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Field Force Insights – Feature Guide

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1. Feature Overview

Use Field Force Insights to monitor and evaluate the daily on-ground activities of individual field sales users from your LeadSquared Web and Mobile Applications. This feature gives managers real-time visibility into user movements and productivity. It is designed as an upgrade to the Location History Tracker for accounts with Location Insights enabled. It provides detailed visibility into each user’s:

  • Check-in/check-out status for the current day
  • Distance travelled and route map
  • Working, travelling and halt hours
  • Pending tasks and time spent on tasks for the current day
  • Device details including the make, model, operating system and the installed version of the LeadSquared app
Note: To access Field Force Insights, you must enable Location Insights on your account. To do so, contact your account manager or write to us at support@leadsquared.com.

Leadsquared - Field Force Insights

 

2. Prerequisites

  • Users must have the LeadSquared Mobile app installed on their devices, and location permission access must be enabled. To know more, please refer to Location Tracking on LeadSquared Mobile.
  • Admins must enable location tracking permissions for their users:
  • Enable user check-in in your account for location tracking and distance calculation:
  • All mobile users must Check-In/Check-Out daily for the system to effectively track their location and calculate the distance travelled during the day. Distance calculation will not be initiated for the day if the mobile user has not checked in.
  • To get data with highest location accuracy, refer to Measures to Ensure Higher Distance Computation Accuracy in Mobile App.

 

3. User Roles & Access

Field Force Insights access is determined by the user’s role in your LeadSquared account. The table below outlines the level of access each role has, including visibility into users, teams, and sales groups.

User Role Access
Admins All users, teams and sales groups
Sales Managers All users, teams and sales groups
Sales Group Managers / Reporting Managers Sales Groups / Reportees they are managers of
Sales Users Only their own data
Note: The reporting manager can view only the data of their direct reportees.

 

4. How It Works

  1. Enable Location Insights on your LeadSquared account.
  2. Once it’s enabled, you’ll get insights about your users individually, including their location, distance travelled, activity status and working hours from Field Force Insights.

 

5. Feature Index

 

6. How To Access Field Force Insights on the Web App

You can access Field Force Insights from the following areas on the Web App

  • Apps>Location Insights
  • Apps>Field Sales Territories
  • Apps>Journeys
  • Reports>Reports Home

To access Field Force Insights –

  1. Navigate to Apps>Location Insights.
  2. Select Field Force Insights.

Leadsquared - Field Force Insights

Or,

  1. Navigate to Apps>Field Sales Territories.
  2. Select Reports from the left menu and click Field Force Insights.

Leadsquared - Field Force Insights

Else,

  1. Navigate to Apps>Journeys.
  2. Select Reports from the left menu and click Field Force Insights.

Leadsquared - Field Force Insights

Alternatively,

  1. Navigate to Reports>Reports Home.
  2. Select Field Sales Tracking and click Location History Tracker. You will be directed to the Field Force Insights page.

Leadsquared - Field Force Insights

 

7. User Listing Page

The user listing page in Field Force Insights directly opens with all the users accessible to you, without having to pre-select the Teams or Groups. If necessary, you can apply filters by Team or Group based on your role and access level. To view the recently synced user insights, click the Refresh button above the user list.

The User Listing Page displays –

  • User Card
  • Filters
  • Check-In/Check-Out Status Counter
  • Map Actions

7.1 What is a User Card

A user card displays:

  • A unique profile icon for quick identification, the name, and email address of a user
  • The user’s device battery percentage
  • The user’s Last Seen timestamp
  • The distance that the user has travelled.
  • The user’s status in the form of a dot below the profile icon.
    • If it is Leadsquared - My Team, the user has checked in
    • If it is Leadsquared - My Team, the user has checked out
    • If it is Leadsquared - My Team, the user has not checked in for the day
Note: In the place of the email address (below the username), admin can configure to display any other relevant field. This configuration can be done using the Select User Property to Display advanced setting.

