[dynamic_help_sidebar root="leads"]

How to Set Up Email Signatures in LeadSquared?

To create an email signature for all the email communications you’re sending from LeadSquared –

Navigate to Settings>Profile>My Email Signature. You’ll see an HTML signature box and a Text signature box.

In the HTML signature box, you can include an image, attach a file, use different fonts and styles, and even use HTML code. The text signature box allows you to create a plain text signature.

LeadSquared Email Signatures Feature

Mail Merge

1. Feature Overview

Personalise emails, SMS and WhatsApp communication with lead, account, and sender details using Mail Merge fields. For example, to include the lead’s name in your email’s body (e.g., Hi Richard), add the First Name tag. When the email is sent to a list of leads, it gets personalized based on the name of each lead. Mail merge tags can be added in the body and footer of the email.

In addition to using mail merge for email and message personalization, you can also use mail merge in –

  • Automations
    • To copy the value of one field into another across entities like lead, activity, task, opportunity, etc.
    • To dynamically pick the value contained in a field at run time. For example, assign a lead to a user in the same city by matching the user’s and lead’s City field.
  • Forms and Processes – In form rules, to perform various actions.
  • Connectors and integrations – To push data to external systems.

You can mail merge fields for all LeadSquared entities (lead, opportunity, account, activity, task and user) in relevant features.

Even custom fields in your account can be used as Mail Merge Tags. If you need a tag that doesn’t exist in your account, create a custom field and include it in Mail Merge. To know more, see How To Create Custom Fields.

Note:

LeadSquared - Mail Merge example

 

2. Prerequisite

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

 

3. Use Mail Merge in Emails

3.1 Insert Mail Merge Tags in Visual Designer

To insert mail merge tags in the body of your email –

  1. Click the text box where you need to insert a mail merge tag. Alternatively, type ‘@’ and select the required tag.
  2. On the toolbox, click Merge tags.
  3. Select the required mail merge tag.
Note: Add mail merge tags in your subject line by copying and pasting the tags from the body.
LeadSquared - Mail Merge Tags in Visual Designer

 

3.2 Insert Mail Merge Tags in Rich Text, Plain Text, and HTML Editor

To insert mail merge tags in your email’s subject line and body –

  1. Navigate to the right-hand side of your editor.
  2. Under Email Personalization, select the required category of mail merge tags (For example – Lead Fields, Account Fields, etc.).
  3. Place your cursor on the required position (on the subject line or the body of the email) and click the mail merge field.
LeadSquared - Mail Merge Tags in Email Editor

 

4. Use Mail Merge in WhatsApp and SMS

You can use Mail Merge fields when sending WhatsApp and SMS (one-to-one or templatized messages) to personalize communication with leads.

Note: To know more about creating SMS and WhatsApp templates, refer to Creating SMS Templates and WhatsApp Business Messaging Connector.

LeadSquared - Mail Merge in whatsapp

 

5. Use Mail Merge in Automations

You can use Mail Merge while creating automations to dynamically pick data from your account and perform automated actions. The GIF below is an example of using mail merge to distribute a lead to a user in the same city.

LeadSquared - Mail Merge in Automations

 

6. Use Mail Merge in Forms

You can use Mail Merge while creating forms to define values of certain fields based on the data stored in your account. For example, populate the value of a field in the form with data from a Mavis Database table. In the example below, we’re populating the centre name and centre ID fields from data stored in Mavis for an education company.

LeadSquared - Mail Merge in forms

 

7. FAQs

How to Mail Merge Date-Time Values in Automations?

In LeadSquared automations, you can mail merge Date-Time values using the following options depending on your requirements:

  1. Account Time Zone Mail Merge: Use @{DateTime:Account_Current_DateTime,}
    • This provides the Date-Time in the user’s account time zone.
  2. UTC Time Zone Mail Merge: Use @{DateTime:UTC_Current_DateTime,}
    • This provides the Date-Time in UTC format.

 

Any Questions?

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

How to use Tracking URL feature?

Tracking URL feature in LeadSquared allows you to use landing page in multiple marketing campaigns, such as Facebook, Google Pay Per Click ads and so on. You should use tracking URLs when you’re directing traffic to a landing page from somewhere other than a call-to-action on your own site, like an email blast, PPC campaign, banner ad, and so forth. By using tracking URL feature, you can accurately track the lead source. For example, you might want to know how many users come to a landing page from a particular Facebook ad, or Google Search ad, or how many users signed up on your newsletter landing page on a particular website page.

A landing page with tracking URL looks like this (Token is bold): http://pages.leadsquared.com/Webinar-How-to-Get-Started-With-Website-SEO?utm_source=Pay%20per%20Click%20Ads&utm_medium=Google%20PPC%20Ads&utm_campaign=How%20to%20get%20started%20with%20SEO

To create a Tracking URL

1. Navigate to Dashboard > My Account > Settings. Click on Tracking URLs. In the Manage Tracking URL page, click on Create Tracking URL.

Tracking url

2. Enter the tracking URL information in the box.

  • Page URL: Select the Landing Page for which you want to create the tracking URL. If you choose any website URL, you must make sure that page has LeadSquared tracking script installed. Ideally, it should be a page on your website.
  • Campaign Source: Select a relevant Campaign Source. Specify where this URL is being used. This is critical for assigning these URLs to a segment in your landing page report. For example, if you’re using the tracking URL in an email campaign, select Email Marketing. This way, this traffic will appear as Email in the landing page report.
  • Campaign Medium: Enter the medium, that should, show up as the source of your landing page visits.
  • Campaign Name: This is visible to your website visitors in your URL. This is mainly used in the keyword analysis. Hence, give a relevant campaign name.

