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API Logs

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You can view the logs of all your API calls in the LeadSquared web application. This includes successful responses, as well as errors (provided the access key and secret key are correct).

  1. Navigate to My Profile>Settings>API and Webhooks>API logs.
  2. Use the search bar, or filter by API type, status, and date range.
  3. To view data that was retrieved or posted, under the Actions columns, hover your cursor over the settings Action Icon icon, then click View Data.

API logs page

Note: 

  • We only display 1000 logs at a time. Use appropriate filters to get a smaller set of results.
  • ​We only keep logs of the previous 30 days.
  • While searching, you can set a time range of a maximum of 7 days.

You can also export the logs to a CSV file – hover your cursor over the Actions menu, and click Export Logs. You can only export up to 1000 results.

export API logs

For more information visit our API Documentation.

LeadSquared WhatsApp Integration with Infobip

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1. Feature Overview

Today, businesses communicate with customers through many different channels (SMS, Voice, Email, Mobile Messaging, Chat, etc.). Infobip offers scalable, fast and flexible solutions to help customers build and manage a single contact center platform. To learn more about Infobip, visit https://www.infobip.com
LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through different solution providers like Infobip. This article helps you set up WhatsApp messaging through your LeadSquared account using Infobip as your service provider.

 

2. Prerequisites

If you’re not familiar with LeadSquared’s WhatsApp integration, see WhatsApp Business Messaging Connector. For frequently asked questions, see WhatsApp Business FAQs.

  1. Reach out to us at support@leadsquared.com regarding Infobip WhatsApp integration.
  2. Get an Approved WhatsApp Business Number and Account.
  3. Submit Message Templates for Approval.

 

3. Installation

To know how to install the WhatsApp Business connector, refer to WhatsApp Business Messaging Connector.

 

4. Configuration

Once the connector is installed, add and configure your WhatsApp phone numbers to the connector. To do this, enter –

4.1 Basic Details

LeadSquared WhatsApp Integration

Field Description
WhatsApp Business Number Select the country code, and provide your WhatsApp business number. This field is mandatory.
Account Name Provide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming message Click Slider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead Source From the dropdown, select a lead source for your leads.

Once you’re done, click Next.

 

4.2 Service Provider

Then, from the available options, select Infobip, and click Next.

LeadSquared WhatsApp Integration

 

4.3 Authentication

You can authenticate your Infobip integration through an API key or through UserName and Password.

Authentication through API Key

Infobip WhatsApp Integration

  1. Generate your Infobip API Key.
    Visit Infobip help documentation and follow the instructions to generate the API Key. Enter the key you generated in the API Key (publicAPIKey) field.
  2. Visit Infobip help documentation to get your Base URL, and paste it in the Base URL field.

Note: We recommend that you generate the Infobip API Key for a period of 1 year or longer.

To ensure the WhatsApp messaging data is posted to LeadSquared, you must now configure the Inbound Webhook in your Infobip account.

  1. Copy the Inbound Webhook URL from the Configure WhatsApp pop-up.
  2. Go to  https://portal.infobip.com/ and log in.
  3. Navigate to CHANNELS AND NUMBERS > Channels > WhatsApp > Senders tab.
  4. Select the number and from ellipsis menu, select “Edit configuration”
  5. Under Inbound Configuration , click edit icon next to Default Configuration.
  6. Paste the Inbound Webhook URL (copied in Step 1) in the URL textbox. Ensure that ‘Forwarding action’ is set to ‘Forward to HTTP’.
  7. Click Configure.

LeadSquared WhatsApp Integrations

 

Authentication through UserName & Password

Infobip WhatsApp Integration

Alternatively, you can authenticate using your Infobip UserName and Password.

  • Enter your Infobip account number in the Phone field.
  • Visit Infobip help documentation to get your Base URL, and paste it in the Base URL field.
  • Follow the process listed above to configure the Inbound Webhook in your Infobip account.

Click Next, when you’re done.

 

4.4 Converse Settings

LeadSquared Converse is an instant messaging feature that allows you to have real-time conversations with your leads via WhatsApp.

