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How to Quickly Add Leads

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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 using a CSV file.

You can create leads manually from several pages, including:

Note: In Service CRM, If the customer doesn’t exist as a lead, you can create one from the Ticket Views page. Both Service Users and Hybrid Users can create a lead.

In addition to manual entry, LeadSquared can capture leads automatically from sources such as:

For more information, see Lead Management – Feature Guide.

 

2. Prerequisites

  • Before you add leads manually, configure the Lead Forms used by the Quick Add Lead and Add New Lead options. These forms define which fields appear when users create a lead (For the steps, see section 4. Configure Lead Forms).
  • You must be an administrator to configure lead forms.

 

3. How It Works

Manual lead creation follows the same basic workflow, regardless of the page you start from:

  1. Configure the lead forms – Set up the fields that appear in the Quick Add Lead and Add New Lead forms. This is a one-time setup (see section 4. Configure Lead Forms).
  2. Open a page that supports manual lead creation – such as Manage Leads, Manage Opportunities, Manage Activities, or Smart Views.
  3. Choose a method – Use Quick Add Lead for minimal details, Add New Lead for complete details, or Import Leads for bulk import.
    • Manage Leads and Smart Views support Quick Add, Add New Lead, and Import Leads methods.
    • List Details supports Quick Add and Add New Lead.
    • Manage Opportunities and Manage Activities support only the Add New Lead method.
  4. Enter the lead details, and save.

The steps are the same across all these pages. Only the available methods differ.

For advanced data capture, such as dynamic forms with conditional logic for leads, activities, and opportunities, use the Forms and Process Designer.

 

4. Configure Lead Forms

Before you use Quick Add Lead or Add New Lead, configure the fields that appear in each form. Both options use the same Lead Forms page, and the steps are the same. Only the form you select differs.

To configure a lead form

  1. Navigate to My Profile>Settings>Leads>Lead Forms.
  2. From the Select form to edit dropdown, select one of the following:
    • Create Quick Add Form: Configures the form for the Quick Add Lead button.
    • Create Lead Form: Configures the form for the Add New Lead option.
  3. From the available lead fields, drag and drop the fields you want to include in the form. To remove a field, drag it back to the available fields list.
  4. Click Save.

For more information related to Lead Forms, refer to: Lead Form Customization.

Leadsquared - Quick Add Leads

 

5. Add Leads Manually

After you configure the forms, you can add leads manually from any page that supports lead creation. The process is the same on each page. Only the starting page and the available methods differ.

  • Quick Add Lead lets you add leads quickly with minimal information. This is useful when you capture leads during phone calls, store visits, or events.
  • Add New Lead lets you capture detailed information, including documents and additional fields.

5.1 Add Leads from the Manage Leads Page

  1. Navigate to Lead Management>Leads.
  2. Click Quick Add Lead or Add New Lead.
    • For Import Leads method, see section 6. Import Leads.
  3. Enter the required lead details.
  4. Click Save & Close.

If you select Add New Lead, you can also use the following tabs:

  • Lead Details: Enter personal or organizational details.
  • Documents: Upload supporting documents, such as a PAN card or passport.
  • Additional Details: Enter additional or custom lead information.

Leadsquared - Quick Add Leads

5.2 Add Leads from the Manage Opportunities Page

On the Manage Opportunities page, you can add leads using Add New Lead. The steps are the same as on the Manage Leads page (see section 5.1).

Add New Lead from Opportunities page

5.3 Add Leads from the Manage Activities Page

On the Manage Activities, you can add leads using Add New Lead. The steps are the same as on the Manage Leads page (see section 5.1).

Add New Lead from Activities page

5.4 Add Leads from Smart Views

Within a Smart Views tab, you can add leads using Quick Add Lead, Add New Lead, or Import Leads. These options let you create or import leads while you work in a specific filtered view. The steps for Quick Add Lead and Add New Lead are the same as on the Manage Leads page. For instructions on how to import leads, see section 6. Import Leads.

Leadsquared - Quick Add Leads

5.5 Add Leads from the List Details Page

On the List Details page, you can add leads using Quick Add Lead or Add New Lead. This immediately associates the new lead with the selected list.

Leadsquared - Quick Add Leads

5.6 Add Leads from Service CRM

In Service CRM, If the customer doesn’t exist as a lead, you can create one from the Ticket Views page. Both Service Users and Hybrid Users can create a lead.

 

6. Import Leads

You can upload leads in bulk using a CSV file. This is useful when you import leads collected from offline campaigns, third-party platforms, or external databases. For step-by-step instructions, see How to Import Leads to LeadSquared.