From the example given below, we can infer that:

  • The user’s battery percentage is 71
  • The user was last seen active at 2:50PM
  • The user has travelled 37.45 kms
  • The user is checked in
  • The count of Geotagged Activities is 5

Leadsquared - Field Force Insights

7.2 How to use the Filter Options

To help you quickly access the most relevant data, Field Force Insights offers filtering options. You can filter users based on Teams or Groups you have permission to view, or narrow down insights by specific dates to track daily activities. These filters ensure that each user can focus on the data most relevant to their role and responsibilities.

7.2.1 Filter by Teams and Groups

The filter Leadsquared - Field Force Insights option on top of the user list allows you to narrow down and view only the most relevant users, based on the Teams or Groups you have access to. The admins can view and filter users based on teams and groups, while the sales group managers can only filter based on groups they manage.

Note: If you are a sales user, you will only be able to view your own report.

Leadsquared - Field Force Insights

7.2.2 Filter by Day

You can view the user activities based on the date selected from the date bar (Today / Yesterday / Custom) on top of the user list. The current day is selected by default. If you want to view user activities for a different date –

  • You can use the left or right arrows to switch dates.
  • Or, you can click on the date, select Custom Date. Choose the relevant date from the popup calendar.

This allows you to view your team’s daily activities for a past date.

Leadsquared - Field Force Insights

7.3 Real-Time Check-In/Out Status Counter (Today Only)

Get an overview of your team’s status through the chips next to the All chip (which denotes all the users managed by you), on top of the map. They show the number of users who are checked in, checked out, and those who have not checked in for the current day on the mobile app. Click any chip to see the list of users in that category. From here, you can navigate to the each user and view their activity.

Note: The counter only tracks users who check in through the mobile app. Users who check in via the web but not through the mobile app may appear under the Not Checked In category.

Leadsquared - Field Force Insights

7.4 How to use the Map Actions

You can personalize the map view and perform the following actions using the icons displayed on the right side of the map –

7.4.1 Map Theme Selection

Personalize your experience by selecting a preferred map theme from within Location Insights, Territories, or Journeys. Click the Leadsquared - Field Force Insights Map Selection button and select the relevant theme. This will automatically apply across all Field Sales modules.

Leadsquared - Field Force Insights

7.4.2 View Territories on Map

The Field Sales Territories feature allows Admins and Sales Managers to create territories and automatically distribute leads to sales users based on proximity. Within Field Force Insights, you can monitor user movement within or across their assigned territories. Click the Leadsquared - Field Force Insights View Territories icon for a comprehensive view of each user’s commute. This helps you assess whether all territories are being adequately covered by your team.

Note:

  • The Field Sales Territories feature is not available by default. To get this enabled, reach out to support@leadsquared.com.
  • You must be an Admin or Sales Manager to access Territories on the map. The admin can see all the territories whereas the Sales Managers can see only the territories owned by them.

Leadsquared - Field Force Insights

7.4.3 View Leads on Map

Alongside your users, view the leads on the map by clicking the Leadsquared - Field Force Insights Show/Hide Leads button. The leads are displayed in clusters on the map. Click the relevant cluster to view leads individually. From here, you can click on a lead and to go to the Lead Details page.

Leadsquared - Field Force Insights

7.4.4 Filter Leads

To view specific leads quickly, filter and view leads on the map based on lead lists, stages, and date ranges.

Leadsquared - Field Force Insights

 

8. Single User Location History Page

Clicking a user card opens the Location History page for that particular user. This page provides detailed information about the user’s daily movement and productivity. This section of the article describes the following features in the Single User Location History Page –

  • Comprehensive Daily Summary
  • Device Insights
  • Duration Insights
  • User’s Timeline Functions
  • Path Animation
  • Interactive Slider
  • Pending Tasks for the day

8.1 Comprehensive Daily Summary

In addition to metrics like Distance Travelled, Last Seen time and Device’s Battery Percentage, Field Force Insights also provides a full-day performance view including –

