Using Property Feed Automation in ActivePipe
Using SmartFeed Panels in ActivePipe
Create your first email with ActivePipe
Here we’re going to show you just how quick and simple it is to create a new email in your ActivePipe account
So I’ve come into my account and I’ve clicked on the emails menu here and now we’re going to click on create new email
That’ll take you through to your template selection page, all of your templates will be in your branding
These will be the basis for you to use and build upon so just choose the one that looks the closest to what you think you want to build and click on that to select it
Give your email a name it’s just an internal reference
Click continue to come through to the email building page
Now there’s a lot of options available to you here, a lot of flexibility and customization available so come in here and have a play, see what you can create, you can’t break anything so just have a have a look around and see what you can create
I’ll show you some of the basics, first of all the subject is what your contacts will see in their inbox so make sure that that is relevant then
You can see this is our base template, now all of the options you can see here on the right hand side, these panels are available to use just depending on what you want
To build and to use one you just pick it up and drop it in it’s all drag-and-drop
So I’m just going to show you how quick and simple it is to build up a nice mobile responsive email
Pop in a line and perhaps your social media links so you can see here very quickly I’ve built up a fairly decent email in terms of content
Now all of these panels are editable so click on one to make it active and then you can change that to whatever you like
With the text you can copy and paste from another source so I’ve just done that to show you how quick and simple it is
With images if I click on this panel you can see there’s a camera icon, if I click on that you can upload whichever image you’d like to utilize in this case
Just click on the upload image locator on your local computer and ActivePipe will upload it to your account for you
Then just click on it to select it and that’ll pull it through to your template
So once you’ve built some content and you want to see how it’s going to look to your contacts click on the preview button here on the right-hand side and you’ll see how it looks on a desktop and you can also toggle over to a mobile responsive version
You can send a preview to whoever you like just put in their email address there and click send now
And once you’re happy with the preview just click done
So that is as simple as it is to create an email all you need to do at this point is click Save to save that to your account and you can come back to that and reuse it, edit it. It’s basically like a template from there forward
So we do have a tutorial that goes through all the panel options in more detail there’s a lot of flexibility within each panel so check that out once you’ve got a handle on the basics
But like I said just get into your account have a play see what you can create in here
It’s really quick and simple.
How to create a campaign (SEND)
We’re logged into ActivePipe SEND as an agent and we’re going to look at creating a campaign.
So I’ve just clicked on the campaign’s menu here on the left, and then we’re going to click on create campaign.
Give your campaign a name, and then we’re given three parameters that we need to set to send off this communication.
The first is our audience if you’re integrated or you’ve created audiences within an ActivePipe if you’re not integrated they’ll appear here you can choose one or several of your audiences or categories, or you can choose all subscribers.
The next parameter to set is when we want to send this communication out, so we can either do “now” as soon as we’ve completed setting up our campaign, or you can choose any date and time in the future with the really simple date and time picker.
The last parameter to set is what we’re sending out, so once you’ve built an email you’ll see them appear in you drop down here. So just choose the applicable email and that’s it.
All you need to do then is click Save to save it as a draft to come back to later, or click Save and activate to schedule your campaign to go out at the date and time you have allocated.
How to upload contacts via CSV file
When you first log into your ActivePipe account you’ll be taken to the dashboard and asked to add some contacts.
Your contacts can be uploaded via a CSV file.
To do so click on “add contacts” – you can then either drag and drop your CSV file or click on the link here to locate it from your computer.
Select that and then you’ll be told that the file you’ve you’ve chosen is ready for import.
Click import contacts – you will then be asked to verify that the columns you have in your CSV match up with the columns we’ve assigned it to in ActivePipe.
So: first name, last name, email – you can also put in custom fields. To do so click create custom field and give it the appropriate name and click save.
Do that for any custom fields you like and once you’re happy with the assignment click continue.
Next you’ll be asked to review your contacts – here you have a few options:
You’ll always see down the bottom here that update existing contacts is ticked, we recommend that you keep that ticked – this means that if you have any new CSV uploads when a contact is already existing in your account it will update them if there’s any new contact information in the CSV
You also have the option to unsubscribe all contacts that are not a part of this import and thirdly you could also save all the contacts in this new import as an audience. So if we tick that and give it a name, that will create a new audience from this upload.
Next, finish importing – and then you’ll see we’ve got an import overview we’ve got five successful uploads, five new uploads, all successful: there was zero existing in the account to be updated and we have a total of five now .