Import Leads from manage leads

 

7. FAQs

7.1 Why is the Add New Lead or Quick Add Lead button not visible?

The Actions Panel configuration controls whether these buttons appear. To enable them:

  1. Navigate to Settings>Organization Settings>Advanced Configuration.
  2. Click Configure next to Actions Panel in Manage Leads/Activities/Opportunities/Smart Views Page.
  3. Enable Quick Add Lead and Add New Lead.

For more information, see Configure Actions Panel.

7.2 Why does the lead’s email ID appear in the Lead Name field?

If you create a lead without a lead name, LeadSquared populates the Lead Name field with the lead’s email ID or phone number.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Send Quick Emails

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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 access to email-related capabilities through Email Settings and configure permissions for different users across the account. To learn more, see Email Settings – Feature Guide.

Note: To send email campaigns to lists of leads, see Create and Schedule Email Campaigns.

Leadsquared - One-To-One Emails

 

2. Prerequisite

You must have permissions enabled to send emails to leads.

 

3. How It Works

Users can send emails to leads either manually or through automation:

  • One-to-one emails can be sent from various sections like Manage Leads, Lead Details, Smart Views, or Manage Lists. These can be sent instantly or scheduled for later.
  • Automated emails can be configured within workflows to trigger based on user-defined conditions.
  • Once sent, emails (including attachments) are tracked under the lead’s Activity History for visibility.

 

3. Send Emails to Leads

Send personalized, one-to-one emails to individual or multiple leads directly from different pages on the platform, such as Manage Leads, Lead Details, Smart Views, and Manage Lists. You can compose, send, or schedule emails based on your business needs, making it easy to engage leads contextually at any stage of the sales process.

3.1 From Manage Leads Page

  1. Navigate to Lead Management>Leads.
  2. Alongside the relevant lead, click the Send Email icon.
  3. Once you’re done drafting the email –
    • If you need to send the email immediately, click Send.
    • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

Leadsquared - One-To-One Emails

To send email to multiple leads –

  1. Click the checkboxes alongside the relevant leads.
  2. Click the Send Email button on top of the lead grid.

Leadsquared - One-To-One Emails

3.2 From Lead Details Page

  1. Navigate to Lead Management>Leads.
  2. Click the name of the relevant lead to view the lead’s details.
  3. Click Email.
  4. From the dropdown box, select Send Email if you need draft an email to send immediately.
  5. Once you’re done drafting the email –
    • If you need to send the email immediately, click Send.
    • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

Leadsquared - One-To-one Emails

You can view and cancel the emails that you have scheduled to send later on the Lead Details page.

  1. Click Email.
  2. Select View Scheduled Email.
  3. You can see the details of the scheduled email on a pop-up.
  4. To cancel the email, click Cancel on the pop-up.

Leadsquared - One-To-One Emails

3.3 From Leads Quick View

Click the relevant lead row to open the quick view. You can send emails to the lead from here.

Leadsquared - One-To-One Emails

3.4 From Smart Views Page

  1. Navigate to Lead Management>Smart Views.
  2. Alongside the relevant lead, click the Actions icon and select Send Email from the dropdown.
  3. Once you’re done drafting the email –
    • If you need to send the email immediately, click Send.
    • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.

Leadsquared - One-To-One Emails

3.5 From Manage Lists

  1. Navigate to Lead Management>Manage Lists.
  2. Alongside the relevant list, click the Send Email icon.
  3. Once you’re done drafting the email, send a Test Email to yourself or others to make sure your content renders correctly.
  4. Then –
    • If you need to send the email immediately, click Send Now.
    • If you wish to schedule the email delivery for a later time, click the Schedule Email icon.
Note: You can send emails to leads from the List Details page as well.

Leadsquared - One-To-One Emails

 

4. Send Emails through Automation

Automate email delivery by configuring workflows that trigger emails based on lead actions or conditions.

  1. Navigate to Workflow>Automation and click Create Automation or open an existing automation.
  2. Click the plus icon and under Messaging, click Send Email.
  3. Choose an Email template or design your own email from scratch.
  4. Once you’re done, save or publish the automation.

Leadsquared - One-To-One Emails

 

5. Send Files As Attachments

When sending one-to-one emails to your leads, use the Attachment button to attach files to the email (uploaded to the Images and Documents Library or through lead notes). Click –

  • Upload New to upload a document or image from your device.
  • Documents to open all the files uploaded to the Document Library.
  • Images to open all the images uploaded to the Image Library.
  • Lead Documents to open specific documents uploaded with relevance to that particular lead (for instance, from the Add Lead Form or Notes), captured in the Lead’s Details page.
Note: This feature is not available by default. To enable this on your account, contact your account manager, or write to support@leadsquared.com.