  • Total Geotagged Activities: Count of activities where Track Location is enabled while configuring Custom Activity Types.
  • Total Working Time: The sum of total travelling hours and time spent on activities, leads or opportunities
  • Total Halt Duration: Time the user was stationary at a location for more than a configured threshold. By default, a halt is recorded if the user stays in one place for more than 15 minutes. Admins can adjust this threshold between 10 and 120 minutes.
  • Total Travel Time: The total working time excluding the total halt duration.
  • Count of Location Interruptions: The number of times the user’s location tracking is interrupted. This could be due to –
    • Turning off GPS
    • Force-closing the app
    • Internet disconnection

From the example given below, we can infer that:

  • The user has travelled a distance of 87.10 kms
  • The total geotagged activities is 4
  • The total working time is 5 hours 21 minutes
  • The total halt time is 46 minutes
  • The total travel time is 4 hours 35 minutes
  • The number of interruptions is 0
  • The user was last seen at 2:56 PM
  • The user’s battery percentage is 23%

Leadsquared - Field Force Insights

8.2 Device Insights

Click the Leadsquared - Field Force Insights icon on the user card to gain visibility of the field sales user’s Device Make & Model, Operating System, the version of the LeadSquared App installed, and whether Battery Optimization has been enabled. This is useful for ensuring the app runs on supported configurations.

Leadsquared - Field Force Insights

8.3 Duration Insights for Tasks and Entity-Level Check-In/Check-Out

You can accurately monitor the time spent by the user with the:

  • Task Timer – captures the time actively spent on tasks

Leadsquared - Field Force Insights

Leadsquared - Field Force Insights

8.4 User’s Timeline Functions

8.4.1 Show All Locations Toggle

The user’s Location History primarily displays key timeline events such as Check-In, Activities, and Check-Out. To view all captured location points during the check-in period, enable the Show All Locations toggle. This reveals additional coordinates marked as Seen At or Reconnected At, which may appear if there were any location disruptions.

Leadsquared - Field Force Insiights

8.4.2 Display in Ascending / Descending Order

Clicking the Leadsquared - Field Force Insights  icon lets you toggle the user’s timeline between ascending and descending order. To view the latest location and activity updates, select descending order; to view the earliest updates, select ascending order.

Leadsquared - Field Force Insights

8.4.3 Timeline Filter

Click the dynamic filter to narrow down and view the user’s history by Check In, Check Out and relevant Activities. The filter options keep changing depending on the user’s daily activities. This lets you view only the relevant information for the day.

Leadsquared - Field Force Insights

8.5 Path Animation on Load

When you open a specific field sales user’s Location History, an animated route automatically plays, visually tracing the path taken throughout the day. This helps you quickly understand the movement pattern without manual review.

Leadsquared - Field Force Insights

8.6 Interactive Timeline Slider

Use the timeline slider at the bottom of the screen to scroll through different time points throughout the day and instantly view the user’s location at any specific moment. This tool makes it easy to verify presence at a location during key hours.

Leadsquared - Field Force Insigts

8.7 Pending Tasks for Today

Click the Leadsquared - Field Force Insights Show/Hide Tasks icon on the right side of the screen to view the user’s pending tasks for the current day. This helps you get real-time insights and make sure that the tasks are closed by the end of the day.

Leadsquared - Field Force Insights

 

9. Export Location Data

9.1 How to Export Location Data of multiple users

Admins can export detailed location history for multiple users within a selected date range. Go to the Field Force Insights page and click Export.

In the Export Field Force Data popup (Step 1):

  1. Filter users by Teams or Groups, or view All Users.
  2. From the Choose dropdown, select the users whose data you want to export. Click Apply.
  3. Select the Date Range for which you want to export location data.
Note: The date range cannot exceed 31 days.

Leadsquared - Field Force Insights

In the next screen of the popup (Step 2):

  1. Select the Fields you want to include in the export. The number of selected fields will be displayed.
  2. Use the Search Fields tab to quickly find specific fields.
  3. Once you’ve selected the desired fields, click Export.
  4. On the Export Request Queued popup, click Okay. Alternatively, select click here to view the status of your request. You will be redirected to the Request History page, from where can download the data.

