Dashboard

• The 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 24 articles

Emails

• How do I create an email?
• Editing an email
• Panels in the email builder
• The panel editing toolbar
• The text editing toolbar
• How do I exclude properties with undisclosed prices?
• See all 97 articles

Emails: Adding and filtering properties

• Using SmartMatch within Insights panels
• Add properties to an email
• Add or edit a feature property
• Change or add images to a Feature Property panel
• Change Property Grid or Property List panel images
• How do I automatically fill a property panel?
• See all 55 articles

Campaigns

• When will my mortgage newsletters and RBA updates be sent?
• What is a Campaign?
• How do I create a campaign?
• Campaign Modules - Schedulers
• Campaign Modules - Triggers
• Campaign Modules - Conditions
• See all 57 articles

Contacts

• Viewing contact loan information
• How are my contacts added to ActivePipe?
• How CRM integration can help streamline your communications
• Which contact CRMs does ActivePipe integrate with?
• How often does ActivePipe sync with my CRM?
• Upload contacts using a CSV file
• See all 83 articles

Tags

• An introduction to Contact Tags
• Types of Contact Tags
• How can I see all the contacts that have a particular tag?
• Create a new Contact Tag
• Delete a Contact Tag
• Add a contact to a tag
• See all 11 articles

Audiences

• What is an Audience?
• How do I create an Audience?
• Add existing contacts to an audience
• Adding new contacts to existing audiences
• How can I see all the contacts currently within an Audience?
• Why have some of my audiences disappeared?
• See all 18 articles

Properties

• The Properties menu
• Search for a property to use in your email
• Find a property to see its reporting
• How do I generate and print a property report?
• How can I save and share a property report?
• Download a List: Most engaged contacts
• See all 9 articles

SMS

• An Introduction to ActivePipe SMS
• Getting started with SMS
• SMS sending number options
• Add SMS credits to your account
• Create and send an SMS campaign
• Who can I send SMS campaigns to?
• See all 10 articles

HomePrezzo

• An Introduction to HomePrezzo
• What do I need to get started with HomePrezzo?
• Edit or create HomePrezzo content
• Add HomePrezzo content to your email
• Using HomePrezzo content in Images, or Text & Images panels
• Suburb lifestyle videos
• See all 12 articles

Reporting

• Accessing campaign reporting
• Campaign Report: Overview
• Campaign Report: Interactions
• Campaign Report: Views
• Campaign Report: Metrics
• Download a list
• See all 30 articles

Accounts and Settings

• How can I contact ActivePipe support?
• Tracking your support requests
• When is live chat available?
• What are the access levels in ActivePipe?
• What is a User?
• What is a BSO or Admin?
• See all 70 articles