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Why is my iFrame not loading on an external page?

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If your iFrame isn’t loading on an external page, check the “Disable access of LSQ App in iFrame” advanced setting in LeadSquared. Navigate to Settings>Profile>Advanced Configuration and search for iFrame. Ensure the setting is disabled, as it prevents iFrames from displaying on external pages.

If the setting is disabled you might get an error similar to this – Error: “Refused to display ‘https://in21.leadsquared.com/’ in a frame because it set ‘X-Frame Options’ to ‘sameorigin’.

LeadSquared Advanced Configurations for iFrames

Auto-Fill Date and Time on Dynamic Forms

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1. Feature Overview

This feature will help you auto-fill the Date, DateTime, or Time values on the Dynamic form.

 

2. Prerequisites

  • You must enable Dynamic Forms on your account.
  • This feature works on fields of data type: Date, DateTime, and Time.
  • The feature is only supported on Marvin.

 

3. Auto-Fill Date and Time as Default Value

To auto-fill date and time values in forms:

  1. Select a field with a data type of Date, DateTime, or Time.
  2. In the Field Properties tab, choose from the following under Set Default Date as:
    • None: No auto-fill.
    • Custom Date: Specify a custom date to auto-fill.
    • Current Date: The form’s filing date will be auto-filled.

auto-fill date time on forms

 

4. Calculate and Auto-Fill Date and Time based on Form Rules

Use Form Rules to calculate and auto-fill Date and Time values. For example, you can set a rule to auto-fill a Renewal Date as 1 year from the current date upon form load.

calculate date and time based on form rules

 

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.

Portals Smart Links

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1. Feature Overview

Smart Links on Portals allow you to guide customers to resume progress from where they left off.

For example, if a student begins filling out an application for an online course but leaves before completing the payment process, you can send a follow-up email with a customized link for them to continue. Clicking the Smart Link will take them directly to the predefined page in the portal (e.g., the payment page).

Additionally, Portal admins can generate and trigger Smart Links for users to view or edit a student’s application, assisting them in completing their application process or course enrollment journey if needed.

 

2. Prerequisite

  • You must be an Admin user.
  • You will need to enable Portals on your account.
  • The Portal must be published in the live environment to set up Smart Links.
  • You must set up an Automation to trigger emails to leads.
  • You must install and configure the Custom Lead and List Actions Connector to make Smart Links accessible for your users.

 

3. Navigate to Smart Links on Portals

On the Portal Edit page, navigate to Settings>Authentication and click + Create Smart Link.

Note: The Portal must be published in the live environment to create Smart Links.

Portal smart links navigation

 

4. Configure Smart Link

Configuring the Smart Link involves the following steps –

Note: A maximum of 10 smart links can be configured per portal as default. To increase the limit you could reach out to billingops@leadsquared.com.
  • Name: Enter a name for the Smart Link.
  • Target Portal Page: Select the page the lead or the CRM user will be redirected to through the smart link. You can only select pages that require a login to the portal.
  • Share Link With: Select who’s allowed to access this link –
    • Lead: This option will allow the leads to access the Smart Link.
      • Entity Type: Select the relevant entity type to help users resume their progress on the portal page. You can choose either an Opportunity or an Activity. When the lead opens the Smart Link, the opportunity details or activities related to the lead will be retrieved.
        • Note: Entity details can be passed either in this configuration or while defining the trigger in the automation (refer to section 5.1). In either case, the entity details passed in the automation will take precedence.
      • Generate Short Link: You can create short links for easy sharing by selecting the Generate Short URL option.
        • Note: If you generate short, shareable links for smart links, the maximum expiry period that can be set is 6 months.
      • Set Link Expiry: Set an expiry date for the Smart Link by defining the month(s) and/or day(s). After the expiration date, the link will be inaccessible.
      • Set End Date: Set an end date for your smart link. Post the end date, the configured Smart Link will deactivate. The end date cannot be before the expiry date.
      • Maximum Usage Limit: Set the number of times the lead can access the link.
    • CRM User: This option will allow the CRM User to access the Smart Link.
      • Allow CRM user to edit: If enabled, the user will have access to edit the customer’s journey.
  • Auto Register Leads: By enabling this, Smart Links allow leads to bypass the login step and directly access specific portal pages.
    • For example, a student submits a lead form on your website, and their record is created in the CRM. With Auto Register Leads enabled, the student is automatically registered on the portal and receives a Smart Link. Clicking the link takes them directly to the student dashboard without requiring manual registration or login.

