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Use Custom Domains For Portals

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1. Feature Overview

You can host Portals built with LeadSquared on –

  1. Our default domain – lsqportal.com. For more details, see Portal Configurations.
  2. Your own custom business/brand sub-domain (e.g., applications.mybusiness.com).

This article describes how you can host a portal on your own custom domain.

portal custom domain

 

2. Prerequisites

  1. You must be a LeadSquared Administrator user.
  2. You must first list the domain on the Website & Landing Page Domains page. For details, see Adding More Website Domains.
  3. Access to your Domain Name Service (DNS) provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

 

3. How It Works

Create 2 CNAME records in your DNS provider’s account – one pointing to a certificate manager for HTTPS security, and the other pointing to the actual sub-domain for your portal (e.g. applications.mybusiness.com).
The setup requires you to go back and forth between the portal domain settings in your LeadSquared account and the CNAME record settings in your DNS provider’s account.

This section provides a summary of the setup, the following sections elaborate on each step –

  1. Create and configure the sub-domain in your LeadSquared account.
  2. A Name and Value will be generated. Copy the values, and use them to create a CNAME record in your DNS provider’s account. This step sets up a HTTPS certificate to ensure better security for your portal (for more details, see Why HTTPS matters).
  3. Come back to your LeadSquared account, and verify that the settings in your DNS (for the HTTPS certificate) have taken effect.
  4. After successful verification, you’ll receive a CDN URL from us. Create a new CNAME record for the sub-domain using the CDN URL.
  5. Your portal is now live and ready to use.

 

4. Configure the Sub-domain in LeadSquared

  1. On the main menu, navigate to Workflow>Manage Portals and select your portal.
  2. On the top navigation bar, select the Settings tab.
  3. On the left menu, select Domain.
  4. Disable the Use LSQ Domain slider Slider .
  5. Select a domain from the drop-down and enter the sub-domain name.
  6. Click Confirm
  7. Copy the generated CNAME Name and Value.

select domain step in custom domains

 

5. Create a CNAME Record for HTTPS Certificate

In this step, you’ll create a CNAME record in your DNS that points to a Certificate Manager and creates a Transport Layer Security (TLS) certificate for your domain. TLS is a security protocol that uses encryption to protect the transfer of data to and from your portal.

Here is some documentation for popular DNS providers –

  1. GoDaddy: Add a CNAME record
  2. Namecheap: How to Create a CNAME Record For Your Domain
  3. Dreamhost: Adding a Custom DNS record
  4. Bluehost: DNS Management: How to Add, Edit, or Delete DNS Entries

Log in to your Domain Name Service provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

  1. Click on the DNS settings for the selected URL and create a new CNAME record entry. Paste the above values in the Name (or Host) and Value (or Target) fields, respectively.
  2. Select the minimum TTL value available.
  3. Save the record.
  4. Successful configurations may take some time to reflect.

Here’s an example from a GoDaddy.com account –

CNAME record in GoDaddy

 

6. Verify the Settings in LeadSquared

Navigate back to your LeadSquared account and on the Portal Domain Setting page, click Verify –

cname verified success

Note: The request for CNAME record entries is valid for only 72 hours. You must complete the steps below within the window. If you miss it, click Regenerate CNAME, and copy the new Name and Value.

custom domain cname 72 hours expired

After successful verification, you’ll receive a CDN URL. Copy this URL and use it to create a CNAME record for the sub-domain.

verify cdn

 

7. Create a CNAME record for the Sub-Domain

Note: If your portal is not published to the Live environment, you won’t be able to configure the next step.  You’ll see the following prompt on the Portal Dashboard page. Click on “Complete Domain Linking” to proceed.

complete domain linking on portals

Finally, map the sub-domain with the portal –

  1. In your DNS provider’s account, click the DNS settings for the selected URL and create a new
    CNAME record entry.
  2. Paste the sub-domain name (e.g. ‘applications’ from applications.mybusiness.com) the Name (or Host) and CDN URL in the Value (or Target) fields, respectively.
  3. Select the minimum TTL value available and save the record.

Here’s an example from a GoDaddy.com account –

Sub domain final configs CDN URL portals

Your portal is now live.

cdn verified last step

 

8. Troubleshooting Frequent Issues

1. Why isn’t my cname setup getting verified?

If you’re using GoDaddy or Hostinger, ensure that the domain is not mapped to .leadroot.com. For example, in the image below, remove .leadroot.com from the CNAME:Name field.  

troubleshooting leadroot lpp

2. I added the CNAME records in my DNS, but when I try and verify the settings in LeadSquared, I get an “Invalid Certificate Id” error. What’s causing the issue?

There are 2 reasons why this error may occur

  1. The request for entries for CNAME records are valid only for 72hrs. If you try and verify the domain outside this window, you’ll receive an “Invalid Certificate Error“. To resolve the issue, unlink the sub-domain name and reconfigure the domain setup in Portal Designer.
  2. Certificate Authority Authorization (CAA) DNS records configured in your domain provider’s settings are blocking LeadSquared from issuing an HTTPS certificate. To resolve this –
    1. Remove the custom domain setup from Portal Designer.
    2. Follow the steps in the Amazon CAA issues article to allow LeadSquared to issue a certificate.
    3. Remove the CNAME mapping for the portal (if already added) in your DNS provider’s settings.
    4. Reconfigure the domain setup in the LeadSquared Portal Designer.

3. When I try and add the CNAME record in my DNS provider’s account, I get a “Not able to add CNAME record” error. How do I fix the issue?

This error may be the result of a duplicate CNAME record. If the CNAME record was already created in your DNS settings, delete it, then add the new record.