Click on Save.

Tracking URL Info

3. Copy the Tracking URL that appears, and use that as the hyperlink in your Email, Google Adwords, Facebook ad, etc. In this way, you can accurately track the lead source and the source medium.

Tracking URL

EXAMPLE: In the landing page report, navigate to Lead Sources, and click on the relevant source. You will see the leads coming from that particular source.

LP Report

For more information on how to check the lead sources, see How can I track where my Leads have come from using Lead Source Report?

How to Deactivate Users

1. Feature Overview

In order to preserve the integrity of your LeadSquared account history, we don’t allow you to delete users. Instead, you can deactivate them. Users who’ve been deactivated won’t be able to log into LeadSquared.

Note:

  • You cannot deactivate
    • A billing user
    • A user who is part of a live automation (for example, part of lead distribution actions, notify user actions, etc.)
  • Before deactivating a user you should ensure that all leads, opportunities and tasks under the user are assigned to an active user. This way you won’t miss out on critical tasks you have to perform. This can be done via Bulk Update.

 

2. Configure User Deactivation Rules

To restrict your Admins from deactivating users with associated leads/opportunities, enable the following Advanced Configuration setting –

  1. Navigate to My Profile>Settings>Profile>Advanced Configurations.
  2. Search for Configure User Deactivation rules, and click Configure.
  3. On the User Deactivation Rules pop-up, enable the checkbox Checkbox to restrict deactivation –
    • If user has associated Leads
    • If user has associated open Opportunities
    • If user is a Reporting Manager
  4. Once you’re done, click Save.

When these rules are enabled, deactivating a user associated with any of these rules will require replacing them with another active user.

Note: Opportunities that have their Status as Open are considered Open Opportunities.

user deactivation configure rules

Additional Rule for Opportunity Ownership

When you navigate to My Profile>Settings>Profile>Advanced Configurations, you’ll also find the Enable change of Opportunity owner on Lead Owner change configuration. When this is enabled, the opportunity owner will automatically update to match the new lead owner. However, if the admin manually selects a different user as the new opportunity owner, this will override the automatic update.

enable change of opp owner on lead owner change

 

3. Bulk Update the Lead/Opportunity Owners

Ensure that no leads or open opportunities are tagged to the user you’re about to Deactivate. To do this, change the owner for all the leads and open opportunities tagged to the user –

3.1 Bulk Update Lead Owner

Bulk update the lead owner of all the leads tagged to the user –

  1. Navigate to Leads>Manage Leads.
  2. Alongside the leads tagged to the user you’re about to deactivate, click the Checkbox checkbox.
  3. Then, hover your cursor over the Actions menu, and click Change Owner.
  4. On the Change Owner pop-up, from the dropdown, select the new lead owner, and click Change. This will bulk update the lead owner for the selected leads.

Deactivate Users

3.2 Bulk Update Opportunity Owner

Bulk update the opportunity owner of all the open opportunities tagged to the user –

  1. Navigate to Leads>Manage Opportunities .
  2. Alongside the opportunities tagged to the user you’re about to deactivate, click the Checkbox checkbox.
  3. Then, hover your cursor over the Actions menu, and click Bulk Update.
  4. From the Opportunity Field dropdown, select Owner, and from the New Value dropdown, select the new opportunity owner.
  5. Once you’re done, click Update. This will bulk update the opportunity owner for the selected opportunities.

Deactivate Users

 

4. How to Deactivate a User

When deactivating users, they will either be subject to a validation rule (Billing User, Reporting Manager, Lead Owner, Opportunity Owner, Automation) or not.

4.1 Deactivating users without a validation rule – 

  1. Navigate to My Profile>Manage Users.
  2. Alongside the user you want to deactivate, hover your cursor over LeadSquared, and click Deactivate.
  3. On the confirmation pop-up, click Deactivate. This will deactive the user from your account.

Deactivate Users

4.2 Deactivating users with a validation rule

  1. Navigate to My Profile>Manage Users.
  2. Locate the user you want to deactivate, hover over the icon, and click Deactivate.
  3. If required (*), replace the user with another active user.
  4. Click Proceed.

Note:

  • In the example below, changing the Owner for Leads is optional since the If user has associated Leads option hasn’t been mandated in the deactivation rules (refer to Section 2).
  • It is mandatory to replace a billing user, this option cannot be disabled.

User deactivation with validation rule

4.2.1 Deactivating users who are part of an Automation

If a user is part of an automation, they must be replaced with an active user before deactivation.

For users in single or multiple automations, you can:

  • Bulk Replace: Select multiple automations and click Bulk Assign to replace the user across all selected automations.
  • Replace Per Automation: Click Select User under the Assign column and choose a new user for the entire automation.
  • Replace Per Action: If the user is assigned to multiple actions within an automation, click Select User, then choose Each Automation Action to assign different users for different actions.

deactivating users part of an automation

 

5. How to Reuse a User’s Email Address

You cannot create a new LeadSquared user with the same email address as a deactivated user. However, you can mark a Deactivated user Obsolete, and then reuse the email address to create a new user in another LeadSquared account.

