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How to Create a Landing Page on Landing Pages Pro

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1. Feature Overview

LeadSquared’s Landing Pages Pro (LPP) enables you to create and publish compelling landing pages in minutes (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities.

Leverage the intuitive DIY, drag-and-drop designer to build pages from scratch or access ready-made industry-specific templates. Publish your landing pages on custom domains, or the default LeadSquared domains and get detailed performance reports and analytics for each live campaign.

Note: Landing Pages Pro is a new-gen feature for creating powerful landing pages and is different from LeadSquared’s legacy landing page feature.

LeadSquared Landing Pages Pro

 

2. Prerequisites

  • This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, contact your account manager, or send an email to support@leadsquared.com.
  • To capture Leads or Opportunities, you must first create the relevant forms using Dynamic Forms.

 

3. Create a Landing Page

Navigate to Marketing>Landing Pages Pro and click the button landing pages pro create landing page button.

Create landing pages pro

 

4. Choose a Template

Landing Pages Pro offers pre-built templates for common use cases across industries –

  1. Select a relevant Industry from the options on the left panel.
  2. Preview a template by clicking the Preview button, and select a template by clicking the Select button.
  3. Enter a Page Name.
  4. Assign the landing page to a group.
    1. To add a new Landing Page Group, select +Add New Group from the dropdown. This option lets you categorize and group your landing pages.
  5.  Optionally, you can add relevant Marketing Tags to the landing page.
  6. Click Create.

Landing page pro select a template

 

5. Design Your Landing Page

In this step, you can present your offerings in a clear and captivating way using advanced design features like sliders, overlay, parallax effects, and more.

Note:

Once your design is in place, you can integrate your Dynamic Form into the landing page to capture leads and opportunities –

  1. Select the Form container.
  2. In the General tab, integrate your Dynamic Form through the Form field.
  3. Configure the Action on Submission to set up an action once a lead submits a Form – you can configure a Thank You Message, Download File, or Open WebPage.
  4. Click the Preview button to preview your entire landing page.
  5. Once satisfied, click the Next button on the Design page.
Note: Read this article for more information on configuring your Dynamic Form on the Landing Page.

Landing pages pro design

5.1 Settings

Click the lpp settings icon icon (settings) to configure Themes and Scripts –

  • Theme – Customize your default Paragraph, Header, and Button theme.
  • Scripts – Integrate analytics services to capture page views, engagement, and conversion events on your landing page. For more information, read this article.

lpp settings theme

 

6. Page Settings

6.1 Domain

Configure the landing page’s domain and path –

  1. Domain – Select a hosting domain for your landing page from the drop-down menu, or create a new domain.
  2. Path or Page – Enter a path for the respective landing page.

6.2 SEO

Configure characteristics that help with Search Engine Optimization –

  1. Page Title – Enter a page title. This is the landing page’s name that will appear in the browser’s tab and search engine results.
  2. Favicon – Upload an image to be displayed as a small icon next to the page title in the browser’s tab.
  3. Page Description – Enter a page description that will show up in the search engine results.
  4. Allow Indexing For Search Engines – When enabled, search engines will index and display your landing page in search results.

Click Next when you’re done.

Landing Pages Pro Page Settings

 

7. Landing Page Review

Review and verify the configuration of your landing page. This step will display information on your Page Details, Forms Summary, and Other Components.

Once done, click Next.

landing pages pro review

 

8. Go Live

Lastly, click Publish to publish your landing page.

Here, you will also find the URL, Publish Status, and Publishing Logs.

landing pages pro go live

 

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!

I Can’t See the Sales Activity Button on the Lead Details Page

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Use the Lead Details View Customization feature to add the Sales Activity Button to the Lead Details page.

  1. Navigate to My Profile>Settings>Leads>Lead Details View.
  2. Click Create, or edit the sample view.
  3. Navigate the Actions tab, and drag the Sales Activity action to the list of action buttons.

LeadSquared Lead Management Customization

Once saved, apply the Lead Details View to a team. When a user from that team logs in to LeadSquared, they’ll now see the Sales Activity button on the Lead Details page.

LeadSquared Lead Management Customization

Landing Pages Pro Designer

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1. Feature Overview

LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code.

 

2. Prerequisites

  • This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, contact your account manager, or send an email to support@leadsquared.com.
  • To capture Leads or Opportunities, you must first create the relevant forms using Dynamic Forms.

 

3. Getting Started

3.1 Select an Existing Template

To select from the list of templates –

  1. Create a Landing Page on Landing Pages Pro –
    1. From the LeadSquared dashboard, navigate to  Marketing>Landing Pages Pro.
    2. Click the + Create New Landing Page button.
  2. Select a relevant Industry from the options on the left panel.
  3. Preview a template by clicking the Preview button, and select a template by clicking the Select button.
  4. Enter a Page Name.
  5. Assign the landing page to a group.
    1. To add a new Landing Page Group, select +Add New Group from the dropdown. This option lets you categorize and group your landing pages.
  6.  Optionally, you can add relevant Marketing Tags to the landing page.
  7. Click Create.

