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Import Activities

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1. Feature Overview

In addition to activities posted on leads when they perform an action, activities manually added by your users, and activities added through automations, you can also import activities into LeadSquared using a CSV file and post them on any lead and opportunity. This is useful when you want to post bulk activities, such as adding the Webinar Attended activity to 1,000 leads.

 

2. How it Works

  1. On a CSV file, add activity fields with data, along with lead or opportunity identifiers.
  2. Upload it to your LeadSquared account and map the file to the relevant activity fields.
  3. A Validation Report displays whether the import was successful.
  4. After a successful import, the activities are posted to the lead/opportunity.

 

3. Upload the CSV File

  1. Navigate to Lead Management>Activities.
  2. Hover your cursor on the three dots menu on the top-right corner, and click Import Activities.
  3. On the Import Activities via CSV pop-up, under the Upload File tab, select whether you want to Import to Lead or Import to Opportunity.
  4. Then, download the sample CSV file, and populate it with the relevant activity fields data*.
    • Alternatively, you can use a blank file and populate it with relevant data in the format available on the sample file.
  5. Once done, upload the file to LeadSquared and click Next.

Note:

  • *The CSV file you upload must include one mandatory lead or opportunity identifier.
    • For leads, the lead identifier field should be a unique lead field from your account (such as Lead Number, Prospect Id, etc.).
    • For opportunities, the unique identifier can be the –
    • For Sales Activities  –
      • Sales Owner is mandatory. Pass the User ID or the user’s email address.
      • Product is mandatory. Obtain the Product ID from the Get Products API or the product SKU from the UI under the ID column.
      • Order is mandatory.
  • Only CSV file type files are supported.
  • The maximum file size is 30MB, and the maximum number of rows allowed in the file is 25,000.
  • You can add multiple activity fields in the same file, exceeding the three fields available in the sample file.

Activity Import

 

4. Map Fields

On the Map Fields tab –

  1. Select the activity type to which you want to import activities.
  2. Map the CSV fields (under the Field in CSV file column) to the LeadSquared activity fields (under Mapped With).
    • The first row, marked in grey, is the lead or opportunity identifier. Choose the CSV field that matches the identifiers in the activity type fields (Lead Number, OpportunityId, etc.).
  3. Once you’re done, click Next.

Note:

  • To map your CSV file rows to CFS fields, pass the data as <Activity Field Name> – <CFS Field Name>.
    • For example, if the activity display name is “KYC Collection” and the CFS name is “Street Address Line 1”, name the CSV field as “KYC Collection – Street Address Line 1”.
  • Ensure you choose the correct date format. If the date format does not match, the import fails.

LeadSquared Activity Import

 

5. Validation Report

A Validation Report is generated, and it displays the status of your field mapping.

  1. If there are errors, fix them in the file and re-upload it.
  2. Under Activity Import Rules, select the system’s behaviour when duplicate activities are identified.
    • Ignore Duplicates – The system ignores duplicates in the file, and no new duplicate activities are created.
    • Overwrite Duplicates – The system overwrites existing duplicates with data from the new activities.
    • Update empty fields of duplicates – The system ignores existing duplicate fields that contain data and updates only empty fields with data from the new activities.
  3. From the List & Owner dropdown, select a LeadSquared user as the default Activity Owner. If your CSV does not contain an Activity Owner, the system marks this user as the owner by default.
  4. Once you’re done, click Import.
  5. Then, you receive an email confirmation, and the system posts the activities on your lead or opportunity.
Note: *If your CSV file contains an Activity Owner field, the system considers it the owner and ignores the default option you select from the List & Owner dropdown.

LeadSquared Activity Import

 

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!

Opportunity Permissions

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1. Feature Overview

Opportunities in LeadSquared represent your potential deals. You can configure and grant opportunity permissions to your users across –

  • Role Level – The opportunity permissions are available by default to all the users present in your organization, and require no further configuration from your end.
  • Sales Groups – The opportunity permissions are available by default to the Sales Managers and Sales Users present in a sales group. These permissions grant special access to Sales Managers. Depending on the permissions given to them, they can view, modify and delete the opportunities owned by the Sales Users who report to them.
  • Permission Templates – For a permission template, the opportunity permissions will have to be configured at the opportunity type level. Through this, you can restrict user access to an opportunity type, enable field masking (in order to protect sensitive data such as PAN number, Social Security Number, health records, etc.), and grant opportunity import and opportunity export access to users.

