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Portal Management – Feature Guide

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1. Feature Overview

Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless.

Portals also enable you to collect information on tasks and activities. This ensures all the information captured from a lead and opportunity is immediately available in your LeadSquared account. You can write your own HTML code, or use the drag and drop Portal Designer (no coding knowledge required) to build your portals.

By enabling portals on your account, you’ll be able to –

  • Build an end-to-end application management portal. This includes loan applications, student admission applications, medical applications, insurance or other financial applications, etc.
  • Reduce the turn-around-time and development effort that’s required in setting up a portal.
  • Improve the post-release management of all the portals across your landing pages.
  • Create customizable portals that can be improved upon and updated on the go.

Portal

 

2. Prerequisites

  • You must be the administrator of your LeadSquared account.
  • You must have access to the Portal’s license.
  • Forms and Processes, along with portals, must be enabled on your LeadSquared account.
Note: If you want to activate Forms and Processes, or receive access to your Portal’s license, reach out to support@leadsquared.com, or speak to your Customer Success Executive.

 

3. How It Works

In LeadSquared, you can either –

Once your portal is built, you can deploy it on a test environment. When you’re ready to go live you can use a default LeadSquared domain or configure your own domain to host the portal. Version control features are also available to help you manage changes.

 

4. Create a Portal

  1. From the LeadSquared dashboard, navigate to Workflow>Manage Portals.
  2. Click the Create Portal button.
  3. Provide a relevant name for the portal, and add a description if required. Once you are done, click Create.
  4. On the portals page, you can build the portal using –
Note: If you use Select Template as your initial option, you will not be able to upload your own HTML code for future modifications to the portal. But if you choose to upload an existing HTML code as your initial option, you will still be able to select a template for future modifications to the portal.

LeadSquared Portals_2

 

5. Manage Portals

Existing and newly created portals will show up on the Manage Portals page. You can use filters to search for portals on the basis of various parameters, such as status, modified by and modified on. You can also edit, clone, and delete portals from this page.

LeadSquared Portals

You can clone both published and draft portals.

What is cloned What isn’t cloned
Portals built using the Portal Designer. Portals built using HTML.
The portal design with images, content, logic cards, and button rules. Subdomain name mapping.
The forms and activities selected in the Portal Designer (not the forms & activities themselves, they can be cloned separately if required). Release history.
Email templates and email settings associated with the portal.
All Portal versions and version history.

To clone a portal,

  1. Under the Actions column, alongside the portal you want to clone, hover your cursor over the wheelAction Icon icon, then click Clone.
  2. Enter the name and description for the cloned portal, then click Save.

Once cloned, the new portal will appear in ‘Draft’ status.

clone portal

Note: If you’re using multiple LeadSquared accounts, you can also clone portals across accounts. For more details, contact your account manager or write to us at support@leadsquared.com.

 

6. Using Forms in Your Portal

The Forms feature is closely linked with portals. You can create forms or entire application processes to capture information in your portals. These include registration forms for sign-up/login as well as forms to capture leads, opportunities, tasks, and activities. To know more, please refer to LeadSquared Portal Designer – Create Sign Up Forms.

 

7. Adding Pages to Your Portal

Using the Portal Designer, you can add multiple pages (such as the ‘Home’ page, the ‘Contact Us’ page, the ‘Dashboard’, and so on). You can also secure certain pages by allowing access for only logged-in users.

You can also create applications, using our Applications feature on the Portal Designer. This allows you to build application forms and an application dashboard from which all user applications can be handled. To know more, please refer to Create Portals with Multiple Web Pages.

 

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!

Automation Failure Report

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1. Feature Overview

The Automation Failure Report gives you details on why your automation failed and displays all the action cards that failed in an automation. You can view the reason for failure and retry these cards after making the relevant changes. You can also view the entity-level automation summary directly from this page. To know more about Automation, refer to Automation – Feature Guide.

Note: The Automation Failure Report will not display leads that have been deleted or merged.

 

2. Prerequisite

You must be the Administrator of your LeadSquared account.

 

3. Automation Failure Report

To view the Automation Failure Report –

  1. Navigate to Workflow>Automation.
  2. Under Related Settings, select Automation Failure Report.
  3. On this page, you can view all the failed automations. To filter the reports based on a date range, click the dropdown next to Date Range.
  4. To view the failed cards in the automation and the reason for failure, click the automation.
  5. To retry all the failed cards in the automation, alongside the name of the automation, hover your cursor on LeadSquared. Then, click Retry All.
  6. To retry a specific failed card in the automation, alongside the card, click Retry Icon.
  7. To view the entity for which the automation failed, click on the entity. You will be redirected to the entity level report of the automation. On this page –
    • To view the reason for failure of execution, on the failed card, click information.
    • To retry the failed card in the automation, click retry icon.

Note:

  • In the Entity Level Automation Report – 
    • Green arrows between the cards denote successful execution of the card.
    • Dotted lines between the cards denote that the execution is still under progress.
    • Red arrows between the cards denote failed execution of the card.
  • Once you retry the failed card, if they’re successful, they will be removed from the failure report.