4. What do I do if my DNS provider is cPANEL?

  1. If any sub-domain is present, delete it first.
  2. Then create a new CNAME record in the root domain.

5. How do I regenerate CNAME?

Click Regenerate CNAME, and copy the new Name and Value

Please note, that this is only possible if your portal is not in Published status.

 

Any Questions?

Leave us a comment below. We’d love to help you out!

How to Freeze the Action Column?

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You can freeze (lock) the Actions columns to ensure it’s are visible at all times, when scrolling horizontally and viewing other lead details on the page.

On the Manage Leads or Smart Views pages, the Freeze Action Column LeadSquared Freeze icon is present on the Lead Grid, next to Actions.

LeadSquared Platform Updates

Activity History Tab Connector

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1. Feature Overview

If you have common leads across multiple LeadSquared accounts, use the Activity History Tab Connector to view their activity history in the same account in real-time (without switching between different accounts).

The connector fetches and displays Phone Call activities and Custom Activities posted on common leads across your LeadSquared accounts. You can also display these activities on third-party mobile or web applications.

To know more about the connector, please refer to Activity History datasheet.

LeadSquared Activity History Tab Connector

 

2. Prerequisites

  • You must be the administrator of your LeadSquared account to install and configure this connector.
  • This is a paid feature. To enable it, please reach out to your account manager, or write to support@leadsquared.com.
  • If you want to display activities between two LeadSquared accounts, the Custom Tab Connector must be installed and configured on the account in which you want to display the activities.

 

3. How it Works

Once this connector is installed and configured, an app URL is generated. This URL must be configured using the Custom Tab Connector in the account you want to display the activity history in. You can also use the URL to render the activity history page in a third-party application.

On the LeadSquared account where you want to display the activities –

  1. Install and configure the Activity History Tab Connector.
    1. Add the API Access Key and Secret Key of the second account, from where you want to fetch activities.
    2. Select the activities you want to display, along with the unique lead field (the search key), and Save the details. The app URL is generated.
  2. On the Custom Tab Connector, create a new tab and add the app URL. To know how to create a custom tab, please refer to Custom Tab Connector.
  3. Navigate to the Lead Details page. You can view the list of activities that are fetched for all the common leads.

To display these activities outside LeadSquared, you can similarly embed the Activity History Connector app URL on any third-party application.

 

4. Install the Connector

On the LeadSquared account in which you want to display the activities –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Activity History Tab Connector, and click Install.
    • Alternatively, you can find the connector on the left panel, under UI Customization.
  3. Once installed, hover your cursor over settings, and click Configure.

LeadSquared Activity History Tab Connector

 

5. Configure the Connector

After the connector is installed, add the API Access Key and Secret Key of the second account, from where you want to fetch the activities.

  1. On the Configure Activity History Tab Connector pop-up, click Create Activity History Tab.
  2. On the Activity History Tab on Lead Details screen, provide the following details –
    1. Tab Name – A display name for the tab.
    2. Access Key & Secret Key – The API Access Key and Secret Key of the second account. To obtain these keys, navigate to My Profile>Settings>API and Webhooks>API Access Keys.
    3. Select Unique Field – Select the unique lead field which will be used to identify common leads between both accounts. You can choose between Email Address and Phone.
    4. Select Activity Types – Select the activity type you want to display on the custom tab. You can select both activity types.
  3. Once you’re done, click Save. You’ll get a message stating the “App URL Created Successfully”. Copy and save this URL.

LeadSquared Activity History Tab Connector

 

6. Create Custom Tab

In order to display the activities added to common leads, create a custom tab.

Note: This step assumes that you’ve already enabled and installed the Custom Tab Connector on the account in which you want to display the activities.
  1. Navigate to Apps>Apps Marketplace, and search for the Custom Tab Connector.
  2. Hover your cursor over Settings icon, and click Configure.
  3. On the Configure Custom Tab Connector pop-up –
    1. Title – Enter the display title for the custom tab.
    2. URL – Paste the app URL you copied in the previous step.
  4. From Show Tab In, choose where you want to display this tab.
  5. Once you’re done, click Save.

Activity History Tab Connector

 

7. View Activities

  1. Navigate to the Manage Leads page, and click on any common lead present in both accounts.
  2. On the Lead Details page, click the custom tab you created in the previous step.
  3. Here, you can view the list of activities that were posted on this lead in the second account.

LeadSquared Activity History Tab Connector

 

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!

Integrate IndiaMART with LeadSquared

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1. Feature Overview

This connector captures leads periodically from your IndiaMART account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active IndiaMART account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To pull leads, activities and tasks from IndiaMART to LeadSquared, configure the IndiaMART connector instance, and add your IndiaMART account credentials. Once this is done, enable sync for the connector instance in LeadSquared. This will begin the lead, activity and task capture process.

 

4. Installation

  1. Navigate to Apps>Apps Marketplace.
  2. Search for IndiaMART, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

LeadSquared - Indiamart Installation

 

5. Configure the Connector

Once you’ve installed the connector, on the Configure IndiaMART pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
LeadSquared - Indiamart initial configurations

 

6. Admin Configurations

To configure the connector settings to pull data from IndiaMART, navigate to Apps>IndiaMART.

6.1 Settings

On the Settings screen, enter the following details –

LeadSquared - Indiamart settings

Property Description
v2 CRM Key Reach out to your account representative from IndiaMART to obtain the v2 CRM key.
Lead Source Enter the lead source through which leads were captured (e.g., IndiaMART, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your IndiaMART account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify and pull leads from IndiaMART.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Sync Frequency By default, we’ve selected a 3-hours frequency to pull data from IndiaMART. You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pulled.

Once you’re done entering all the details, click Save & Next.

 

6.2 Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your IndiaMART account. Lead capture is enabled by default, and it cannot be disabled.

