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Create Leaderboards

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1. Feature Overview

Use LeadSquared Leaderboards to increase the overall productivity and revenue of your organization. The Leaderboards feature revolves around gamification – mundane tasks like calling prospects, setting meetings, and closing deals turn into fun activities for your sales users. Based on the criteria and targets you have set (for example, revenue targets), your users will be ranked against each other on their achievements and can be rewarded based on their final ranks.

overview main

 

2. Prerequisites

  • Only Admins can create Leaderboards.
  • To create Leaderboards through Rulesets, you must have a published Ruleset.
  • To create Leaderboards through Goals, you must have a published Goal.
  • Ensure that the Organization Hierarchy for your organization is set up.

 

3. Create Leaderboards Through Rulesets

  1. Navigate to Ace>Leaderboard>Manage Leaderboard>Create Leaderboard.
  2. Enter a Program Name and Program Description. Once done, click Create.

create

 

4. Configure the Leaderboard Attributes

Here, you’ll select a Ruleset that will later be used to define the rewards. For example, if you select a ‘Revenue’ rule set here, the rewards will be calculated on the revenue metric defined in your ruleset.

Click Select Rulesets. You can select up to 5 Rulesets. Once done, click Use Selected Rulesets.

Note: Rulesets are used to define and measure a variety of sales performance metrics. To learn more, see How to Create a Ruleset.
leaderboard select ruleset

Next, you must select a Calculation Type.

incentives rollup vs non rollup

  • Roll Up – In a Roll Up calculation, the result will be the summation of the achievements of the entire team in the hierarchy.
    • For Example, the reward is paid out to the users based on the total revenue generated by the entire team.
  • Non Roll Up – In a Non Roll Up calculation, the result will depend only on the individual achievements of the users.
    • For example, the reward is paid out to the users based on the revenue generated individually.

leaderboard calculation type

Set the Leaderboard Duration.

  1. Select the Leaderboard Cycle – The total reward will be calculated based on the completion of each cycle. For example, if you want to reward users based on their daily achievements, select Daily.
  2. Select the First Cycle Date Range – Select the start date for the leaderboard program.
  3. Select the Last Cycle Date Range – Select the end date for the leaderboard program.

Note:

  • If you select Weekly as your Leaderboard Cycle duration –
    • By default the starting day of the week is Monday. This cannot be changed to a different day.
    • You can set the Cycle Start Date to Monday for the present week, even if your current day is Wednesday.
  • If you select Monthly as your Leaderboard Cycle duration, you can set the Cycle Start Date to any day in the current month only. For example, if the current date is 10th February, you can set the Cycle Start Date to 1st February (but not 25th January).
  • The maximum Goal Cycle duration for –
    • Daily is 700 Goal Cycles.
    • Weekly is 104 Goal Cycles.
    • Biweekly is 52 Goal Cycles.
    • Monthly is 24 Goal Cycles.
    • Quarterly is 10 Goal Cycles.
    • Yearly is 16 Goal Cycles.
    • Custom is 700 Days (to configure a Custom Cycle for the Leaderboard, refer to this article).

In the following example, the Leaderboard Program will have a Daily Cycle. The First Cycle of the program will start and end on the 15th of May. On completion of the first cycle, the rewards (if any) can be disbursed. The program will repeat until its Last Cycle, which is on the 22nd of August.

leaderboard cycle

Select the number of Buffer Days for each Cycle. Buffer Days let users edit or revise their tasks and activities in the event of a missed deadline, resulting in more accurate reward calculations.

Note:

  • Daily, Weekly, and Biweekly cycles can have buffer days from 0 to 30 days.
  • Monthly, Quarterly, and Yearly cycles can have buffer days from 0 to 90 days.

leaderboard buffer days

Click Save & Next to move to the next stage.

leaderboard save next 1st

 

5. Select the Leaderboard Users and Approvers

Program users are sales users eligible for the incentives. Approvers are usually team leads and sales managers (or someone higher up in the organization hierarchy) who can edit, reject or approve the incentive.

There are three ways to add your users –

Note: You can add different users to each cycle. So for example, you can add John and Frank to the first cycle and add John and Sally to the next cycle.