  1. After you’ve Deactivated a user, navigate to the Users page.
  2. Filter the Status by Inactive.
  3. Alongside the user who’s email address you want to use, hover your cursor over LeadSquared, and click Mark Obsolete.
  4. On the Make User Obsolete pop-up, click Yes. You can now reuse this email address, and assign it to a different user.
Note: You can identify a user marked obsolete when the word “obsolete” is appended to their email address.

Deactivate Users

 

6. FAQs

I need to retrieve all leads assigned to a deactivated user, but the user is not showing up in the owner dropdown list. How can I filter leads by this user?

Explanation: Once a user is deactivated, they will no longer appear in the “Owner” dropdown list, making it impossible to filter leads by that user in the “Manage Leads” section or through advanced search conditions.

Solution: To handle prevent this situation, configure User Deactivation Rules as described above. These rules prevent user deactivation if the user still has assigned leads. If deactivation is attempted, an error message will appear, informing you of the number of leads still assigned to that user. Reassign the leads to another user and then deactivate the concerned user.

 

7. Troubleshooting

Issue: User Creation Error for Rejoining Employees. When an admin attempts to create a new user account for an employee who previously left the organization and was marked as obsolete, an error occurs.

Scenario: An employee left the organization, and the admin deactivated the user and marked them as obsolete. Six months later, the employee rejoined the organization, but the admin encounters an error while trying to create a new user account using the same email address.

Root Cause: If a user with the same email address already exists in the tenant (even as an obsolete user), a new user account cannot be created using that email ID.

Error Message: If the admin attempts to create the user via Import Users, the success report will display the following error in the CSV file:
There is already an obsolete user in this account, please try activating it.

Solution: To resolve this issue, the admin should reactivate the existing obsolete user account and modify the user details if required.

 

Any Questions?

We’d love to hear your feedback to help improve this article. Feel free to enter your questions or grievances in the comments section below.

Help Video – How to create and publish a landing page in LeadSquared?

This video will help you to design, publish and analyze landing pages using LeadSquared:

How Can I Use Webhooks in Leadsquared?

1. Feature Overview

Webhooks are user-defined HTTP callbacks, which are triggered when a specific event occurs. Webhooks offer simple and efficient server to server communication, without having to depend on long-running connections. When an Event occurs in the source site, webhooks makes an HTTP request to the URL configured. You can use webhooks to integrate your applications with LeadSquared.
Some of the common use cases where you might find Webhooks useful include posting form data to another application, posting lead data to another application and so on.

 

2. Prerequisites

  • You must be an admin user.
  • You must have a webhook URL you want to send data to.

 

3. Create a Webhook

  1. Navigate to  My Account>Settings>API and Webhooks>Webhooks.
  2. Fill in the webhook details. The Event (triggers the HTTP callback request) and Webhook URL (In most cases HTTP is sufficient, but HTTPS can be useful if your data is sensitive) fields are mandatory.
  3. Click Save when you’re done.
Note: Information is sent as an HTTP POST request to the URL which you specify.

Create Webhook

Field Description
Type Select ‘Webhook’ to create a regular webhook. Select ‘Lapp’ to create a new Lapp (see Lapps).
Event The LeadSquared event you want to trigger the HTTP callback request on.
Use the checkbox to ‘Notify on failure’ for failed webhook executions. If checked, all administrator users in the LeadSquared account will be notified.
Webhook URL The URL you want to post data to once the event occurs.
Content Type The format you want to post the data in. Choose from ‘application/json’ to post data in JSON format, ‘application/x-www-form-urlencoded’ for simple text/ ASCII data or ‘text/plain’ for plain text.
Execution Delay You can set a delay (in seconds) between the time the event occurs and the data is posted.
Custom Headers Add a name-value pair as a custom header. You can use custom headers for authentication or security purposes. For example, you can enter a custom name-value pair and then reject all webhook calls where the header isn’t present.
Description Describe your webhook. For example, “New Lead Data”.

 

4. Enable Webhooks for Opportunities

To enable webhooks for opportunity events (e.g., opportunity create, opportunity delete, etc.) –

  1. Navigate to My Profile>Settings>Profile>Advanced Configurations.
  2. Alongside Enable Webhooks for Opportunity, slide the toggle.

To create a webhook for opportunities –

  1. Alongside Event, click the dropdown and select the relevant opportunity event.
  2. Alongside Opportunity Event, select the opportunity type and create your webhook.

LeadSquared - Configure Webhooks for Opportunities

 

5. All Webhook Events

  • Account Activity Create
  • Account Activity Update
  • Account Create
  • Account Delete
  • Account Update
  • Landing Page Submission
  • Lead Activity Creation
  • Lead Activity Update
  • Lead Creation
  • Lead Delete
  • Lead Field Value Change
  • Lead Merge
  • Lead Ownership Change
  • Lead Score Change
  • Lead Stage Change
  • Lead Update
  • Leave Create
  • Leave Delete
  • Leave Update
  • Opportunity Create
  • Opportunity Delete
  • Opportunity Field Value Change
  • Opportunity Stage/Status Change
  • Opportunity Update
  • Product Create
  • Product Delete
  • Product Update
  • Task Cancel
  • Task Complete
  • Task Create
  • Task Reminder
  • Task Update
  • User Activate/Deactivate
  • User Availability Status Change
  • User Create
  • User Update

Notes:

  • Activities are posted in bulk on the webhook. The activity data for activities happened in one minute is grouped and posted on the webhook. So you will need to check if you receive one activity ID or more than one.
  • To see data posted for each webhook event, see Data Posted by Webhooks.

