported Webhook from existing CRM)
Data mapping (For use with external CRM's)
Creating Custom Deal Fields
Our client success team are ActiveDEMAND UK experts and can help you with all of your ActiveDEMAND service needs from email template builds to CRM integration to full campaigns.
Alternatively take a look at our ActiveDEMAND Consulting page.
**The cost of these services is dependent on the scope of work and will require an assessment by a client success representative.**
Get access to all of your data fast when you integrate your external CRM.
Have a campaign you need to be done but you are short on resources?
Set up an email template with your company’s brand.
Create a landing page with your branding front and centre.
UK Based Support from Agency Professionals
Lead Intuition are the UK reseller of ActiveDEMAND CRM, Marketing and Sales automation platforms. Our team is dedicated to helping Marketing Agencies design and deploy CRM, along with Marketing and Sales Automation – for themselves and for their clients. We deliver solutions that scale and evolve with your business – giving you lasting value.
Working closely with you throughout the planning and implementation stages, we also train teams, helping them define new processes. Our Consultancy Services can be a valuable source of help for design and deployment of sales funnels. The Lead Intuition Team are a valuable resource to our agency clients. We can design, execute and report on campaigns when you don't have the bandwidth to do it yourself.