Permissions help ensure that only authorized users will be able to access relevant opportunities.

 

2. Prerequisites

  • You must be the Administrator of your account.
  • You must have opportunities enabled in your account. To enable opportunities in your account, please write to support@leadsquared.com.
Note: You must enable the delete opportunity option while creating an opportunity type. On the Create Opportunity Type pop-up, against Allow Delete, click the . To know how to create an opportunity type, please refer to Opportunity Configurations.

Permissions for opportunities

 

3. Opportunity Permission across User Roles

Opportunity permissions are available to all the users in your organization by default. There are four user types available –

  • Administrator Users
  • Marketing Users
  • Sales Managers
  • Sales Users

To know more about user roles, please refer to User Roles and Access Rights.

 

3.1 Administrator Users

For Administrator users, the following permissions are available by default –

Permission Type Description
Create Administrators will be able to add new opportunities to all the leads in the system.
View Administrators will be able to view all the opportunities that exist in the system.
Modify Administrators will be able to edit and modify all the opportunities that exist in the system.
Delete Administrators will be able to delete any opportunity that exists in the system.

 

3.2 Marketing Users

For Marketing users, the following permissions are available by default –

Permission Type Description
Create Marketing users will be able to add new opportunities to all the leads in the system.
View Marketing users will be able to view all the opportunities that exist in the system.
Modify Marketing users will be able to edit and modify all the opportunities that exist in the system.
Delete Marketing users will be able to delete any opportunity that exists in the system.

 

3.3 Sales Managers

For Sales Managers, the following permissions are available by default –

Permission Type Description
Create Sales Managers will be able to add new opportunities to all the leads in the system.
View Sales Managers will be able to view all the opportunities that exist in the system.
Modify Sales Managers will be able to edit and modify all the opportunities that exist in the system.
Delete Sales Managers will be able to delete any opportunity that exists in the system.

 

3.4 Sales Users

For Sales Users, the following permissions are available by default –

Permission Type Description
Create Sales Users will only be able to add new opportunities to only accessible leads. Accessible leads are –

  • Leads associated with opportunities where the user is the opportunity owner.
  • Any lead where the user is the lead owner.
View Sales Users will only be able to view –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
Modify Sales Users will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
Delete Sales Users will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.

 

4. Opportunity Permission across Sales Groups

Permissions are available by default to sales groups, depending on how they’ve been configured, and the access granted to the group. Under each sales group, there are Group Managers and Sales Users. To know more about sales groups, please refer to Managing Lead and Account Access for Sales Users – Sales Groups.

4.1 Group Managers in a Sales Group

Group managers in a group have either of the following access-

  • Group Managers with a view all leads of the group access
  • Group Managers with a modify all leads of the group access

Depending on the existing access permissions a Group Manager has, the following permissions are available by default –

 

4.1.1 Group Managers with a View All Leads Access

Permission Type Description
Create Group managers will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the group manager is the opportunity owner.
  • Any lead where the group manager is the lead owner.
View Group managers will only be able to view –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
Modify Group managers will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
Delete Group managers will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.

 

4.1.2 Group Managers with Modify All Leads Access

Permission Type Description
Create Group managers will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the group manager is the opportunity owner.
  • Any lead where the group manager is the lead owner.
View Group managers will only be able to view –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
Modify Group managers will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.
Delete Group managers will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the group manager is the opportunity owner.
  • All the opportunities associated with the lead, where the group manager is the lead owner.
  • All the opportunities that are accessible to the sales users who report to the group manager.

 

4.2 Sales Users in a Sales Group

For the Sales Users in a group, the following permissions are available by default –

Permission Type Description
Create Sales Users will only be able to add new opportunities to accessible leads. Accessible leads are –

  • Leads associated with opportunities where the user is the opportunity owner.
  • Any lead where the user is the lead owner.
View Sales Users will only be able to view –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
Modify Sales Users will only be able to modify accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.
Delete Sales Users will only be able to delete accessible opportunities. Accessible opportunities are –

  • All the opportunities for which the user is the opportunity owner.
  • All the opportunities associated with the lead, where the user is the lead owner.