Leadsquared - One-To-One Emails

Once the mail is delivered, you can view the attachment on the Lead Details page, under the Activity History tab.

Leadsquared - One-To-One Emails

 

6. CC/BCC other leads in your email

To keep relevant stakeholders informed, you can include additional recipients in your emails using CC or BCC option.

  1. On the email designer, next to the To address, click CC or BCC.
  2. Enter the email addresses of the relevant leads on the CC or BCC field.
Note: A lead is captured with the lead origin “Web:Email:One2One” when a new email id (email Id of a lead that doesn’t exist in LeadSquared) is passed in CC while sending an email to an existing lead.

Leadsquared - One-To-One Emails

 

Troubleshooting

YouTube Video Preview Glitch in One-to-One Email

  • Issue: A YouTube video was added to an email template created using the Visual Designer (Email Campaigns feature). While the video preview appears correct in the test email, it becomes glitched when sending a one-to-one email.
  • Cause: The Visual Designer is designed for email campaigns and not for one-to-one emails. When a template created in the Visual Designer is used for a one-to-one email, it opens in the Rich Text Editor, which may alter the formatting and cause display issues with the video preview.
  • Solution: To ensure the video preview appears correctly in one-to-one emails, create the template using the HTML Editor or Rich Text Editor, as these are compatible with one-to-one emails.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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

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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 fields (like Course Interest, Insurance Type, or Budget) directly in the grid.

Additionally, you can pin columns to keep important fields (such as Lead Name or Phone Number) fixed in place while scrolling through the grid. This ensures that critical information always remains visible.

Note: In addition to the default fields, you can also display custom lead fields on the grid. For more information, see How to Create Custom Lead Fields.

 

2. Customize Columns in Manage Leads Page

  1. Navigate to Lead Management>Leads to view the list of all your leads.
  2. Click the Manage Columns icon on the top-right corner of the lead grid. Here, you’ll see the list of available and selected lead field columns.
  3. Hover over the relevant selected column, and drag and drop it in the desired position to reorder the grid.
  4. To add new columns, click on the relevant checkbox alongside the relevant field under Select Lead Columns.
  5. Once you’ve added the fields, click Update.

Leadsquared - Manage Columns

2.1 Pin Columns

Pin a column to move it to the front of the grid and freeze it in place. Pinned columns remain visible and do not move or get hidden when scrolling through the grid. You can pin upto four columns, with two primary columns pinned by default.

  1. Click the Pin icon alongside the relevant selected column to pin it. The field will move under the Pinned Columns section.
  2. Drag and drop to reposition the field within the column as per your preference.
  3. Once you’ve selected and pinned the columns, click Update.

Leadsquared - Manage Columns

2.2 Restore Default Columns

The default columns are Lead Name, Actions, Lead Score, Lead Stage, Lead Owner and Modified On. To view these default columns, click Restore Default and select Update.

Leadsquared - Manage Columns

 

3. Manage Columns in Smart Views

You can also customize columns in Smart Views.  To do so, click the Manage Columns icon on the upper right corner of the lead grid and follow the same steps as described above.

Leadsquared -Manage Columns

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Create and Schedule Email Campaigns

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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 email campaigns based on lead behaviour.
  • Track the activities of your Email recipients (leads).
  • Gain useful insights from Email Campaign Reports and Analytics.
Note: If you’re new to the Email Campaigns feature, see Email Campaigns – Feature Guide.

2. Prerequisites

You must be an Administrator or Marketing User.

 

3. Create Email Campaign

Navigate to Marketing>Email Campaigns and click Create Email Campaign.

Note: We recommend you create email campaigns in a single tab in a single browser window. Opening and editing the same email campaign in multiple tabs can cause issues with the latest content. We also suggest you enable the advanced setting – Avoid edit conflicts on Email Campaign Page, to prevent multiple users from editing a campaign at the same time. Navigate to the Advanced Configuration page, search and enable the setting.

3.1 Select Message Template

  1. Enter the values for Email Campaign Name and Email Category.
  2. Create your Email by
  3. Click Next.

Note:

  • You can also choose a blank template from the available templates and design your email from scratch. To know more about how to use the visual designer, see Bee Editor.
  • For information on simple, plain-text emails, see Plain Text Emails.

LeadSquared - Select Message Template

3.2 Compose Message

Draft personalised messages for your leads in this section and test your email campaign. Format the text by using the standard icons on the editor panel to –

  • Add different structures and text boxes.
  • Add buttons and icons.
  • Add images.
  • Change font size.
  • Add colour to text and background.
  • Adjust the alignment of content structures.
  • Add bullets and numbers.

If you’ve chosen HTML as your base template –

  1. To write using HTML or copy/paste your content, select HTML Message.
  2. Once you finish writing your HTML message, click Text Message.
  3. Click Copy from HTML Message.