Select one of the following options to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your IndiaMART account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your IndiaMART and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your IndiaMART account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your IndiaMART and LeadSquared accounts will get updated in LeadSquared.
  • Do Nothing – When this option is selected, no action will be performed when a lead is created or updated in your IndiaMART account.

 

6.3 Mapping & Manage Sync

On the Entity Options screen, click Edit Mapping. The IndiaMART system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, enter the value under Default Value.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom IndiaMART field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

LeadSquared - Indiamart Mapping

 

6.4 Enable Sync

After mapping the IndiaMART fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the Slider slider, and then click Save. Once the sync is enabled, LeadSquared will pull leads from IndiaMART every 3-hours (or depending on the Sync Frequency configured).

LeadSquared - Indiamart Sync

You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your IndiaMART account.

  1. From the More Actions dropdown, click Sync Manually.
  2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your IndiaMART account.
  3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.

Note:

  • It is recommended you run a manual sync job right after you configure the connector. This will ensure all the historic lead data available on your IndiaMART account will be synced to LeadSquared.
  • The Sync Start Time & End Time must be within a date range of seven days (e.g., from 20th July to 26th July).
  • You can sync up to 4,000 leads at once.

LeadSquared - Indiamart manual sync

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

  1. Navigate to Apps>IndiaMART.
  2. Click the More Actions dropdown and select View Logs.
  3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
    • The maximum date range you can select is the last 60 days.
  4. You can view the sync status of the leads captured across the following tiles –
    • New Leads – List of all the new leads that have been pulled by LeadSquared during the selected date range.
    • Updated Leads – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained an error, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
    • Total Events – A list of all the lead capture events that have taken place.
  5. To view the Sync Response details, under Sync API Response, click the response.
    • Here, you can view the response status, the API URL, the request and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from IndiaMART.
    • You can also view the lead capture response under Created, Updated and Errors, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

LeadSquared - Indiamart View logs

 

8. Other Actions

You can edit or delete the IndiaMART connector instance you created.

  1. Navigate to Apps>Apps Marketplace and click the IndiaMART connector.
  2. On the IndiaMART connector page, click Settings.
  3. From the list of options, you can perform the following actions –
    • Add or edit Configurations
    • Disable the connector
    • Remove the connector

LeadSquared - Indiamart Other actions

 

9. View Reports

You can view the total number of leads that have been pulled from IndiaMART by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

LeadSquared Integration with IndiaMART

 

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!

Integrate Commonfloor with LeadSquared

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1. Feature Overview

This connector captures leads periodically from your Commonfloor account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Commonfloor account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To pull leads, activities and tasks from Commonfloor to LeadSquared, configure the Commonfloor connector instance, and add your Commonfloor account credentials. Once this is done, enable sync for the connector instance in LeadSquared. This will begin the lead, activity and task capture process.

 

4. Installation

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Commonfloor, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

LeadSquared - Commonfloor navigation

 

5. Configure the Connector

Once you’ve installed the connector, on the Configure Commonfloor pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
LeadSquared - Commonfloor initial configurations

 

6. Admin Configurations

To configure the connector settings to pull data from Commonfloor, navigate to Apps>Commonfloor.

6.1 Settings

On the Settings screen, enter the following details –

LeadSquared - Commonfloor settings

Property Description
Id Enter your Commonfloor account Id.
Key Enter your Commonfloor account key.
Lead Source Enter the lead source through which leads were captured (e.g., Commonfloor, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Commonfloor account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify and pull leads from Commonfloor.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Sync Frequency By default, we’ve selected a 30-minutes frequency to pull data from Commonfloor. You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pulled.

Once you’re done entering all the details, click Save & Next.

 

6.2 Mapping & Manage Sync

On the Entity Options screen, click Edit Mapping. The Commonfloor system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, enter the value under Default Value.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom Commonfloor field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

LeadSquared - Commonfloor mapping

 

6.3 Enable Sync

After mapping the Commonfloor fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the Slider slider. Once the sync is enabled, LeadSquared will pull leads from Commonfloor every 30 minutes (or depending on the Sync Frequency configured).

LeadSquared - Commonfloor sync

You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your Commonfloor account.

  1. From the More Actions dropdown, click Sync Manually.
  2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your Commonfloor account.
  3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.

Note:

  • It is recommended you run a manual sync job right after you configure the connector. This will ensure all the historic lead data available on your Commonfloor account will be synced to LeadSquared.
  • The Sync Start Time & End Time must be within a date range of seven days (e.g., from 20th July to 26th July).
  • You can sync up to 4,000 leads at once.

LeadSquared - Commonfloor Sync manually

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

  1. Navigate to Apps>Commonfloor.
  2. Click the More Actions dropdown and select View Logs.
  3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
    • The maximum date range you can select is the last 60 days.
  4. You can view the sync status of the leads captured across the following tiles –
    • New Leads – List of all the new leads that have been pulled by LeadSquared during the selected date range.
    • Updated Leads – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
    • Total Events – A list of all the lead capture events that have taken place.
  5. To view the Sync Response details, under Sync API Response, click the response.
    • Here, you can view the response status, the API URL, the request and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from Commonfloor.
    • You can also view the lead capture response under Created, Updated and Errors, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

LeadSquared - commonfloor view logs

 

8. Other Actions

You can edit or delete the Commonfloor connector instance you created.

  1. Navigate to Apps>Apps Marketplace and click the Commonfloor connector.
  2. On the Commonfloor connector page, click Settings.
  3. From the list of options, you can perform the following actions –
    • Add or edit Configurations
    • Disable the connector
    • Remove the connector

LeadSquared - Commonfloor other actions

 

9. View Reports

You can view the total number of leads that have been pulled from Commonfloor by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

LeadSquared Integration with Commonfloor

 

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!