Landing page pro select a template

3.2 Build from Scratch

Alternatively, you can choose to build your own landing page from scratch in minutes.

Click on Start From Scratch. On the designer, you can –

  1. Click on Add Design Block  or the add section icon icon to add a section.
  2. Choose from a wide range of industry-specific templates and pre-designed sections (hero banners, testimonials, forms, sliders, etc.).
  3. Customize if required.

create lpp in minutes from scratch

3.3 Save and Reuse Sections

You can save any section or element you create (e.g., a testimonial block, a call-to-action banner, or a lead capture form) and reuse it across any Portal and Landing Pages Pro.

For example, If you’ve created a custom header with your brand’s logo and navigation, select that element and click on the save section icon icon to Save Section. Now, you can apply it to all future pages from the Saved Sections panel in the designer.

save and reuse sections on lpp

 

4. Layouts

The page layout is divided into the following –

  • Section – This is the base layout of a particular section on the page. This will hold the rows and columns, which will help you manage the structure of your content.
  • Rows and Columns – Rows contain columns, which in turn contain various elements. Rows are stacked vertically, while columns are stacked horizontally. Using rows and columns together, you will be able to arrange your content on the designer.

PDesigner_2

 

5. Elements

The elements that go inside each layout are –

  • Header – The header for the selected layout. This can either be the overall page header or an individual section’s header.
  • Paragraph – The text content that is present within a layout, for a specific section.
  • Image – To add an image within the selected layout, click Choose Image, and upload an image. To make the image interactive, configure an action by clicking Action on Click/Tap.
  • Video – To add a video within the selected layout, enter the video’s URL under Video URL. To autoplay the video when a cursor is hovered over it, toggle the enable icon slider.
  • Button – You can add a button within a layout, and under Action on Click/Tap, you can configure what happens when the button is clicked/tapped.
  • Custom HTML – This feature gives you a code editor to add any custom HTML code to your landing page. To do this, drag and drop a Custom HTML block. On the outer box, click HTML Code, and add your HTML code.
  • Form – You can choose to add a LeadSquared Dynamic form within a section on the webpage.

lpp design elements

 

6. Action Tool Bar

You can use the following action on Sections, Rows, and Columns –

  • Hide on device – This feature lets you control how layouts display on desktop or mobile. You can hide or show specific sections based on the device to create a cleaner, more tailored user experience. Select an element, choose the device to hide it from, and preview your layout to ensure it looks right on both desktop and mobile.
  • Move Up – Shift the selected Section, Row, or Column upward.
  • Move Down – Shift the selected Section, Row, or Column downward.
  • Move Left– Shift the selected Section, Row, or Column to the left.
  • Move Right– Shift the selected Section, Row, or Column to the right.
  • Clone – Create a duplicate of the element.
  • Delete – Remove the selected Section, Row, or Column.

Note:

  • The Hide on Device feature is available for backward compatibility but is no longer recommended. Instead, use the Mobile Editor for a cleaner and more intuitive layout experience
  • You can only have one form on a landing page. However, if you hide a form on one device, you can add another form to the page and hide it on the alternate device.

Action Toolbar

 

7. Properties

Each layout listed above can be customized by using the following properties –

lpp properties

7.1 General

The General property varies on some elements –

7.1.1 General Property on Navbar 

  • Variant – Create various variants of the navbar by clicking Manage Variants and clone an existing variant.
  • Navbar Behavior on Scroll – Set the navbar behavior while scrolling through the page, to either remain sticky on the top, scroll with the rest of the page, or fade out while scrolling through the page.
  • Overlap navigation bar – By enabling this option, the nav bar will blend with the next block.
  • Logo Position in Mobile – Choose how you want the logo to be positioned on the mobile device version of the page. It can either be to the left of the screen or the center of the screen.
  • Menu Icon Position in Mobile – Choose how you want the main menu to be positioned on the mobile device version of the page. It can either be to the left or right of the mobile device screen.
  • Menu Icon Color – Pick a color for the menu icon from the gradient screen, or enter the hex code for a specific color.