LeadSquared - Automation failure report

 

4. Enable Email Notifications on Automation Failure

Notify relevant users through email when the automation fails. An email notification is sent to selected users on the first failure of a particular automation per day. To enable this setting –

  1. Navigate to My Profile>Settings>Profile>Advanced Configuration.
  2. Search for the Enable Email Notification on Automation Failure setting.
  3. Alongside this setting, click Configure.
  4. To filter the available users based on their role, alongside Filter By Role, click the dropdown.
  5. Select the relevant users under Available Users and click Right Arrow.
  6. To unselect any users from being notified, click their name under Users to be Notified and click Left Arrow icon.
  7. Click Save.

Note: Upto 20 users can be selected as the recipients for the Automation Failure Notification.

LeadSquared - Enable User Notification on Failed Automation

 

FAQs

Why does the Automation failure report show “Error in Evaluating multi If/Else due to datatype mismatch“.
If a field used in the Multi If/Else condition is later removed from Activity Fields in settings but is still referenced in the automation, the automation will fail at the If/Else card. Check if any fields used in the If/Else condition have been deleted from Activity Fields. If found, update or remove them from the automation to resolve the issue.

 

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!

OCR, Bar Code and QR Code Functionality in Forms

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1. Feature Overview

LeadSquared forms support Optical Character Recognition (OCR), Barcode, and QR code functionality. These features enable you to extract data from physical documents, scan product information, track delivery packages, and lots more. While Barcode and QR code operations are handled by us, the OCR feature requires you to integrate with an OCR third-party vendor.

To learn more about the forms feature, see How to Create a Form.

 

2. Prerequisites

  • You must be an administrator user of your LeadSquared account.
  • You must be registered with a third-party OCR vendor to use the OCR feature.
  • You must create a Custom Field Set (CFS) with file type fields where you can upload the documents, barcode/QR code images, etc. The CFS must be associated with a lead or an activity type.
  • Development effort is required. We suggest using LeadSquared Lapps for these features.

 

3. How It Works

These features are visible once you add a file type field (using a custom field set) to a form –

  1. While creating a form, add the custom field set (with file type fields) associated with leads or an activity.
  2. Select any file type field in the custom field set.
  3. The options for OCR (enable file export), Barcode and QR code will appear under Field Properties.

Forms file type CFS

 

4. OCR

To support OCR, we generate a file URL that can be passed to your OCR vendor. We suggest writing some custom code using LeadSquared Lapps to pass the file URL to your vendor, and receive the processed data. Using form rules, you can then populate the field values with the response from the OCR vendor.

Note: For security reasons, the file URL is only available for 30 seconds.

Here’s an example –
Let’s say you receive scanned copies of your lead’s PAN cards. You want to capture information from these scanned documents (PAN card number and date of birth) to your form. Here’s how you can set it up –

1. Write a Lapp
Write some code using LeadSquared Lapps to pass the PAN card documents from LeadSquared to your OCR vendor. The response should return the required fields – PAN card number and date of birth for example. This Lapp will be called by your LeadSquared form.

2. Add the Custom Field Set to Your Form
Add the CFS containing the file type fields to your form as shown above.

3. Enable File Export

  1. Select the file type field in your form.
  2. Under Field Properties, click the Enable File Export enable icon slider. 

enable file export OCR

4. Configure Form Rules
Navigate to the Rules tabs at the top of the page. Set up the condition as follows –

If PAN Card file is uploaded, then set value of PAN number and date of birth fields to ‘Data From Lapp’ (this calls the Lapp you wrote in step 1). Set the API response key fields to map the corresponding values returned from the OCR vendor. Click Add Rule when you’re done –

OCR Form Rule Set Up

For more details on form rules, see How to Create a Form.

 

5. Barcode and QR Code

LeadSquared supports barcode and QR code decoding. No third-party vendor is required for this service. The process is similar to the OCR set up listed above, with a few minor changes.

Here’s an example –
Let’s say you receive images of a barcode or QR. You want to capture information from these codes such as product details, price information, delivery tracking details, etc., to your form. Here’s how to set it up –

1. Write a Lapp
Write some code using LeadSquared Lapps to handle the information extracted by the barcode or QR code. This Lapp will be called by your form.

2. Add the Custom Field Set to Your Form
Add the CFS containing the file type fields to your form as shown above.

3. Enable Barcode Scanning or QR Code Scanning

  1. Select the file type field in your form.
  2. Under Field Properties, click the Enable Barcode Scanning or QR Code Scanning enable icon slider. 

QR Code forms integration

4. Configure Form Rules
Navigate to the Rules tabs at the top of the page. Set up the condition as follows –

If Product QR Code file is uploaded, then set value of Product Specification and Product Price fields to ‘Data From Lapp’ (this calls the Lapp you wrote in step 1). Set the API response key fields to map the corresponding values returned by the Lapp after barcode/QR code decoding. Click Add Rule when you’re done –

QR code scanning rules

 

Any Questions?

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LeadSquared Custom Apps

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1. Feature Overview

Custom Apps will now enable you to build, release and host UI apps inside LeadSquared. You can use any UI framework to build a single page/static website (the default page is index.html). The key benefits are –

  • Efficiently manage all your customizations.
  • Easily add your apps without having to depend on external help.

 

2. Prerequisites

  • You must be the administrator of your LeadSquared account.
  • You must have access to the Custom Apps license.