LeadSquared WhatsApp Integration

To integrate LeadSquared Converse with WhatsApp, complete the following steps –

  1. On the Converse Settings tab, toggle the Enable Converse Slider slider.
  2. Under User Access, grant permissions to users who can communicate with leads through the LeadSquared Converse.
    • Based on Role – From the Search and Select Users dropdown, select the LeadSquared user roles that can send messages through LeadSquared Converse.
    • Advanced (User Level) – Based on the value present in the selected user boolean field (e.g., For user Sam, the “Is Employee” field contains “Yes”), the user will be able to send messages through LeadSquared Converse. From the Select User Field dropdown, select a relevant boolean field. To create a new user field, see Manage User Custom Fields.
  3. Functionality – The following additional settings must be configured –
    • Approved Templates – Enable this functionality to allow your users to send approved WhatsApp templates to your leads.
    • Unapproved Templates – Enable this functionality to allow your users to send unapproved WhatsApp templates to your leads. These can only be sent if the 24-hours service window is active.
    • Notify Lead Owners* – When enabled, only lead owners will get notifications of the WhatsApp messages a lead sends. When disabled, all logged-in users will receive notifications of these WhatsApp messages.
    • Sending Rich Media – Enable this functionality to allow your users to send media files in the WhatsApp message.

Note:

  • *Message notifications are only sent to one user, i.e., either the Lead Owner or to the user (other than the Lead Owner) that sent the WhatsApp message to the lead. When the Notify Lead Owner setting is enabled, only the Lead Owner will get notified, while the user who sent the message will not get a notification.
  • If you enable the Send Rich Media option, you must also enable the Approved Templates option. This ensures that you can add your media files to a template when messaging your leads.

LeadSquared Gupshup Integration

 

4.5 Advanced Settings

In this screen, you must map –

  • Activity Mapping – A LeadSquared activity field to your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
  • WhatsApp Opt-Out – A LeadSquared lead field to the WhatsApp opt-out functionality. Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field.
  • Default WhatsApp Number Fields – The number you set as the default phone number will be automatically selected when you’re sending a WhatsApp message to a lead. You can also select other numbers that are available from the Add Another Number dropdown.
  • Default Country Code – The default country code will be used to send messages to a phone number that’s stored in a custom field, if no country code is listed.
  • Enable Rich Media Template Support – If you want to include media files in your WhatsApp message, you must enable the Slider slider.
  • Compliance Type – Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in.
  • WhatsApp Opt-out – From the dropdown, select a lead field for the WhatsApp opt-in/opt-out functionality. Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field.

Gupshup WhatsApp Integration

Note: You must create a custom lead field of boolean type to map to the WhatsApp opt-out functionality. For example, you may create a custom lead field called “WhatsApp Opt Out”. Leads for whom the field is selected/checked won’t receive WhatsApp messages.

Click Save & Close when you’re done.

  • If your credentials are correct, you’ll see the success message highlighted below.
  • If they were incorrect, the integration will fail.

 

4. Conversing with Leads via WhatsApp

Integrating Converse with LeadSquared’s WhatsApp connector will enable your users to have real-time conversations with your leads through WhatsApp. Using templatised messages, you’ll be able to attach and send media files (such as images, documents, etc.) in your conversations. To know more, refer to LeadSquared Converse.

LeadSquared WhatsApp Integration

 

5. Next Steps

Once the connector is successfully installed, you can proceed to add WhatsApp templates and finally message your leads. For details, see Adding WhatsApp Templates to LeadSquared.

 

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 Customize the Lead Card on Mobile?

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1. Feature Overview

You can customize the lead card on the mobile app to show the lead details you want to see. Here’s what the default lead card looks like –

lead Card

It can be customized to include the fields and identifiers your users need to see.

 

2. Customize the Lead Card

To customize the lead card on your mobile app –

  1. Login to the LeadSquared web application
  2. Navigate to My Profile>Settings>Mobile App>Customize Lead Card.
  3. Alongside the Customize Lead Card setting, click yes no toggle.
  4. Drag and drop the fields from the hidden field column into the appropriate sections.
  5. Click Save.

lead card customization settings

 

2.1 Lead Identifiers

lead card lead identifier

The default lead identifiers include –

  1. Lead Name: First Name + Last Name
  2. Email Id
  3. Phone Number
  4. Default text option.

These identifiers are displayed as 4 different options. If the first option field values are blank, the second option will be displayed. For example –

lead identifiers

With the configurations in the screenshot above,

  1. If first name + last name are blank fields then option 2 – Mobile Number will be displayed as the identifier.
  2. If Mobile Number is also blank, then option 3 – Secondary Email will be displayed as the identifier.
  3. If Secondary Email is also blank, then option 4 – a static text message will be shown.

