Admin - Best Practices

Each client of ActiFi will be required to select a subdomain for their instance of SuccessPro when starting the implementation process. It is important to provide ActiFi an accurate, long term url to use when creating the SuccessPro instance.
  • It is a best practice to include the client organization's domain as the SuccessPro sub domain address.
  • Matching domain example:
  • Organization Name: ActiFi Financial
  • Organization Domain:  actififinancial.com 
  • SuccessPro Subdomain: actififinancial.actifi.com
  • Acronym domain example:
  • SuccessPro Subdomain: af.actifi.com
  • Note: Organizations with domains exceeding 12 characters might explore using an acronym to help shorten the url
  • In the event the url needs to be changed after creating, may be a billable event as ActiFi development resources must allocate additional time to make the change.