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Using Scripts in Portals and Landing Pages Pro for Google Analytics, FB Pixel, Chatbots and Other Custom Behaviour

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1. Feature Overview Portals and Landing Pages Pro are modular and can be altered, extended, or enhanced using JavaScript. They can be extended to accommodate additional functionality like – Integrating analytics services to capture page views, engagement events, conversion events – Portals and Landing Pages Pro broadcast specific engagement activities during the lead journey which […]

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LeadSquared SMS Connectors – India

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1. Feature Overview LeadSquared SMS Connectors facilitates customer support and other marketing efforts through simple, secure and reliable text messages. This connector lets you integrate popular SMS providers with your LeadSquared account to send automated, one-to-one and bulk SMSes to leads and opportunities in India, directly from LeadSquared. The following SMS providers are currently supported […]

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Sticky vs. Non-Sticky Rulesets

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What are Sticky and Non-Sticky Rulesets? Sticky and Non-Sticky are two distinct types of Rulesets you can create to configure Goals. They determine how the goal achievements are calculated and attributed to your sales reps/users. Each type of Ruleset caters to a specific kind of use case. As a general rule of thumb, Non-Sticky Rulesets […]

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How to Save Progress for Multi-Step Forms in LeadSquared Portals

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1. Feature Overview Portals allow you to fill out lengthy applications with multi-step forms. This article shows you how to save a form’s progress in each step, and how to open a specific tab when the user revisits the form after dropping off. This is applicable to multi-step forms used within the LeadSquared application and […]

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Lock and Unlock Custom Activities

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1. Feature Overview After you post a custom activity on a lead, you can lock the activity to prevent users from updating or deleting it. This is useful for activities that contain computed values, such as incentives, loans, or interest rates, or critical customer data, such as passport or Aadhaar copies. When required, you can […]

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