 

5. Permission Templates

Through Permission Templates, you can add and configure permissions to each opportunity type in your account. You can also enable field masking through permission templates. This will help protect client sensitive informartion (such as Aadhaar Number, Social Security Number, etc.) from your users.

You can grant permissions for the following permission types –

  • View – Allows users to view the opportunities under the opportunity type.
  • Create – Allows users to add a new opportunity under the opportunity type.
  • Edit – Allows users to edit an opportunity under the opportunity type.
  • Delete – Allows users to delete an opportunity under the opportunity type.
  • Export – Allows users to export opportunities under the opportunity type.
  • Import – Allows users to import opportunities under the opportunity type.

To know more, please refer to How to Create a Permission Template?

Permissions_2

 

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!

SSL Certificate for Landing Pages

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1. Feature Overview

By default, LeadSquared’s landing pages work on https, and on our internal viewpage.co domain. But if you’ve hosted your landing pages on custom domains (outside of LeadSquared), this article will help you obtain SSL Certificates to support these domains. The certificates are also extended to email links (see Email Link Domain Settings). We use SSL certificates generated by Amazon Certificate Manager on custom domains.

Note: We currently do not support SSL certificates purchased outside of LeadSquared.

 

2. Prerequisites

 

3. How it Works

Once you add your domains and sub-domains in LeadSquared, create the SSL Certificate Request. We generate a CNAME record, which you must add to your DNS Settings. This helps us identify the domain ownership. If your domain ownership verification is successful, we generate a subsequent CNAME record, which you must again add to your DNS Settings. The new CNAME record points to the SSL Certificate obtained from Amazon Certificate Manager.

If the domain ownership verification fails, you have up to 72-hours to add the correct CNAME record, after which you must create a fresh SSL Certificate Request from LeadSquared.

 

4. Create SSL Request

  1. After your domains and sub-domains are listed on the Website & Landing Page Domains page, navigate to My Profile>Settings>Lead Tracking>SSL Certificate.
  2. On the SSL Certificate page, click Create.
  3. On the Request SSL Certificate pop-up, Select the Domain Name.
  4. Once the domain is selected, from the following options, Select the Sub-Domains –
    • Wild Card Certificate – The SSL Certificate is requested for all the sub-domains listed under the selected domain (including the email link domain and landing page domains).
    • Email Link – The SSL Certificate is only requested for the selected email link domain.
    • Landing Page – The SSL Certificate is only requested for the selected landing page domain.
  5. Once you’re done, click Next.

LeadSquared SSL Certificate

 

5. Domain Ownership Verification

Once the SSL Request is created, on the Domain Ownership Verification pop-up –

  1. Click your cursor on the Domain and Value to copy these values.
    • Alternatively, click Download to download the CNAME Record.
  2. Add this CNAME Record in the DNS configuration for your custom domain. For example, if your service provider is –
  3. Once the CName Record is added, on the Domain Ownership Verification pop-up, alongside “I have updated the CNAME record”, click Checkbox, and then click Done.

LeadSquared SSL Certificate

Note:

  • You have a 72-hour window to add the correct CNAME record in your DNS Settings.
  • The domain ownership verification will take up to 4-hours.
  • If the CNAME mapping is done incorrectly (typos, pointing to an incorrect domain, etc.), you’ll receive an email reminder when 48-hours and 24-hours are remaining in the 72-hour window. If the CNAME mapping isn’t done correctly by 72 hours, you must create a new SSL request in LeadSquared.

LeadSquared SSL

 

6. Configure SSL

If successfully verified, the status of the request will now change from Pending – View Details to Issued – Configure SSL. To approve the CNAME in LeadSquared –

  1. Click Configure SSL, and on the Configure SSL Certificate pop-up, click your cursor on Domain and New Value to copy these values.
  2. Add this new CNAME Record in the DNS configuration for your custom domain.
  3. Once this is done, navigate back to LeadSquared, and on the Configure SSL Certificate pop-up, verify all the details and click Confirm. The SSL certificate is successfully added to your landing page.

LeadSquared SSL Certificate

 

7. View Certificate

Once you add CNAME record in your DNS, to see all the subdomains where the certificate is added, hover your cursor over , and click View Details.

LeadSquared SSL

The SSL Certificate is now visible on your landing page.