Note – If you want to access your Custom Apps license, reach out to support@leadsquared.com, or speak to your Customer Success Executive, and they will help you out.

 

3. Process

3.1 Create the Custom App

  1. From the LeadSquared dashboard, navigate to Apps>Manage Custom Apps.
  2. Click the Create Custom App button.
  3. Give a relevant name for the app, and add a description if required. Once you are done, click Create.

Custom Apps

 

3.2 Test the Custom App

You can test the custom app on the Test Environment to see if it has been deployed correctly. Once the test is successful, you can make it live.

  1. On the Custom App homepage, under Test Environment, click on Upload Code. Name the version of the zip file you are uploading.
  2. You can drag and drop the code file, or upload it by clicking Select File. You will have to keep the following points in mind while uploading a zip file –
    1. Custom Apps can be deployed to Test Environments by uploading a Custom App Build File, as a compressed zip file.
    2. The Custom App Build File can be any build file of a static website which can be hosted and deployed within Leadsquared. While React is recommended, Custom Apps support other web frameworks as well. The maximum allowed upload size for the zip file is 10 MB. If you have complex use cases which requires a larger zip file size, you can reach out to support@leadsquared.com, or your customer success manager.
    3. Leadsquared checks for the index.html file in the root of the uploaded zip file to understand the structure, runtime logic and other information about your website. Besides requiring the index.html file to be in the root of the Custom App Build File, Leadsquared puts no other restrictions on the directory structure of your website.
  3. Once you have successfully uploaded the file, under Notes, mention points that might be important to you or your team.
  4. Once you have completed all the above steps, click Deploy to Test. The file will automatically get uploaded to the Test Environment.
  5. For a couple of minutes, the Test Environment status will stay Red red.
  6. The status will automatically turn Green green. If it doesn’t, click on the Refresh refresh icon.
  7. If your Custom App is enabled in the live environment, you can click Publish to Live.

Custom Apps

 

3.3 Domain Settings

To host your app on the LeadSquared domain, navigate to Overview>Finishing Up>Settings, or click the Settings tab.

  1. In the Domain Settings column, enter a subdomain name for the app you’ve created.
  2. The URL for the default LeadSquared domain is “lsqcustomapps.com”
  3. Once you have added the subdomain name, click Confirm.
  4. You can choose to delete the app by clicking the Delete Custom App button.

Custom Apps

 

4. Version History

You can view the various versions of the code that was uploaded on this app.

  • Under Actions, click the Actions icon against any version of the code.
  • To test a previous version of the code, click Publish to Test.
  • To download a previous version of the code, click Download Zip.

Custom Apps

 

5. Releases

  • You can check all the versions that have been uploaded to the app under the Releases tab.
  • The default selection is All Releases, but you can also filter by Test Releases and Live Releases.

Custom Apps

 

6. Mange Custom Apps

Existing and newly created apps will show up under Manage Custom Apps. You can use filters to search for apps on the basis of various parameters, such as when they were created, the current status and so on. You can also edit and delete apps on this page.

Custom Apps

 

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!

Google reCAPTCHA on Landing Pages

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1. Feature Overview

On your Landing Page, for form submission, you can now use Google reCAPTCHA instead of a number-based captcha. This will reduce spam submissions on your website.

 

2. Prerequisites

 

3. Process

3.1 Generate reCAPTCHA Keys

If you have an existing API key pair from Google for your website, you can skip this section and move to the next step.

To create an API key pair, Site Key and Secret Key, for your website –

  1. Log in to your Google account.
  2. Navigate to the Google reCAPTCHA page.
  3. Click on the Admin console button on the right-top corner.
  4. Click the + icon to register your site.
  5. Give a relevant label.
  6. Select the reCAPTCHA type (v2 or v3). If you selected reCAPTCHA v2, you can further select –
    1. The I am not a robot tickbox or
    2. The Invisible reCAPTCHA badge
  7. Under domain – register all landing page domains registered in your LeadSquared account.
  8. Accept the terms and services checkbox, then click Submit.
  9. Copy the Site Key and Secret Key that have been generated.
Note – You don’t have to register your subdomains. Register your main domains, along with the main domain of your default landing pages.

3.2 Add the Keys to LeadSquared

  1. Once you’ve successfully created the API key pair for your website, navigate to Marketing>Landing Pages and click Google reCaptcha.
  2. Depending on the reCAPTCHA type you selected, choose from the options listed on the Google reCaptcha pop-up.
  3. Paste the Site Key and Secret Key in the pop-up window, and click Save.

Google reCaptcha

3.3 Link the Keys to your Landing Page

Once you have added the keys, you will have to make reCAPTCHA live on your landing page. To do this –

  1. For an existing Landing Page, hover over the icon and click on Edit from the dropdown.
    or
    For a new landing page, complete the following on Step 02, once you have added a submission form. To know more, refer to How to Create and Publish a Landing Page?
  2. Double click on your submission form.
  3. Under Special Fields, click the Add icon against Google reCaptcha.
  4. Click on Save.
  5. For an existing landing page, scroll down to the bottom of the page, click on Save and Republish.
    or
    For a new page, click on Save and Next.
  6. You will get a report stating if your page has been successfully republished.
  7. Please wait for 10 minutes, for reCAPTCHA to become live on your landing page.