1. Type of Selection

Select a cycle through the dropdown and add the users who will be part of the program.

leaderboard select users

 

2. Add Users Using Excel

You can import users through an Excel file. To do this, click Add Users Using Excel. You can use the Sample File to add the users.

leadboards add users excel

3. Create Leaderboard Groups

You can also add users by selecting user attributes to create Leaderboard Groups. For example, you can create two Leaderboard Groups by selecting the users’ Sales Regions.
  1. Click Create Leaderboard Groups.
  2. Select the User Attribute you want to group the users by.
  3. Add the users from the User Attribute that you have selected. You need a minimum of two groups.
  4. Click Done.
Note: It is not possible to have different User attributes for different Leaderboard cycles.
leaderboard user groups

Next, you can copy the users that you have added to different cycles –

  1. Click Copy Users to Selected Cycles.
  2. You can click on the Filter option to select a specific year you want to copy to.
  3. Next, select the cycles where the users will be added – you can select individual cycles or all cycles.
  4. Once done, click Copy Users to Selected Cycles.

leaderboard copy users to different cycles

Now, you must select the user(s) who will be responsible for approving the rewards once they are calculated –

  1. Click Edit to select the approvers.
  2. You can change the Stage 1 approver by clicking the Change button.
  3. Enter the name or email address of the approver.
  4. Click on Add Stage + if you would like to add an additional approver.
  5. Once done, click Save & Next.

Note:

  • You can have a minimum of 1 and a maximum of  3 approvers.
  • The reward approval must pass through all stages of approvers.
  • An approver in a higher stage can override a decision made by the approver in a previous stage.
    • For example, if a Stage 1 approver has rejected a payout, the Stage 2 approver can override and approve the payout.
  • Admin users can approve or reject rewards on behalf of all the assigned approvers.

leaderboard add approvers

 

6. Set Up Rewards and Targets

6.1 Minimum Achievement Target

Set a Minimum Achievement Target. Rank Based Rewards and Group Rewards will only be disbursed when they reach the target. This step is optional and it can be left blank.

leaderboard minimum target

6.2 Winners & Trophies

Select the winning ranks for the award trophies.

leaderboards winner config

6.3 Group Target

You can now set the Group Target and Reward. If the team as a whole reaches the defined target, then they will be eligible for a reward.

  1. Enter a target.
  2. Toggle Mandatory Group Target leaderboard toggle to make the target mandatory – if the Group Target is not met, then Leaderboard winners will not receive their group and rank rewards.
  3. Next, you can configure Rewards–
    1. Click Add Reward.
    2. Select the reward calculation.
    3. Enter the reward value.
    4. Click Add Reward.
    5. To add an additional reward, click on the leaderboard add reward icon.
Reward Calculation Description Example
Fixed The reward is a fixed amount. A fixed payout of Rs. 1000
Percentage of Achievement The reward is a percentage of the achievement generated by the user. 5% of the total revenue generated by the user.
Multiplier The reward is a multiple of the achievement generated by the user. For each lead generated, the user will get Rs. 100.

leaderboard group target

6.4 Tie Breaker

If multiple users have reached the same target, and you would like to reward only one, then you can consider configuring a Tie Breaker. For now, this configuration has the Fastest Achiever option – the user who reaches their target first will take the rank.

leaderboard tie breaker

6.5 Rank Based Rewards

Next, you can set the rank-based rewards based on the Leaderboard. You can set the reward for –

  • Individual Rank – You can configure the rewards for each rank individually.
  • Multiple Ranks – You can configure the rewards for a range of ranks.

Once you have selected a rank, you can add the rewards –

Reward Calculation Description Example
Fixed The reward is a fixed amount. A fixed payout of Rs. 1000
Percentage of Achievement The reward is a percentage of the achievement generated by the user. 5% of the total revenue generated by the user.
Multiplier The reward is a multiple of the achievement generated by the user. For each lead generated, the user will get Rs. 100.

leaderboard rank awards

You can also configure Custom Rewards for your users, such as vouchers, travel experiences, gadgets, and more. To do this, first create a custom reward by navigating to the ACE Settings page and selecting Custom Rewards. Once created, the reward will be available for selection in the Rewards section when configuring your Leaderboard.

configure custom rewards on leaderboard

6.6 Compare KPIs

Leaderboards support additional KPI columns, allowing users and admins to compare performance across multiple key metrics alongside the primary leaderboard rankings.

Adding KPIs to a Leaderboard

User’s who are configuring the Leaderboard can select up to five KPIs. These KPIs appear as individual columns on the leaderboard, helping track specific performance parameters that may or may not contribute to the primary KPI selected in Step 1.