LeadSquared SSL

Note: On the Landing Pages screen (Marketing>Landing Pages), when you click Get Landing Page URL (alongside a landing page for which you’ve set up SSL), you’ll now see both the HTTP and HTTPS URLs.

LeadSquared SSL Certificate

 

8. Delete Certificate

To delete existing certificates, alongside the certificate, hover your cursor over , and click Delete.

Note: When you click Delete, all the certificates obtained for the subdomains (landing page and email link domains) listed under the domain will also get deleted.

LeadSquared SSL

 

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 Meet Connector

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1. Feature Overview

From your LeadSquared account, you can schedule Google Meet meetings through the Google Meet Connector. With the LeadSquared Google Meet connector, you can directly create meetings with your leads, as well as add internal and external users to your meetings. Additionally, this connector will help you –

  • Join Google Meet meetings with your leads from anywhere, on any device
  • Automatically add meeting details to your Google Calendar, with all the necessary details such as meeting date and time, meeting URL, etc.
  • Get notifications from LeadSquared about your Google Meet meetings

 

2. Prerequisites

  • The Google Meet Connector is a paid feature. To enable it on your account, please write to support@leadsquared.com.
  • You must be the administrator of your LeadSquared account.
  • You must have an active Google account.

Before you connect your Google account with this connector, in your organisation’s Google Workspace, please grant access to the LeadSquared Google Meet Connector by marking it Trusted. If you don’t complete this step, you won’t be able to connect your Google Meet account with the LeadSquared app.
The steps to grant access are –

  1. Sign in to your organization’s Google Workspace as a Super Administrator, and go to Google Admin Console
  2. Navigate to Security>Access and Data Control>API Controls, and click on Manage Third-Party App Access.
  3. Click on Add New App, and search using the Client ID provided below. Once you find the LeadSquared Google Meet Connector, mark it as Trusted. To know more about this process, refer to Control which third-party & internal apps access Google Workspace data.
Note: The Client ID is 175896384397-r5fmhrd97eegi65ivun0r7jtsersuudl.apps.googleusercontent.com

Google Meet Connector

 

3. How it Works

Once set up, you can create and schedule Google Meet meetings with your leads and users, directly from LeadSquared.

  1. Install the connector – Begin by first installing the Google Meet Connector on your LeadSquared account.
  2. Configure the connector – Post installation, you’ll have to configure the connector with your Google account.
  3. Schedule meetings – After configuration, you can schedule Google Meet meetings with your leads and users.
  4. View Activities – After the Google Meet meeting is scheduled, you can view the meeting details.

 

4. Install the Connector

To install the Google Meet Connector on your LeadSquared account –

  1. From the main menu, navigate to Apps>Apps Marketplace and search for Google Meet Connector. On the connector, click Install.
    • Alternatively, you can find the connector on the left panel, under Online Meeting.
  2. Once the connector is installed, hover your cursor over the settings icon, then click Configure.

Google Meet_2

 

5. Configure the Connector

5.1 Google Accounts

Once the connector is installed, connect your Google account(s) to LeadSquared.

  1. On the Google Meet Connector screen, click Connect Accounts.
  2. On the Sign in with Google screen, select the Google account through which you want to set-up the connector.
  3. On the permission screens, grant access to your personal information as well as your Google calendar information.
  4. Once you’ve granted permission, click Allow. You’ll get the following message: “Successful. Please close the window.”
  5. Once your account is linked, on the Configure Google Meet Connector screen, under Primary, toggle the  Slider. This will ensure your Google account is the primary account.
    1. To delete an existing account, against the account name, click the  icon, and on the Delete Account pop-up, click Yes.
  6. Once you’re done, click Next.

Google Meet_7

Note: If you are not using G-Suite on your Google account, then your recipients will be required to login to their Google account first, in order to join the meeting. In this scenario, your recipients cannot join the meeting anonymously.

 

5.2 Meeting Configuration

Configure the Google Meet settings that will be used while scheduling meetings –

Google Meet_6

Field Description
Calendar Id The calendar Id of your Google Account. This the primary email Id you’ve used to configure the connector in the previous step.
Meeting Max Attendees The maximum number of attendees (up to 100 attendees) that can be added to a Google Meet.
TimeZone The time zone in which the meetings will be scheduled.
Can Add Self Enable this setting to grant permission to attendees (other than the organizer) to add themselves to an existing meeting.
Guest Can Invite others Enable this setting to grant permission to attendees (both internal and external) to be able to add anyone to the meeting.
Can See Attendees Enable this setting to grant permission to attendees (other than the organizer) to be able to view the attendees in the meeting.
Send Notifications Enable this setting to send notifications to attendees, from LeadSquared, about the creation of a new meeting. Even if this setting is disabled, some form of notification is sent from Google.
Send Updates To From the dropdown, choose to whom you want to send a notification about the update in meeting details. You can choose from Everyone, Non Calendar Guests Only or None.