Google reCaptcha

3.4 Preview reCAPTCHA

After the 10-minute window has ended, refresh your landing page. You can now view reCAPTCHA.

 

Troubleshooting

Why is Captcha not working on Landing Pages?
If Captcha isn’t working, check the following:

  • Ensure all Landing Page and website domains are added in the Captcha console (If you’re using an Iframe, ensure the domain for that Iframe is also added in the Captcha console).
  • After adding the domains, update the Captcha key, re-add the Captcha field in the form, save, and republish the Landing Page.

 

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!

Call Tracking Metrics Texting Connector

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1. Feature Overview

The CallTrackingMetrics texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to –

  • Set up automated SMS campaigns with notifications and reminders.
  • Track incoming and outgoing SMS logs as activities.
  • Eliminate the need to switch between multiple applications to manage SMS activities.
  • Analyze the performance of your all campaigns sent through LeadSquared.

For the CallTrackingMetrics telephony integration, see LeadSquared CallTrackingMetrics Connector.

Note: MMS messages are supported.

 

2. Prerequisites

  • You must be an administrator user of your Leadsquared account.
  • Your account plan must support SMS integration.
  • You must have an active account with CallTrackingMetrics.

 

3. Installation

  1. On the main menu, navigate to Apps>Apps Marketplace and search for “Call Tracking Metrics”.*
  2. Click Install.
  3. Once installed, hover your cursor over the settings settings wheel, then click Configure.

* You can also find it under the SMS category on the left pane.

CTM Texting Installation

 

4. Configuration

The configuration wizard will take you through four steps – Authentication, Phone Numbers, Permissions, and Compliance.

4.1 Authentication

CallTrackingMetrics Authentication

Field Where you can find it 
Account Number In your CTM account, under Settings.

CTM account ID
Access Token In your CTM account, under Settings>Account Settings>API Integration, click show basic authentication token.

auth token CTM

Next,

  1. Copy the Incoming Message Webhook URL.
  2. In your CTM account, navigate to Settings>API Integration, then click Webhooks.
  3. Click New Webhook.
    1. Enter a name and a description.
    2. Select the Trigger as After a text message has been received.
    3. Click Save Changes.
  4. Under Callback URL paste the paste Incoming Message Webhook URL you copied from the LeadSquared configuration wizard.
  5. Click Save Changes.

Leave the remaining settings as they are.

Inbound webhook settings CTM

4.2 Phone Numbers

Phone numbers in your CTM account will be displayed here. First set a Default Company Number. This number will be used for outgoing SMS when no agent number is available.

Ctm phone number config

Ensure that the numbers shown above are added under the Agent Phone Numbers field for your users (My Profile>Manage Users>Edit User).

agent phone numbers manage users.

Click Save and proceed to the Permissions tab.

4.3 Permissions

In this step, you can assign SMS permissions at the user role level. Under Other Configurations, you may select alternate activities to assign to message and opt-out events, however, we recommend that you keep the default options. You can also use the checkbox at the bottom to prevent the system from sending messages to phone numbers without country codes.

CTM SMS Permissions

When you’re done, click Save and proceed to the Compliance step.

4.4 Compliance

Use the slider enable icon to enable or disable the compliance settings. You can use the default keywords and messages for opt-out and opt-in, or click Edit to create your own.
When leads send you a message with the specified keyword, they will be opted-out or in, and the message set here will be automatically delivered to them. Click Save when you’re done.

CTM compliance settings

 

5. Configure SMS Templates

Once the app is installed, you can configure SMS templates –

  1. From the main menu, navigate to Apps>Manage CTM Templates. You can create and manage all your templates on this page.
  2. Click AddTemplate.
  3. Enter the template details, then click Save.

Note: Click the mail merge code icon icon to add mail merge fields to your message.

Create CTM SMS Templates

 

6. Send SMS

You can now send either one-to-one or bulk SMS campaigns to your leads. When you initiate the send text action, you’ll see the following pop-up.

Send text CTM popup

Field Description
Sending Message to You can send messages to multiple numbers saved under the lead.

Send Message To Send Text popup

Multiple leads will show up while sending Bulk SMS.

bulk SMS CTM connector
From You can send the message from the main virtual number configured in the connector, or from other numbers saved under the agent. To add more numbers to an agent, navigate to My Profile>Settings>Users and Permissions and edit the user’s agent number details.

Send Text pop-up From field description
Campaign Name This option appears while sending bulk SMS. Enter a campaign name to identify different SMS campaigns.

Note: Your campaigns can be analyzed using the CTM Reports feature.
Message Body You can type your own custom message in the body and make use of templates.
Templates select template icon See section 5 above to configure SMS templates.
Mail Merge mail merge code icon Lets you select lead and user mail merge parameters.
Attachments attachment icon You can send MMS messages with attachments.

Note:

  • File names should not contain any special characters. Only period (.), dash (-) and underscore (_) are allowed.
  • Supported filetypes include – image/jpeg, image/png, image/jpg, image/gif, text/vcard, text/directory, text/x-vcard.
  • Max file size is 4 MB.

6.1 One to One SMS

You can send one to one SMS to leads from the Manage Leads and Lead Details pages.