For example, if the main rule set measures overall achievement, you can include KPIs such as:

  • Calls Connected
  • Meetings Done
  • Walk-ins
  • Face to Face Meetings

multimetric leaderboard

To publish the Leaderboard program, click Publish.

leaderboard publish

 

7. Create Leaderboards through Goals

If you have a Goal set up for your organization or team, you can also build a Leaderboard for it –

7.1 Program Attributes

  1. In the Attributes section, set up the Rulesets, Calculation Type, and Program Duration (refer to section 4 for a detailed walkthrough of the Attributes setup).
  2. Toggle the switch incentives through programs yes for Connect Goals With Leaderboard.
  3. Click +Add Goals.
  4. The Goals matching the program attributes will be shown.
  5. Select the Goals for the Leaderboard.
  6. Click Use Selected Goals.
  7. Click Yes, Use Selected Goals.
Note: You can select multiple Goals in a Leaderboard.

goals leaderboard

7.2 User & Groups

The users are automatically inherited from the Goal. To make any changes to the user list, you will need to edit the list in your Goal configuration.

Note: Refer to section 6 to set up Rewards & Targets.

goals users

 

Next Steps

The View and Manage Leaderboards article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboard program.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

View and Manage Leaderboards

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1. Feature Overview

This article will show you how to view the Leaderboards calculations, approve payouts, and manage the progress of the Leaderboards.

Note: LeadSquared Leaderboards helps you increase the overall productivity and revenue of your organization through gamification. Before you continue with this article, you must first Create a Leaderboard.

 

2. Prerequisites

  • You must have a published Leaderboard.
  • Only Admins and the assigned Approvers can approve or reject the rewards.

 

3. How it Works

Approvers

Approvers will have access to the Approval, Dashboard, and My Boards tabs on the Leaderboards page. They must approve all the eligible rewards of the users before they can be paid out –

  1. Navigate to Ace>Leaderboards>Approval to approve the rewards.
    1. Once you select a Leaderboard, you can view the reward calculation for all the users in the Leaderboard.
    2. Select a user to either approve or reject the reward.
  2. The Dashboard will give you a complete picture of your team’s eligible rewards, approved rewards, the rewards that are paid out, and pending payouts.

leaderboard approver view

Admins

An Admin will have access to all Leaderboard features.

  1. An Admin can approve rewards on the Approvers’ behalf.
  2. Only Admins can make payouts to the users.
    1. Navigate to Ace>Leaderboards>Payout to get detailed information on the payouts that are pending.
    2. Select a user to make a payout for.
  3. The Dashboard gives Admins a complete picture of their organization’s eligible rewards, approved rewards, the rewards that are paid out, and pending payouts.

leaderboard admin view

Sales User

Sales Users will only have access to the My Boards page. Here, they can keep track of their approval requests, payouts, and showcase the rewards and recognition they have received.

my boards view

Note: Under Leaderboard Settings, admins and super admins can enable or disable the Earnings Breakdown section across all leaderboards. When disabled, payout and earnings data are hidden from all users.

disable earnings summary

 

4. Reward Approval

Navigate to the user approval page –

  1. Navigate to Ace>Leaderboards>Approval.
  2. Select a Leaderboard.
  3. Select a Cycle.
  4. Select a user.

Note:

  • The Approval page can only be accessed by Admins and Approvers.
  • Admins can approve rewards on behalf of the Approvers.

leaderboard approval nav

Click on No. of Criteria Achieved. Here, you can view the Leaderboard Reward Criteria achieved by the user. You can view further information regarding the Achieved Value and the Rewards they are eligible for based on reward calculation.

leaderboard criteria achieved

The Approval Status displays the approval stage for the user. In the following example, we have 2 approvers. Stage 1 needs to be approved first. The Eligible Amount (based on reward calculation) for the user is Rs. 2,160. You can enter the entire amount as the Approved Amount, or choose an appropriate amount. To reject the entire amount, enter 0 (zero). Next, enter a Remark and click Forward to Stage 2.

1st stage approval

In Stage 2, as higher-stage approver, you can override the decisions taken by the lower-stage approver. You can edit the amount that has been approved in the 1st stage – the approval or rejection from the last stage will be final. Once you are satisfied with the approved amount, click Proceed to move to the Payout stage.