Note:

  1. All field types can be added
  2. Two fields can be added to each option. Both fields will be displayed with a space in between them.

 

2.2 Lead Fields

card customisation Lead Fields

You can add only one lead field here. It is also not mandatory to add a field here, you can leave the section blank.

lead fields

 

2.3 Lead Parameters

lead card customisation lead parameters

The lead parameters are displayed at the bottom of the lead card. It is mandatory to add at least 1 field to this section, and a maximum of 3 fields can be added.

lead parameters

Note: Only the following field types can be added to this section –

  • Single select dropdowns
    • Maximum 3 fields can be added
  • Numbers
    • Maximum 3 fields can be added
  • Email
    • Maximum 1 field can be added
    • Email Icon will be shown on the Mobile App
  • Phone number
    • Maximum 1 field can be added

 

3. Lead Card on Android vs. iOS

Once you’ve customized the lead card, it will reflect instantly on the mobile app for all users.

Note:

  • Clicking on the email icon will redirect the user to an email platform of his choice with the email field value auto-populated in the ‘Send to’ section of the email.
  • Clicking on the phone icon will redirect the user to the phone dialler with the field value auto-populated in the dialler.
  • If the field value is blank, then it will be displayed as a greyed out icon.

Here’s what a customized lead card looks like on Android –

lead card customization on android

iOS –

iOS lead card customization

 

4. Reset the Lead Card to Default

To revert back to the default lead card –

  1. Navigate to My Profile>Settings>Mobile App>Customize Lead Card.
  2. Alongside the Customize Lead Card setting, click no yes toggle.
  3. On the confirmation dialog box, click Reset Lead Card.

reset lead card dialog

 

Any Questions?

Was this helpful? Leave us a comment below and let us know!

Manage User Custom Fields

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1. Feature Overview

When you create users, there are a number of system fields available (such as first name, last name, etc.) to store their information. You can also create custom user fields (like their work anniversaries, gender, marital status, etc.). You can choose the data types you want the fields to accept and customize them according to your preferences.
You can also setup automations on the basis of some of these fields. To know more, see How to Create a User Automation.

 

2. Prerequisites

You must be an Admin user to create and edit user fields. If you require more than the available number of custom fields, please write to support@leadsquared.com.

 

3. Create Custom Fields

To create a custom user field –

  1. Navigate to Settings>Users and Permissions>User Fields.
  2. Click Create.
  3. On the Create User Field (Custom) form, enter relevant details in the following properties –
Property Description
Enter the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Enter the schema name of the field. Only alphanumeric characters and underscores are allowed.
DataType The data type of the field. The following are the data types available, along with their limits –

  • Text – You can add up to 20 fields, with a limit of 250 characters per field.
  • Number – You can add up to 40 number fields.
  • DateTime – You can add up to 10 DateTime fields.
  • Dropdown – You can add up to 20 dropdown fields.
  • Long Text – You can add up to 10 long text fields, with a limit of 1024 characters per field.
Is Mandatory To make this field mandatory for your users to fill in, enable the checkbox.
Is Editable To allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the User To hide this field for the user on the My Profile page, enable this checkbox.

Once you’re done, click Save. You can now enter the details of each custom field while creating or editing a user from the Manage Users page. For more information, see Manage Users.

LeadSquared Custom User Fields

Note: Once published, you cannot change the DataType of a custom user field.

 

3. Edit Custom User Fields

To edit a custom user field –

  1. Navigate to Settings>Users and Permissions>User Fields.
  2. Against the field you want to edit, hover your cursor over the icon, and click Edit.
  3. On the Edit User Field (Custom) form, you can edit the following fields –
Property Description
Edit the display name (eg, “Birthday”, “Work Anniversary”, etc.) of the field that’s being created.
Edit the schema name of the field. Only alphanumeric characters and underscores are allowed.
Show As This option will show up only for a DateType field. You can choose how the field is displayed, either as a ‘Date’ field or a ‘DateType’ field.
Is Mandatory To make this field mandatory for your users to fill in, enable the checkbox.
Is Editable To allow your users to edit this field on the My Profile page, after they’ve submitted the details, enable the checkbox.
Is Hidden for the User To hide this field for the user on the My Profile page, enable this checkbox.