6.1.1 Manage Leads

  1. On the main menu, navigate to Leads>Manage Leads.
  2. Under Actions, click the settingsSettings iconicon.
  3. Hover your cursor over Messaging, then click Send Text.

Send SMS from Manage Leads

6.1.2 Lead Details

On the lead details page,

  1. Hover your cursor over Lead Actions.
  2. Under Messaging, click Send Text.

Send SMS Lead Details

6.1.3 Automation

You can also send SMS to leads through automation.

  1. Navigate to Workflow>Automation.
  2. Create a new automation or edit an existing one.
  3. After selecting the type of automation and the trigger, click the add expand icon, click Messaging, then click Send Text.

For more information, see How to Send SMS through Automation.

send SMS through Automation

6.2 Bulk SMS Campaigns

Send bulk SMS to your leads from the Manage Leads or Manage Lists pages.

6.2.1 Manage Leads

  1. On the main menu, navigate to Leads>Manage Leads.
  2. Select the checkboxes alongside the leads you want to send SMS to.
  3. Under the Actions menu, hover your cursor over Messaging, then click Send Bulk Text.

Note: Use filters or the advanced search feature to find the leads you want to message.

send bulk text

6.2.2 Manage Lists

You can send bulk SMS to your lead lists from the Manage Lists page.

  1. Navigate to Leads>Manage Lists.
  2. Under Actions, click the settingsSettings iconicon.
  3. Hover your cursor over Messaging, then click Send Bulk Text.

CTM Manage Lists

 

7. SMS Activities

You can track your sent and received SMS from the Lead Details or Manage Activities pages. We automatically post either SMS Sent or SMS Received activities in real-time.

7.1 Lead Details

You can also click on the SMS Sent link for each activity to view more details.

CTM SMS activities

7.2 Manage Activities

You can also view the list of leads with SMS activities. Be sure to select either SMS Sent or SMS Received activities from the Activity Type drop.

Manage Activities SMS activities

 

8. Delivery Reports

Delivery statistics are available for both one to one and bulk SMS campaigns.

  1. On the main menu, navigate to Apps>CTM Delivery Reports.
  2. Use the tab options to view data on single or bulk SMS campaigns.

SMS CTM Delivery Reports

 

9. Troubleshooting

  • Issue: Inbound texts are not being pushed to LeadSquared from CallTrackingMetrics (CTM).
  • Possible Causes:
    • Incorrect webhook added on CTM.
    • Webhook trigger not configured correctly.
  • Solutions:
    • Incorrect Webhook: Verify the correct webhook in the authentication tab of the CallTrackingMetrics Texting connector.

LeadSquared Call Tracking Metrics Telephony Integration

    • Incorrect Trigger Configuration: Review the current trigger settings for the webhook and adjust them as needed.

LeadSquared Call Tracking Metrics Telephony Integration

 

Any Questions?

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How To Find the Root Cause of Performance Issues

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1. Overview

Performance issues may have any number of underlying causes. These may be at the level of the entire LeadSquared application or a specific feature or service. When reporting an issue, it’s important to be clear on whether the issue is the result of genuine slowness, or the result of an error.
This article will help you understand the different types of performance issues you may encounter and the best way to troubleshoot each of them.

Note: Before attempting to diagnose or troubleshoot any issue, first check our status page for ongoing issues.

 

2. Network Issues

First, try and identify if the issue is user-specific or occurring for every user.

Ask Your Colleagues 

  • Are other sites being affected or just LeadSquared?
  • Is your entire team experiencing slowness?
  • Is the issue occurring for users on different connections? For example, if you’re using a wired connection, is the issues occurring for users on Wi-Fi as well?
  • If you have employees in other offices or working remotely, are they also experiencing the same level of performance?

If you answered ‘No’ to the questions above, you’re likely to be facing a network issue and not a LeadSquared specific problem. Many user-specific issues can be resolved by troubleshooting your internet connection, network and browser.

 

2.1 Troubleshooting Network & Browser Issues

  1. Ensure that your internet connection is working fine
    1. Open other websites/applications on your browser. Are other sites slow as well or is it just LeadSquared?
    2. Perform a speed test on your internet connection. Go to https://www.speedtest.net/ to check the ping, download and upload speed of your connection
  2. Check your browser
    1. Can you reproduce the issue on another web browser?
      1. LeadSquared works best with Google Chrome and Mozilla Firefox. We recommend downloading these browsers and updating them regularly.
    2. Clear your cache and cookies. This is not only a key troubleshooting tip; it may also resolve your issue altogether. Browsers retain a lot of information to help save your preferences and load faster. Due to constant updates to LeadSquared, your browser may try to load older versions of the application. This may result in slowness and other problems. Here’s how you can clear your cache and cookies –
      1. Google Chrome
      2. Mozilla Firefox
      3. Internet Explorer
      4. Safari
    3. Certain browser extensions, add-ons, and plug-ins may cause issues while rendering pages in LeadSquared. One such plug-in is “Dark Mode Extension” which causes issues with LeadSquared.
      Try to avoid such plug-ins and/or try private browsing mode and see if the issue persists.
      If disabling all extensions worked (private browsing), try adding the extensions back one by one. Once you’ve identified the extension causing the issue, report it to us at support@leadsquared.com”.
  3. Check your network and firewall configurations
    1. It’s possible that your firewall may be blocking certain LeadSquared services. Check to see if you have any network ports that are locked down.
    2. Check if any network ports are blocked.
    3. Do you have anti-virus software installed? Temporarily disable your anti-virus and see if the issue persists.
    4. Do you have another network available? Check to see if you can reproduce the issue on the other network.
  4. Flush DNS
    The DNS cache stores the IP address of each website you visit. This helps your browser find addresses quickly, enabling faster connections. However, there are good reasons to flush your DNS, such as protecting your browsing history and helping resolve certain errors. This may solve the issue you’re currently facing in LeadSquared