lpp properties for navbar

7.1.2 General Property on Forms

The properties of a Form are –

  • LSQ Form – Select the form from the dropdown.
  • Action On Submission – You can configure actions on a successful form submission. Each action can be a Common Action, or you can configure actions Based on Rules –
    • Common Action – If you select this option, the action will apply to all leads on Form submission.
    • Based On Rules – This option allows you to set-up rules based on the choices a lead makes. For example, if the lead chooses “City” as “New Delhi”, you can set up a condition that redirects the lead to the landing page for leads in New Delhi. Similarly, if the lead chooses “Course” as “B.Tech”, you can set up a condition to download the prospectus form for B.Tech applicants
    • You can configure the following actions –
      • Thank You Message – Configure a message displayed to the lead on successful Form submission.
      • Download File – Enable users to download a file (like prospectus, etc.) on submission by uploading it here.
      • Open WebPage – Leads can be redirected to an external URL or a published Landing Page on submission.
  • Form Design – Choose the form design From the dropdown.
  • Show Form Title – To show the title of the Form on your landing page, toggle the enable icon slider.
  • Show Tabs/Navigation – To show the sections within the Form, toggle the enable icon slider.
  • Show Section Names – To show the names of the sections within the Form, toggle the enable icon slider.
  • Show Input Field Labels – To show the input field labels on the placeholder, toggle the  enable icon slider.
  • Accent Color – Select the color of the Save button and tabs From the gradient screen, or enter the hex code for a specific color.
  • Form Validation Color – Select the color that will indicate a field as mandatory.
  • Font – Select the font you want to display on the Form.

lpp properties for forms

7.1.2 General Property on Buttons and Links

The properties of buttons and links are –

  • Action on Click/Tap – This determines the button’s/link’s behavior when it is clicked or tapped on. You can choose from any of the following actions –
    • Open External Link – Add the external link you want the lead to be redirected to –
      • Link – Add the URL of the website you want your lead to be redirected to when the button/link is clicked.
      • Open in New Tab – To open the link on a new tab, enable the enable icon slider.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 1

    • Download File – Enable your leads to download a file (like prospectus, etc.) when they click the button/link.
      • Upload File – Click Choose File, upload the file, or select the file from your media library, which is automatically downloaded when your lead performs the action.
      • Use Mail Merge Values – Alternatively, you can mail merge a custom field set (CFS) that contains a file, by selecting the CFS from the dropdown.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 2

    • Scroll – Scroll to a particular section on the Landing Page
      • Select Scroll Destination – Select a section from the drop-down menu.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 3

    • None – If you want no actions to be performed, choose None.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 4

7.2 Spacing & Dimensions

  • Padding – Set the padding for the selected layout. If you want the padding dimensions to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Margin – Set the margin width for the selected layout. If you want the margin to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Min Height – Set a minimum height for the selected layout. If you want the height to be set automatically, against Auto, toggle the enable icon slider.
  • Max Width – Set the maximum width for the selected layout. If you want the height to be set automatically, against Auto, toggle the enable icon slider.

lpp spacing and dimensions properties

7.3 Alignment

The content inside a column layout can be aligned left, center, or right.

lpp properties alignment

7.4 Border & Radius

  • Border – Set the size, style, and color for the border around the selected layout. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the enable icon slider.
  • Border Radius – Set the radius for the border around the selected layout. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

lpp border and radius properties

7.5 Background

You can either choose to leave the section’s background blank, set an image, or add a background color.

  • Image – To add an image, from the dropdown, select Image. Then, click on Choose Image to choose an image from your Image Library.
  • Color – To set the background color, from the dropdown, select Color. Then, choose a color from the gradient screen, or enter the hex code for a specific color.
  • Gradient – Select Gradient to add a consistent visual theming.
  • Slide Show – Select Slide Show to extend the idea of a hero image, allowing you to present multiple images in a sequence. Click Manage Slides to add more slides. Slide Show can only be applied on a section layout.
  • None – To leave the background blank, from the dropdown, select None.

You also have the option to add a Background Overlay. It enhances the readability of the text and reduces visual stress for viewers. You can enable Background Overlay by toggling enable icon the slider. It has 2 options –

  • Color Overlay – A color filter that puts a tint on the selected element to make the text more readable. Choose a color from the gradient screen, or enter the hex code for a specific color.
  • Blur Overlay – Customize the intensity of the blur to be added to the background.

add background on landing pages pro

7.6 Shadows

Set a shadow for the specified layout.

lpp shadow properties

7.7 Effects

Under the Effects tab, you can enable the Hover and Parallax effect.

7.7.1 Hover Effect

With this effect, when you move your cursor over a button, it will animate.

Click on Manage Effect. You can choose from the following three effects when you hover over a button –

  • Shadow Effect – Display a shadow around the button.
  • Color Effect – Animate using color transition.
  • Shrink & Grow Animation – The button will animate by shrinking in size and re-sizing to the original.

lpp hover effect

7.7.2 Parallax Effect

With the Parallax effect, make your background images dynamic and reactive to scroll movements. It works by creating an illusion of depth and movement as users scroll down the page.