Once you’re done, click Save.

LeadSquared Custom User Fields

 

4. Populate Custom Fields for Users

Once you’ve created and configured custom user fields in your account, you can populate them with data for each user.

  1. Navigate to the Manage Users page.
  2. When creating or editing a user, click the Other Details tab.
  3. All the custom fields are available here. Click Edit to populate them with values.

LeadSquared User Management

 

5. FAQs

What is the maximum number of custom lead fields I can create?
You can create up to 260 custom lead fields in your LeadSquared account.

 

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

Mandatory DLT Registration for SMS Services in India

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1. Overview

The Telecom Regulatory Authority of India (TRAI) has made it mandatory for all entities to register on the Distributed Ledger Technology (DLT) platform. This has been done to curb Unsolicited Commercial Communication (UCC) and improve mobile subscriber privacy within the country. To read more about the new regulation, see Telecom Commercial Communications Customer Preference Regulation 2018 (TCCCPR 18).

The DLT platform is a block-chain based registration system adopted to keep records of all transactions made between network participants. It’s aimed at creating more transparency and reducing the incidence of spam and fraud.

Note: The regulations mentioned above, only apply to customers using SMS services in India.

 

2. Prerequisites

LeadSquared enables you to send SMS to your leads directly, or through automation. These features are facilitated by the SMS Marketing App, which lets you leverage LeadSquared or other service providers (Gupshup, MSG91, etc.) to send SMS. If you’re using LeadSquared or other providers to send SMS to leads in India, these regulations apply to you.

 

3. How to Register on the DLT Platform

If you’re sending SMS to leads in India, it’s mandatory for you to register on the DLT platform. To register –

  1. Visit https://www.vilpower.in and sign-up. Note: You can also sign-up through other portals. Please refer to the attachments below for step by step registration procedure for Videocon, Vodafone, and Airtel –
  2. In the Select Your Telemarketer step of the process (page 7 of the Entity Registration Manual) enter the Telemarketer Id of your service provider. The Telemarketer Id Gupshup –
  3. MSG 91 – please refer to MSG91 DLT Related Process. For further queries, please reach out to your MSG91 account representative, or write to teamcrm@msg91.com.

DLT for LSQ

Follow the remaining steps as listed in the manual.

Note:

  • For the KYC process, you may require proof of authorized signatory, self-certification by authorized signatory required on letterhead with name, designation and seal, Proof of Identity, POA: Proof of Address, Consent letter from parent entity, Service Agreement on Rs 100 stamp paper, Pan Number (Entity), GST Number(Govt.), Aadhaar Number of Authorized Signatory.
  • While specifying your telemarketer, you can select the organization and telemarketer Id.

4. Header Registration

Log in to your account at https://www.vilpower.in. Under Headers, select SMS Headers.

Header Registration Menu

Click Add, enter the required header, then click Search.

SMS Header Listing page DLT

Select a header from the list of available headers.

select header DLT

Choose the header type (Promotional, Transactional or Service). Enter a brief description of the header, then click Submit for Approval.

submit header for approval

You can see the status of your request on the headers listing page.

header registration status

Once approved by the registrar, the status will change to Approved.

header approval

 

5. Content Template Registration

Log in to your account at https://www.vilpower.in. Under Templates, select SMS Content Templates.

Note: View the guidelines for creating templates. There may be slight variations among different service providers.

content template settings

Enter the header name you already created, then click Search.

template creation

Enter the template details (enter the template name, type, message content, and insert variable placeholders by clicking the variable insert button wherever required). Click Save when you’re done.

template configuration DLT

content template DLT

You can view the details of all your templates on the template listing page.

template pending approval

Once approved by the registrar, the template status will change to Approved.

template approved DLT

 

6. FAQs

For frequently asked questions regarding these new regulations, please visit https://www.vilpower.in/faq/.

 

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!