Integrate Housing.com with LeadSquared

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1. Feature Overview

This connector captures leads periodically from your Housing.com account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Housing.com account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push lead data from Housing.com to your LeadSquared account, configure the Housing.com connector instance. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your Housing.com account. Once it’s set up, the lead capture process is initiated.

 

4. Installation

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Housing, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

LeadSquared - Housing installation

 

5. Configure the Connector

Once you’ve installed the connector, on the Configure Housing pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
LeadSquared - housing initial configurations

 

6. Admin Configurations

After installation, navigate to Apps>Housing and configure the connector settings in order to pull data from Housing.com.

6.1 Settings

On the Settings screen, enter the following details –

LeadSquared - Housing configurations

Property Description
Housing Id Enter your Housing.com account Id.
Housing Secret Key Enter your Housing.com account secret key.
Lead Source Enter the lead source through which leads were captured (e.g., Housing.com, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Housing.com account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify and pull leads from Housing.com.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Sync Frequency By default, we’ve selected a 3-hour frequency to pull data from Housing.com. You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pulled.

Once you’re done entering all the details, click Save & Next.

 

Mapping & Manage Sync

Once you’re done with the basic settings, click Entity Options. On the Mapping screen, the Housing.com system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, enter the value under Default Value.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom Housing.com field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

LeadSquared - Housing mapping

 

Enable Sync

After mapping the Housing.com fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the Slider slider, and then click Save. Once the sync is enabled, LeadSquared will pull leads from Housing.com every 3-hours (or depending on the Sync Frequency configured).

LeadSquared - Housing sync

You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your Housing.com account.

  1. From the More Actions dropdown, click Sync Manually.
  2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your Housing.com account.
  3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.

Note:

  • It is recommended you run a manual sync job right after you configure the connector. This will ensure all the historic lead data available on your Housing.com account will be synced to LeadSquared.
  • The Sync Start Time & End Time must be within a date range of seven days (e.g., from 20th July to 26th July).
  • You can sync up to 4,000 leads at once.

LeadSquared - Housing manual sync

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

  1. Navigate to Apps>Housing.
  2. Click the More Actions dropdown and select View Logs.
  3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
    • The maximum date range you can select is the last 60 days.
  4. You can view the sync status of the leads captured across the following tiles –
    • New Leads – List of all the new leads that have been pulled by LeadSquared during the selected date range.
    • Updated Leads – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained an error, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
    • Total Events – A list of all the lead capture events that have taken place.
  5. To view the Sync Response details, under Sync API Response, click the response.
    • Here, you can view the response status, the API URL, the request and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from Housing.com.
    • You can also view the lead capture response under Created, Updated and Errors, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

LeadSquared - Housing view logs

 

8. Other Actions

You can edit or delete the Housing.com connector instance you created. To do so –

  1. Navigate to Apps>Apps Marketplace and click the Housing connector.
  2. On the Housing connector page, click Settings.
  3. From the list of options, you can perform the following actions –
    • Add or edit Configurations
    • Disable the connector
    • Remove the connector

LeadSquared - Housing other actions

 

9. View Reports

You can view the total number of leads that have been pulled from Housing.com by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

LeadSquared Integration with Housing.com

 

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!

Integrate 99acres with LeadSquared

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1. Feature Overview

This connector captures leads from your 99acres account to LeadSquared. You can configure the connector to capture leads periodically or in real-time, from your 99acres account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active 99acres account.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

Real-time Sync

To push lead data from your 99acres account to your LeadSquared account, configure the 99acres connector. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your 99acres account. Once it’s set up, the lead capture process is initiated.

 

Periodic Sync

To pull leads, activities and tasks from 99acres to LeadSquared, configure the 99acres connector instance, and add your 99acres account credentials. Once this is done, enable sync for the connector in LeadSquared. This will begin the lead, activity and task capture process.

 

4. Installation

  1. Navigate to Apps>Apps Marketplace.
  2. Search for 99acres, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

LeadSquared - 99acres installation

 

5. Configure the Connector

Once you’ve installed the connector, on the Configure 99acres pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.

LeadSquared - 99acres initial configurations

 

6. Configuration – Real-time Sync

After installation, navigate to Apps>99acres and select Real-time Sync. Then, configure the connector settings to push data from 99acres –

6.1 Basic Details

Enter the following details –

LeadSquared - 99acres settings

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., 99acres, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your 99acres account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. -This will be used to identify the leads pushed from 99acres.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.

Once you’re done entering all the details, click Save & Next.

 

6.2 Mapping

On the Mapping screen, the 99acres system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom 99acres field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Once you’re done mapping, click Save & Next.

LeadSquared - 99acres mapping

 

6.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it in your 99acres account (reach out to your account manager from 99acres).

After you’ve configured the URL, click More Actions, and enable the sync job. This ensures the data will be pushed to LeadSquared using the webhook configured in 99acres.

LeadSquared - 99acres sync

Note: To know how to configure this Webhook URL in your 99acres account, please get in touch with your account manager from 99acres.

To know more, you can refer to the setup instructions –

Integrate LeadSquared with 99acres

 

7. Configuration – Periodic Sync

After installation, navigate to Apps>99acres and select Periodic Sync. Then, configure the connector settings to pull data from 99acres –

7.1 Settings

On the Settings screen, enter the following details –

LeadSquared - 99acres periodic settings

Property Description
User Name Enter your 99acres account username.
Password Enter your 99acres account password.
Lead Source Enter the lead source through which the leads were captured (e.g., 99acres, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your 99acres account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify and pull leads from 99acres.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Sync Frequency By default, we’ve selected a 15-minute frequency to pull data from 99acres. You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pulled.

Once you’re done entering all the details, click Save & Next.