  1. Select a background image.
  2. Select the Effects tab in the right-hand panel.
  3. Enable the Parallax effect.

lpp parallax effect

7.8 Advanced

  • Display – It determines the CSS display behavior of a specific layout.
    • Block – Displays a layout as a block element.
    • Flex – Displays a layout as a block-level flex container.
    • Inline – Displays a layout as an inline element.
    • Inline Block – Displays a layout as an inline-level block container.
    • Inline Flex – Displays a layout as an inline-level flex container.

lpp properties advanced

 

8. Actions

You can perform the following additional actions on the landing page designer  –

  • To completely clear the landing page designer canvas, click the delete icon icon.
  • To undo the changes you recently made, click the Undo icon.
  • To redo the changes you recently made, click the Redo icon.
  • To save your progress with the changes you made, click the Save icon.
  • To preview the page, click Preview.

 

9. Themes

Customize your default Paragraph, Header, and Button theme through Settings by clicking the lpp settings icon icon.
lpp settings theme

 

10. Mobile Editor

To help you create fully responsive and mobile-first designs, the Landing Pages Pro Designer includes a Mobile Editor. This feature lets you switch to mobile view and customize the layout specifically for mobile devices, ensuring a smooth experience for the majority of your audience.

Beyond cosmetic changes, the Mobile Editor allows you to tailor functional behavior—for instance, you can design distinct user journeys on mobile and desktop. You might choose to present a simplified, app-like experience on mobile while offering a more feature-rich layout on desktop.

Note:

  • The older Hide on Mobile and Hide on Desktop options are no longer recommended. Instead, use the Mobile Editor for a cleaner and more intuitive layout experience.
  • A default mobile version is automatically generated based on your desktop design, so using the Mobile Editor is optional. You only need to use it when you want to fine-tune the mobile layout or create a different experience tailored specifically for mobile users.
  • Mobile layouts are only visible to users accessing the page on mobile devices. This view is not supported on Tablets.

navigate to mobile editor on LPP

Key Capabilities

Here are some capabilities of the mobile editor –

Full Editing Support

The mobile editor offers the same drag-and-drop functionality as the desktop editor, allowing you to add, rearrange, or delete components in mobile view. Once a section is edited in mobile, it becomes independent of its desktop counterpart, future changes made on desktop won’t affect it unless reverted.

making changes to LPP with mobile editor

Section Sync and Revert Behavior

When a section is edited in mobile view, it becomes independent of the desktop version and is marked with an orange border to indicate it is out of sync.

You can click on an individual section to revert it, or you can revert the entire mobile layout at any time to restore alignment with the latest desktop design.

revert changes on the mobile editor for lpp

Note: Headers and footers remain in sync across both desktop and mobile views—any changes made to them on desktop will automatically reflect in mobile. If you need different headers or footers on mobile, you can create separate variants directly within the mobile editor.

creating footer header variations on mobile editor for lpp

Preview Your Design

Click on Preview to preview and test your mobile design.

preview mobile design for LPP

 

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!

How to Dynamically Change Content in Landing Pages Pro and Portals

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1. Feature Overview

This article will help you configure your Landing Page or Portals to display multiple variations of the same page to different target audiences.

In the example below, the landing page is designed for students enrolling in a full-stack developer course. However, the same page can dynamically display content for a front-end developer course by adding a query parameter to the landing page URL.

Note: The configuration below takes Landing Pages Pro as a working example, the set up remains the same on Portals.

example of dynamic change of content on lpp

 

2. Prerequisites

  • This feature is specifically for Landing Pages Pro and Portals. Landing Pages Pro and Portals are a paid feature. To enable it, contact your account manager, or send an email to support@leadsquared.com.
  • To capture Leads or Opportunities, you must first create the relevant forms using Dynamic Forms.

 

3. Use Cases

This feature can be used across industries, for example –

Industry Use-case
Lending Dynamically change content based on the loan product the lead is looking for.
Education Dynamically change content based on the course the lead is looking for.
Generic Dynamically change content based on product offers and discounts.

 

4. Add Logic Cards

Logic Cards will help you dynamically change the content –

  1. Click on a Card/Section on your landing page.
  2. In the Manage Logic Cards tab, click on the Manage button.
Note: If you cannot find the Manage Logic Cards tab, you might need to convert that Section to a logic card. Click on the Section, and in the  lpp advanced tab tab, click Convert to Logic Card.

navigate to manage logic cards on lpp

Next –

  1. to add a logic card, click on the logic card clone icon icon to clone the existing logic card.
  2. Optionally, you can rename the logic card.
  3. Select the Card/Section, and in the Manage Logic Cards tab, select the newly created logic card from the drop-down menu.

add a logic card on lpp

Now, change the content on the Card for a particular target audience. In the example below, we’re creating content specific to leads looking for a ‘Front-End Development’ course.

changed content lpp

 

5. Configure Logic Card Rules

Once the Logic Card and its content are in place, you need to set up the rule for when to display it –

  1. In the Manage Logic Cards section, select the newly created Logic Card.
  2. Click the Display Rules button.
  3. Enter the query parameter and its value for which, when the condition is met, the page will dynamically show the content you’ve created in the Logic Card.
    1. For example, www.example.com/edu?course=front-end
    2. If needed, add multiple rules and choose if All or Any of the rules must be satisfied.
  4. Once done, click Save.

logic card display rules

 

6. Go Live

Once you publish the Landing Page or Portal, any query parameter that matches the logic card rule(s) will result in a dynamic content change.

example of dynamic change of content on lpp

 

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!