 

6. Webhook History

You can view the webhook execution history. Hover your cursor over the Actions button and click on View History. You can see the transmission date, its status and data transmitted.

Histroy

  • You’ll see the status as Success if the URL entered returns the HTTP code 200.
  • You’ll see the status as Failure if the URL entered returns an HTTP code other than 200. We try 3 times before marking an attempt as a failure. In addition to this, you will see the status as In Queue if the data is not yet posted to the URL.

Note: You can debug a Failure status by doing a manual HTTP post with the input data to the webhook URL.

Click on Show to view the data that is transmitted. Webhook Data window opens up. Here, you can view the data sent and received.

Webhook data

 

FAQs and Troubleshooting

Why is my Activity Webhook trigger delayed?
Activity webhook triggers are processed in batches, not in real-time. There may be a delay as the system collects and posts multiple activity events together. This is expected behavior. If immediate webhook triggers are required, use an automation trigger for activity creation and set up a webhook as an automation action instead.

I’m receiving the following error – Webhook has been disabled due to continuous failures. Please verify the URL and enable. 

Webhooks are automatically disabled after ten (10) consecutive failures. You can re-enable the webhook, or create a new one.

LeadSquared Webhooks

Webhook Not Getting Verified in LeadSquared

  • Issue: Your webhook is not getting verified in LeadSquared, even though it returns a 200 OK response when tested via Postman.
  • Cause:LeadSquared verifies webhooks without sending a payload and instead supports headers for verification. If your webhook is designed to return a 200 OK response only when a payload is included, the verification will fail.
  • Solution: Ensure that your webhook URL returns 200 OK even when no payload is passed. If your webhook requires a payload to respond successfully, update its configuration to allow verification without one.

 

Any Questions

Still have questions? Leave us a comment below and we’ll get back to you ASAP.

Manage Subscription of Daily LeadSquared Reports

1. Feature Overview

The Daily LeadSquared Reports summarize details on leads, pending tasks, and activities. You can subscribe/unsubscribe from the daily reports directly from the website. These reports will be delivered to you by email.

Note: The reports that you subscribe to will have the company’s timezone (which is set up by the Admin) since these reports will capture activities and events across users.

LeadSquared - Daily email reports

 

2. Manage Subscription of Daily Reports

  1. Navigate to Settings>Profile>My Report Subscriptions.
  2. Select the reports you wish to subscribe to –
    • Daily User Tasks Report – User Tasks Report summarizing the pending tasks for the day.
    • Daily Report –  Lead Activity Report summarizing the new leads and most active leads on the previous day.
    • Daily Report For Owner – Lead Activity Report summarizing the lead owner’s (user’s) new leads and most active leads on the previous day.
    • Smart Views Summary – Daily Report summarizing the latest leads, activities and tasks added to your subscribed views.
  3. Click Select Columns next to Daily Report or Daily Report For Owner and select the lead fields you want to include in the report. Click Save Selected. To restore the default selection, click Restore Default.
  4. Click Select Views next to Smart Views Summary and select the Smart Views you want to include in the report. Click Save Selected. To restore the default selection, click Restore Default.

LeadSquared - Manage daily subscription

 

3. Disable Daily Report Subscriptions

To disable or stop users from receiving daily emails of LeadSquared reports –

  1. Navigate to Settings>Profile>Advanced Configurations.
  2. Search for and toggle the Disable Report Subscriptions setting.

LeadSquared Reports

 

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 can I track who is visiting my website and browsing which pages?

You can track your website visits through the Website Visitor Report. In this report, you can see the Internet Service Provider (ISP) name, number of visitors and leads, their source, and the time since they visited. You must ensure that you have installed LeadSquared’s website tracking script in all pages of your website. For more information, see How To Deploy Visitor Tracking Script On Your Website?

Website Visitor Report

Navigate to Dashboard > Analytics > Website Visitor Report.

Website Visitor Report

  • Company Name: The ISP name from which leads are originating.
  • Website Visitor: Statistics of the number of visitors and leads. This will indicate the conversion rate.
  • Last Notable Activity: Date on which a visitor or lead performed a notable activity.
  • Source: The source from which the visitor or lead comes through.
  • Age: Time since the first notable activity was performed.
  • Actions: you can hide the particular IP or the company all together. If you hide IP address or the company, the report does not include the results of the hidden IPs and companies.

You can sort the reports by clicking on each of the headings of the report field. Sorted fields are marked with an arrow symbol.

Website Visitor Details

If you click on the required ISP name, you will see the website visitor details page. Here you will see the how many visitors visited how many pages of your website. You can see the first visit and the last visit dates. In the Timeline tab, you will see the visitor, the notable activity performed and the lead score attained. Here you will see the email address if the visitor is already a lead in LeadSquared, else it is displayed as Visitor.

Website Visitor Details

In the Page Visits tab, you will see the pages visited and the  time visited on each page by the visitors.

Pages Visited

How can I track Landing Page visits in Google Analytics?

Apart from analyzing the Landing Page Report, you can also track visitor trend using Google Analytics. To track the landing page visits in Google Analytics, you must paste the analytics code when you are creating the landing page in LeadSquared. You use this article to learn how to track landing page visits in Google Analytics.

Prerequisites

  • You have completed Step 1 , Step 2 , and Step 3 of creating a landing page in LeadSquared.
  • You have a Google Analytics account.

