Help Guide
Welcome! Find practical, step-by-step instructions for common tasks and advanced configurations.
🎯 Finding the Right Guide
By User Role
- Lead Buyers: Flow Management → Compliance → Analytics
- Lead Sellers: Getting Started → Integrations → Troubleshooting
- Developers: Data Management → Integrations → Best Practices
- Administrators: Analytics → Compliance → Best Practices
- Finance Teams: Finance & Billing → Analytics → Troubleshooting
By Experience Level
- New Users: Start with Getting Started
- Intermediate: Explore Flow Management and Data Management
- Advanced: Master Best Practices and Troubleshooting
- Expert: Implement Advanced Techniques like ping-post and real-time bidding
📚 Guide Categories
| Category | Description | Best For |
|---|---|---|
| 🚀 Getting Started | Build your first flow, add sources, understand basics | New users |
| 🔄 Flow Management | Configure steps, routing, caps, and pricing | Daily operations |
| 📊 Data Management | Fields, validation, templates, and transformations | Data quality |
| 🔌 Integrations | Connect CRMs, email systems, and custom APIs | System connections |
| ✅ Compliance | TrustedForm, consent, suppression lists, TCPA | Legal requirements |
| 🔍 Troubleshooting | Fix rejections, errors, and performance issues | Problem solving |
| 📈 Analytics | Reports, events, vendor tracking, and exports | Business insights |
| 💰 Finance & Billing | Pricing, transactions, reconciliation, and margins | Financial control |
| 💡 Best Practices | Optimization patterns and scaling strategies | Advanced users |
| 🚀 Advanced Techniques | Ping-post, real-time bidding, complex routing | Expert users |
🚀 Quick Links
Most Popular:
- Building Your First Flow
- Implementing TrustedForm
- Lead Rejection Analysis
- Acceptance Criteria Mastery
Related Resources:
- Reference Documentation - Technical specifications
- Key Concepts - Core understanding
- API Documentation - Developer details
Need Help? Email support@activeprospect.com
💡 Tip: Use Cmd/Ctrl+F to search this page for specific topics
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