Mobile Cloud Calling Set Up for Ozonetel Cloud Agent

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1. Overview

This article will help you set up Ozonetel Cloud Agent with LeadSquared Mobile Cloud Calling connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set up for Ozonetel Cloud Agent

Sample APIs for Ozonetel are listed below. To get the APIs, along with your api_key and username, please reach out to your Ozonetel support executive.

Before starting the API configuration, you must ensure the following two custom user fields are available on your LeadSquared account –

  • Ozonetel Username
  • Virtual Number Campaign (Ozonetel Campaign).

LeadSquared Cloud Calling Connector

Make a note of the schema names of the fields for the fields created (ie mx_Custom_9 and mx_Custom_8 in the above example). This would be required while configuring the Click2Call API. To know how to create user custom fields, see Manage User Custom Fields.

To find your Ozonetel Agent ID and Ozonetel Virtual Number, navigate to My Profile>Settings>Profile>My Profile.

LeadSquared Cloud Calling Connector

Property Description
Ozonetel Agent ID The Ozonetel Agent ID of the agent, that was used to log-in to the agent portal.
Ozonetel Virtual Number The Virtual Number/Campaign Name through which the cloud call will be initiated.
Note: The data in the Ozonetel Agent ID and Ozonetel Virtual Number fields have to be populated by an admin or a user for each agent who’s using the Mobile Cloud Calling functionality.

Connector Set-up –

1) Click2Call API Set-up

Navigate to Click2Call API Set-up screen to configure the Ozonetel Click2Call API. There are two methods by which you can configure the Ozonetel Click2Call API –

  • Agent Manual Dial API
    For Click2Call to work with Manual Dial API, you must be logged into your Ozonetel account, and the user status must be marked as “Ready”, and the user must be online, for the campaign used. If you don’t want the user to log-in to the Ozonetel account, please refer to the Offline Ozonetel API set-up for more details.
Method API
GET https://api1.cloudagent.in/CAServices/AgentManualDial.php?api_key=xxxxx&username=lead_squared&agentID=@{User:TelephonyAgentId,}&campaignName=@VirtualNumber&customerNumber=@CustomerNumber

Query Parameters –

Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
agentID The telephony agent ID of your LeadSquared user. Map the agentID to the user field that contains the Agent username, which in the example listed above is “@{User:mx_Custom_9}”.
campaignName The Ozonetel virtual DID number linked to your LeadSquared account. Map this variable to “@VirtualNumber”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed above).
customerNumber The customer’s (lead’s) phone number to which the virtual call is being placed. Map this variable to the “@CustomerNumber ” option. The phone number is passed with country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.

click2call mobile cloud calling ozonetel

  • Phone Manual Dial API
    As an alternative, you can use the below API to place a call manually. Here, your user won’t be required to log in to their Ozonetel account. To enable this API for your account, please contact your Ozonetel Account representative for more details.
Method API
GET https://api1.cloudagent.in/CAServices/PhoneManualDial.php?apiKey=XXXXX&userName=XXXX&custNumber=XXXX&phoneName=XXX&did=XXXX

Query Parameters –

Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
did The number from which calls are dialed out. Map this variable to “@VirtualNumber”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed above).
phoneName Name of the offline agent to which Outbound calls are to be assigned Map the phoneName to the user field that contains the phoneName username, which in the example listed above is “@{User:mx_Custom_10}”.
customerNumber The customer’s (lead’s) phone number to which the virtual call is being placed. Map this variable to the “@CustomerNumber ” option. The phone number is passed with country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.

Note:

  • You can use our Offline Click2call API (PhoneManual dial) in order to remove the need to log in to our toolbar/agent panel. This API triggers a call to Agent’s mobile number and customer number.
  • The callback URL will remain the same. Campaign=Offlkine is one of the key params we can observe in the logs.
  • Auto dialers can be set Offline from Admin and it dials to the agent’s mobile number configured in the Skill.
  • If a customer calls back, we can set up an Offline Inbound Campaign, and route the call to the available number in the Skill.

For more information, please refer to Ozonetel API Document.

 

Response Mapping for the Ozonetel Click2Call API –

Key Value Mapping
NonJSON queued successfully Consider As Success

LeadSquared Cloud Calling Connector

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Ozonetel Incoming Agent Pop-up API.

Method API
GET https://api1.cloudagent.in/CAServices/LeadSquare/PullAPI.php?userName=lead_squared&apiKey=xxxxx&agentPhoneNumber=@AssociatedPhoneNumberWithoutCountryCode
Query Parameters –
Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
agentPhoneNumber The LeadSquared user’s Ozonetel agent phone number. From the dropdown, map the agentPhoneNumber to the user field that contains the Agent phone number, which in the example listed above is “@AssociatedPhoneNumberWithoutCountryCode”.