Creating a text message along with HTML is a mandatory requirement to meet the CAN-SPAM guidelines. If the HTML message is not delivered for any reason, the text email is sent to the inbox of the recipient. For more best practices to follow while drafting an email, see How to Prevent Emails from Ending up in the Spam Folder.

Note: 

LeadSquared - Compose Message

3.3 Select Recipients and Tags

You can send emails to a large number of leads by creating a list of all the recipients.

  1. To search for recipient lists, click the Type to Search dropdown and enter the list name.
  2. To add more lists, click Add.
  3. To create a new list, click Create Recipient List.
  4. To exclude any leads in your list from receiving the email, add them under Suppression Lists.
  5. Under Marketing Tags, add tags to your marketing campaign.
Note: To know more about creating these lists, see How to Create Recipient and Suppression Lists for Your Emails.
LeadSquared - Select Recipients and Tags

3.4 Review Campaign

You can review your email campaign in this step by viewing the summary of your work or by sending it to another email ID for review.

LeadSquared - Send for review

3.5 Schedule Campaign

You can send your email campaign to leads immediately or schedule it to be sent later.

  • To execute immediately –
    1. Alongside Send Email Campaign, click circle.
    2. To send immediately, click Send Now.
    3. To save the email campaign as a draft, click Save and Exit.
  • To schedule the email for later –
    1. Alongside Schedule Email Campaign, click circle.
    2. Select the date and time to send the email campaign. Specify the time zone you wish to follow as well.
    3. To send the email at the scheduled date and time, click Schedule.
    4. To save the email campaign as a draft, click Save and Exit.
Note: You can edit email campaigns saved as drafts but not those that have already been sent.

LeadSquared - Schedule Campaign

 

4. Troubleshooting

You may encounter the following error when opening an email campaign – “Access Denied. You don’t have permission to access <email campaign URL> on this server”.

To fix the error –

  1. Check if the user’s role was recently changed to Marketing user. It may take some time for the system to update. Check back later to see if he can view the email campaign.
  2. The issue may also be caused due to a Web Application Firewall (WAF) issue. Contact us at support@leadsquared.com and we’ll help you out.

 

5. FAQs

Why is my email campaign sending 2 emails? / Email received twice from email campaign.
When you send a test email from the email campaign designer, the system sends two versions to the test recipients:

  • A plain-text version (used for spam filter checks)
  • The actual email you designed

This is expected behavior during the test phase only. When the final campaign is sent to your leads, they will only receive the designed email. The plain-text version is not sent to them.

Why Does a Lead Receive Emails After Unsubscribing?

  • Issue: A lead continues to receive emails even after unsubscribing.
  • Explanation: When a lead unsubscribes from an email campaign, the behaviour depends on the email category used during the campaign setup:
    • If the lead unsubscribed from a specific category (e.g., “Newsletter” or “Promotional”), they will stop receiving emails from that category only.
    • The lead will still receive emails from other categories (e.g., “Newsletter,” or “Promotional”) if included in subsequent campaigns.
  • Solution: As a best practice for email campaigns and to ensure a lead is unsubscribed from all future emails, leave the email category field blank when running campaigns. This way, unsubscribing will apply to all email types sent to the lead.

LeadSquared Email Campaigns

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

Plain Text Emails

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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 mail merge fields in your emails to make them personalized. Plain text emails will reach the recipient without getting filtered out as junk emails. To know more about the best practices while creating LeadSquared email campaigns, see How to Prevent Emails from Ending up in the Spam Folder. 

Note:

  • While sending email campaigns using the HTML editor, create a text message along with the HTML. This is a mandatory requirement to meet the CAN-SPAM guidelines. If the HTML message is not delivered for any reason, the text email is sent to the inbox of the recipient. To know more, see HTML Editor.
  • To know more about creating email campaigns, see Create and Schedule Email Campaigns.
  • To know more about the email campaign editor, see BEE Editor.

 

2. Prerequisite

You must be the Administrator or the Marketing User of your account.

 

3. Send Plain Text Emails

  1. Navigate to Marketing>Email Campaigns.
  2. Click Create Email Campaign.
  3. Under How would you like to create Email?, select Use Plain-Text Editor.
  4. Click Next.
  5. Once you can view the plain-text editor, enter the relevant text message.
  6. Customise your emails by inserting the mail merge fields under Email Personalization.
  7. Before proceeding to the next step, you must first send this email for review to another email address. To do so, under Send Test Emails, enter the email ID.

Note:

  • The plain-text email editor does not support any images, links, or files in the email.
  • Sending test emails is mandatory.
  • You can also add mail merge fields in the email’s subject.

