1. Feature Overview Activities represent key interactions or events that occur during a lead’s journey toward conversion. These can include default LeadSquared activities—such as form submissions, email opens, or email bounces—as well as Custom Activities configured to match your business workflows (for example, sending WhatsApp messages or scheduling meetings). LeadSquared allows you to add activities […]
1. Feature Overview A Multi-select dropdown is a feature that allows you to select multiple options in a dropdown list. E.g., a college can have Courses as a multi-select dropdown type lead field. This allows applicants to apply for multiple courses. Note: To create a regular dropdown field, see How to create a Dropdown type Lead […]
LeadSquared’s Lead Stage Distribution allows you to view the number of leads allocated to a particular lead stage over a time period. This allows you to analyze the type of leads arriving in your LeadSquared system over a particular time period. To access this Report: From your default LeadSquared dashboard, go to Reports -> Reports Home. […]
There are three common ways to capture leads from website forms: Embed LeadSquared forms on your website as iFrame or as plain HTML Using LeadSquared REST APIs LeadSquared WordPress Plugins If you want to avoid replacing your form or dealing with REST APIs then you can use our JavaScript API to capture leads. Prerequisites You […]
Important: This feature is only supported on Android mobile phones. Before you get started – Install the Call and SMS Tracker App. Generate the authorization token. To receive this token, contact your account manager or write to support@leadsquared.com. 1. Feature Overview Phone calls you initiate through the LeadSquared desktop application can be placed through the […]
There are some great email templates in LeadSquared to work with. But, I am sure you would want to customize them more. This video tutorial tells you how to modify the default templates, add structures and change the alignment of the content.
If you hate redoing the same work again and again, this nifty little hack is for you. What happens if you have sent out a great campaign to your lead list and a few days later new lead gets added to that list? Well, you don’t have to set up the whole campaign again – just […]
Want to improve your click-rates? Making your emails more readable would help. You will be surprised to know that small things like changing your email fonts can also have a major impact on the readability of your emails. This video tutorial shows you how you can change fonts easily in LeadSquared:
The Recipient and Suppression lists make sure that your emails reach a very specific group of people. Check out how you can do it easily in LeadSquared. (You need to be on Step 3: Select Recipients and Tags of creating your email campaigns to use this tutorial.) P.S: We increased our email click rates by 48% by using […]
Nothing builds trust with your leads like sending them useful content. Hyperlinks in emails allow you to quickly direct the email recipients to this content – be it on a landing page or a web page. This quick tutorial helps you to understand how to add Hyperlinks to your Emails in LeadSquared. (You need to be on Step 2: Compose […]
Images allows you to improve the look and feel of your email, and capture the recipients’ attention very easily. In LeadSquared, inserting and editing images are simple. Here’s how you can do it. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
Looking to share important documents with your leads through email? It’s very easy to do in LeadSquared. This video tutorial shows you how. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
If your emails are getting opened, but not getting enough clicks, (even with great offers), maybe the look & feel and readability of your email is the problem. This quick video (2 minutes) helps you understand how to fix the look and feel of your emails and enhance their readability in LeadSquared. (You need to be on Step 2: Compose Message of creating […]
1. Feature Overview Using Geo-tracking, you can capture the geographical location (physical location) of your Field Sales Users through the LeadSquared mobile app. There are two ways in which Geotracking works – When sales users post custom activities from different physical locations. When this happens, the LeadSquared mobile app captures the locations from which the […]