Once you’ve configured the settings, click Save.

 

6. Schedule Google Meet Meetings

To schedule a Google Meet with your leads –

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. On a lead, hover your cursor over the Action Icon icon. From the dropdown list, hover your cursor over Online Meeting, and then click Google Meet Meeting.
  3. On the Google Meet Meeting pop-up, enter the following details –
    • The email Ids of the attendees are added by default in the Meeting Attendees field.
    • In the Meeting Topic field, enter a relevant name for the meeting. This is mandatory.
    • In the Meeting Description field, enter a brief description about the meeting.
    • Against Schedule, pick a from and to date and time for the meeting. This is mandatory.
  4. Once you’re done entering the details, click Schedule.
  5. Your Google Meet meeting URL is generated. You can share this URL with your leads and other external participants.

Google Meet_4

 

7. View Google Meet Meeting Details

After you have scheduled a Google Meet meeting, an activity gets automatically posted against the invited lead. You can view the meeting details in the Lead Details page.

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Click on the lead on whom the meeting is scheduled.
  3. On the Lead Details page, under the Activity History tab, you can view the meeting details.
  4. You can edit the meeting details by clicking the  icon.

Google Meet_5

 

8. FAQs

1. Can we edit/cancel a meeting once it’s created?
No. Once a meeting is created, it cannot be edited or cancelled.

 

2. Can we change the host’s email Id while creating a meeting?
By default, the email Id of the admin who installed and configured the connector is used as the host email Id. This cannot be changed. The user’s email Id is passed as an attendee.

 

3. Should a user be logged into their Gmail account when scheduling a meeting?
No. The user is not required to be logged in to their Gmail account when scheduling a meeting.

 

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!

Facebook Retargeting Connector

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1. Feature Overview

The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular product or service) directly to your retargeting campaign on Facebook Ads. This will help you identify the lead’s Facebook profile, and show relevant ads through Facebook Remarketing. The features of this connector are –

  • Create Audience List – Enhance existing audience lists on Facebook Ads with new leads, and create new lists as well with the data captured through the connector.
  • Target Your Leads – Reach out to leads who are already aware of your product and service. Reconnect with them on Facebook after they leave your website.
  • Field Mapping – Sync custom lead data along with standard fields to Facebook to improve your campaign’s effectiveness.
  • Campaign Statistics – Reports of how your campaigns are performing, where your ads are showing up, and what’s the cost-split of your campaign.
  • Sync Logs – Enables debugging, and lets you view sync status along with the list of errors and error details.

To know more about what the Facebook Retargeting Connector offers, please refer to Facebook Retargeting with LeadSquared.

 

2. Prerequisites

  • You must have an active Facebook Ads account.
  • You must be an Administrator of your LeadSquared account and your Facebook Ad account.
  • This is a paid feature. To enable it, please write to support@leadsquared.com.

 

3. How it Works

To push leads from LeadSquared to your Facebook Ads account, using the Facebook Retargeting Connector connector, complete the following steps –

  1. Install the connector in LeadSquared
  2. Configure the connector in LeadSquared
    1. Connect your Facebook Ads account(s)
    2. Create an empty audience list
    3. Map relevant fields to the empty list
    4. Push leads to the list you’ve created, and sync the list with Facebook Ads
  3. View the list on your Facebook Ads account

 

4. Installing the Connector

To install the Facebook Retargeting Connector on your LeadSquared account –

  1. From the main menu, navigate to Apps>Apps Marketplace and search for Facebook Retargeting Connector v2.
    • Alternatively, you can find the connector on the left panel, under Online Ads.
  2. Click Install.
  3. Once the connector is installed, hover your cursor over the settings icon, then click Configure.
  4. On the Connector Access screen, you can choose to give access to all your marketing users, or only specific marketing users.
    • If you choose Specific Marketing Users, from under Specific Users, you can select the marketing users from the dropdown list.
  5. Once you’re done, click Save.