Procedure

1. Log in to your Google Analytics account. Navigate to relevant website data page. Click on the Admin tab.

Admin

2. In the Analytics Administration page, click on Tracking Info.

Tracking Info

3. Copy the tracking code present in box. You have to paste this code in Step 4 of creating a landing page. In this step, space is provided to paste google analytics code. You must paste it in the Embed JavaScript box.

Google analytics script

4. Now, you can track visits in Google Analytics.

5. In the Google Analytics home page, navigate to Traffic Sources > Search > Campaigns. Here you can see the various ad campaigns in which your landing page is present. In this page, you can view the Visits, Pages/ Visits and also the New Visits.

Report

How to invoke Google conversion code after form submission?

You will need to invoke the Google Conversion Code to track the conversions from Google Ads. That is, when visitors click on your Google Ads, and submits on the landing page, a conversion takes place. By tracking these conversions, you’ll know which ads, keywords and campaigns bring you business. This helps you invest more wisely in the best ones and, likely, boost your return on investment(ROI).

Conversion Tracking works by adding a single snippet of HTML and JavaScript code to your webpage. Specifically, this snippet is placed on the page your customers see after they complete a conversion, such as a Thank you page they see after submitting on a landing page.

You use this article to obtain a Google Conversion Code of your ad and then, use the code in LeadSquared to track conversions.

1. Log in to your Google AdWords account. Navigate to Tools and Analysis > Conversions.

Conversions

2. Click on the Conversion button to obtain the code for your Google Ad.

Add Conversions

3. In the New Conversion page, enter a conversion name and select a relevant source. Save it to continue.

Conversion Name

4. Next, select the conversion category based on your requirement, and choose the markup language. Retain default values for other options. Save it again to continue.

Conversion Category

5. Select the I make changes to the code radio button. You will see the conversion code. Copy this conversion code.

Conversion Code

6. You must paste this code in the Thank you page, or the page to which the visitors are re-directed to after they submit on the landing page. In Step 3 of creating a landing page,there is an option available for you to redirect the landing page visitor to an external URL. In the same page, you can paste the above code in the Javascipt box.

step-4Click here to see some addition addition help articles from Google.

How to track the source of your Leads using Lead Source Report?

LeadSquared’s Lead Source Report allows you to view the source from which the leads are getting generated for your business. By analyzing the Lead Source Report, you can analyze which sources are working for you and which sources need better marketing.

Example: If social media is generating more leads than Email Marketing, then you can take the required steps to increase your company’s business from social media. Hence, Lead Source Reports are highly helpful in taking vital business decisions.

Lead Source Report

To access Lead Source report:

  • From the default dashboard, go to Reports -> Reports Home –> Lead Insights and click Lead Source Report. You can view the total number of leads present in LeadSquared in the specified time range. You can also view the different sources from where the leads are generated.

LeadSquared Reports

  • Click the desired lead source to view the leads coming from that source. You can see the list of leads from the respective source. In the image below, you can see the leads generated from the source LinkedIn-thank-you.html.

LeadSquared Reports

If you have leads generated from Pay Per Click ads, then you can view the leads based on the keywords that they have entered. In the image below, you can see the different key words entered by leads. Click the required keyword to get lead details.

LeadSquared Reports

Lead Source Report becomes particularly useful when you use Tracking URLs.

Tracking URL feature in LeadSquared allows you to use landing page in multiple marketing campaigns, such as on Facebook, Google Pay per click ads etc. By using tracking URL feature, you can accurately track lead source.
For more information on this, refer to How to use Tracking URL feature?

How to Prevent Emails from Ending up in the Spam Folder

There are steps you can take to prevent your emails from ending up in your recipient’s Spam folders. We’ve listed some of the best practices you should follow –

Maintaining the Reputation

IP Address Warming

  • Spammers often create new IP addresses and send large volumes of unwanted emails. To safeguard against this, Inbox service providers (ISP) treat mail received from new or ‘cold’ IP addresses with suspicion and are also sensitive to initial email volume.
  • When you start to use LeadSquared’s email campaigns feature, the IP addresses assigned to you have never been used to send emails before. To build up a positive sender reputation, ensure better email deliverability, and prevent your emails from ending up as spam, it’s essential to warm up your IP.
  • To warm up your IP, start by slowly and methodically sending small volumes of email, and then gradually ramping up to moderate and higher volumes. The objective is to build up approximately 30 days of sending history and data to familiarize ISPs with emails coming from your new IP address.

 

Follow a Consistent Schedule and Email Volume

  • Email service providers (ESPs) and spam filters monitor sending behavior. Sudden spikes in email volume can trigger spam filters, especially if you haven’t been sending regularly. These spikes can be suspicious and lead to your emails being sent to spam folders or even blocked.
  • Consistent sending patterns help them identify you as a legitimate and reliable sender, ultimately improving your sender reputation. This means your emails are less likely to be flagged as spam and more likely to reach inboxes. Monitor the health of the domain and IP reputation regularly.

 

Purge Your Lists

  • Keep your email lists clean. Remove old and unverified email addresses.
  • Regularly purging your list helps maintain a clean and up-to-date database of active subscribers. This ensures your emails reach real people who are interested in your content.
  • While purging your list might seem counterintuitive, it’s essential for long-term success. Remember, a smaller list of engaged subscribers is far more valuable than a large one with many inactive or uninterested recipients. By regularly purging your list, you can ensure your emails reach the right people, improve deliverability, and maximize the impact of your email marketing efforts.