LeadSquared - Send plain text emails

 

Any Questions?

Leave a comment below if you have more questions. We’ll be happy to answer them.

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

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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 Step 1 and Step 2 of creating landing page.

Procedure

1. In the Actions page, click on Is redirected to a URL button. Select Provide External URL option from the drop down menu. Enter the URL to which you want the visitors have to be redirected. Alternatively, you can also allow the visitors to be redirected to another landing page. You can view the list of landing pages in LeadSquared in the Select landing Page drop down.

Redirected to URL 2

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

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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 completed Step 1 and Step 2 of creating landing page.

Procedure

1. In the Actions page, click on Download a document button. Click on Select file button to upload the file which you want the visitor to download.

Download document 2

2. You can enter any required message on the download pop up. Additionally you can choose to send an additional email to the lead containing the link to download the same document. You can do so by selecting the Send Download Document Email check box.

 

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

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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 landing page.

Procedure

1. In the Actions page, select the Auto Response Email to Lead check box. This option allows you to select the email sender and customize the email notification template.

Auto Response Email 2

2. You can customize the email by inserting the desired variables such as Lead Name, Company name and so on. Once the visitor submits on your landing page, this email will be sent.

How to create a Facebook landing page?

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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 App to host a landing page in your company’s Facebook page. Note that you have to create a landing page in LeadSquared first and then host it in Facebook. For more information, see How can I use LeadSquared Facebook App to have a landing page tab?

Prerequisites

  • You have logged in to LeadSquared.
  • You have created and published a landing age in LeadSquared. For more information, see How to Create and Publish a Landing Page?
  • You have created a Facebook page for your company.

Procedure

1. Log in to your company’s Facebook page. Search for Static HTML: iframe tabs App in Facebook. Click here to view the App.

Static HTML App

2. Click on Add Static HTML to a Page button. You will be re-directed to another page where you will have to choose the Facebook page to which you want to add a Static HTML (Landing Page). Click on Add Static HTML: iframe tabs button.

Add Static HTML

3. After authorizing the App, you would see a new box added to your Facebook tabs, named ‘Welcome’. You can edit it by clicking on it.

Welcome

4. The edit app page opens up. Here you can edit the app. Click on change app (as shown in the screen shot).

Edit App

5. Select Website option in the left side. Click on Use Website app button.

Website App

6. You will be redirected to the Website App edit page. Here you can enter the URL of the landing page that you have created in LeadSquared. You can adjust the width and height of the landing page using the scroll buttons available.

Paste URL

7. Next, click on click on the Fangate tab. Select the Enable fangate check box. If you enable fangate, people will see this before they like your page. After they like your page, they’ll see the main content. You can also edit the Message for your visitors section.

Fangate

8. Click on More options button. In this page you can Add Tabs to your page, set up Google Analytics (if you have not set up LeadSquared’s own tracking script), edit the Tab Name, and also include a Custom Icon.

More Options

9. You can Preview and Publish the page now. It will be visible in your Facebook page.

10. If you want to include an image, click on the Dropdown Arrow that you see just next to your tab. Hover over your Tab, you will see an Edit option (the pencil icon on right). Click it. From the Dropdown Box, Click ‘Edit Settings’.

Edit Settings

11. On a popup, you would now see an option called Custom Tab Image. Click on Change.

Edit Pop Up

12. You will be re-directed to a new page where you can upload a custom image. Click on the Edit button present on the default image. Upload Image pop-up opens up. Here you can choose the image to upload. You can upload a JPG, GIF, or PNG file. The size of the image must be 111 x 74 pixels. File size limit 5 MB. If your upload does not work try a smaller picture.

Upload Image

13. If anyone clicks on this Icon, your Landing Page would open. You can also use this app’s URL in Facebook ads.

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

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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

  • Your leads are present in LeadSquared. Lists cannot be created without leads being present.
  • You have logged in to LeadSquared.
  • You have created and published a Landing Page.
  • When you are creating a landing page in LeadSquared, you can specify that the leads that submit on the landing page be grouped into a list. If you have specified that, then you can find the leads in the Manage Lists grid page.

Procedure

1. There are two ways find leads that submitted on your Landing Page. The first way is by navigating to the landing page report and viewing the leads. For more information, see How to Use Landing Page Reports?

2. The second way is by manually searching and creating a  list from the leads who have submitted on a Landing Page. The procedure below describes the same.

(i) Navigate to Dashboard > Leads > Manage Lists. Click on Create New List.

Manage Lists

(ii) If you select Any Criteria, then the leads will be filtered based on any one of the specified criteria. If you select All criteria, then the leads will be filtered only if all the specified criteria are met. You can specify any number of criteria to filter the leads. You can click on Add button to specify additional criteria.