Facebook Retargetting_2

 

5. Configuring the Connector

5.1 Connect Ad Accounts

Once the connector is installed, connect your Facebook Ads account(s) to LeadSquared.

  1. Navigate to Apps>Facebook Retargeting Connector.
  2. On the Connect Ad Accounts page, click Connect Accounts.
  3. Click Login with Facebook, and on the login window, click the Facebook Business account through which you want to login.
    • You can also choose to login with a different account by clicking Log in to another account.
  4. On the Select Account(s) to be added pop-up, click the Checkbox against accounts from the list of accounts linked to your Facebook Business account, that you want to add. You can add multiple accounts.
  5. Once you’re done, click Connect, and then click Next.
    • To delete an existing account, against the account name, click the  icon, and on the Delete Account pop-up, click Yes.

Facebook Retargetting_3

 

5.2 Create Audience List

After configuring the connector, you must either create an empty audience list from LeadSquared, or sync an existing list. After creating a list, you will then have to push lead data from LeadSquared to this list. To create an audience list from LeadSquared–

  1. On the Connect Ad Accounts page, click Audience List.
  2. Under Select Account, from the available dropdown, select the Facebook Ad account under which you want to create the list, then click Create Audience.
  3. On the Create Audience List pop-up, enter a name and description for the list.
  4. From the Customer File Source dropdown, select the source from which you want to capture lead details. You can choose from the following options –
    • User_Provided_Only – Under this option, you can upload lead data captured through internal channels, such as when a user captures lead details manually, or the system captures a lead’s deatils automatically (such as when a lead visits website, lead opens emails, lead clicks on a link, etc.).
    • Partner_Provided_Only – Under this option, you can upload lead data captured through external channels, such as third-party websites and partners who’ve provided lead data.
    • Both_User_And_Partner_Provided – Under this option, you can upload lead data captured through both internal as well as external channels.
  5. Once you’re done, click Create. You’ll get a message stating, “Audience List Synced successfully”.
    • To sync an existing or new list from LeadSquared with Facebook, click Sync Now.
    • To delete an existing list, against the list name, click the  icon, and on the Delete Audience pop-up, click Yes.

Facebook Retargetting_4

 

5.3 Field Mapping

To map lead fields from LeadSquared to the lead fields on the Facebook Audience List –

  1. On the Connect Ad Accounts page, click Field Mapping, and then click Add Custom.
    • By default, Email and Phone fields are selected.
  2. Under Facebook Audience List fields, click the dropdown to select a Facebook field from the list of available fields.
  3. Similarly, under Lead Field, select a corresponding field in LeadSquared from which you want to push data.
  4. Once you’re done, click the Google icon, and then click Save. You’ll receive a “Field Mapping saved Successfully” message.
    • To edit an existing field, click the  icon.
    • To delete an existing field, click the  icon.

Facebook Retargetting_5

Note: For any particular lead, if there’s no country code listed for their phone numbers, then the Default Country listed is automatically picked up as the country code for that lead.

 

6. Sync Lists

There are two ways by which you can sync your LeadSquared list with your Facebook Ads account. You can do this manually, from the Manage Lists page, or you can do this by setting up an automation.

6.1 Manage Lists Page

After successfully mapping lead fields to the empty list that you created, you will then have to push lead details to this list. Once the list is populated, you will then have to sync your LeadSquared lists to your Facebook Ads audience list –

  1. Navigate to Leads>Manage Lists.
  2. Against the list from which you want to pull the lead details, hover your cursor the  icon, and click Facebook Retargeting.
  3. On the Facebook Retargeting pop-up, select the Facebook Ad account, and the Custom Audience List that you created, and then click Sync Now.
  4. On the confirmation pop-up, click Yes. You will receive a message stating your request has been submitted successfully.
    • It will take between 6-12 hours for the leads to reflect in your audience list on your Facebook Ads account.

Facebook Retargetting_9

Note: You can push a single LeadSquared list to multiple Facebook lists that you’ve created. But, you can only push a LeadSquared list to a Facebook list only once in a 12-hour cycle.

