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Email Settings – Manage Email Subscription Preferences (Email Categories)

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1. Feature Overview

You can manage subscription preferences of leads using LeadSquared’s Email Categories feature by –

  • Creating new Email Categories.
  • Assigning Email Categories to every new email sent.
  • Allowing your leads to selectively subscribe or unsubscribe to specific email categories.
  • Allowing your leads to completely unsubscribe from all emails.

Note:

 

2. Prerequisite

You must be the Administrator of your LeadSquared account.

 

3. Setting up Email Categories

  1. Navigate to My Profile>Settings>Email Settings>Email Categories.
  2. Next to Mandate category in emails*, click Yes.
  3. Click Create.
  4. Once you can view the Add Email Category pop-up window, enter the relevant details.
  5. Click Save.

Note: 

  • *Enabling Mandate category in emails will force the user to specify a category while creating email campaigns, Autoresponders, one to one emails or sending emails to list.
  • You can add up to 10 email categories.
  • To see how the form will render, click Preview Mailing Preference Form.

LeadSquared - Setting up Email Category

 

4. Import Mailing Preferences

You can update Mailing Preferences of existing leads by uploading a CSV file. The file must contain the lead’s email address in the first column and mailing preference code in the next column. You can find the code in the Email Categories settings under Code.

Note: You can download a sample CSV file in the Select a CSV to Upload pop-up window to understand the required format.

LeadSquared - sample csv file

To import your mailing preference by uploading a CSV file –

  1. Navigate to My Profile>Settings>Email Settings>Email Categories.
  2. Under Import Mailing Preferences, click Import.
  3. Click Upload CSV and then click Continue.
  4. Click Close.
LeadSquared - Update Mailing Preferences

 

 

5. Using Email Categories

Once you set up your mailing preferences, you will see a drop-down to select an Email category whenever you send a new email. Recipients can unsubscribe or manage their mailing preferences by navigating to the footer of the email.

The Unsubscribe option will remove the recipient from the specific Email Category. For example, if the Email was sent under Product Update category, clicking Unsubscribe will ensure that the recipient does not receive emails of this category in the future.

The Mailing Preferences option will give the recipient options to subscribe or unsubscribe to other email categories or even completely unsubscribe from all emails.

Note: The recipient activity will show up in the Activity History of the specific lead.
LeadSquared - unsubscribe

 

 

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!

Customizing Email Footer Message

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1. Feature Overview

Default footer messages are included in all email campaigns. You can edit this message and customize it according to your requirements.

Note: To know more about Email Campaigns, see Email Campaign – Feature Guide.

 

2. Prerequisite

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

 

3. Customize Email Campaign Footer Messages

To customize the footer message of an email campaign –

  1. Navigate to Marketing>Email Campaigns and click Create Email Campaign.
  2. Select a Message Template and move on to Step 2.
  3. You can see the default footer message on the bottom of the email draft. Click on this row.
  4. Write your new footer message.

LeadSquared - Customise email campaign footer message

 

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.

Capturing UTM Parameters

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LeadSquared allows capturing value of UTM Parameters from URLs where the underlying page is a LeadSquared Landing Page. It can be a full landing page or one having just landing page ‘Form’ of LeadSquared.

If you are new to concept of UTM parameters, please check this article.

A typical URL with UTM parameters will be like:

http://pages.myleadsquared.com/Parallax-Example1?utm_source=PPC&utm_medium=adwords&utm_campaign=Apr2014&utm_content=none&utm_term=Landing%20Page&utm_device=mobile&utm_network=airtel

This URL contains following parameters:

  1. utm_source:  The values in this is captured in “Lead Source” field of Lead record in LeadSquared
  2. utm_medium: The values in this is captured in “Source Medium” field of Lead record in LeadSquared
  3. utm_campaign: The values in this is captured in “Source Campaign” field of Lead record in LeadSquared
  4. utm_content: The values in this is captured in “Source Content” field of Lead record in LeadSquared
  5. utm_term: The value of this field will be captured in lead field shows schema name is mx_utm_term.
  6. utm_device: The value of this field will be captured in lead field shows schema name is mx_utm_device.
  7. utm_network: The value of this field will be captured in lead field shows schema name is mx_utm_network.

For the first 4 parameters (utm_source, utm_medium, utm_campaign, utm_content) are capture by LeadSquared automatically in the corresponding system created lead fields (Lead Source, Source Medium, Source Campaign, Source Content).

To capture other, you should create corresponding Custom Fields yourself.

  • the custom field must have the same name as url field
  • the custom field name must start with “utm”  (or UTM or Utm — case does not matter)
  • it can be with or without underscore (“_”)
  • it is not case sensitive

For example, the custom field for utm_term URL parameter can be “UTM Term” or “Utm_Term” or “utm_Term” etc.

A custom field has two names “Display Name” and “Schema Name”.  The schema name for custom fields with Display Name “My Custom Field” will me “mx_My_Custom_Field”.  “mx_” is a prefix that indicated it’s a custom field and then the display names are combined using underscores.

For custom utm parameters, LeadSquared looks for match between URL parameter name and schema name of the field.

Schema Name

For example, for a URL parameter “utm_network”, LeadSquared will look for field having schema name as “mx_utm_network” (matching is not case sensitive).

Once you have created custom fields, you can build/update URL accordingly. An example:

http://pages.myleadsquared.com/Parallax-Example1?utm_source=PPC&utm_medium=adwords&utm_campaign=Apr2014&utm_content=none&utm_term=Landing%20Page&utm_device=mobile&utm_network=airtel

Submission on such URL will result in lead record similar to:

utm captured data

Why are UTM parameters not being captured in LeadSquared?

Ensure you’ve configured UTM parameters on your website and correctly installed the LeadSquared Tracking Script. If the issue still persists it may be because your web tracking license limits are exhausted –

  1. Navigate to Settings>Profile>Billing and Usage.
  2. Under Website Tracking, check the Max Web Events and Web Event Tracking sections. If you’re limits are exhausted, you need to purchase more licenses.
Note: UTM parameters are not captured on a visitor’s first visit to the website. The LeadSquared tracking script captures UTM parameters only when a lead is identified (e.g., via form submission or tracked event). If a user visits the site for the first time without filling out a form, their UTM parameters will not be stored.

LeadSquared Billing and Usage

Can I update system fields for UTM parameters (e.g., Source, Campaign, Medium) through Landing Pages?

No, system fields for UTM parameters cannot be updated through Landing Pages. However, you can capture UTM values by creating custom fields and mapping them accordingly.