LeadSquared - Purge Your List

 

Segmentation of Lists

By segmenting your list, you can tailor your emails to specific subscriber interests and demographics. This leads to more relevant content that resonates better with recipients.

LeadSquared - Segmentation of Lists

 

Send Emails Only to Interested Users

  • While buying mailing lists is an obvious no-no, you should also be careful about emailing people who didn’t give you explicit permission to do so.
  • When users receive emails, they didn’t sign up for or no longer want, they are more likely to mark them as spam. This negatively impacts your sender reputation, making future emails more likely to be filtered as spam for everyone on your list, even those who want your messages.

 

Avoid Spam Traps and Blacklists

  • Negative Impact on Sender Reputation
    • Spam Traps – These are email addresses specifically designed to catch spammers. Sending emails to them signifies poor list hygiene and potentially unethical practices, leading to a damaged sender reputation. This can significantly lower the deliverability of your future emails, even for legitimate recipients.
    • Blacklists – These are lists of IP addresses or domains identified as sources of spam. Getting blacklisted can severely hamper your email deliverability, potentially causing emails to be blocked entirely. This can significantly disrupt your communication and marketing efforts.
  • Increased Risk of Filtering and Blocking – Both spam traps and blacklisted addresses are used by email service providers (ESPs) and spam filters to identify suspicious senders. If your emails hit even a few spam traps, it can trigger filters to flag your future emails as spam, sending them to spam folders or even blocking them altogether.

 

Clear Information about Unsubscribing

If someone is frustrated and can’t find an Unsubscribe button, they’re more likely to just mark your email as spam. This hurts your sender reputation with email providers like Gmail and Outlook, which can then start filtering your emails to spam folders for other recipients as well. An easy unsubscribe option gives them a clear path to opt-out, reducing the chance of a spam complaint.

LeadSquared - Unsubscribe from Email Campaign link

Always add the Mailing preference link. This lets recipients choose exactly what kind of communication they want from you and how often they receive it. Everyone appreciates control, and offering this option can keep subscribers engaged for much longer.

LeadSquared - Mailing Preference Link

 

Focusing on Infrastructure

Authenticating with DKIM | SPF

  • The DKIM record allows LeadSquared to digitally sign your emails for your domain. Without this record, LeadSquared’s email provider still adds this to your emails, but it’s signed for the sending party’s sending server instead of your domain. For more information on this, see Email Link Domain and DKIM/SPF Settings for LeadSquared.
  • When you add the SPF record to your domain, that allows receiving email servers like Hotmail, Gmail, Yahoo, and others, to verify the identity of your emails for the SenderID authentication. If somebody else such as LeadSquared is sending Emails on your behalf, then that SPF record explicitly gives permission to LeadSquared to send email on your behalf.

 

Use Double Opt-in

  • Spammers often use fake email addresses. With double opt-in, only confirmed addresses make it to your list, minimizing bounces.
  • Double opt-in confirms a subscriber’s genuine interest. People who take the extra step to verify are more likely to be engaged with your content, leading to higher open rates and click-through rates.

LeadSquared - Welcome Email

 

Shared versus Dedicated IP Address

  • Shared IP for Low Volume – Shared IPs are a good starting point for low-volume senders or those with a good reputation established elsewhere. They’re cost-effective and don’t require initial reputation building.
  • Dedicated IP for High Volume and Control – If you send high volumes of email or prioritize maximum control over reputation, a dedicated IP is the way to go. It allows you to build your sender reputation from scratch and avoid the risks associated with other users’ actions.

Please reach out to support@leadsquared.com for assistance in upgrading to a dedicated IP.

Content Optimization

Use Branding and Personalization

  • Branded and personalized emails are more likely to resonate with subscribers, leading to higher open rates and click-through rates. Email providers track these metrics, and consistent engagement signals that your content is relevant and wanted.
  • Please ensure that mails can be sent with Sender name like “Shibani from LeadSquared” or “Team Leadquared” instead of lead owner names for the user to identify the mail and act on it. Avoid using no-reply in the email or sender name.

LeadSquared - Change Sender Name in Email Campaign

 

Send Welcome Email

If someone signs up for your list but never receives a welcome email, they might forget why they subscribed and end up marking your future emails as spam. A welcome email clarifies who you are and what they can expect, reducing confusion and the likelihood of spam complaints.

 

Keep the subject of the email relevant

The subject line is the easiest way to get your email filtered as spam. Keep it short and simple. Avoid heavy usage of emojis. Don’t use spammy words.

 

Send Relevant Content

  • If your content is consistently relevant and subscriber-focused, it helps build a positive sender reputation. This good reputation translates to your emails being less likely to be filtered out by spam filters.
  • If subscribers consistently receive emails that don’t align with their interests, they’re more likely to mark them as spam. A rise in spam complaints can significantly hurt your sender reputation and deliverability.