Any criteria

(iii) Select the All criteria check box. Next, select Landing Page in the field drop down. Select Is as the condition. Select the  Landing Page from the drop down.Next, add another criteria by selecting Activity in the field drop down. Select Is as the condition. Select Form Submitted on Website from the last drop down.

search criteria

(iv) Click on Search Leads. You will see leads that satisfy the given criteria.

matching the criteria

(v) Click on Save as Static List or as Dynamic List to add the leads to a list. Enter a suitable List Name. You can give a description to the list. Click on Save.

Now that you have created a List of leads who submitted on your landing page, you may want to export the lead details. You can do so by navigating to Dashboard > Leads > Manage Lists. Here click on the list that you have created. In the List Details page, export the lead details using the Export Leads function.

How to Create and Publish a Landing Page?

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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 simple. It also provides a range of post-form submission options and detailed analytics and reporting.

Note: This article refers to LeadSquared’s legacy Landing Pages. We encourage you to use the new Landing Pages Pro for an enhanced experience.

Leadsquared - Landing page

 

2. Prerequisites

You should be an Admin or Marketing User of your LeadSquared account.

 

3. Creating and Publishing a Landing Page

  1. From your LeadSquared dashboard, navigate to Marketing >Landing Pages.
  2. Click Create Landing Page. On the landing page creation wizard, you can create and publish Landing Pages in five steps.

Leadsquared - Landing Pages

  1. Select a Landing Page template – A template gives you a head-start in creating a landing page. Creation becomes easier through template. For more information on this , see Selecting a Landing Page Template.
  2. Build the Landing Page – Customize the Landing Page template using the landing page editor. You can decide and set up the look and feel of the landing page using this editor. For more information on this, refer Responsive Landing Pages.
  3. Set Actions – Create appropriate actions which should follow after a visitor submits on a landing page. This could be displaying a Thank You message, redirecting to a URL or providing a document for the visitor to download . For more information on this, see Actions that should follow when Visitors Submit on your Landing Page.
  4. Customize the Page Settings – Here you can set the Page Title, customize Landing Page URL and Search Engine Optimization (SEO) options for your landing page. SEO options are to increase the landing page’s visibility and traffic. For more information on this, see Page Settings for Landing Page.
  5. View the Summary – This step allows you to review the landing page that you have created. You can review the  key elements of Landing Page here before you publish it.

On completing all the steps, publish the landing page. Once it is published and visitors submit on it, you can view the Landing Page reports. For more information on Landing Page Reports, see How to Use Landing Page Reports?

 

4. Building Responsive Landing Pages

A responsive landing page is designed to render well across all devices, including desktops, laptops, tablets, and mobiles, by adapting to different screen sizes and orientations. This ensures that the page looks good on every device, improving the viewer’s experience. As the screen size decreases, the page adjusts to avoid horizontal scrolling, allowing viewers to navigate seamlessly by scrolling vertically. LeadSquared’s Landing Page Editor helps you create responsive landing pages. To start building them –

  1. Navigate to Marketing >Landing Pages>Create Landing Page.
  2. Name the landing page and add relevant marketing tags.
  3. Select Use Responsive Templates.  You can select any of the available templates or even a blank template by scrolling to the bottom of the page.

responsive landing page

The landing page editor will open up.  Landing Page Editor treats the page as a canvas on which you can add multiple sections. In each section, you can add blocks of different types to include content, image, form, etc.

LP designer

In general there are seven areas to work upon inside the editor –

  1. Section toolbar:  Adding and managing sections
  2. Block toolbar: Work with multiple types of blocks
  3. Work inside a section
  4. Work inside a block
  5. Manage layout properties of the canvas, sections and blocks
  6. Achieve advanced formatting options using custom CSS
  7. Fully control the style of page or any of it’s elements by overriding default styles

You can also (8) preview the page in web, tablet and mobile. And (9) you may choose to work in full screen mode.

 

5. Troubleshooting

When a lead submits a form on your landing page (legacy/older version of landing pages) and encounters the following error – “Oops something went wrong”, the issue may be caused because –

  1. You’ve run out of web events. Navigate to Billing and Usage and scroll down to the Website Tracking and check if you’ve exceeded your Max Web Events limit.
  2. Check if your landing page form contains at least one unique field.

Leadsquared - Landing Pages

Why are leads not getting captured via Landing Pages?
If leads are not being captured, check the following:

  • The landing page form must include at least one unique identifier system field (First Name, Last Name, Email, or Phone Number).
  • Ensure all field values match the required data type.
  • If fields like City, Stage, or Country are using a predefined list of values (drop downs with Large Option Sets), make sure Allow Auto-Update is enabled.
  • If Reverse IP Lookup is enabled, the system may try to auto-fill location fields. If the detected value doesn’t match the predefined list, lead capture may fail. Enable Allow Auto-Update for these fields.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Select a Landing Page Template

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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 and how to create them, see How to Create Landing Pages.