    1. On Windows
      1. Press the Windows key and R to open the command line.
      2. On the Run window, type CMD and press Enter.
      3. Right click on Command Prompt and click Run as administrator.
      4. In the console, type the following command: ipconfig /flushdns
      5. If the command was successful, you will see the message “Successfully flushed the DNS Resolver Cache”.
    2. On Mac, the commands to flush DNS differ depending on the version you’re running. First open Terminal, then enter the command corresponding to your OS version
      1. OS X 12 (Sierra) and later
        macbook$ sudo killall -HUP mDNSResponder;sudo killall mDNSResponderHelper;sudo dscacheutil -flushcache
      2. OS X 11 (El Capitan) and OS X 12 (Sierra)
        macbook$ sudo killall -HUP mDNSResponder
      3. OS X 10.10 (Yosemite) | Versions 10.10.4+
        macbook$ sudo dscacheutil -flushcache;sudo killall -HUP mDNSResponder
      4. OS X 10.10 (Yosemite) | Versions 10.10.1, 10.10.2, 10.10.3
        macbook$ sudo discoveryutil udnsflushcaches
      5. OS X 10.9 (Mavericks)
        macbook$ dscacheutil -flushcache; sudo killall -HUP mDNSResponder
      6. OS X 10.7 (Lion) and 10.8 (Mountain Lion)
        macbook$ sudo killall -HUP mDNSResponder
      7. OS X 10.5 (Leopard) and 10.6 (Snow Leopard)
        macbook$ dscacheutil -flushcache
      8. OS X 10.4 (Tiger)
        macbook$ lookupd -flushcache
    3. On Linux,
      1. Most current Linux distributions do not use a DNS resolver cache in the same way that Windows and Mac OS X use. To confirm which particular daemon is installed for your Linux distribution, check the website or its forum pages.

 

2.2 Generating a Traceroute for Troubleshooting

When troubleshooting slowness, our support team may need additional information about the path your browser takes to get to your LeadSquared instance (https://subdomain.leadsquared.com). You need to generate a traceroute to your LeadSquared instance, as well as to https://www.google.com/ to help us analyze the performance issue.

Windows

  1. Press the Windows key and R to open the command line.
  2. On the Run window, type CMD and press Enter.
  3. In the Dos window, type “tracert <subdomain>.leadsquared.com”, then press Enter.
  4. Copy the results of the traceroute.
  5. Repeat the steps with “tracert google.com”, then press Enter.
  6. Copy the results of the traceroute.
  7. Email us (support@leadsquared.com) the results of both traceroutes labeled appropriately.

Mac

  1. Open the Network Utility app (you can search for it using Spotlight).
  2. Click the Traceroute
  3. Type “https://<subdomain>.leadsquared.com”, then click Trace.
  4. Copy the results of the traceroute.
  5. Repeat the steps for “google.com”.
  6. Copy the results of the traceroute.
  7. Email us (support@leadsquared.com) the results of both traceroutes labeled appropriately.

 

2.3 Unresolved Issues

  • If the issue is still unresolved and can’t be reproduced on other machines, contact your IT team and reference this article.
  • If the issue is specific to one machine, it is most likely caused by a group policy setting, antivirus, or other software interfering with LeadSquared.
  • If the issue still persists, please feel free to reach out to us at support@leadsquared.com. Let us know what browsers you’ve tried, which users are experiencing the problem, detailed replication steps, and screenshots (if any).

 

3. Errors on the LeadSquared Platform

You may receive certain errors while using LeadSquared. These shouldn’t be confused with slowness issues. Here are some examples of errors –

Area Error Possible Cause
Entire Platform Error Processing Your Request Database issues on our side
500 Oops!
APIs 504 Database issues on our side
500 Code Issues
429 API Rate Limits. Check our API Rate Limits article to learn about your plan and steps to manage rate limits.

 

3.1 Troubleshooting Errors

  1. Wait for a few minutes and then re-try. Our database may be facing heavy loads. If you wait and try again your request may get processed successfully.
  2. If you’re still receiving an error, contact us at support@leadsquared.com and report the specific error(s) you’re receiving.

 

4. Slowness on the LeadSquared Platform

If you’ve followed all the steps above and are confident that the issue is not caused due to a problem on your side, use this guide to determine the best course of action for each issue.

  1. Is everything slow, or is it just one LeadSquared page (e.g., dashboard, manage leads, manage activities, etc.) that is experiencing issues?
  2. Is there a specific action that you’re unable to take? (For example, search is taking too long, page filters are not loading, bulk updates are not working, etc.)