2nd stage approval

Note: An approver in a higher stage can also send back the approval to a lower stage.

send back approval

 

5. Leaderboards Payout

Navigate to the payout page –

  1. Navigate to Ace>Leaderboard>Payout.
  2. You can filter the page by User View or Program View.
  3. Select a user.
Note: The Payout page can only be accessed by Admin users.

payout nav

Here, you can view the rewards that have been approved. Once you have paid out the rewards, you can enter the payment details on this page and click Proceed with Payout – the Payout Status will be updated to Paid Out. If you have paid only a part of the approved amount, the Payout Status will still reflect as Pending.

leaderboard approval payout done

Note: You can also request a re-approval of the rewards from the last stage approver. Click Send Back to Approval. This option is not available if a partial amount has been paid out.

payout send back

You can also make payouts to the users through an Excel file. To do this, click Payout Using Excel. You can use the Sample File to add the payouts.

payout using excel

 

6. Leaderboards Dashboard

The Leaderboards Dashboard gives you a breakdown of the progress of the Leaderboards.

Navigate to Ace>Leaderboards>Dashboard.

Note: The Leaderboards Dashboard can only be viewed by Admins and Approvers.

dashboard nav

Select a Time Frequency for the total breakdown in that time frame. If you are an Admin user, you can also select a specific Manager.

dashboard time frequence

You can also drill down further into the Leaderboards under the User View and Program View.

dashboard user prog view

 

7. My Boards

Navigate to Ace>Leaderboards>My Boards. The My Boards page displays all the payout requests, approval requests, rewards received, collectable showcase, and their ranking in the Leaderboards for the respective user. This helps the sales users track all their achievements and keep a check on the rewards that need to be disbursed.

Note: The My Boards page can be accessed by all users that are a part of the Leaderboard.
My boards

 
In the Board Standings view:

  • The leaderboard ranks users based on the main rule set.
  • Two column groups—Rules and KPIs—are displayed:
    • Rules show the individual rules within the selected rule set.
    • KPIs show the additional metrics configured.
  • Users can sort the leaderboard by any KPI column to view performance for that specific metric.

This enables admins and team members to analyze rankings not only by the overall score but also by individual KPIs.

view kpi leaderboard

 

8. LeadSquared Mobile App – Leaderboards

You can also track the progress of your LeadSquared Leaderboards through the LeadSquared Mobile App. The Mobile App will have three different views: Admin user view, Sales Manager view, and Sales User view.

Note: You cannot edit or create Leaderboards through the LeadSquared Mobile App.

Leaderboards Admin View

Navigate to the LeadSquared Ace tab by clicking on the ace icon icon. Next, click on the Ace options icon and select Leaderboards.

Leaderboard mobile nav

On the Dashboard, you can view all the Leaderboards assigned to a Manager. You can select a specific Manager through the dropdown.

Leaderboard mobile managers

You can click on thegoals filter icon to apply a Time Frequency Filter.

Leaderboard mobile filter

As an Admin, you can view the Eligible rewards, Approved rewards, Total Payout Done, and Pending for Payout statistics for all Leaderboards, or a Leaderboard assigned to a specific Manager.

Dashboard stats

You can toggle between the statistics of individual users by selecting User View or individual Leaderboards by selecting Board View.

leaderboard user board view

Select a user or a Leaderboard to drill down into its details and progress.

Leaderboard drilldown

Leaderboard Sales Manager View

If you log in as a Sales Manager, you can view the progress of your Leaderboard through the Dashboard (Leaderboards where you are the Manager) and My Boards (if you are part of a Leaderboard) tabs.

Leaderboard mobile Manager View

Leaderboard Sales User View

If you log in as a Sales User, you view the progression of all the Leaderboards you are a part of through the My Boards tab.

Leaderboards sales user view

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 TradeIndia with LeadSquared

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1. Feature Overview

This connector periodically captures leads from your TradeIndia account and syncs them to LeadSquared. Once captured, leverage LeadSquared’s CRM features to nurture and convert leads.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active TradeIndia 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 lead details from TradeIndia to LeadSquared, configure the TradeIndia connector instance by adding your account credentials. Then, configure the sync interval, and enable sync for the connector in LeadSquared. This will initiate the information sync process.

 

4. Installation

4.1 Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for TradeIndia, 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.

TradeIndia LeadSquared Integration

4.2 Configure the Connector

After installing the connector, on the Configure TradeIndia pop-up, set up connector access for non-Admin users in your account. Only users with granted access 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.

