Creating an Account & Getting Started

Guide Overview

Summary:
This guide walks you through creating a new ActiveProspect account, answering questions to tailor your experience, and accessing your personalized Onboarding Dashboard for a seamless start.

Learning Objectives:

• Understand why every seller, buyer, or platform participant needs an ActiveProspect Account.
• Set up your ActiveProspect account through our self-service registration.
• Request access to an existing company account.
• Respond to a series of questions that configure platform features to meet your business needs.
• Navigate the Onboarding Dashboard to complete setup steps and unlock the full potential of the platform.

Why Creating an Account Is Important

Every company that participates in the ActiveProspect platform—paid or free—must have an account. Each company receives one account with unlimited users. An Account is required to access products, submit support tickets, and serve as a point of contact for your business.

Why Sellers Need a Free Account

• Issue TrustedForm Certificates
  Required to issue TrustedForm Certificates for your leads. Domains must be registered to your account.

• Submit Leads to LeadConduit
  Access to posting instructions requires an account.

• Access Support
  Support tickets must be submitted through an authenticated account.

• Serve as Point of Contact
  We need a reliable way to reach you if there is an issue related to your business or website.

Additional Benefits

• Reporting
  TrustedForm: View certificate volumes and access all session replays for 90 days.
  LeadConduit: Track submitted leads and buyer acceptance or rejection.

• Conversion Feedback (buyer-dependent)
  Receive postbacks for leads that convert or are returned.

• Consolidated Posting Instructions
  Access up-to-date posting instructions for all buyers in one place.

• Product Updates
  Receive announcements and updates directly in your account.

Quick Start Workflow

1. Create An Account
2. Answer Getting Started Questions
3. Access the Onboarding Dashboard

Step-by-Step Instructions

Step 1. Create Your Account

• Goal: Initiate your journey with ActiveProspect by establishing your account.
• Context:
  New users register via our self-service process at account.activeprospect.com/register. After verifying your email, if your email domain is already linked to an existing company account, you will see the “Request to Join Company Account” page where you can submit a join request for administrator approval.

Instructions:

1. Open your browser and navigate to http://account.activeprospect.com/register.
2. Enter your email and password. You’ll be emailed a verification code.
3. Fill in your user information, as well as your company’s name when prompted.
4. If your email domain is already associated with an existing account, click the “Request to Join Company Account” button to submit your access request.

Expected Result:
Your account is successfully created, or a join request is submitted for companies with an existing account.

Step 2. Answer Getting Started Questions

• Goal: Personalize your platform experience by answering getting started questions that determine which tools and features are optimally enabled for your business.
• Context:
  Immediately after entering your registration information, the sign-up process asks additional questions regarding your company’s size, industry, and objectives. These responses tailor which features are enabled on your account by default and personalize your onboarding steps.

Instructions:

1. After providing your basic information, review the getting started questions presented on the screen.
2. Answer each question with accurate details such as your company’s size, lead verticals, and how you plan to use the ActiveProspect platform.
3. Double-check your responses for accuracy since they directly affect which features are enabled by default to help meet your needs.

Expected Result:
Your account is customized to activate features that best suit your business needs based on your specific responses.

Step 3. Access the Onboarding Dashboard

• Goal: Benefit from a guided, step-by-step account setup process through the personalized Onboarding Dashboard.
• Context:
  Once you have completed the getting started questions, the Onboarding Dashboard automatically appears for self-service users. It presents a tailored checklist of modules based on your segmentation responses — helping you complete important setup tasks efficiently.

Instructions:

1. Navigate to your homepage.
2. Click Start on the first module and follow the steps outlined.
3. As you complete each step, mark them as completed.
4. Complete each module at your own pace; your progress is automatically saved to allow you to return at any time.

Expected Result:
The Onboarding Dashboard shows a customized list of essential setup tasks. As you complete each step, your progress is saved in real-time, guiding you smoothly from registration towards full platform utilization.

Troubleshooting

Frequently Asked Questions (FAQ)

What should I do if I see the “Request to Join Company Account” screen?

This indicates your company already has an ActiveProspect account. Click the prompt to request access and wait for an administrator’s approval.

Why are additional questions asked during registration?

The getting started questions enable us to customize your account setup by activating the features that best align with your business needs.

Who can access the Onboarding Dashboard?

The Onboarding Dashboard is available to all authenticated self-service users who have completed registration and account verification.

I completed registration but have not received any onboarding prompts. What should I do?

Navigate to your Accounts home page and click the prompt in the banner to complete your getting started questions. Once completed, the Onboarding Guide will be available.

How do I reset my password?

On the log in page, click the “Forgot password?” option. Follow the steps in the email sent to your inbox.

How do I change my email address?

To update your email or other personal information associated with your account, log in to your ActiveProspect account, select your account name in the upper-right and then choose “Update My Info” from the dropdown menu. To save changes, enter your password and click “Save”.

Glossary

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