 

6.2 Automation

Alternatively, you can push the list from LeadSquared to Facebook Ads, by setting up an automation. An example of when you can use the automation feature is when a lead is created after visiting your landing page. Here, you can automatically add the lead to a list, and retarget the lead with the Facebook Ad of the product or service they’ve shown interest in.

You cannot configure the Facebook Retargeting Automation for the following triggers –

  • Activity Create on Activity
  • Activity Update on Activity
  • Task Created on Opportunity
  • Task Completed on Opportunity
  • Task Reminder on Opportunity

To set-up this automation –

  1. Navigate to Workflow>Automation, and click Create Automation. To know how to create an automation, please refer to Automation Home.
    • You can also Live Edit a published automation.
  2. After you’ve set-up an automation trigger, click Add Automation.
  3. From the dropdown, click Online Ads, and then click Facebook Retargeting Automation.
  4. On the Facebook Retargeting pop-up, from the Select Facebook Ad Account dropdown, select the Facebook Ads account to which you want to push the list.
  5. From the Search and select audience from the list dropdown, select the LeadSquared lead list to which you want to add the leads to.
  6. Once you’re done, click Save. On the Attention pop-up, click Yes.
  7. Then, click Publish. The automation is live.

Facebook Retargeting through LeadSquared

Note: If you have installed the Facebook Retargeting Connector, you must uninstall and reinstall the connector, in order to use the Facebook Retargeting Automation feature.

 

7. View Reports

To view the Facebook Retargeting Connector’s reports, navigate to Apps>Facebook Retargeting Connector, and click Reports.

Under Reports, you can view the details of a list that’s been pushed from LeadSquared to your Facebook Ads account. You can also view the source through which the lists were pushed to Facebook Ads, either through Automation or through a List Action.

Facebook Retargeting through LeadSquared

 

8. View the List on Facebook

After you’ve successfully created the list, you can view it on your Facebook Ads account. To do this –

  1. Login to your Facebook Business Account.
  2. Select the Facebook Ad account to which you’ve pushed the lead data from LeadSquared.
  3. Here, you can view the list created. To view the list summary and other details, click the list. You can find the Summary, Usage and History tabs here.

Facebook Retargetting_10

 

9. Possible Errors and Troubleshooting Steps

9.1 User Permissions Error

In case you get the following error messages while setting-up your account –

  • “Check if Manage Ads permission is missing for accounts” – This error shows up in LeadSquared while connecting a Facebook Ad account, when “Manage Ads Permission” is disabled for a user on that particular Facebook Ad account.

Facebook Retargetting_12

  • “200,1815066, Permission error. The User doesn’t have the permission to create ads with this ad account” – This error shows up in LeadSquared while creating Audiences,  when “Manage Ads Permission” is disabled for a user on that particular Facebook Ad account.

Facebook Retargetting_14

The troubleshooting steps for both the errors are the same –

  1. Login to your Facebook Business Account.
  2. Select the Facebook Ad account on which the error occurred.
  3. Click the Facebook Settings icon to open the Business Settings page.
  4. On the Business Settings page, select the user who faced this error, and click the Ad account listed under the user.
  5. Under Manage ad account, toggle Facebook Slider the slider. Once it’s enabled, click Save.

Facebook Retargetting_1

 

9.2 Terms of Service Error

In the instance where a user in LeadSquared has not yet accepted Facebook’s Terms of Service, then the following error comes up, “200, 1870090, Permissions error. To create or edit a saved audience with an uploaded customer list, please agree to the Custom Audience terms”. To resolve this error, you can –

  • Click on the link listed in the error message, and in the new TOS tab, click Accept.
  • Or, accept the TOS in your Facebook Business account, by navigating to Audiences>Create Audience>Custom Audience>Customer list, and click I Accept.

Facebook Retargetting_13

 

9.3 New Business Error

If you’re facing the following error message, “2654, 1870054, (#2654) Customer List Audiences Are Not Available: As accounts owned by businesses new to Facebook Products can create customer file Custom Audiences after several weeks of following our policies.” Once the wait-period is over, the issue is fixed automatically.

Facebook Retargetting_15

Notes:

  • On any of your Facebook Ad accounts, if only Manage Campaign permission is enabled, then your users should still be able to create audience lists and push leads.
  • If the same Facebook Ad account is accessed by multiple users, then the permissions and TOS for that account will get automatically configured on the user who most recently connected to the account.

 

Any Questions?

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