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How to Make a Custom Field Unique

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1. Feature Overview

Marking a custom field as unique helps you easily identify and differentiate leads from one another. Unique custom fields also prevent duplicate leads in the system.
As an example, assume you run an educational institution, and every student in your database has a unique student Id. In this case, you create a custom field called “Student Id”. This custom field can be used to uniquely identify students in your LeadSquared account.

Similar to student Id, a driving license number, Aadhaar number, a Social Security Number, and so on can be marked as a unique field in your LeadSquared account.

Note: By default, ‘Email’, ‘Phone’ and ‘Mobile’ system lead fields are marked unique.

 

2. Prerequisite

You should be an administrator of your LeadSquared account.

 

3. Process

3.1 Create a Custom Field

To create a new custom field –

  1. From your main menu, navigate to My Profile>Settings>Leads>Lead Settings>Lead Fields.
  2. On the top-left corner, click the Create button.
  3. Enter the following details –
Property

 Description
Display Name The name of the field (first name, second name, email Id, etc.). This field is compulsory.
Include Field in Section The section in which the lead field will be visible. The options available are Lead Details, Additional Details and Hidden Fields.
Mail Merge Default Value The default value that’ll be used when the mail merge value is not provided for this field.
Data Input Type The data type of the lead field. Some of the options available are number, email Id, website, dropdown, boolean, etc.
Show As The way in which the input field will appear on the LeadSquared user interface. The options are either as a text-box or text-area.
Maximum Length The maximum number of characters which can be included in the field is 256 characters.
Lead Field Properties The additional properties which determine how the lead field behaves. Hover your cursor over each option to know more about the field.
Is Mandatory Marks the field as mandatory. Users won’t be able to create a new lead record without filling this field.
Show in Import Makes this field available for mapping during lead import through CSV.
Use in Lead Clone Makes the field available when users try to clone a lead.
Show in Quick Add Makes this field available when a user uses the Quick Add form to add a lead.
Include in Mail Merge Includes this field as a mail merge option for email personalization or automation.
Lock after Create Non-admin users won’t be able to update this field once a lead is created.

Once you’re done, click Save. Your custom field is created successfully.

Custom Fields

3.2 Mark as Unique Field

To mark an existing field as a custom field –

  1. From your main menu, navigate to My Profile>Settings>Leads>Lead Settings>Lead Fields.
  2. Change the View filter from All to Custom.
  3. Against an existing custom field, hover your cursor over the  icon, and click Mark Unique.
  4. On the pop-up, click Mark Unique.
  5. You can either save the field with No Validation, or add a Validation Format.
  6. Once you’re done, click Save.
Note: The Validation Format step is available only when marking ‘Text’ type fields unique.

Custom

3.3 Validation Format

If you chose to have a Validation Format –

  • From the Field Validation dropdown, select a format from the available options (such as PAN, Aadhaar or Social Security number) if applicable, or select Custom format.
  • If you select either PAN, Aadhaar or Social Security format, enter an appropriate Validation Message to show when an incorrect entry (due to a wrong number format) is made.
  • If you select Custom format –
Property Description
Validation Format To create your custom validation format, enter a correct regular expression (regex) format.
Test Input Input an entry to test if the regex format is correct.
Validation Format Enter a validation error message for when the entry is incorrect (due to incorrect format).

Once you enter the above details, press Enter. Now, click on Save.

Note:

  • You can only mark up-to three fields as unique.
  • You can only mark a custom field as unique.
  • You can only mark a field as unique once a day.

In the below example, we’re creating a custom field for email addresses –

Custom

 

4. Custom Actions

You can perform the following actions on a unique custom field –

Custom

4.1 Delete Uniqueness

To delete the uniqueness of an existing unique field –

  1. Change the Type filter to Unique Fields.
  2. Against the field for which you want to delete the uniqueness, hover your cursor over the icon, and click Remove Unique.
  3. On the confirmation screen, click Yes.

4.2 Mark Field as Search Key

  1. Change the View filter to Custom Fields.
  2. Against the field for which you want to delete the uniqueness, hover your cursor over the icon, and click Mark as Search Key.
  3. On the confirmation screen, click Yes.