 

6.2 Mapping & Manage Sync

Map Fields

On the Mapping screen, the 99acres system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, enter the value under Default Value.
    • If data is not captured for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom 99acres field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

LeadSquared - 99acres periodic mapping

 

Enable Sync

After mapping the 99acres fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the Slider slider, and then click Save & Close. Once the sync is enabled, LeadSquared will pull leads from 99acres every 15 minutes (or depending on the Sync Frequency configured).

LeadSquared - 99acres periodic sync

You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your 99acres account.

  1. From the More Actions dropdown, click Sync Manually.
  2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your 99acres account.
  3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.

Note:

  • It is recommended you run a manual sync job right after you configure the connector. This will ensure all the historic lead data available on your 99acres account will be synced to LeadSquared.
  • The Sync Start Time & End Time must be within a date range of seven days (e.g., from 20th July to 26th July).
  • You can sync up to 4,000 leads at once.

LeadSquared - 99acres sync manually

 

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

  1. Navigate to Apps>99acres.
  2. Click the More Actions dropdown and select View Logs.
  3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
    • The maximum date range you can select is the last 60 days.
  4. You can view the sync status of the leads captured across the following tiles –
    • New Leads – List of all the new leads that have been captured by LeadSquared during the selected date range.
    • Updated Leads – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
    • Total Events – A list of all the lead capture events that have taken place.
  5. To view the Sync Response details, under Sync API Response, click the response.
    • Here, you can view the response status, the API URL, the request and the response.
    • The responses that are successful will contain the details of the leads that have been captured from 99acres.
    • You can also view the lead capture response under Created, Updated and Errors, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

LeadSquared - 99acres view logs

 

8. Other Actions

You can edit or delete a 99acres connector instance you created.

  1. Navigate to Apps>Apps Marketplace and click the 99acres connector.
  2. On the 99acres connector page, click Settings.
  3. From the list of options, you can perform the following actions –
    • Add or edit Configurations
    • Disable the connector
    • Remove the connector

LeadSquared - 99acres other actions

 

9. View Reports

You can view the total number of leads that have been captured from 99acres by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

LeadSquared Integration with 99acres

 

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!

Publisher Connector & Publisher Portal

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1. Feature Overview

Education institutions and publishers can use LeadSquared to maintain transparency on lead delivery and track leads in real-time. There are two features available –

  • The Publisher Connector gives education institutions a dashboard to view and compare the performance of different publishers.
  • The Publisher Portal helps publishers analyze the outcomes and real-time statuses of leads delivered to different educational institutions.

 

2. Publisher Connector

If you’re an educational institution with a LeadSquared account, you can download the Publisher Connector from the Apps Marketplace. You’ll get access to a similar dashboard where you can monitor the performance of your associated publishers –

LeadSquared's Publisher Portal

 

2.1 Prerequisites

  • This feature isn’t available by default. To enable it, please reach out to your account manager, or write to publisher.support@leadsquared.com.
  • You must be the administrator of your LeadSquared account to install and configure this connector.
  • The Publisher Connector will work as intended when colleges use student portals powered by LeadSquared. To know more, please refer to Portal Management – Feature Guide.
  • You can enable the Enable Portal Publisher Tracking setting to track the applicant’s journey. This step is optional. To enable this –
    1. Navigate to Workflow>Manage Forms.
    2. You can build a new form from scratch, or edit an existing form.
    3. On the Forms Designer, click theSettings iconicon to open the settings menu.
    4. Here, enable the Enable Portal Publisher Tracking setting.

LeadSquared's Publisher Portal

 

2.2 Installation

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Publisher Connector, and click Install.
    • Alternatively, you can find the connector on the left panel, under Publisher.

LeadSquared Publisher Portal

 

2.3 Configuration

Once the connector is installed, hover your cursor over , and click Configure.

Manage Publishers

  1. On the Configure Publisher Connector pop-up, from the list of available publishers, Select Publishers who can access and push lead data to your account.
  2. Alongside the publishers you’ve selected, to configure lead limits and permissions, click LeadSquared Publisher Portal. This step is optional.
    • Lead Push Settings – To Allow Lead Push via Publisher API, enable the Slider slider. Once enabled*, publishers can send leads using the Publisher API.
      • If the slider is enabled, you can set limits on the maximum number of leads publishers can send in a day through the Publisher API. If you choose to leave the field empty, then no limits are set on the number of leads the publisher can push. Once you enter the lead limit, click Save.
    • Permissions – Configure the following permissions –
      • Allow Viewing of Sensitive Information of leads – To allow your publishers to view your lead’s email Id and phone number lead fields, enable the Slider slider.
      • Allow Export of Lead Details – To allow your publishers to export leads out of the Publisher Portal, enable the Slider slider.
      • Once you’re done, click Save.
    • Column Sharing – To allow your publishers to view the following lead columns on the Publisher Portal, alongside the relevant column, enable the Slider slider –
      • Priority
      • Campus
      • Lead Stage
      • Remarks
      • To Apply this settings for all selected publishers, enable the Checkbox checkbox.
      • Once you’re done, click Save.

Note:

  • *When this setting is disabled, publishers will not be able to push leads through the Publisher API.
  • The Allow Lead Push via Publisher API setting does not affect leads that are sent through other sources (such as Landing Pages, LeadSquared Portals, etc.).
  • Based on your LeadSquared plan, there are rate limits imposed on the number of API calls you can make. To know more, refer to LeadSquared Rate Limits.
  • It’ll take 24-hours for the lead limit on the Publisher API to become live.

LeadSquared's Publisher Portal

 

Map Fields

  1. After you select the publishers, navigate to the Map Fields tab. Here, to capture a lead’s Cours, Priority, Campus, City, State and Remarks fields, map these to the corresponding LeadSquared lead fields. If a corresponding field doesn’t exist in your LeadSquared account, we’d recommend you Create a Custom Lead Field to capture this information.
  2. Once you’re done, click Save Mapping.
  3. No further action is required from your end. You can now track the lead data pushed by your publishers.