 

2. Prerequisite

You must be an Administrator or a Marketing User of your LeadSquared account.

 

3. Select a Landing Page Template

  1. Navigate to Marketing>Landing Pages and click Create Landing Page.
  2. Enter the name of your Landing page on this page. You can also add a marketing tag to the landing page if you wish to.
  3. Select how you would like to create your landing page –
    • Use Responsive Templates – Select any template available on this page to create responsive landing pages that render well on desktops, laptops, tablets, or mobile phones. You can also select a blank template and create your own landing page from scratch. To know more, see Building Responsive Landing Pages.
    • Bring your HTML – Use your own HTML template to create a landing page. To know more, see  Creating Landing Page from HTML.
    • Copy from Existing – Select and copy the template of a previously created landing page.
  4. Click Next.

LeadSquared - Select Landing Page Template

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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

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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.
  • You are an Admin or Marketing User of your LeadSquared account.
  • You have completed Selecting the Landing page Template and Built Landing Page using the landing page editor. (Step 1 and Step2)

Procedure

  1. Actions for the visitor who submits on the landing page. Click here for more information.
  2. Actions for the marketer. Click here for more information.
  3. Other actions. Click here for information.
  4. Click Next to customize the SEO Options. Alternatively, you can click on Save or Save and Exit to customize the SEO options at a later time.

Actions for the Visitor (Lead)

You can show the visitor a Thank You message, redirect him to another URL or provide him a document to download based on your requirement.

  • Gets a Thank You Message:   This options allows you to configure a Thank You message that the visitor (Lead) will see after submitting on the Landing Page.  The thank you message can be shown either above the the form or be displayed as a pop-up.

LeadSquared Landing Pages

  • Is redirected to a URL: This allows you to enable the lead to be redirect to a URL after submitting on the landing page. This URL can include another landing page or your company’s website or any URL you prefer. You can select the landing page of your choice in the drop down menu (You can see landing pages in the drop down if you have created one earlier). You can also send the form data to the “redirect URL”. Both POST & GET methods can be used based on what is required.  So you can use this feature to integrate with your automated user sign-ups, your own apps which require visitor data or even integrate with payment processing gateways like Paypal.

LeadSquared Landing Pages

  • Downloads a document: This option allows you to upload any document for the lead to download.  You can provide the link of the document to be downloaded. You can also choose to send an additional email to the lead containing the link to download the same document. You can do so by selecting the Send Download Document Email check box.

LeadSquared Landing Pages

Auto Response Email

You can check the Auto Response Email to Lead check box to send a confirmation email to the lead after submission on the form of the landing page. This option allows you to select the email sender and customize the email notification template.

LeadSquared Landing Pages

Actions for the Marketer

You can click on the Send Notification to the Marketer check box to enable Notification to be sent to the marketers by an Email when a visitor submits on the form of the Landing Page.

Besides Users of your LeadSquared account you may also send notification emails to Additional Recipients who are not necessarily leadsquared Users.

You can also customize the email according to your requirement.

LeadSquared Landing Pages

Other Actions

  • In Assign Leads to, assign the leads obtained from the landing page to any of the users in LeadSquared. The user assigned will be the Lead Owner for the leads coming from this landing page.
  • In Add Leads to List, you can add the leads obtained to the lists that you have created in LeadSquared. Alternatively, you can create a new list for the leads obtained through the landing page. The list created here will be a static list. You can create a list if you want to nurture the leads by sending them email campaign in the future.
  • In Increase Lead score by, you can also assign lead score for the leads once they submit on the landing page.
  • In Apply Tags, add the required Lead tags, which is combined with the marketing tags which you can provide from Step 01 of creating landing pages. These tags are used to filter the landing pages in the Landing Pages window.

LeadSquared Landing Pages

Click Next to move to the next step (Page Settings).

Next to Page Settings

Page Settings for Landing Page (SEO Options)

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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. You use this procedure to customize your landing page’s SEO settings.

Prerequisites

  • You have logged into LeadSquared.
  • You have Admin or Marketing User access for your LeadSquared account.
  • You have completed selecting the Landing Page Template, created the Landing Page and chosen the Actions Post Submission. (Step 1, Step 2 and Step 3)

Procedure

1. Page Title: This is the title that will appear on the browser when someone is viewing the landing page. This Title is attached to your site by means of a Meta Title or Title Tag.  Page title can display the name or description of your company, product or service.

