Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User.
1. Log in to LeadSquared
Log on to LeadSquared using your username and password at run.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared Administrator.
2. Update your Personal Settings
| Update your Profile | Manage your personal details | Help |
| Update your Password | Update your LeadSquared password | Help |
| Update Email Signature | My Email Signature | Help |
| Manage Report Subscriptions | Allows you to manage which reports you want to subscribe | Help |
| View Request History | Allows you to view history of all bulk export, delete and other requests | Help |
3. Customize Lead Stages and Sources
| Update Lead Stages | Capture the stage that define your sales – from new lead to closure. | Help |
| Update Lead Sources | Populate the sources from which you get or expect to get the leads. | Help |
4. Customize Lead Activities and Scores
| Update Score of Core Activities | Customize lead score of core activities like Email open/click, website visit and so on to know how active is the lead with your business. | Help |
| Create Custom Activities | Use this to create your own Lead Activities that sales or inside sales employees can associate with the leads. | Help |
5. Customize Sales Activity Settings
| Manage products | Create the list of products/services that you sell. | Help |
| Sales Activity Settings | Configure basic details about your sales activities | Help |
| Sales Activity Fields | Customize the fields you want to see on sales activity | Help |
6. Manage Task Types
| Manage Task Type | Allows you to manage multiple Task Types and configure their properties | Help |
7. Manage Tags
| Manage Tags | Allows you to manage marketing tags | Help |
8. Install Tracking Script
| Website Tracking Script for WordPress Sites | Use this option if your website is hosted on WordPress. We have a plugin to install our tracking script. | Help |
| Website Tracking Script for other Sites* | You will need to copy/paste our tracking script on all our pages for non-WordPress websites. | Help |
*Available in Standard and higher plans.
9. Manage Website and Landing page domains
You need to add website domains that can be tracked. For each website domain you add multiple landing page sub-domains.
| Website Domains | Allows to connect websites to LeadSquared for tracking. | Help |
| Landing Page Domains | Allows to connect landing pages to LeadSquared for tracking. | Help |
| Multi-domain setup* | Allows to track website visits on multiple domains. | Help |
*Available in Standard and higher plans.
10. Manage Email Link tracking domain
| Email Link Tracking domain | Allows tracking of website visits after leads open email through LeadSquared. | Help |
11. Setup Lead Quality Criteria
| Lead Quality Criteria | Allows to measure lead quality using custom quality rules. It helps to identify the leads that are close to your ‘Ideal customer profile‘. | Help |
12. Setup Lead Engagement Scoring
| Engagement Score * | Allows to capture the engagement level of leads with your business. You can create your own custom rules of engagement scoring. | Help |
*Available in Standard and higher plans
13. Email Settings
| Email Categories | Allows leads to selectively subscribe/unsubscribe from specific types of emails rather than completely Unsubscribing from all emails. | Help |
| Landing Page Auto response | You can create a custom email template for automated email that can be sent when landing page submission happens. | Help |
14. Rules & Notifications
| Rules and Notifications * | This feature allows you to automate user notifications based on lead events. For example, you can notify your sales reps whenever any lead visits pricing page of your website. | Help |
*Available in Standard and higher plans
15. Manage the Content in LeadSquared
| Email Library | Allows you to create templates for Email communication. | Help |
| Images and Documents | Allows you to manage the images and documents which is used in LeadSquared. These are used in the landing page designer and email composer. | Help |
16. Manage the Marketing Features of LeadSquared
| Email Campaign | Allows you to design and create feature rich Email Campaigns which can be scheduled, tracked and analyzed. | Help |
| Automation | Powerful Workflow Automation | Help |
| Landing Pages | Allows you to create Landing Pages and analyze lead conversions | Help |
| Website Widgets | Allows you to create various website widgets for lead capture. | Help |
17. Manage the Leads in LeadSquared
| Manage Leads | Allows you to create and manage leads at one place. It also allows you to manage lead activities. | Help |
| Manage Tasks | Allows you to create tasks and reminders for your leads. | Help |
| Manage Lists | Allows you to categorize your leads into various lists based on your preference. | Help |
18. Manage Reports & Dashboards
| Dashboards | Allows you to capture the important marketing and sales indicators in a chosen time-frame. | Help |
| Reports | Provides analytics around marketing and sales to help you fine tune your business processes using various reports. | Help |
19. Attend Training and Start Using
Our customer success team will organize a usage training for you. Attend and get started.
Any Questions?
Check help.leadsquared.com or write to support@leadsquared.com for any queries.
You can also download this document in PDF format from below:
leadsquared-getting-started-guide-for-marketing-users
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