Smart links creation with Auto-Reg

 

5. Set Up Automation to Email Smart Links to Leads

Follow these steps to share the Smart Link with leads. As an example, let’s consider that automation will trigger and send an email to the lead to remind them to complete the payment on the portal.

This section covers three steps: Automation Trigger, Custom Webhook, and Send Email Action.

5.1 Automation Trigger

  • The automation will be triggered when an activity or opportunity is posted on the lead.
  • Optionally, you can add a Wait card to pause the automation for a few days.
  • Use an If/Else card to check if the lead has made the payment. For example, add a condition that checks if the payment status is Pending through the Lead Stage field.
    • If true, add a custom Webhook (refer to the next section).
Note: If the opportunity or activity trigger defined in the automation differs from the one described in the Entity Type (Section 4), it will be overwritten by the opportunity or activity specified in the automation trigger.

smart links send email to leads automation first step

5.2 Custom Webhook

  • If the payment is pending, configure a Custom Webhook to call the Smart Links Webhook URL. You can find the Webhook option under Custom action.
  • Copy and paste the Smart Link from the Portal’s Authentication Settings page into the Custom Webhook. Make sure to use https.
  • Save the response (Smart Link) in a temporary field by selecting Yes against Save Response.
  • Click Save.
Note: If you want to store the response permanently: create a custom lead field of type Website. Next, use an Update Lead card to update the custom lead field with the webhook response by mail-merging the value from the temporary field (in the example below, it’s PostWebhook4_Response).

portals smart links automation send email to lead step 2

5.3 Send Email Action

  • Add a Send Email action to the flow. You can find the Send Email option under the Messaging action.
  • Draft your email and mail-merge (or, hyperlink) the webhook response (Smart Link) into the email.
  • Once finalized, click Done.

Note: You can mail-merge either the temporary field or the custom lead field.

Once complete, you can publish the automation.

portals smart links automation send email to lead step 3

 

6. Configure Smart Links Access for CRM Users

Note: You must enable and install the Custom Lead and List Actions Connector.
  1. First, copy the Smart Link from the Portal Authentication Settings page.
  2. Next, configure the Smart Link in the Custom Lead and List Actions Connector by adding an action.

portals smart links configuration for crm users

Once configured, the users will be able to view the link posted against the lead through the Action button on the Manage Leads page. If permissions have been granted, the user can also edit the lead’s journey or application.

Portals smart links action on manage leads

For more details on how to configure the Custom Lead and List Actions Connector, refer to this article.

 

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!

Mavis DB – Portals Integration

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1. Feature Overview

Mavis DB enables you to create databases to store master data (for courses, programs, projects, etc.) directly within your LeadSquared account. Integrating Mavis DB with LeadSquared portals makes this data easily accessible to your customers. Doing this lets you pull data from Mavis based on rules and real-time lead inputs to populate portal fields. You can also hide specific portal display cards depending on whether certain Mavis DB conditions are met.

Note: This document does not cover creating a Mavis database or a portal. It only explains how to integrate an existing Mavis DB with portals.

 

2. Example Use Case

Use Case 1

Let’s look at the example of a school where the fees for each grade vary based on the mode (live classes, live + recorded classes, recorded classes, etc.) and curriculum. The school stores their course data in a Mavis table with columns for monthly tuition, curriculum, grade, etc.

Mavis Portal Integration

On our Portal page, we want to display the monthly tuition for a lead interested in opting for Language as English, Grade as Year 8, and Mode as Live + Recorded.

Use Case 2

We want to display a Payment Status block on the portal to leads whose Language is English and Curriculum is British.

Note: You can set up a variety of rules, both simple and complex, to pull data from your Mavis DB for display in your portal. This article only illustrates a generic use case.

LeadSquared Mavis Portal Integration

 

2. Prerequisites

  • You must be an admin user.
  • Mavis DB should be enabled on your account. To get this feature, please reach out to your account manager, or write to support@leadsquared.com.
    • Once enabled, create a Mavis table from where data can be displayed.
  • Create a LeadSquared Portal.