2. Landing Page URL: This URL will be used to access the published landing page. Having clean URLs and domain names can be one of the most effective ways to optimize.  When search engines search the web for keywords to make a query, the most prominent area searched is the URL.  Vague URLs slow down the search process and are easily passed over.

3. Meta Keywords: Here you can provide Meta Keywords for the page to show up in the search results when the user searches by any of the specified keywords on a search engine.

4. Meta Description: Search results often include a short description of the website’s content.  This is called the site’s meta description.  When search engines search through thousands of similar sites related to the searcher’s query, they often use the meta description as a way to categorize. The description must not exceed 200 characters.

5. SEO Behavior: This allows you to choose how you want your page to appear on search engines. Search engine indexing is the process of a search engine collecting, parsing and storing data for use by the search engine. The actual search engine index is the place where all the data the search engine has collected is stored. It is the search engine index that provides the results for search queries, and pages that are stored within the search engine index that appear on the search engine results page. It is advised to check the Allow Indexing for Search Engines check box.

Note: To make your pages Indexable and Searchable you should get sitemap of your landing pages in LeadSquared and submit it in your Google Webmaster account. For help with it please refer to the following article.  Get Sitemap of Landing Pages.

6. Embed JavaScript: You can also embed any Web-Analytics script such as Google Analytics in the landing page. Although LeadSquared’s own tracking script is present, you can embed any other analytics script if you want to additionally track the visitors. You can choose to embed the script inside the Head tag, Start of the body or End of the body.

Page Settings
Page settings 2

6. Click Next to view the summary of the landing page. You can also click on Save or Save and Exit to view the summary at a later point of time.

How to Use Landing Page Reports?

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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.

Prerequisites

  • You have logged into LeadSquared.
  • You are an Admin or Marketing User of your LeadSquared account
  • You have created and published the landing page of which you want to study the report.

Procedure

1. Navigate to Marketing > Landing Pages to see the list of all the landing pages you have created in your LeadSquared account.

List

2. Click on the Landing Page Name to view its Report. You will be redirected to its Report page.

Note: You can view the Report of a Landing page only if it is in Published state.

L P report

3. You can view the Status of the Landing Page, the number of Visits, Conversion rate, the number of Submissions and the number of Unique Leads at the top of the report.

Top tab

  • Conversion Rate: This is the number of visitors on your landing page who submitted their details and thereby became leads. Their information will be captured in your LeadSquared account. This gives a fair idea about the success of your landing page. If the conversion rate is too less, then you may consider improving the design, changing the content, or even replacing the landing page.
  • Unique Leads: This is the number of new leads that submitted their information on the landing page. The leads who are already in LeadSquared will not be updated again since they will result in duplication. Hence unique leads gives you an exact picture of the recent leads which have submitted on your landing page.

4. The graphs in the landing page illustrate the number of visits, submissions and unique leads. You can choose to view these trends on a daily, weekly, monthly and yearly basis. You can also view graph in any custom time span. You must click on Custom and select the From and To dates.

Graph

5. You can view the graphical representation of the views and submission on the basis of Lead Sources. You can select any of the available lead sources and view the graph. This way you can analyze the lead details according to the source and look to improve the source in which the leads obtained are less.

Lead source

5. You can also view the keywords entered by users through which they were redirected to your landing page. You can view the keywords when you click on Pay Per Click Ads and Organic Search in the lead source tab. Click on the Keyword button in the graph display area. By analyzing the keywords, you could include or exclude terms on your landing page to make it more relevant and searchable.

Keyword

6. You can view the lead list for the respective  lead source below the graph. If you select All Sources in the lead source tab, you can view the list of all leads irrespective of the lead source. You can choose which lead detail you want to view by clicking on the Select Columns button (shown in the screen shot below).

Lead List

You can perform the following actions to the lead details

Actions

  • Edit: This allows you to edit the lead details. You can edit any of details available in the Edit Lead window.
  • Add Task: This allows you to create a task in relation to the particular lead. You can add any task in the Create Task window.
  • Send Email: This allows you to send a quick one to one email to the lead. In the Send Email window you can compose an email and include any variable that you require.
  • Add To List: This allows you to add the lead to an existing list or add it to a new list, by creating one in the Add to List window.
  • Change Owner: This allows you to assign an owner to the lead. By default the logged in user will be the lead owner.
  • Delete: This allows you to delete the lead details from LeadSquared.

What is the difference between “View All Submissions” and “View Submissions by Source” in the Landing Page report?

  • “View All Submissions” includes all form submissions, even from leads that have been deleted.
  • “View Submissions by Source” only displays submissions from leads that currently exist in the account.

This difference in criteria can result in varying submission counts between the two options.