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How to Quickly Add Leads

1. Feature Overview In LeadSquared, you can add leads manually or capture them automatically from external sources. You can add leads manually using the following methods: Quick Add Lead: Add a lead instantly with minimal information. Add New Lead: Capture complete lead details, including documents and additional fields. Import Leads: Upload multiple leads in bulk […]

Send Quick Emails from the Manage Leads Page

1. Feature Overview LeadSquared’s Email feature enables you to send personalized, one-to-one emails to leads directly from multiple touchpoints within the platform or through automation workflows. It supports useful communication capabilities such as attachments, scheduling and CC/BCC recipients. This feature helps sales and marketing teams engage leads contextually and maintain consistent communication. Admins can control […]

How to Select Lead Fields to view on Lead Management page?

1. Feature Overview The Column Customization feature lets you choose which columns appear on key pages such as Manage Leads, Manage Opportunities, Activities, and Tasks. It helps you view important information at a glance, without opening individual Lead or Opportunity details. You can display both default fields (like Lead Score, Lead Owner, etc.) and custom […]

Create and Schedule Email Campaigns

1. Feature Overview With LeadSquared’s Email Campaign feature, you can – Design and send powerful Email Campaigns to your prospect base within minutes. Schedule your emails to be sent at a later date and time. Engage with your existing Leads and nurture them by sending updates, offers, greetings, or informational content. Use Automation to send […]

Plain Text Emails

1. Feature Overview Send simple messages using the plain-text editor in your email campaigns for high deliverability – plain text emails get higher click and open rates because they’re spam filter friendly and also work better for non-traditional email inboxes. Plain-text emails do not contain any graphic elements or files in them. You can add […]

How to Redirect Visitors to my Homepage after Submission on Landing Page?

You can redirect visitors  to your company’s website after they submit on your landing page. You can make this action an automatic one during creating a landing page. You use this procedure to redirect visitors  to your company’s website after they submit on your landing page. Prerequisites You have logged in to LeadSquared. You have completed […]

How to Allow Download of a Document after Visitors Submits on Landing Page?

You can let a landing page visitor download any document after submission on your landing page. You can make this action an automatic one during creating a landing page. You use this procedure to let the visitor download a document after submission on your landing page. Prerequisites You have logged in to LeadSquared. You have […]

How to send Auto-Response emails to Leads submitting on Landing pages?

This feature allows you set up to send an automated email when a visitor submits on your landing page. You use this procedure to send a confirmation email to the lead after submission on the form of the landing page. Prerequisites You have logged in to LeadSquared. You have completed Step 1 and Step 2 of creating […]

How to create a Facebook landing page?

You can create landing pages in LeadSquared and embed them on Facebook. A Facebook landing page can give you greater visibility and higher number of leads. You use this procedure to create a Facebook landing page. You can now use LeadSquared’s Facebook App to create landing pages. It is recommended that you use LeadSquared’s own Facebook […]

How can I find Leads that Submitted on a Landing Page?

You can create a list of all leads who have submitted on your Landing Page. You can make use of this list to send further campaigns or nurture the leads by, say, sending special offers. You use this procedure to find leads and create a list of leads who submitted on your landing page. Prerequisites […]

How to Create and Publish a Landing Page?

1. Feature Overview LeadSquared’s Landing Pages offer a powerful set of features to design and publish high-conversion landing pages. You can create responsive landing pages for different devices (web, mobile, tablet, etc.) and optimize them for search engines (SEO). Whether you’re starting from scratch or using the built-in templates, the Landing Page Editor makes customization […]

Select a Landing Page Template

1. Feature Overview The first step of creating a landing page is to select a template. You can – Select a pre-existing template. Select a blank template and build your landing page from scratch. Use your own HTML template. Copy the template of other landing pages you’ve created. Note: To know more about landing pages […]

Actions that should follow when a Visitor Submits on your Landing Page

LeadSquared allows you to set up what happens after a visitor submits on your landing page. You can create a work flow for the lading page visitor as well as the marketer who is using LeadSquared. You use this procedure to set actions after publishing the landing pages. Prerequisites You have logged in to LeadSquared. […]

Page Settings for Landing Page (SEO Options)

In Page Settings step of building a landing page you can set the Page Title, Landing Page URL, SEO Options and you may embed any web analytics script that you might be using. Each of these is explained here under. Search Engine Optimization (SEO) is a technique used to increase a website’s visibility and traffic. […]

How to Use Landing Page Reports?

Analyzing your Landing Page Report is one of the most important aspects in the process of Lead Management. You can use the landing page report to study the success/failure of the landing page through various metrics available in the report. This article helps you understand the various metrics and parameters of a Landing Page Report. […]