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Email Campaign Editor (BEE Editor)

1. Feature Overview We’ve integrated Bee Editor with our Email Campaign editor. This editor helps you create responsive emails in minutes, using a feature-rich, drag-and-drop interface. To create personalised, custom email campaigns – Navigate to Marketing>Email Campaign and click Create Email Campaign. Select an available template or create your own template from scratch. Note: To […]

Karza Connector for KYC

1. Feature Overview Karza Technologies offers Know Your Client (KYC) verification solutions for commercial, retail, financial, and banking services. Integrate LeadSquared with Karza to leverage their KYC verification services directly from your LeadSquared account. Once integrated, you can use LeadSquared Forms and LeadSquared Portals to seamlessly verify KYC details like PAN, Aadhar, GST, Address, Mobile, […]

Email Settings – Feature Guide

1. Feature Overview LeadSquared’s Email Settings feature allows you to – Manage subscriptions to your email campaigns Set restrictions on which users can send emails Set restrictions on recipients by blocking email addresses or domains Note: To send email campaigns to your leads, see Create and Schedule Email Campaigns. To send one-to-one email, see How […]

How to Send Follow Up Emails to Leads?

1. Feature Overview Nurture your leads by sending them follow-up emails. After you’ve sent an email campaign to a list of leads – Resend the same email to those who haven’t opened it. Send a new email campaign to those who have opened the previous one. Note: To know more about how to send email […]