LeadSquared Cloud Calling Connector

Response Mapping for the Incoming Agent Pop-up API –

Key Value Mapping
customerNumber "" Consider As Data
status success Consider As Success
status error Consider As Error

LeadSquared Cloud Calling Connector

 

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Ozonetel List All DID Numbers API.

Method API
Get https://api1.cloudagent.in/CAServices/DID/RunningDIDs.php?userName=lead_squared&apiKey=xxxxx

Query Parameters –

Parameter Description Mapping
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.

LeadSquared Cloud Calling Connector

Response Mapping for the List All DID Numbers API –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

LeadSquared Cloud Calling Connector

 

Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts you have.

Mobile Cloud Calling Set Up for Ozonetel CCaaS

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1. Overview

This article will help you set up Ozonetel CCaaS with LeadSquared Mobile Cloud Calling connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set Up for Ozonetel

Sample APIs for Ozonetel are listed below. To get the APIs, along with your api_key and username, please reach out to your Ozonetel support executive.

Before starting the API configuration, you must ensure the following two custom user fields are available on your LeadSquared account –

  • Ozonetel Username
  • Virtual Number Campaign (Ozonetel Campaign).

LeadSquared Cloud Calling Connector

Make a note of the schema names of the fields for the fields created (ie mx_Custom_9 and mx_Custom_8 in the above example). This would be required while configuring the Click2Call API. To know how to create user custom fields, see Manage User Custom Fields.

To find your Ozonetel Agent ID and Ozonetel Virtual Number, navigate to My Profile>Settings>Profile>My Profile.

LeadSquared Cloud Calling Connector

Property Description
Ozonetel Agent ID The Ozonetel Agent ID of the agent, that was used to log-in to the agent portal.
Ozonetel Virtual Number The Virtual Number/Campaign Name through which the cloud call will be initiated.
Note: The data in the Ozonetel Agent ID and Ozonetel Virtual Number fields have to be populated by an admin or a user for each agent who’s using the Mobile Cloud Calling functionality.

Connector Set-up –

1) Click2Call API Set-up

Navigate to Click2Call API Set-up screen to configure the Ozonetel CCaaS Click2Call API –

Method API
GET https://in1-ccaas-api.ozonetel.com/CAServices/PhoneManualDial.php?apiKey=APIKeyFromOzonetelAccount&userName=AccountNameFromOzonetelPortal&custNumber=@CustomerNumber&phoneName=AgentPhoneNameWithinOzonetelPortal&did=VirtualNumber/DID%20numberFromOzonetelPortal&uui=Lead/OpportunityId

Query Parameters –

Parameter Description
apiKey Pass your Ozonetel API key.
userName Ozonetel account name.
custNumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumber ” option. The phone number is passed with the country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.
phoneName
  • The name of the agent within the Ozonetel account.
  • Map the phoneName to the user field that contains the phoneName username, which in the example listed below is “@{User:mx_Custom_10}”.
did
  • Virtual Number or DID from Ozonetel.
  • In the example below, this variable is mapped to “@{User:mx_Custom_10}”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed below).
uui
  • The Lead Id or Opportunity Id.
  • In the example below, the variable is mapped to “@RawOpportunityId“.

ozonetel click2call ccaas api

Response Mapping for Ozonetel Click2Call API  –

Key Value Mapping
status queued Consider As Success
message Call is initiated, please wait. Consider As Error
status error Consider As Error

ozonetel ccaas click2call response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Ozonetel CCaaS Incoming Agent Pop-up API.

Method API
GET API: https://in1-ccaas-api.ozonetel.com/CAServices/LeadSquare/PullAPI.php?userName=AccountNameFromOzonetelPortal&apiKey=AccountAPIFromOzonetelPortal&agentPhoneNumber=@{User:PhoneMain}
Query Parameters –
Parameter Description
apiKey Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive.
userName The username is listed on your Ozonetel account.
agentPhoneNumber
  • The LeadSquared user’s Ozonetel agent phone number.
  • From the dropdown, map the agentPhoneNumber to the user field that contains the Agent phone number, which in the example listed below is “@{User:PhoneMain}”.

ozonetel ccaas incoming agent pop-up api

Response Mapping for the Incoming Agent Pop-up API –

Key Value Mapping
message Invalid Agent Phone Number Consider As Error
Status Success Consider As Success
PhoneNumber "" Consider As Data

ozonetel ccaas incoming agent pop up response mapping

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Ozonetel CCaaS List All DID Numbers API.