LeadSquared's Publisher Portal

 

2.4 View Lead Data

Once you’ve installed and configured the connector, you can now view the leads pushed by each publisher. To view the lead data, navigate to Apps>Publisher Leads.

On this page, you can perform the following actions –

  • Publisher – Select the publisher whose data you want to view, from where the leads have been pushed.
  • Lead Type – Filter by the lead type that’s been pushed to your account (Primary, Secondary, or Others).
  • Verification Status – Filter by the verification status (Verified, Not Verified) of the leads that have been pushed to your account.
  • Application Status – Filter by the lead’s student application status (Application Initiated, Enrolled, etc.) on your portal.
  • Date Range – Filter by the date range for which you want to view the lead data. By default, the last 30-days are displayed.
  • Export Leads – To export the leads as a CSV file, click Export Leads, and once the file is rendered, click Download.

LeadSquared's Publisher Portal

Publisher List – Click here to view a report that displays the total number of leads sent by each publisher.

  • To render the numbers as a percentage, alongside Show Percentages, enable the Slider slider.
  • To change the time frame of the list, use the date interval dropdown present alongside Export.
  • To export the list as a CSV file out of LeadSquared, click Export, and once the file is rendered, click Download.

LeadSquared's Publisher Portal

 

Publisher Lead Push

To share the API details with your publishers on how to push leads, click the Publisher Lead Push button.

LeadSquared's Publisher Portal

The API details will appear on the pop-up. From the drop-down, select the publisher with whom you want to share the API details. The API URL will change accordingly. Copy the URL and share it with your publisher.

LeadSquared's Publisher Portal

 

3. Publisher Portal

If you’re a publisher, you can log in to the portal using the URL and credentials provided to you. For more details, contact your account manager or write to publisher.support@leadsquared.com.

Note: Publishers must use the Publisher API, not the Lead Capture API to push leads to education institutes.

3.1 Push Leads

For details on how to push leads to the education institution, click the How to Push Leads button.

LeadSquared's Publisher Portal

The API details will appear on the pop-up. From the drop-down, select the education institution to push leads to. The API URL will change accordingly. Copy the URL and ensure that the POST HTTP method is used while calling the URL from your system/application.

push leads to colleges from publisher

Note: If you’re pushing leads to an educational institution from another medium, such as a student portal or landing page, you must use the source value provided in the pop-up. This ensures you can track leads correctly.

In the JSON payload, pass the lead details of the leads as attribute-value pairs, where –

  • Attribute – Schema name of the Lead field. To get the Schema name for all Lead fields, use the LeadsMetaData API.
  • Value – Value assigned to the given attribute.

 

3.2 View Lead Data

Once you’ve installed and configured the connector, on the dashboard, you can now view the lead data that’s captured. On this page, you can apply the following filters when viewing your leads –

  • College – Select the education institute to which the lead data has been pushed.
  • Lead Type – The lead type that’s been pushed to the college (Primary, Secondary, or Others).
  • Verification Status – The verification status (Verified, Not Verified) of the leads that have been pushed to a college.
  • Application Status – The lead’s current application status (Application Initiated, Enrolled, etc.).
  • Date Range – The date range for which you want to view the lead data. By default, the last 30-days are displayed.

LeadSquared Publisher Portal

 

3.3 Export Lead Data

To export lead data, click the Export button, and once the export file is ready, click Download.

LeadSquared Publisher Portal

 

3.4 Map Users

By default, only Admin users can view and access the Publisher Portal. Through the Map Users setting, Admins can give permissions to other user roles to view the student data pertaining to specific colleges in the Publisher Portal. To do this –

  1. Click the Map Users button.
  2. Alongside the user you want to whom you want to give permission to view the Publisher Portal, click LeadSquared's Publisher Portal.
  3. From the list of colleges, select the colleges for which you want to give the view permission.
  4. Once you’re done, click Save.

LeadSquared's Publisher Portal

 

3.5 College Lists

To view the report that displays the total number of leads sent to each college, click the Colleges List button.

  • To render the numbers as a percentage, alongside Show Percentages, enable the Slider slider.
  • To change the time frame of the list, use the date interval dropdown present alongside Export.
  • To export the list as a CSV file out of LeadSquared, click Export, and once the file is rendered, click Download.

LeadSquared's Publisher Portal

 

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 Card Customization

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1. Feature Overview

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

LeadSquared Opportunity Card

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

 

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 reach out to your account manager, or write to support@leadsquared.com.
  • You must be running the following versions of the mobile app –

 

3. Customize the Opportunity Card

To customize the opportunity card on your mobile app –

  1. Login to the LeadSquared web application.
  2. Navigate to My Profile>Settings>Mobile App>Customize Opportunity Card.
  3. Alongside the Customize Opportunity Card setting, click yes no toggle.
  4. From the Hidden Field panel on the right, drag-and-drop the lead and opportunity fields to the appropriate section (Option).
  5. Once you’re done, click Save.
Note: Custom Field Set (CFS) fields are not supported in Opportunity Card customization.

LeadSquared Opportunities

 

3.1 Header – Left Panel

The left panel header of the opportunity card.

  • You can display up to 3 identifier fields (such as First Name and Last Name, Created On Date, Lead City, etc.).
  • If Option 1 is blank for any opportunity, only then will Option 2 be displayed in the card.
  • If Option 1 and Option 2 are blank, the default message you set in Option 3 will be shown.

Note:

  • You can add only one lead/opportunity field to each option.
  • If you add the First Name lead field to any option, by default the Second Name lead field is also added. An exception to the previous point is made in this instance.

LeadSquared Opportunity Card

 

3.2 Header – Right Panel

The right panel header of the opportunity card. This section is optional.