Leadsquared - Field Force Insights

Once an export request has been created and queued, admins can view and download the report from the Request History page –

  1. Navigate to Settings within Field Force Insights.
  2. Select Request History.
  3. From the Choose popup, select the relevant option and click Apply.
    • In Queue – The export request has been received and is waiting to be processed.
    • Processing – The export is currently being generated.
    • Successful – The export has been completed, and the file is ready for download.
    • Failed – The export could not be completed due to an error.
  4. You can view the requests and click the Leadsquared - Field Force Insights Download Report icon to get the full data.

Leadsquared - Field Force Insights

9.2 How to Export Location data of a single user

Admins can export detailed location history for any individual user for a selected date. Navigate to the timeline view on the single user’s Location History page and click the Export button at the bottom.

The exported file includes key data points such as:

  • Time-stamped location coordinates
  • Check-In/Check-Out events
  • Activities performed
  • Device insights (if available)

Leadsquared - Field Force Insights

 

10. Settings

Admins can configure Location Insights settings to fine-tune how field activity is tracked and displayed.

10.1 Set Minimum Halt Duration

Admins can specify a minimum time that a user must remain in one location for it to be considered as a halt.

  • Default: 15 minutes
  • Configurable Range: Any duration between 10 and 120 minutes
  1. Navigate to Apps>Location Insights>Settings>Advanced.
  2. Enter the required duration under Set Minimum Halt Duration.

Leadsquared - Field Force Insights

10.2 Select User Property to Display

Admins can configure a specific user field like Email, Phone Number, City, etc., to be displayed on the user card under the user’s name. This helps in identifying the user better.

  1. Navigate to Apps>Location Insights>Settings>Advanced.
  2. From the dropdown under Select User Property To Display, select the relevant field.

Leadsquared - Field Force Insights

 

11. Field Force Insights on Mobile

If Location Insights is enabled on your account, you can access Field Force Insights from the LeadSquared Mobile App. It is labeled as Location History Tracker Report and can be accessed through Reports, Casa-configured widgets or the My Teams feature.

Leadsquared - Field Force Insights

11.1 Configure Field Force Insights using Casa

You can make Field Force Insights easily accessible in the Mobile App by configuring it using Casa. Add it to any of the following:

  • Menus: Homepage, Bottom Menu, Side Menu
  • Widgets: Launcher, Banner, Image Tiles, Distance Travelled
Note: When you add the Distance Travelled widget, Field Force Insights (Location History Tracker Report) is automatically included. No additional setup is required. To access it, simply tap the Distance Travelled widget in the Mobile App. It will open the Field Force Insights report directly.

To configure Field Force Insights via Casa on the Web App:

  1. Go to Apps>Casa and choose the widget or menu location where you want to place Field Force Insights. The example shows configuration in the Launcher widget.
  2. Set the icon and label as desired.
  3. Under Navigate To, select Field Sales Reports.
  4. Under Launch, choose Location History Tracker Report.
Note: If Casa is not enabled in your account, you can access Field Force Insights from Reports. This is described in the section below.

Leadsquared - Field Force Insights

11.2 Accessing Field Force Insights in Mobile

From your mobile app homepage, navigate to Reports and search for Location History Tracker.

Leadsquared - Field Force Insights

Alternatively, you can access Field Force Insights from the Homepage, Side or Bottom Menus, or any Casa Widget wherever it’s configured. Here, the feature is configured in the Launcher widget.

Leadsquared - Field Force Insights

Additionally, if you are a Sales Group Manager or Reporting Manager with My Teams enabled in your account, you can navigate to specific users’ Field Force Insights from here as well.

Leadsquared - Field Force Insights

11.3 Using Field Force Insights in Mobile

In the Mobile App, Field Force Insights shows the same key metrics as the web version, including:

  • Route and distance travelled
  • Working, travelling and halt hours
  • Device details including the make, model, operating system and the installed version of the LeadSquared app

Inside Field Force Insights:

  • Tap the Map icon to view user locations and routes.
  • Tap the List icon to see all user cards in a list format.
Note: Data export is not available from the Mobile App. To export Field Force Insights, use the Web App version.