Method API
GET https://in1-ccaas-api.ozonetel.com/CAServices/DID/RunningDIDs.php?userName=AccountNameFromozonetelPortal&apiKey=AccountAPIKeyFromOoznetelPortal

Query Parameters –

Parameter Description
userName The username is listed on your Ozonetel account.
apiKey Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive.

ozonetel ccaas list all did api

Response Mapping for the List All DID Numbers API –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

ozonetel ccaas list all did api response mapping

 

Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts you have.

Mobile Cloud Calling Set Up for MCube

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1. Overview

This article will help you set up MCube with LeadSquared Mobile Cloud Calling connector.

Note: International calling is not supported on this connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set Up for MCube

There are two types of configurations available for MCube –

  • MCube Cloud Offering – Configure this API if you want to enable support for softphone telephony.
  • MCube VMC offering – This version does not support a softphone.

 

4. MCube Cloud Calling Offering

1) Click2Call API

Navigate to the Click to Call Set-up screen to configure the MCube Cloud Offering Click2Call API –

Note: This API is specifically for domestic calling.
Method API
POST https://api.mcube.com/Restmcube-api/outbound-calls

In Body, pass the following payload –

Parameter Description
HTTP_AUTHORIZATION Pass the token, this is account-specific and should be unique for each customer Mcube account.
exenumber
  • Agent number to dial from.
  • Map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
custnumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumberWithoutCountryCode” option.
refurl This is a static variable and should always be 1.
refid
  • This is the lead ID. 
  • In the example below, the variable is mapped to “@{Lead:ProspectID}“.

mcube c2c cloud offering

Response Mapping for MCube Cloud Offering Click2Call  –

Key Value Mapping
called "" Consider As CallSessionId
status succ Consider As Success
msg "" Consider As Data

mcube cloud calling c2c response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the MCube Cloud Offering Incoming Agent Pop-up API.

Method API
POST https://api.mcube.com/cloudcomputing-api/getCustomerDetails

In Body, pass the following payload –

Parameter Description
secretkey Pass your MCube secret key.
emp_phone
  • Employee or DID number.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
mcube cloud agent pop up

Response Mapping for MCube Cloud Offering Incoming Agent Pop-up  –

Key Value Mapping
customernumber "" Consider As Data
status success Consider As Success

agent pop up response

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the MCube Cloud Offering List All DID Numbers API.

Method API
POST https://config.mcube.com/cloudcomputing-api/commondids

In Body, pass the following payload –

Parameter Description
secretkey Pass your MCube secret key.

list all did

Response Mapping for MCube Cloud Offering List All DID Numbers  –

Key Value Mapping
status success Consider As Success
Didnumber "" Consider As Data

list all did response

 

5. MCube VMC Offering

1) Click2Call API

Note: This API is specifically for domestic calling.

Navigate to the Click to Call Set-up screen to configure the MCube VMC Offering Click2Call API –

Method API
GET https://mcube.vmc.in/api/outboundcall?apikey=xxxxxef3a942e649f4abxxxxxxxxxxxx&exenumber=xxx3767xxx&custnumber=xxx0999xxx&url=1

Query Parameters –

Parameter Description
apikey Your MCube API key.
exenumber
  • DID number to dial from.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
custnumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumberWithoutCountryCode” option.
url This is a static variable and should always be 1.

MCube VMC cloud calling c2c

Response Mapping for MCube VMC Offering Click2Call  –

Key Value Mapping
msg success Consider As Success
callid "" Consider As CallSessionId

MCube VMC cloud calling c2c response

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the MCube VMC Incoming Agent Pop-up API.

Method API
Get https://mcube.vmc.in/api/getCustmerdetails?apiKey=xxxxxxxxxx42e649f4ab6dxxxxxxxxxx&agentPhoneNumber=xxx376xxxx

Query Parameters –

Parameter Description
apiKey Pass your MCube API key.
agentPhoneNumber
  • Agent or DID number.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.

Response Mapping for MCube VMC Offering Incoming Agent Pop-up  –

Key Value Mapping
status success Consider As Success
status error Consider As Error
data "" Consider As Data

MCube VMC incoming agent response

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the MCube VMC Offering List All DID Numbers API.

Method API
GET http://mcube.vmc.in/api/getBusinessNumbers?apiKey=xxxxxxxxxx42e649f4ab6dxxxxxxxxxx

Query Parameters –

Parameter Description
apiKey Pass your MCube API key.

MCube VMC cloud calling list all did numbers

Response Mapping for MCube VMC Offering List All DID Numbers  –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

MCube VMC cloud calling list all did response

 

Any Questions?

If you have a question this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts.

Automations Associated with Email Templates in Email Library

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1. Feature Overview

Email templates created via the Email Library can be used in Automations. In certain cases, you will be making minor edits to these email templates. These minor changes could be the date of a webinar, names of speakers, etc. In such situations, updates made to an email template do not automatically synchronize with the associated automations. To address this issue, the Manage Associated Automations feature allows users to easily locate the specific automation and email card linked to a particular template. Users are then directed to access the automation to manually make required edits to the template.