Here, you can only add fields that contain the following data types –

  • Number
  • Date
  • Time
  • DateTime
  • Phone
  • Email
  • Boolean

You can add only one lead/opportunity field here (e.g., Expected Deal Size, Lead Score, etc.).

LeadSquared Opportunity Card

 

3.3 Related Details Section

Any additional details you want to display in the opportunity card. You can add up to three lead/opportunity fields here (e.g., Created By, Engagement Score, Lead Source, etc.). This section is optional.

Note: If this section is left empty, it isn’t displayed as a blank section inside the card.

LeadSquared Opportunity Card

 

3.4 Footer

The footer of the opportunity card. You can add up to three lead/opportunity fields here. By default, the following fields are displayed –

  • Opportunity Owner
  • Lead Email Id
  • Lead Phone Number

If you want to display other lead/opportunity fields, you must remove any of the default fields, and in it’s place, you can display other fields. You can only add fields that contain the following datatypes –

  • Dropdown
  • Number
  • Date
  • Time
  • DateTime
  • Phone
  • Email
  • Boolean

LeadSquared Opportunity Card

 

4. Opportunity Card on Android vs. iOS

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

  • 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 display both the call as well as SMS option. You can choose which action you want to perform.
  • If the field value is blank, then it will be displayed as a greyed-out icon.

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

LeadSquared Opportunity Card

And on iOS –

LeadSquared Opportunity Card

 

5. Reset the Opportunity 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 Opportunity Card setting, click no yes toggle.
  3. On the confirmation dialog box, click Reset Lead Card.

LeadSquared Opportunities

 

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 Distribution Automation

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1. Feature Overview

This article covers how the Distribute Opportunity card works in automations. It allows you to set conditions to distribute opportunities among your users. For example, you may want to distribute opportunities based on their location, industry type, and so on.

With the Opportunity Distribution automation card, you can build a series of rules and assign opportunities to one specific user, groups of users, or based on user properties, in a round-robin manner. When a new opportunity is created in your account (or based on any other trigger), the opportunity distribution engine executes each rule, one by one, till the conditions defined in your rule match the new opportunity. Once a rule’s conditions match the opportunity, no more rules are executed.

When no rule matches the incoming opportunity, then the default rule is executed.

Note: You can also define lead distribution quotas to limit the number of leads assigned to your users through the distribution engine. To know more, refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

 

2. Set Up Automation

  1. Navigate to Workflow>Automation, and click Create Automation.
  2. From the list of available triggers, you can set up the automation using any trigger.
  3. After selecting a trigger, click Sales Execution, and then click Distribute Opportunity.
  4. On the Distribute Opportunity pop-up, you can create opportunity distribution rules. Based on these rules, you can –
    • Distribute opportunities to users
    • Distribute opportunities to user groups
    • Distribute opportunities based on user properties

Distribute LeadSquared Opportunities

 

3. Create Opportunity Distribution Rules

The distribute opportunity action allows you to set conditions to distribute opportunities among your users.
For example, you may want to distribute opportunities based on deal size (e.g., below ₹5,00,000, ₹5,00,000-10,00,000, etc.) to specific users. Click the Distribute Opportunity action to open the Distribute Opportunity pop-up window.
Enter a rule name in the space provided and then click the choose conditions(s) link.

Distribute LeadSquared Opportunities

On the Select Criteria pop-up, select the opportunity type, then select Actual Deal Size, and then enter the deal size as 5,00,000. Next, click Add Condition.

Distribute LeadSquared Opportunities

Your criteria will show up as highlighted below. Click Set Criteria to proceed.

Distribute LeadSquared Opportunities

Now select one of the following options from the drop-down –

  • Users – Select particular users to distribute the opportunities to.
  • Sales Groups – Select the group you want to distribute opportunities to.
  • User Properties – Perform an advanced search based on user attributes. For more information, see User Advanced Search.

 

3.1 Distribute Opportunities to Individual Users

Through this option, you can distribute opportunities to individual users. From the dropdown, select Users.

Distribute LeadSquared Opportunities

On the Select Users pop-up, choose the users and the sequence you want your distribution to follow.
You’ll see an Availability Status section at the bottom if you’ve enabled the Check In and Check Out feature for user management. You can toggle the between the All and Available options to distribute opportunities to all users or to available users only. Click Save when you’re done.

Distribute LeadSquared Opportunities

You can proceed to add multiple rules by using the New Rule link. You can name each rule and then re-order them by simply dragging and dropping. The rules will execute in the sequence you set up.

You must set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.

Note: If you’ve chosen the Available users option and the user is not available, the opportunity will be distributed to the user specified in your default rule.

Distribute LeadSquared Opportunities

Your automation is now set up to distribute opportunities to your users based on the Actual Deal Size field.

Distribute LeadSquared Opportunities

 

3.2 Distributing Opportunities to Sales Groups

You can distribute opportunities to multiple sales groups (in different regions for instance). For example, you can create two rules, such that opportunities for which deal size is below ₹5,00,000 get assigned to one sales group, and opportunities for which deal size is between ₹5,00,001 to ₹10,00,000 get assigned to another sales group –

  1. On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the Groups option and click Choose groups and assignment order.
  2. The Select Groups pop-up will appear. Select the groups you want to distribute the opportunities to.
  3. You can also distribute opportunities to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  4. Click Save when you’re done.
  5. Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.
  6. Click Save.

Distribute LeadSquared Opportunities

Note: If you don’t want to distribute opportunities to the managers of a sales group, click the Exclude all group managers checkbox as shown below –

Distribute LeadSquared Opportunities

 

3.3 Distributing Opportunities based on User Properties

You can also distribute opportunities to users based on user properties. For instance, you can distribute opportunities to users based on their designation, department, manager name, etc. You can even combine multiple properties using the All Conditions (And) and Any Condition (Or) operators. For example, you can assign opportunities to users who are from a particular department and have a particular designation.