Leadsquared - Field Force Insights

 

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.

Using LeadSquared’s GenAI to Create Email Content & Subject Lines

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1. Feature Overview

LeadSquared’s GenAI feature in emails helps simplify the email creation process by generating subject lines and email content. It reduces the time spent on writing and allows you to focus on your campaign goals. By automating content creation, it also helps streamline your workflow and improve productivity.

The GenAI feature in Emails is available in the Email Library (for creating templates), Email Campaigns, One to One Emails to leads and Emails to Lists (from the list management page).

Note:

Leadsquared - GenAI in Emails

 

2. Prerequisites

This feature is not available by default. Please reach out to support@leadsquared.com to get this enabled.

 

3. How It Works

  • In the Email editor, select the option to generate emails with AI.
  • The AI popup will guide users through a 4-step process to create the appropriate email content and subject lines:
    • Provide Prompt: Enter a description, choose a tone, and check options to generate email content and/or subject lines.
    • Select Email Content: View the first AI-generated draft. Regenerate, revise the prompt, or continue.
    • Select Subject Line: Choose from 5 AI-generated lines. Regenerate or edit the prompt for new results.
    • Preview: Finalize your content. You can copy it or paste it directly into the editor.
  • You can make changes to the prompt in the editor by selecting the AI Email Wizard option.

 

4. How to Create Emails with GenAI

You can generate emails using LeadSquared’s GenAI capabilities –

  • from Email Library
  • from Email Campaigns
  • while sending one-to-one emails
  • while sending emails to lists
Note: GenAI capabilities are not available on HTML Editor.

4.1 How to Use GenAI in the Email Library

To generate emails from Email Library –

  1. Navigate to Content>Email Library.
  2. Click Add Email Template and select the Generate Email Template Using AI option from the popup. Click Next.
  3. Select an editor (Visual Designer, Rich Text Editor or Plain Text Editor) and click Proceed.

Leadsquared - GenAI in Emails

4.2 How to Use GenAI in the Email Campaigns

To generate emails with GenAI from Email Campaigns –

  1. Navigate to Marketing>Email Campaigns and click the Create Email Campaign button.
  2. On the Email Campaign Editor, under How would you like to create Email? side panel, select Generate Email with AI.
  3. Select an editor(Visual Designer, Rich Text Editor or Plain Text Editor) and click Next.

Leadsquared - GenAI in Emails

4.3 How to Use GenAI in One-to-one Emails

To generate one-to-one emails –

  1. On the Manage Leads page, click the seria sales user dashboard actions actions icon alongside the relevant lead.
  2. Select Send Email and on the email editor, select AI Email Wizard.

Leadsquared - GenAI in Emails

Alternatively,

  1. Navigate to the details page of the relevant lead and click Email>Send Email.
  2. On the email editor, select AI Email Wizard.

Leadsquared - GenAI in Emails

4.4 How to Use GenAI in the Email to Lists

To generate emails to send to a list of leads –

  1. On the Manage Lists page, alongside the relevant list click Send Email.
  2. On the email editor, select AI Email Wizard.

Leadsquared - Object Types

Alternatively,

  1. Navigate to the details page of the relevant list and click Email>Send Email.
  2. On the email editor, select AI Email Wizard.

Leadsquared - GenAI in Emails

 

5. How to Generate Email Content & Subject Lines

Using the Generate Emails using AI popup, you can create both email content and subject lines in just four simple steps. If needed, you also have the option to generate only the email content or only the subject line.

5.1 Provide Prompt

  1. Enter the relevant prompt under What is the email about?. The prompt can contain a maximum of 500 characters. To know how to phrase your prompt to get the best results, read Guidelines for Using Generative AI in Email Campaigns.
  2. Select the appropriate tone of your email from the dropdown below.
  3. Ensure that Generate Email Content and Generate Subject Line checkboxes are selected and click Proceed.
Note: To generate only the Email Content or the Subject Line, deselect the relevant option and proceed further.