Use the categories below to narrow down the issue –

4.1 Overall Platform Slowness

Pages such as Manage Leads, Manage Activities, Manage Tasks, Smart Views, Lead Details, etc. are slow.

  1. Navigation from one page to another is slow.
  2. Create, update and delete operations on leads, activities, tasks, etc. are slow.

Troubleshooting

Contact us at support@leadsquared.com –

Console Information 

  1. Mention the issue type as ‘Pages Not Loading’ and include the name of the page(s)
  2. Let us know which browsers you’ve tried, which users are experiencing the problem, detailed replication steps, and any screenshots (if any).
  3. You can give us more details on the issue by sharing a screenshot of any console errors.
    1. On your browser, right-click on the page that is slow, then click Inspect. (Alternatively, you can enter Ctrl+Shift+I).
    2. Now navigate to the Console tab and take a screenshot. This will help us identify the element(s) that may be causing the issue.

console errors

Capture .har file

  1. On your browser, right-click on the page that is slow, then click Inspect. (Alternatively, you can enter Ctrl+Shift+I).
  2. Select the Network tab, then enable the Preserve log checkbox.
  3. The small red circle in the top-left of the console indicates that it is recording. If the circle is black, click on it to begin recording.
  4. Navigate the scenario or reproduce the issue. You will observe that data is being collected.
  5. Click the red circle to stop recording after the error is observed.
  6. Right-click in the list of entries loaded and select Save as HAR with Content to download the .har output file.

Note: Please select the Network Issue Troubleshooting icon on the top right corner under Sources to avoid a pause message or debugger tool message.

 

4.2 Automation

4.2.1 Trigger Delay

Sometimes the automation trigger may take time to fire. In these cases, leads may not immediately enter your automation based on the triggered action (new lead, lead update, activity update, etc.).

Causes
Database issues on our side.

Troubleshooting 

  1. Check if a bulk trigger is used in the automation. For example, if you have enabled the trigger on import option and import 25000 leads, it might take longer to trigger the automation for all 25000 leads. Please check the request history page to ensure that the import action is successful. 
  2. If you’re still receiving an error, contact us at support@leadsquared.com –
    1. Report the issue as ‘Automation Trigger Delay’
    2. Provide details of the automation (name, link), sample leads and support access to your account.

 

4.2.2 Card to Card Delay

Leads in your automation may be taking time to move from one card to another.

Causes
Delays due to queuing, database issues, automation not set up optimally, etc.

Troubleshooting 

  1. Automations use a staggered re-try logic where the re-try takes place every 5 minutes up to 3 times. If you wait about 20-30 minutes, the lead may enter your automation successfully.
  2. Ensure the automation is set up optimally. One major reason for card to card slowness is too many If/Else evaluation cards stacked one below the other. A great feature to help you address this issue and optimize your automation is the Multi If/Else condition.
  3. If the issue still persists after you’ve optimized the automation, contact us at support@leadsquared.com, report the issue as ‘Automation Card to Card Delay’ and provide the automation name.

 

4.2.3 Delay in Wait Condition

The wait condition may sometimes execute with a delay. For example, you may have set a wait condition for 5 mins, but the wait card may execute after 10 mins, causing a delay in the automation chain. 

Causes
Delays due to queueing, database issues, etc.

Troubleshooting 
Contact us at support@leadsquared.com, report the issue as ‘Delay in Wait Condition’ and provide the automation name.

 

4.2.4 CRON Delay

The CRON job may sometimes execute after the configured scheduled time. 

Causes
Delays due to queueing, database issues, etc.

Troubleshooting 
Contact us at support@leadsquared.com, report the issue as ‘CRON Delay’ and provide the automation name.

 

4.3 Bulk Actions

You may face slowness while performing the following bulk actions –

  1. Import
  2. Export
  3. Update
  4. Delete

Causes
Your bulk action request gets queued and then executed by LeadSquared. When large numbers of records are involved, this may take some time.

Troubleshooting

  1. Each request you make gets queued. Avoid making multiple requests for the same actions.
  2. Navigate to the Request History page and check the status of the bulk update operation. Refresh the page to see the latest, updated status.
  3. Bulk delete requests are processed overnight, so you can only expect to see the refreshed data the next morning.
  4. If you still haven’t received your data, contact us at support@leadsquared.com and report the issue with –
    1. Details of import/export action + screenshots.
    2. Support access to your account.

 

4.4 Email Campaigns

You may face one of the following slowness issues with emails campaigns –

  1. Bulk emails (emails sent to a large number of leads)
  2. Scheduled emails
  3. Tracking

Causes

  1. If you send a large number of emails, they may take time to get delivered to all recipients.
  2. Scheduled emails may also sometimes get delayed due to database issues.
  3. LeadSquared tracks email opens, clicks and other metrics in the Email Campaign Report. This data may sometimes take time to reflect in the report.

Troubleshooting 
Contact us at support@leadsquared.com and report the exact email campaign issue. Be sure to provide the email campaign name and support access to your account.

 

4.5 Connectors and Telephony

Apps and connectors in the Apps Marketplace help integrate your LeadSquared account with other third-party services like SMS, cloud telephony, social media services, etc. These connectors may be slow for a number of reasons.