4.3 Edit Uniqueness

  1. Change the Type filter to Unique Fields.
  2. Against the unique field for which you want to delete the uniqueness, hover your cursor over the icon, and click Edit Uniqueness.
  3. On the Edit Unique pop-up, change the fields as per your requirements.
  4. Once you’re done, click Save.

Custom

 

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 Make the Phone Number field Unique

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1. Feature Overview

Unique fields help you prevent junk/duplicate leads from being created in your system. When you make the phone number a unique field, users will not able to create a lead record with a duplicate phone number. It helps you keep your system clean by only allowing real leads to be created.

Note: You can create a maximum of three unique fields at a time. The Email, Phone, and Mobile fields are set as the default unique fields.

2. Prerequisite

You should be an Administrator to make the phone number a unique field.

 

3. Process

  1. Navigate to My Account>Settings>Leads>Lead Fields.
  2. In the search box type “phone number”.
  3. Click LeadSquaredand choose Mark Unique.
  4. A pop appears showing you the current unique lead fields. If there are already three existing unique fields you will have to remove one of them. Click Mark Unique.
  5. Select the following settings-
    • The length of the phone number: Select a minimum and a maximum number of digits that are required to recognize the number as a phone number. E.g., if you want to include the country code for a phone number registered in India, your minimum number of digits will be 10 and a maximum number of digits will be 12 depending on whether you want to make the country code mandatory or not.
    • Country code: Check the box if you want to make the country code mandatory.
    • If the user does not put in the country code you can set your account to use the default country code or throw an error.
    • Select the default country code.
  6. Once you are done with defining the phone number format click Save.
Note: You can create a maximum of three unique fields at a time.

Unique fields are marked by “LeadSquared Unique field icon ” icon.

LeadSquared Unique fields

You can also find Unique fields by filtering fields by Type on the Lead Fields page.

LeadSquared

 

4. Next Steps

To know more about maintaining phone number format refer to Control Phone number format while capturing leads.

5. Any Questions?

Let us know if you have any questions related to this article. We’ll get back to you ASAP.

 

LeadSquared Google AdWords Data Sync App

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1. Feature Overview

This app captures all your Leads’ sources and clicks from your Google Adwords account. Using this app, all ad submission data such as keywords, campaign details, ad network details and so on are available in your Lead Details window as an Activity.

 

2. Prerequisites

  • You should have a Google AdWords account
  • This connector is only available on marketing plans, not on sales plans.
  • You must be logged into your LeadSquared account
  • You must be an administrator user of your LeadSquared account

 

3. Procedure

3.1 Installation

  1. From your default LeadSquared dashboard, go to Apps>Apps MarketPlace.

ii. All Connectors>Online Ads and select Adwords Data Sync. 

iii. Click Add Connector. The LeadSquared Google AdWords Sync App is now installed.

 

3.2 Configuration

The settings feature appears in the AdWords Data Sync window once the installation is complete. You now need to configure the settings of your LeadSquared Google AdWords account. To do this –

  1. Under Settings, click Configure. The Configure Adwords Data Sync pop-up box appears.

ii. Click Add Account. 

This window allows you to link your Google AdWords account to your LeadSquared account to capture the details. It lets you manage and gives an overview of the AdWords accounts connected to Leadsquared

To link your Google AdWords account to LeadSquared –

  1. Click Add Account. A pop-up box requesting to select the required Google account appears.

ii. Select the required Google account to which you have Google Adwords enabled.

iii. Click Allow. Your Google AdWords is added successfully with the message highlighted in the image below –

iv. You can see that the account is added with Auto-tagging enabled. This message appears only if the Auto-tagging feature is enabled from your Google AdWords account.

If you try to add an account which does not have the Auto-tagging feature is enabled from your Google AdWords account, the following message appears which allows you to enable Auto-tagging.

v. Select Enable Auto-tagging to proceed. For more information, refer to Auto-tagging.

Once the connector has been configured, a custom activity Google AdWords capture is created on the account. All click interaction data captured by AdWords is posted under this activity header to the lead.

Note – The activities are updated once every 24 hours.

 

3.3 Add Multiple Accounts?

  • Once you add a Google account linked to your LeadSquared Google AdWords Sync App, the credentials of that particular google account are saved.
  • When you try to add another Google account, the previous account credentials are used and you would not be able to add your account.