Note: The edits made on an email template via the Email Library will not automatically reflect in the automation. You must make the changes manually.

 

2. Prerequisites

You must be the Admin or a marketing user to get access to the Manage Associated Automations popup. Sales users may or may not have access to edit automations depending on the access for group-level automation.

 

3. How it Works

Once this feature is enabled,

  1. For new automations, email templates used in the Send Email card will be linked and available to view in the Manage Associated Automations popup.
  2. For existing automations, users must perform a one-time reselection activity by editing the email card in the automation, selecting the relevant email template from the list, and saving it. The automation will now be linked and visible under the Manage Associated Automations popup.

Note: If an email template associated with an automation is unpublished on the Email Library, the previously linked automation will still be displayed under Manage Associated Automations.

 

3. View Associated Automations

All the automations associated with an email template are displayed in a popup box. To view them –

  1. Navigate to Content>Email Library
  2. Click seria sales user dashboard actions alongside the relevant email template.
  3. Click Manage Associated Automation. A popup of the list of automations and email cards in which that email template was used will be displayed.
  4. When you click on the relevant Automation Name, the automation will open in a separate tab. When you click on the relevant Email Card Name, the Email card will be highlighted.

Note: If there are no automations associated with the email template, a popup message that says, “No Automations and Email Cards are associated with the email template” will be displayed.

Leadsquared - Email Library Automation

 

4. Edit Email Template

You can make changes to an email template that is associated with an automation. To edit and save an email template –

  1. Navigate to Manage Associate Automation popup and click on the relevant Email Card Name.
  2. On the Email card, click LeadSquared Service CRM to make the required changes in the email template.
  3. Click Done to save and sync the edited email template with the associated automation.

LeadSquared - Email Library Automation

 

5. Edit Automation From Email Template Editors

An informational banner will be accessible in all Email Template editors, containing a link to view associated automations. Click the link to open a popup box displaying a list of automations associated with that specific template.

Leadsquared - Email Library Automation

 

6. Unpublished Automations

Under Unpublish Automation, if you select Completely stop automation for all leads within the workflow, the link between the automation and the email template breaks. The Manage Associated Automations popup of that email template will not display the automation. However, if you select Stop new leads from entering the automation, it remains visible as linked to the email template.

Note:

  • Only the published as well as unpublished automations that are still processing existing Leads will be displayed in the Manage Associated Automations popup.
  • If the completely unpublished automation is republished, then it will be displayed in the Manage Associated Automations popup of the previously linked email templates.

Leadsquared - Email Library Automation

 

7. Troubleshooting

Error: “You don’t have sufficient permissions to access Automations. Please contact Administrator.”

If you encounter this error message, it means you need to contact your LeadSquared administrator for assistance in obtaining the necessary access rights. Admins and marketing users can view linked automations in the Manage Associated Automations popup. Sales users may or may not have access to edit automations depending on the access for group-level automation.

LeadSquared - Email Library Automations

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

The Advanced Search ‘And’ Condition Is Displaying Incorrect Results for Leads – Opportunity Type Conditions

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Consider the following example –

There are 2 opportunities (Automobile Loans) posted on a lead (Ankur Singh) –

  • Opportunity 1 – Status: Open, Owner: George
  • Opportunity 2 – Status: Won, Owner: John

LeadSquared Opportunity Management

On the Manage Leads Page, we’ll run an advanced search to find all leads with opportunities (of type Automobile Loan) where the Status is Open And the Owner is John

LeadSquared Opportunity Management

The result returns one lead – Ankur Singh.

LeadSquared Opportunity Management

This is the expected behaviour –

  1. The advanced search checks the first condition (Opportunity Type is Automobile loan and Status is Open) and finds the lead – Ankur Singh.
    AND
  2. The advanced search then checks the second condition (Opportunity Type is Automobile loan and Owner is John) and returns the lead – Ankur Singh.

Although there is no single Opportunity under the lead that meets both conditions (Status is Open and Owner is John), the lead Ankur Singh has 2 opportunities that satisfy the conditions individually.

Opportunity 1 (Status: Open, Owner: John) satisfies condition 1 (Status is Open) and Opportunity 2 (Status: Won, Owner: John) satisfies condition 2 (Owner is John). Therefore the lead Ankur Singh is returned as a result.

Note: It may be expected that lead no lead is returned here, because no single opportunity meets both conditions, however, the lead advanced search –

  1. Returns results satisfying the first condition
  2. Then returns results satisfying the second condition
  3. And finally, takes the intersection of the results of both conditions. In our example, Ankur Singh satisfies these conditions.

Alternatively, if the OR condition was used instead, many leads would be returned. All leads with opportunities with Status Open will be returned, and all leads  with opportunities owned by John will also be returned.

LeadSquared Opportunity Management

For more information on Advanced Search, see How to Use Advanced Search.