Causes
Many of our connectors use third-party APIs and web services. In these cases, a delay may be caused due to issues with third-party services.

Troubleshooting
Contact us at support@leadsquared.com, report the issue as ‘Connector Slowness’ with

  1. Details of the connector (name of the connector/connector Id).
  2. Sample leads and screenshots.
  3. Support access to your account.

 

4.6 Rules, Webhooks, and Lapps

4.6.1 Rules Delays

Rules may execute with a delay after the triggering event.

Causes
Delays due to queueing, database issues, etc.

Troubleshooting 

  1. Contact us at support@leadsquared.com, report the issue as Rules delay and provide the rule name.
  2. We suggest moving from rules to the newer and more powerful – Automation feature, to avoid issues of this type.

 

4.6.2 Webhook Delays

Webhook execution may be delayed at times.

Causes
Delays due to queueing, database issues, etc.

Troubleshooting
Contact us at support@leadsquared.com, report the issue as ‘Webhook Delay’.

 

4.6.3 Lapps Delay

Lapps may have code issues that cause delays and slowness.

Causes
Delays due to queueing, database issues, etc.

Troubleshooting 

  1. Check Lapps logs.
  2. Contact us at support@leadsquared.com, report the issue as Lapps delay and provide the Lapps details.

 

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!

View a Lead’s Documents/Images in a Slideshow

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1. Feature Overview

Using LeadSquared’s Custom Lead and List Actions connector, you can view all the images uploaded to a lead’s Custom Field Sets (CFS) as a slideshow. This is useful when your teams collect multiple documents from leads (e.g., KYC documents like PAN cards, passports, etc.) and want to review them quickly in one place, without opening each file individually.

Once configured, users can launch the slideshow directly from the Manage Leads page through a lead action.

Note: You can also view all the files attached to a lead under the Documents tab on the Lead Details page. To know more, refer to Lead Details Page.

feature overview gif

 

2. Prerequisites

 

3. How It Works

Setting up the slideshow involves the following steps –

  1. Create a CFS with file-type fields for the documents you want to collect (e.g., “KYC Documents”).
  2. Associate the CFS with a new custom lead field.
  3. Add the CFS lead field to the Create Lead Form This displays the field on the Add New Lead and Edit Lead forms, and under the Lead Details tab on the Lead Details page.
  4. Upload the relevant images to the CFS fields on your leads.
  5. Using the Custom Lead and List Actions connector, create a lead action that calls LeadSquared’s slideshow widget URL.

Once the setup is complete, users can open the slideshow from the lead actions menu on the Manage Leads page. The slideshow displays all the images uploaded to the lead’s CFS, and users can move between images using the navigation arrows.

 

4. Set Up the Custom Field Set

Before you configure the connector, set up the CFS and upload images to your leads. Each step is covered in detail in the linked articles –

  1. Navigate to My Profile>Settings>Leads>Manage Custom Field Set, and create a CFS with file-type fields for the documents you want to collect (e.g., “KYC Documents”). To know more, refer to Custom Field Sets.
  2. Navigate to My Profile>Settings>Leads>Lead Fields, and create a lead field with the Data Input Type set to Custom Field Set. Then, from the Custom Field Set Type dropdown, select the CFS you created. To know more, refer to Adding Custom Field Sets to Leads.
  3. Navigate to My Profile>Settings>Leads>Lead Forms, and add the CFS lead field to the Create Lead Form This displays the field under the Lead Details tab on the Lead Details page, and on the Add New Lead and Edit Lead forms. To know more, refer to Lead Form Customization.
  4. Upload images to the CFS fields on your leads. To do this, open a lead from Lead Management>Leads, and under the Lead Details tab, click the edit icon, upload the relevant images, and click Save.

images added to lead

 

5. Configure the Custom Lead and List Actions Connector

Create a lead action that opens the image slideshow as a pop-up.

  1. Navigate to Apps>Apps Marketplace, search for the Custom Lead and List Actions connector, hover your cursor over the connector, and click Configure.
  2. Under the Lead Grid Row Action column, click +Add Actions.
  3. Under Action Label, enter a name for the action (e.g., “View Documents”).
  4. From the Action Type dropdown, select Show as Popup.
  5. In the Callback URL box, paste the following URL – https://{hostname}/Widget/Slides?slideCode=1&entityId=@{Lead:ProspectID,}
  6. From the HTTP Method dropdown, select GET.
  7. Once you’re done, click Save.
Note: Replace {hostname} with the host of the region in which your account was created. For example, for an account created in the India (Mumbai) region, the callback URL would be – https://in21.leadsquared.com/Widget/Slides?slideCode=1&entityId=@{Lead:ProspectID,}

To verify the action was created, close the Configure Custom Actions pop-up, then hover your cursor over the connector and click Configure again. The action you created is listed under the Lead Grid Row Action column.

configure connector

 

6. View the Slideshow

  1. Navigate to Lead Management>Leads.
  2. Alongside the lead you want, under the Actions column, hover your cursor over the leadsquared reports 3 dot icon icon.
  3. From the list of actions, select Custom Actions, and click the action you created (e.g., View Documents). The images uploaded to the lead’s CFS are displayed as a slideshow.

 

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!