 

Making Optimized Content

  • Include a text version of your email – Including a text version of your email in HTML emails is the easiest way to avoid emails ending up in the spam folder. You are greatly reducing the chances of your email being filtered as SPAM.
  • Avoid spam trigger words and phishing phrases – Some phrases like “Once in a lifetime opportunity“, “Click here“, “Make billions“ and so on would easily catch the attention of spam filters. Also avoid too many exclamation marks and using all caps.
  • Avoid large attachments and certain attachment types – Avoid executable attachments such as .exe, .zip, .swf, etc. As a general rule, you shouldn’t send attachments to people on your list that aren’t expecting them. You can instead include a link in the email to download the file/attachment.
  • Code your HTML email properly – If your HTML Email code is bad, you appear as a spammer. Broken images, missing tags, and non web-safe colors are some of the things spam filters look for.
  • Maintain a good text to image ratio – Usually spam filters cannot identify images, and so if you include more images, it is likely to end up in the Spam folder. Optimal Text to Image ratio is 60:40.

LeadSquared - Text to image ratio in Email Campaign

  • No use of shortened URL and no broken URLs.
  • Be compliant with the CAN-SPAM Act: The CAN-SPAM Act, a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop emailing them, and spells out tough penalties for violations. Here are a few points to help you stay compliant –
    • Don’t use false or misleading header information.
    • Don’t use deceptive subject lines.
    • Identify the message as an ad.
    • Tell recipients where you’re located.
    • Tell recipients how to opt-out of receiving future emails from you.
    • Honor opt-out requests promptly.
    • Monitor what others are doing on your behalf.
Note: Please reach out to Leadsquared Support team for assistance in improving your email deliverability.

 

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.

Can I use a Landing Page in multiple types of marketing campaigns?

Yes. You can use the landing page in multiple campaigns. You would ideally do so if you want to track leads from a particular campaign. For more information, see How to use Tracking URL feature?

Can a landing page visitor place an order (like buying a product) using LeadSquared?

Yes. We have enabled sending the form data to the “redirect URL”.  We support both POST & GET 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.

You can view this feature in Step 3 of the landing page wizard. Click on Is redirected to a URL button. Enter the relevant URL in the space provided. Select the Also Include Form Data check box. You can use either the GET or POST request-response. For more information on GET and POST methods, refer to HTTP Request Methods.

GET and POST

Can I add a duplicate Lead Record in LeadSquared?

No. You will not be able to add a duplicate lead record. LeadSquared does not allow duplicate records. A lead record becomes duplicate if the same email Id (or any other field made unique in your account) is used for more than one lead. But you can add a lead with two different email id even though they have the same names. To know more, refer to How to Avoid Creating Duplicate Leads.

Can I rename a Landing Page?

Yes. You can rename a landing page. Navigate to Dashboard > Marketing > Landing Pages. Hover on the Actions button of the required landing page. Click on Rename. Enter the new name and click Rename.

Rename

Can I embed a form in an Email?

No. You will not be able to embed a form in an email. Microsoft Outlook does not allow rendering of forms in emails and hence will not support opening of forms.

Can I embed a video in an Email Campaign?

Yes, you can. Drag and drop the video block on to your canvas, and set the properties as desired.

Email

For more information, refer to How to Create Email Campaigns.

Why Is Email Tracking Not Working for My Email Campaign?

General Email Tracking

For email tracking to work correctly, you must ensure all CNAME records provided by us are added correctly in your DNS provider settings. These include the Domain Settings for Email Links and DKIM/SPF Settings.

On our end, the sender domain must be whitelisted in the email provider sub account. If you’ve checked the DNS settings on your end and you’re still facing issues, reach out to us at support@leadsquared.com

Tracking Email Opens

We track Email Open by putting a tiny invisible image at the bottom of your HTML message. When Email is opened this imaged gets downloaded and we track this download as Email Open event.

Email Tracking will work only in HTML messages because we obviously can’t embed an image in plain text message.  Also a lot of Email clients prevent downloading of images in HTML. You will see some text placeholder in place of images in such messages. This is a privacy measure that is used very widely by email applications.  If this privacy measure is in place at your email recipient’s email app, then we will not be able to track Email Open unless the recipient explicitly download the images. You obviously can’t ask your recipients to change their privacy settings.

So the Email Open measurement may not be accurate. You should instead measure Click action on links within Email.  Click is a better measurement from reliability as well as lead engagement perspective.

In HTML message you can hyperlink any text. Any click to the link will be tracked. In plain text message you should provide full URL in plaintext including the “http://”. For example if you want to hyperlink to www.yourwebsite.com then you should write the URL as http://www.yourwebsite.com .

I have changed my website hosting provider and my Landing Pages have stopped working. What could be the issue?

When you change the website hosting provider, they must do the CNAME setting again in the DNS of new hosting provider. You must follow the same procedure which you adopted to change the CNAME settings in your old service provider. For more information, see How to Publish Landing Pages within your Domain Name?

I have created a CNAME but my Landing Pages are still not showing my sub-domain. What could be the issue?

Your landing pages will be published in your domain name if you complete 2 steps. Creating a CNAME is one of the steps. First, you must specify the desirable sub-domain in LeadSquared. Next, edit your Domain Name System (DNS) settings to create a CNAME record. For more information, see How to Publish Landing Pages within your Domain Name?

I have deployed the website tracking script, but visitor visits are not being tracked. What could be the issue?

The possible reasons could be that you have not deployed the tracking script on all pages of your website. Also keep in mind that you have to paste the tracking script exactly as it is, without making any changes. If you make some changes to the script, like pasting it in a single line and so on, tracking will not happen.

I have edited my Landing Page but I can’t see the changes. What could be the Reason?

Typically if you edit your landing page, you will see the changes. But if not, Republish the landing page and try. Also clear the Cache memory and re-try. It should work.