 

3. How it Works

3.1 To Fetch and Display Mavis DB Data in your Portal

  1. First, create a Mavis database to store your data.
    • To create a Mavis database using APIs, see Mavis APIs.
    • To create a Mavis database using the LeadSquared web application UI, please refer to Mavis Database.
  2. Next, create a LeadSquared portal.
  3. Then, set up a rule that fetches data from your Mavis table, and displays it on the portal.
    • This action fetches the specific information (from your Mavis DB) that you want to display to your leads when they meet the configured conditions.
  4. Preview and Publish your Portal.
    • After you’ve added all the necessary rules, preview and publish the Portal.

3.2 To Display or Hide a Portal Block.

  1. Set up a rule that determines which blocks are shown to your leads.
    • This rule must contain a minimum of two conditions, and only if both conditions are met will the block be displayed to your lead. The two conditions we’ll be configuring are leads must have English as their Language and British as their Curriculum.
      • If both these conditions are satisfied, the block will be displayed to the lead.
      • If even one of these conditions is not satisfied, the block will not be displayed to the lead.
    • If even one of the conditions is not satisfied, the block will be hidden from your lead.
  2. Preview and Publish your Portal.
    • After you’ve added all the necessary rules, preview and publish the Portal.

 

4. Integrate Mavis with Portals

Here, we want to display the monthly tuition for a lead interested in selecting their Language as English, Grade as Year 8, and Mode as Live + Recorded.

Note: Before setting up the rule, ensure the Requires Login setting is enabled for the portal page you’re integrating with Mavis. This is mandatory, and without it, the integration will fail.
  1. On the Portals Designer screen, navigate to the page you want to integrate with your Mavis table.
  2. On the page, inside a textbox or form field, enter the ‘@’ symbol, and select Fetch Mavis Data.
  3. On the Manage Mavis Data pop-up, select the Database, Table, and Column from which you want to display the data. We want to display the data present in the Monthly Tuition column.
  4. Next, add the conditions that need to be satisfied for the data to be fetched from the Mavis table. We’re adding Language is English AND Grade is Year 8 AND Mode is Live + Recorded*.
    • We’ve configured the conditions to fetch the value if all the conditions are met. You can also configure it to fetch the value if any of the conditions are met.
    • You can also use the Mail Merge option to fetch data from lead fields. If the mail merged data satisfies the conditions, the value will be fetched from the Mavis column.
  5. Once you’re done, click Save.

Preview the portal, and click Publish. When a lead visits this page, and if they satisfy the configured conditions, the value will be fetched from the Mavis column and displayed to the lead.

Note: *You can add up to 10 filter conditions.

Mavis Portal Integration

 

5. Show or Hide Portal Blocks Using Mavis Data

Hide or display various blocks in your portal based on the values fetched from your Mavis table. This is useful when you want to show specific blocks only to leads that meet certain conditions.

Note: 

  • Before setting up the rule, ensure the Requires Login setting is enabled for the portal page you’re integrating with Mavis. This is mandatory, and without it, the integration will fail.
  • You can hide or display blocks only if activities are associated with the blocks you want to control. To know more, refer to Link Activities with Portal Blocks. This is mandatory, and without it, the integration won’t work.

Here, we want to show the “British Students Payment Status” portal block, for all leads who select English as their Language and British as their Curriculum.

  1. On the Portals Designer screen, navigate to the block you want to hide or display.
  2. Click the outer border of the Element, and from the Components panel, click Display Rules.
  3. On the Dashboard Item Display Rules pop-up, select whether you want to display the block if Any or All of the conditions you configure are satisfied.
  4. Next, on the first dropdown, select Mavis Data.
  5. Select the database, table, and column you want to display on the block. We’re selecting the Language.
  6. Next, add the filter condition that needs to be satisfied to display the block. We’re selecting Curriculum is British.
  7. Then, from the dropdown below IF, select the relevant function, and the corresponding value. We’re selecting is English.
    • The logic here is that if the Language is English and the Curriculum is British, the block will be displayed to the lead.
    • If a lead visits this portal block and their Language is English with a South African Curriculum, or Afrikaans with a British Curriculum, the block will NOT be displayed.
    • If required, you can add multiple similar conditions.
  8. Once you’re done, click Save.

Preview the portal, and click Publish. When a lead visits this page, and if they satisfy the configured conditions, this block will be displayed to them. If they don’t satisfy the configured conditions, this block will be hidden from them.

Note: When configuring conditions, you can also use the Mail Merge option to fetch data from lead fields. If the mail merged data satisfies the conditions, the block will be displayed to that lead.

Mavis Portal Integration

 

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!