Dashboard

• Introducing your ActivePipe Dashboard
• High Value - What does this mean, and how is it useful?
• High Value: Highly Interactive
• High Value: Up & Coming
• What is Intent? How is it determined? How is it useful?
• Intent: Upsizer
• See all 23 articles

Contacts

• How are my contacts added to ActivePipe?
• Upload contacts using a CSV file
• Which contact CRMs does ActivePipe integrate with?
• How often does ActivePipe sync with my CRM?
• Which contacts can I see in my user level account?
• Why can’t I edit or add a new contact in ActivePipe?
• See all 17 articles

Audiences

• What is an Audience?
• How do I create an Audience?
• Office-Wide Audiences
• Why can't I see Audiences in the Office-Wide account?
• Create an Office-Wide Audience
• Archive an audience
• See all 7 articles

Campaigns

• What is a Campaign?
• How do I create a campaign?
• Create a recurring campaign
• Change an existing campaign
• Notify users about new campaigns
• Add or remove campaign modules
• See all 17 articles

Emails

• How do I create an email?
• Editing an email
• Update your introduction
• Add a link in your email
• Link to a pre-filled email
• Use a placeholder in your email
• See all 64 articles

Properties

• Which property feeds/systems does ActivePipe integrate with?
• How do I generate a property report?
• How can I share a Digital Property Profile?
• How do I exclude properties with undisclosed prices?
• Why isn't my property showing in my email?
• Why do I see all properties in my ActivePipe account, not just mine?

Reporting

• Contact profiles
• Property reports
• How do I confirm if an email reached my contact?
• How can I determine the method my contacts used to unsubscribe?
• Why are there invalid emails in my high value contacts?

Accounts and Settings

• What is a User?
• What is a BSO/Admin?
• What is an "Office-Wide" account?
• What are the access levels in ActivePipe?
• How can I switch from my admin account to one of my user accounts?
• How do I get a new agent or admin set up?
• See all 21 articles