In this example, we’re setting up the opportunity distribution such that If an opportunity is present in the Indian state of Karnataka, then we’re assigning him to users who work out of Bangalore Or Mysore (cities within that state) –

  1. On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the User Properties option and click Choose user properties.
  2. The Select Users pop-up will appear. You can also distribute opportunities to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  3. Choose the operator you want to use between condition groups (AND/OR). Select the user details from the drop-down. To add another condition within the same group click the And/Or button inside the condition group box.
  4. If you want to add multiple condition groups, click Add Condition Group on the bottom left side of the pop-up.
  5. When your conditions are set up, click the Set Criteria button.
  6. Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. This default rule will automatically distribute the opportunity to a user you select.
  7. Click Save.
Note: In the example below, instead of entering the user’s city, you can also dynamically match the opportunity’s city with the user’s city using mail merge. Type ‘@’ to view and select the list of user attributes.

Distribute LeadSquared Opportunities

 

4. Assign Opportunities based on Opportunity Distribution Quota

After you have configured opportunity distribution in the previous step, you can further define quotas determining how many opportunities will be assigned to your users. You can further define quotas for different durations (daily, weekly, monthly) for each individual user. To learn more, please refer to Opportunity Assignment Quotas.

To enable this –

  1. On the Distribute Opportunity pop-up, check the Checkbox checkbox against Customize opportunity quota at user level.
  2. Depending on your preference, choose the Custom Quota options from the dropdown. This will ensure that opportunities are distributed to only the users who fulfil the criteria of that specific quota.
    • You can set quotas for the daily, weekly, and monthly durations. These quotas have to be configured on the Opportunity Assignment Quota page.
    • For example, if you select a monthly duration, then the opportunities captured for that month will get distributed based on the quota you’ve set for that month.
  3. Once you’re done, click Save.

Distribute LeadSquared Opportunities

Note: The assignment quota limit for a user will apply across all automations. For example, if a user’s quota is defined as 10, and multiple automations are set up, opportunities assigned from either automation will increase the assignment quota counter. Once the quota is exceeded, more opportunities won’t be assigned to the user from any of the automations.

 

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.

Opportunity Assignment Quotas

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1. Feature Overview

You can set daily, weekly and monthly limits on the number of opportunities that can be assigned to users through opportunity distribution automations.

Once set up, you’ll have to configure the Distribute Opportunity card of an Automation to execute the opportunity assignment quotas defined here. To know how to do this, please refer to Opportunity Distribution Automation.

Note: You can also define lead distribution quotas to limit the number of leads assigned to your users through the distribution engine. To know more, please refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

Distribute LeadSquared Opportunities

 

2. Prerequisites

To enable this feature, please reach out to your account manager, or write to support@leadsquared.com.

 

3. How It Works

  1. Create a custom user field (or use an existing one) of number type.
  2. Update this field with the maximum number of opportunities you want to assign for each of your users.
  3. Enable and configure the Opportunity Assignment Quota setting under Users and Permissions.
    1. During configuration, specify the custom user field you created in step 1.
  4. While creating an automation, in the distribute opportunity action card, apply the assignment quotas you configure here. To know more, see Automation Actions – Sales Execution.

When your automation runs, opportunities will be distributed according to the quotas defined for each user (based on the value of the specified custom field). If the custom field value is empty, the default value defined during quota configuration will be used.

 

4. Create a Custom User Field

While configuring the rules, you’ll need to use a custom user field (see Manage User Custom Fields) under Configuration Value (for example, a custom user field called “Opportunity Assignment Daily Limit”). This field should contain the opportunity assignment quota for each user. This field will then be used to configure the opportunity assignment quota as shown below.

Note: You can configure up to five custom user fields to set limits.

 

5. Configure Opportunity Assignment Quota

Once set up, you’ll be able to set quotas to assign opportunities to individual users in your account. As an example, let’s look at a vehicle insurance disbursal company that has five sales users (Joe, Ed, Paul, Leo, and Rex), and wants to assign 10 opportunities each to three users (Joe, Ed, and Paul) and 15 opportunities each to the remaining two users (Leo and Rex). In order to do this, the organization will have to configure user-specific opportunity assignment quotas. The organization can further define quotas for different durations  (daily, weekly, monthly) for each individual user.

To enable this feature –

  1. Navigate My Account>Settings>Users and Permissions>Opportunity Assignment Quota.
  2. Click the Enable Opportunity Assignment Quota slider.

LeadSquared Opportunity Assignment

Enter the following details –

LeadSquared Opportunity Assignment

Configuration Description
Configuration Key The name of the configuration that you set. This will help you distinguish the configurations on the Distribute Opportunity card automation.
Configuration Value The custom user field based on which opportunities get distributed to your users.
Default Value The default field value you want to assign to the selected custom user field. If the custom user field is blank for a particular user, then the default value will get assigned to the user. But if the field already has an existing value, then the default value will be ignored.
Add To add additional configurations, click Add.

The assignment quota limit for a user will apply across all automations. So for example, if a user’s quota is defined as 10, and multiple automations are set up, opportunities assigned from either automation will increase the assignment quota counter. Once the quota is exceeded, more opportunities won’t be assigned to the user from any of the automations.

Once you’re done, click Save.

Notes: If an existing non-number custom field (such as a DateTime or Text field) with existing non-number values (such as ‘Dec’, ‘BLR lead’, etc.), is edited and converted into a Number field, then the default value will be assigned in place of the non-number values.

 

Next Steps

Once you’ve configured the opportunity assignment quota, you can set up an opportunity distribution automation where it can be applied. The settings configured here can be used to configure your automation. To proceed, please refer to Opportunity Distribution Automation.

 

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!