Leadsquared - GenAI in Emails

5.2 Select Email Content

In this step, the first AI-generated variant of the email content will be displayed.

  • You can click Regenerate if you’re not satisfied with the generated email content. You can navigate between the generated results by simply clicking show previous results or show recent results. You must wait for 60 seconds before next variant of the content could be generated.

Note:

  • You can only regenerate content 5 times for each prompt. If you attempt to use the option more than that, the Regenerate button will be disabled and you will see a popup saying “You have reached maximum limit of 5 regenerations”.
  • If you had deselected Generate Email Content in the first step, then this step will be skipped.

Leadsquared - GenAI in Emails

  • You can revise your prompt by clicking Edit Prompt if the content does not match your expectations. You will be taken to the Provide Prompt page. On updating the prompt and proceeding, a popup will notify you that your previous results will be discarded. To proceed with the updated prompt, click Generate. If you want to keep the old results, click Cancel.

Leadsquared - GenAI in Emails

Click Next if you’re satisfied with the email content.

5.3 Select Subject Line

In this step, you will see 5 variants of AI-generated subject lines.

  • You can click Regenerate if you’re not satisfied with the generated email content. You can navigate between the generated results by simply clicking show previous results or show recent results. There is a 60-second delay before the next variant of the content could be generated.

Note:

  • You can only regenerate subject lines 5 times for each prompt. If you attempt to use the option more than that, the Regenerate button will be disabled and you will see a popup saying “You have reached maximum limit of 5 regenerations”.
  • If you had deselected Generate Subject Line in the first step, then this step will be skipped.

Leadsquared - GenAI in Emails

  • You can revise your prompt by clicking Edit Prompt for Subject Line if the content does not match your expectations. The popup will expand to enter the prompt for the subject line. This will not affect the prompt you had entered in Step 1. To proceed with the updated subject line prompt and get rid of the old results, click Generate . If you want to keep the old results, click Cancel.

Leadsqured - GenAI in Emails

5.4 Preview

After finalizing the subject line, you’ll see a preview of your email. On this page, a notification will appear prompting you to manually format the tags (placeholders such as [Customer Name], [Date], etc.). From here, you have two options:

  • Copy the Content: Click the Leadsquared - GenAI in Emails copy icon next to the subject line and email content to copy them and paste them elsewhere.
  • Edit in the Editor: Click the Paste in Editor button at the bottom of the popup to paste the content directly into the editor. On the editor, if you’d like to make further changes, click the AI Email Wizard button to adjust the prompt.

Leadsquared - GenAI in Emails

 

6. How to Use the AI Email Wizard to Change Prompts

The AI Email Wizard lets you go back and adjust your prompts on the AI popup, and generate different results when you’re on the editor. If you have pasted the AI generated content in the editor, you will be taken to the Preview step of the popup. However, if you close the popup at any point without pasting the content into the editor, you will return to the step where you left off.

Leadsquared - GenAI in Emails

You can navigate to any step in the popup to make changes as needed. If you paste the newly generated content into the editor, the existing content will remain intact but will be moved further down in the editor, allowing you to keep both versions for reference. However, a newly generated subject line, will replace the previous one.

Note:

  • If you log out after abruptly closing the AI popup and then log back in, the generated content will not be saved or retained.
  • The AI Email Wizard will be available on the editor even if you have not selected the Generate Email with AI in the first step.

Leadsquared - GenAI in Emails

 

Any Questions?

Did you find the content in this article helpful? Feel free to leave doubts/questions in the comment section below. We’ll get back to you as soon as possible.

Use Custom Domains For Landing Pages Pro

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1. Feature Overview

By default, landing pages created using Landing Pages Pro are hosted on a LeadSquared subdomain. To maintain brand consistency, you can instead publish landing pages on your own custom domain (e.g., pages.yourcompany.com).

This article explains how to configure a custom domain and map it to your Landing Pages Pro environment.

