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Set SIERA Dashboard or Report as Your Mobile App Landing Page

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1. Feature Overview

Quickly view all the important metrics and insights the moment you launch the mobile app by setting a SIERA report or dashboard as the landing page. This eliminates the need to navigate through widgets and log in once again to view the complete dashboard. When a SIERA dashboard or report is linked through the ‘Custom Menu Tab – External Link’ in the Menu Builder, the app will handle authentication automatically, ensuring users are logged in without needing to re-enter their credentials.

Leadsquared - Set SIERA as Landing Page

 

2. Prerequisite

Casa must be enabled on your account. Contact support@leadsquared.com to activate it.

 

3. How It Works

To set a specific report or dashboard as the mobile app’s landing page, start by looking for it in SIERA. Then, copy its URL. Go to Casa Menu Builder and add this URL to the Custom Menu Tab as an External Link. This will make the report or dashboard the first thing you see when you open the mobile app.

 

4. Select SIERA Report or Dashboard

If you want to select a SIERA Report to be set as the mobile app landing page –

  1. From you LeadSquared Dashboard, navigate to Reports>SIERA.
  2. By default, the Reports page will be opened. If you want to set a SIERA Report as the landing page, click All Reports.
  3. Alongside the relevant report, click the Leadsquared - Set SIERA as Landing Page Actions button and select Copy Embed URL.

Leadsquared - Set SIERA as Landing Page

If you want to select a SIERA Dashboard to be set as the mobile app landing page –

  1. Navigate to Reports>SIERA and select Dashboards on the top-left corner of the screen alongside Reports.
  2. Click All Dashboards, and alongside the relevant dashboard, click the Leadsquared - Set SIERA as Landing Page Actions button and select Copy Embed URL.

Leadsquared - Set SIERA as Landing Page

 

5. Set SIERA Dashboard or Report as your Mobile App Landing Page

To set a SIERA dashboard or report as the landing page –

  1. Navigate to Apps>Casa from your LeadSquared Dashboard.
  2. From the side menu, under Mobile, select Menu.
  3. Click the edit icon alongside the relevant menu. You will be taken to the Menu Builder.

Leadsquared - Set SIERA as Landing Page

In the Menu Builder –

  1. Select Create New Tab under Custom Menu Tabs.
  2. On the popup, select the relevant icon and add the label.
  3. From the Navigate To dropdown select External Link and under Launch, paste the copied SIERA report or dashboard link.
  4. Ensure that the box alongside “SIERA Report / Dashboard?” is checked. Click Save.

Leadsquared - SIERA as Landing Page

Once the tab is configured –

  1. Click the + plus button alongside the name. The tab will be added to Visible Menu Tabs.
  2. Click and hold the Leadsquared - Set SIERA as Landing Page Move icon alongside the SIERA tab and drag it to the top of the Visible Menu Tabs list. Since the first tab in the list is set as the default landing page, this action will make the SIERA dashboard or report the landing page of your mobile app.

Leadsquared - SIERA as Landing Page

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

LeadSquared Automation Wait Time Limit

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1. Feature overview

This article will help you understand the Wait Time configurations on Automation Wait Cards – Wait, Wait (Advanced), Wait Until Activity, and Wait Until Workday.

Note: 

  • The contents of this article will take effect in the platform on 23rd April 2025.
  • Check your existing automation. If you have wait times longer than 400 days, update them immediately to avoid interruptions. Otherwise, leads flowing through Automations will not be processed successfully after 23rd April 2025 if they exceed the wait time limit. Contact support@leadsquared.com if you need assistance.  

 

2. Prerequisites

You must be an admin user to configure an Automation.

 

3. Automation Wait Cards

Wait cards in Automation can be set to delay the next action or end the automation after a specified time.

If your automation includes one or more wait cards (e.g., waiting to send an email or for an activity to be posted), the total combined wait time of a path cannot exceed 400 days.

For example, in the image below, the first Wait Until Activity card has a default wait time of 1 year, and the other wait card also has a wait time of 1 year, the total exceeds 400 days. In such cases, attempting to publish the Automation will result in an error.

automation wait cards without mail merge

 

4. Automation Wait Cards with Mail Merge Fields

In Wait and Wait Advanced cards, the Default Wait Time option appears only when the Mail Merge option is selected. The system uses this default wait time for error checks and calculations to determine if the total wait time exceeds 400 days for wait cards using mail merge.

This is because the maximum wait time exceeded error won’t appear for wait cards that use mail merge fields because their calculations occur only at runtime (we cannot know what value will be mail-merged until runtime).

automation wait cards with mail merge

To determine whether the automation used the mail merge value or the configured max wait time, check the automation report. If the Default max wait time used value is Yes, it means the default value provided in the card has been used as the mail merge value exceeds the default value.

automation wait cards mail merge 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!