  • In order to avoid this, you need to logout from your Google account before you add another Google account.
  • If you want to add an account which was previously used, then go to your Google accounts permission page and remove LeadSquared from the connected Apps.

Note – In order to avoid the above scenario, it is always advisable to add Google accounts to your LeadSquared Google AdWords Data Sync App in incognito browser mode.

 

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!

 

Restrict User Access to LeadSquared Using IP Whitelisting

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1. Feature Overview

IP whitelisting is a security enhancement feature that enables you to regulate and limit LeadSquared product and LeadSquared APIs access only to trusted users. By whitelisting user IP addresses, you’ll be creating a list of trusted and secure IP addresses from which your users will be able to access their LeadSquared accounts.

Additionally, you can also create and add a list of IP addresses of your users who are authorized to pass LeadSquared APIs.

Note:

  • This feature is only supported on the LeadSquared web app.
  • Logins through suspect IPs (tors/anonymous proxies) are automatically disabled.
  • You cannot also whitelist IP addresses only for specific users in your organization. IP whitelisting can only be carried out at the account level.

 

2. Prerequisite

To set up IP Whitelisting, you must be an Administrator user of your LeadSquared account.

 

3. IP Whitelist for LeadSquared Login

To add a list of users who are authorized to log in to their accounts through the LeadSquared web app –

  1. Navigate to My Profile>Settings>Users and Permissions>Restriction using IP Whitelisting.
  2. On the bottom-right of your screen, click the Add IP Addresses button.
  3. On the Add new IP to whitelist pop-up, enter the following details –
    • Type – Select the IP method you want to follow when adding your users’ IPs. You can either select IP Address or CIDR/IP.
    • IP – Enter the list of user IPs you want to whitelist. If you’ve chosen the method as IP Address, then you can add multiple IP addresses at one go. Ensure each IP address is separated by a comma. For example, if the IP addresses 69.89.31.226  and 98.139.180.149 is added to the IP whitelist, only users using these IP addresses will be able to access your LeadSquared account through the web app. All other IP addresses are blocked from accessing LeadSquared.
    • Description – Enter a description for the list of IPs (e.g., Bangalore Users, Admin Users, etc.). This step is optional.
  4. Alongside Enable IP Restriction, click Yes*.
  5. Once you’re done, click Save. Only the user’s who’s IP is listed here will now be able to log in to their LeadSquared accounts from the web.

Note:

  • *If you do not want IP restriction enabled on your account, alongside Enable IP Restriction, click No.
  • Please ensure you add your own IP address to the Whitelist before enabling IP Restrictions. Enabling IP restrictions without adding your own IP address to the whitelist will block your own access to LeadSquared.
  • To delete existing IPs, under Actions, click .

LeadSquared IP Whitelist

 

4. IP Whitelist for LeadSquared APIs

To add a list of users who are authorized to use and work with LeadSquared APIs –

  1. Navigate to My Profile>Settings>Users and Permissions>Restriction using IP Whitelisting.
  2. On the bottom-right of your screen, click the Add IP Addresses button.
  3. On the Add new IP to whitelist pop-up, enter the following details –
    • Type – Select the IP method you want to follow when adding your user’s IPs. You can either select IP Address or CIDR/IP.
    • IP – Enter the list of user IPs you want to whitelist. If you’ve chosen the method as IP Address, then you can add multiple IP addresses at one go. Ensure each IP address is separated by a comma. For example, if the IP addresses 69.89.31.226  and 98.139.180.149 are added to the IP whitelist, only users using these IP addresses will be able to access your LeadSquared account through the web app. All other IP addresses are blocked from accessing LeadSquared.
    • Description – Enter a description for the list of IPs (e.g., API Users, etc.). This step is optional.
  4. Alongside Enable IP Restriction for APIs, click Yes*.
  5. Once you’re done, click Save. Only the user’s who’s IP is listed here will now be able to log in to their LeadSquared accounts from the web.

Note:

  • *If you do not want IP restriction for LeadSquared APIs enabled on your account, alongside Enable IP Restriction for APIs, click No.
  • Please ensure you add your own IP address to the Whitelist before enabling IP Restrictions. Enabling IP restrictions without adding your own IP address to the whitelist will block your own access to LeadSquared.
  • To delete existing IPs, under Actions, click .

LeadSquared IP Whitelist

 

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!