TradeIndia LeadSquared Integration

 

5. Admin Configuration

After installation, navigate to Apps>TradeIndia and configure the connector settings to pull data from TradeIndia.-

5.1 Settings

On the Settings screen, enter the following details –

TradeIndia LeadSquared Integration

Property Description
API Key Enter your TradeIndia API Key, User ID and Profile ID.
User ID
Profile ID
Lead Source Enter the lead source through which leads were captured (e.g., TradeIndia, email campaign, etc.). This information will be shown on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, the system will automatically append the default country code selected from the dropdown to the lead’s mobile number.
Select Time Zone Your TradeIndia account’s time zone.
Lead Capture Search By Criteria To prevent duplicate lead creation, choose a unique lead field (e.g., email ID, mobile number, PAN number, etc.) as the search key. This will be used to identify and retrieve leads from TradeIndia.

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 fail through the primary Search By criteria, a re-attempt will be made using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the chosen user will receive a failure message via email. Select a user from the list of available users in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Sync Frequency By default, a 15-minute frequency is selected to pull data from TradeIndia. Use the ‘Hours’ and ‘Minutes’ dropdowns to choose a custom interval to pull lead data.

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

 

5.2 Mapping & Manage Sync

Map Fields

On the Mapping screen, the TradeIndia 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 TradeIndia 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 .

TradeIndia LeadSquared Integration

 

Enable Sync

After mapping the TradeIndia 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 TradeIndia every 15 minutes (or depending on the Sync Frequency configured).

TradeIndia LeadSquared Integration

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 TradeIndia 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 TradeIndia 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 TradeIndia 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.

TradeIndia LeadSquared Integration

 

6. 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>TradeIndia.
  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 LeadSquared has captured 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 successful responses will contain the details of the leads that have been captured from TradeIndia.
    • 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.

TradeIndia LeadSquared Integration

 

7. Export Data Source

Export Data Source exports the JSON of the data source/connector as a file to your local system.

TradeIndia LeadSquared Integration

 

8. Other Actions

You can edit or delete a TradeIndia connector instance you created.

  1. Navigate to Apps>Apps Marketplace and click the TradeIndia connector.
  2. On the TradeIndia 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

TradeIndia LeadSquared Integration

 

9. View Reports

You can view the total number of leads that have been captured from TradeIndia 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?

 

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!

WhatsApp Link Tracking in LeadSquared

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1. Feature Overview

WhatsApp link tracking involves embedding tracking parameters in URLs shared with leads through WhatsApp messages. These parameters allow you to monitor and analyze your lead’s engagement, such as the number of clicks, geographic location of users, and other metrics. LeadSquared’s WhatsApp Integration with Gupshup supports Link Tracking, to help you better understand your lead’s behaviour.

 

2. Prerequisites

  • Ensure the LeadSquared Gupshup WhatsApp integration is live in your account.
  • To track the link clicks in your WhatsApp message, when creating a template in Gupshup, select the Visit Website button, and set the URL Type to Dynamic Link Tracking. If this step is not followed, you will NOT be able to track your lead’s behaviour as intended.

WhatsApp Link Tracking Gupshup LeadSquared

 

3. Enable Link Tracking

To enable the link tracking feature in your LeadSquared account –

  1. Navigate to App>WhatsApp Templates.
  2. On the Manage WhatsApp Templates screen, select a Gupshup Account, and click Add Template.
    • You can alternatively edit an existing Gupshup Template.
  3. On the Add/Modify Template pop-up, add all the necessary details, and alongside Button Template, enable the Slider slider.
  4. Select Button Type as Call To Action, and click Add Another Button.
  5. Then, select Visit Website, enter the tracking URL, and alongside Link Tracking, enable the Slider slider. This will begin tracking the links shared with leads.
Note: Once you select the Visit Website CTA button, link tracking can be enabled for both Static and Dynamic button types.

WhatsApp Link Tracking Gupshup LeadSquared

 

4. Access Link Click Report

To view and download the Link Click Report from your Gupshup account –

  1. Login to your Gupshup account.
  2. Alongside WhatsApp Analytics, click Gupshup menu.
  3. Under Dashboards, click Reports.
  4. On the Reports page, under
  5. Once the report is ready, you can view/download it.

WhatsApp Link Tracking Gupshup LeadSquared

 

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!