Email Campaign HTML Editor

1. Feature Overview

The HTML Editor of the Email Campaign feature allows you to build custom email templates from scratch or make changes to pre-existing templates/drafts. To know more about how to use this editor, see Bee Editor.

Note:

  • If you’re not familiar with HTML, you can also use existing email templates, blank emails, or the ‘copy from sent’ option to send emails.
  • If you’re using HTML to send emails, you can opt to create the template from scratch using –
    • The rich text editor.
    • The ‘Paste your HTML’ option.
    • The plain text editor.
  • To know more about creating email campaigns, see Create and Schedule Email Campaigns.
  • To control email settings related to subscriptions, senders, and recipients, see Email Settings – Feature Guide.

 

2. Prerequisite

  • You must be the Administrator or the Marketing User of your LeadSquared account.
  • You must have developer experience using HTML and CSS.

 

3. Create Email Campaigns using HTML

  1. Navigate to Marketing>Email Campaign and click Create Email Campaign.
  2. In step 1, under How would you like to create Email?, click Use HTML.
  3. Select an HTML Editor.
    • If you want to write your own HTML code and add rich text content (like coloured text, bold text, headings, etc.), select Use Rich-Text editor.
    • If you have a pre-written or third-party HTML code for the email, you can directly paste it into the editor by selecting the Paste your HTML option. This option is chosen in the gif shown below.
    • If you want to create a simple text email campaign without images and attachments, select Use Plain-Text editor.
  4. Once you finish writing your HTML message, click Text Message.
  5. Click Copy from HTML Message.
  6. On the right side of your screen, under Send Test Emails, enter the relevant email address(es) and click Send. It is mandatory to send test emails before moving on to the next step.
  7. Click Save and then click Next to move on to the next step.

Note: 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. To know more about the CAN-SPAM guidelines, see How to Prevent Emails from Ending up in the Spam Folder.

LeadSquared - Create Email Campaigns using HTML

 

4. Other Actions in HTML Editor

  • To add a link in your email, click   and enter the relevant details.
  • To add an image in your email, click Insert Image. You can upload the image from your computer or from the Image Library.
  • To add a document/file in your email, click Insert File.
  • To personalise your email, click the Mail Merge Fields dropdown and select the relevant field. For example, if you want to include the lead’s first name in the message, click the dropdown and select First Name. To know more about Mail Merge fields, see How to personalize Email Campaign using Mail Merge fields?
    • You can also add mail merge fields in your text by selecting the fields under Email Personalisation on the right side of your screen.
  • You can add special links such as Mailing Preference, Unsubscribe, and View in Browser by clicking the Special Links dropdown.
  • To use a pre-existing template, click Use Email From Library.
  • To save the campaign as an email template, click Save as Template.

Note:

  • If you use a pre-existing template after you’ve started writing the code, your work may not be saved.
  • To create email templates, navigate to Content>Email Library and click Add Email Template.  You can select the type of Email Template you want to add on the Add Email Template pop-up window. The editors you use here are the same as the ones you use while creating an email campaign.

Other Actions in HTML Editor

 

Troubleshooting

Error Occurs While Sending Test Mail for an HTML Template

  • Issue Description: When sending a test mail for a particular HTML template, the following error appears:“There was an error processing your request. Please try again later.” Additionally, the template cannot be published.
  • Cause: This issue occurs when the HTML content exceeds the system’s character limit. In this case, the template contains approximately 400,000 characters (including spaces), leading to a timeout error when testing the content.
  • Solution:
    • Optimize the HTML Code: Remove unnecessary spaces and reduce excessive content to stay within system limits.
    • Modify and Minify the Code: Optimize the HTML by reducing redundant tags, compressing inline styles, and minifying the code.
    • Escalation: If you’re still getting the error, reach out to us at support@leadsquared.com for assistance in optimizing the template.

Invalid Email Content Error – Unsupported Keywords in Email Templates

If you’re seeing the error: – “Invalid Email content. It should not contain any Javascript code, events, embed script, Javascript URIs or Javascript data URIs”, but there’s no visible JavaScript in your email, it might be due to certain restricted keywords or patterns in the HTML.

  • Blocked Keywords (event attributes that trigger the error):
onafterprint, onbeforeprint, onbeforeunload, onerror, onhashchange, onload, onmessage, onoffline, ononline, onpagehide, onpageshow, onpopstate, onresize, onstorage, onunload, onblur, onchange, oncontextmenu, onfocus, oninput, oninvalid, onreset, onsearch, onselect, onsubmit,onkeydown, onkeypress, onkeyup, onclick, ondblclick, onmousedown, onmousemove, onmouseout, onmouseover, onmouseup,onmousewheel, onwheel, ondrag, ondragend, ondragenter, ondragleave, ondragover, ondragstart, ondrop, onscroll,oncopy, oncut, onpaste, onabort, oncanplay, oncanplaythrough, oncuechange, ondurationchange, onemptied, onended, onloadeddata, onloadedmetadata, onloadstart, onpause, onplay, onplaying, onprogress,onratechange, onseeked, onseeking, onstalled, onsuspend, ontimeupdate, onvolumechange, onwaiting, ontoggle, onauxclick
  • Blocked URI patterns: javascript: and data: are not allowed anywhere in the content.
  • Blocked HTML tags: <script> and <embed> tags are not supported and will cause the template to fail.

What to do: Carefully review your email HTML content and remove any of the above keywords, URI patterns, or tags to resolve the error.

 

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.