Automation feature of LeadSquared

The Automation feature of your LeadSquared system allows you to create visual workflows for various events. You can automate your workflow from start to finish and also determine the direction of the workflow based on the conditions and actions that you provide. This reduces the manual work and turnaround time which in turn allows you to push your leads more closer to conversion.

Features

  • Automate any workflow by providing the scenario where the Lead enter into an automation. These scenarios are called Triggers.
  • Use Conditions to evaluate the behaviour or attributes of the Lead.
  • Provide actions like Send Email, Update Lead, Notify User and Webhooks to complete an activity and interact with the customer.
  • Personalized Templates to automate various Lead events and marketing activities.
  • Reports to track the progress and quality of your automations.

Use Cases

  • If you have multiple products in business, customize and automate your communication to Leads to them based on their interests and increase the chances of conversion.
  • Training Email
  • Onboarding procedure
  • Newsletter and offer Email

Sample Use Case

Consider when a new lead is created. If the Lead visits your website, you can send a personalized Email to your Lead, if the Lead activity is a web page visit. Once the Email is sent, you can provide another condition to either wait for one business day and send another Email or immediately send an Email if your Lead clicks or opens your first Email.

Similarly for various Lead events, you can build your automations using multiple conditions and actions to direct and personalize it based on your requirement.

Procedure

To access Automation:

For detailed information on how to create an automation, refer to How to Create an Automation.

You can search for the already created automations from the Automations window using the Search field by entering the Automation name.

The filters bar below the search field allows you to filter the automation on the following ways:

  • Type – Allows you to filter based on the type of Automation.

type

  • Status – Allows you to filter based on whether your Automation is in Draft, Published or Unpublished mode.

status

  • Modified By – Allows you to filter automations based on the user who last modified the automation.

modified by

  • Modified On – Allows you to filter automations based on the time period on which it was last modified.

modified on

Actions you can perform from the Automation window

You can perform the following row actions for an automation:

  • Publish
  • Edit
  • Rename
  • Clone
  • Delete

To do this:

  • Click tool button under Actions, against the required Automation. The following list appears:

row actions

Publish – Allows you to publish or activate an automation which is in draft saved mode. Click Publish 

publish

 

Edit – Allows you to edit an existing automation. Click here and you are redirected to the corresponding automation window.

Rename – Allows you to rename an existing automation.

Clone – Allows you to clone an existing automation to a new one with the same properties.

clone

Delete – Allows you to delete an Automation. Click Delete to confirm.

delete