 

2. Prerequisites

  • You are an Admin user in your LeadSquared account.
  • You have access to the Landing Pages Pro feature (contact your account manager if not enabled).
  • Access to your Domain Name Service (DNS) provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

 

3. How It Works

To publish landing pages on your custom domain securely (over HTTPS), you’ll need to configure two CNAME records in your DNS provider:

  • One CNAME record sets up an HTTPS certificate using LeadSquared’s certificate manager.
  • The second CNAME record maps your custom domain (e.g., pages.mybusiness.com) to LeadSquared’s CDN endpoint for content delivery.

You’ll switch between the Landing Pages Pro domain settings in LeadSquared and your DNS provider’s dashboard during the setup.

Here’s a quick overview of the steps involved. The following sections explain each in detail:

1. Configure the subdomain in Landing Pages Pro.

LeadSquared will generate a Name and Value pair for the first CNAME record.
This record sets up HTTPS to secure your landing pages.

2. Add and verify the first CNAME record in your DNS provider’s dashboard.

Use the values provided by LeadSquared on your DNS’s provierds dashboard and then verify. This confirms that the HTTPS certificate has been issued and is active.

3. After verification, add the CDN URL from LeadSquared on your provider’s dashboard.

This is used to serve your landing pages efficiently. Add the second CNAME record in your DNS provider. Use your custom domain as the host and the CDN URL as the value.

Once this is complete, your landing pages will be securely accessible via your custom domain.

 

4. Configure the Subdomain in Landing Pages Pro

To configure your subdomain on Landing Pages Pro –

  1. Navigate to Marketing>Landing Pages Pro.
  2. Click More Actions, and then select Manage Subdomains.
  3. Click + Add Subdomain.
  4. In the Domain dropdown, select + Add Domain to add a new domain.
    • Once the domain is added, it will appear in the dropdown list and can be selected.
  5. Enter the required subdomain.
  6. Click Continue.

LeadSquared will generate the CNAME Name and CNAME Value. Copy these details and configure them in your domain provider’s DNS settings (refer to the next section).

nav to create custom sub domain

Note: The request for CNAME record entries is valid for only 72 hours. You must complete the steps below within the window. If you miss it, click Regenerate, and copy the new Name and Value.

regenerate SSL certificate

 

5. Create and Verify CNAME Record for HTTPS Certificate

In this step, you’ll create a CNAME record in your DNS that connects your domain to a Certificate Manager and sets up an SSL certificate. This ensures your landing pages are secure and served over HTTPS.

Here is some documentation for popular DNS providers –

  1. GoDaddy: Add a CNAME record
  2. Namecheap: How to Create a CNAME Record For Your Domain
  3. Dreamhost: Adding a Custom DNS record
  4. Bluehost: DNS Management: How to Add, Edit, or Delete DNS Entries

Log in to your Domain Name Service provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

  1. Click on the DNS settings for the selected URL and create a new CNAME record entry. Paste the above values in the Name (or host) and Value (or Target) fields, respectively.
  2. Select the minimum TTL value available.
  3. Save the record.
  4. Successful configurations may take some time to reflect.

Here’s an example from a Cloudflare account –

Add CNAME name and value on host

Navigate back to your LeadSquared account and on the Landing Page Pro Secure Domain page, click Verify & Continue.

Note: Always turn off proxy status on your DNS provider when verifying CNAME.

lpp subdomain verify and continue cname

Note: If you’re experiencing issues while validating your SSL certificate, review the following troubleshooting steps –

  • Domain mapped to .leadroot.com – If you’re using GoDaddy or Hostinger, ensure that the domain is not mapped to .leadroot.com. Remove any such CNAME entries, as they can interfere with SSL verification. For example, in the image below, remove .leadroot.com from the CNAME:Name field. 
    • troubleshooting leadroot lpp
  • CAA records blocking certificate issuance – Check your domain’s CAA (Certification Authority Authorization) records using a tool like nslookup.io:
    • If no CAA records are found, you can proceed with the SSL setup.
    • If CAA records exist, verify that a record allowing amazon.com is present. Specifically, the CAA record should include the issuewild tag for amazon.com. For details, refer to the AWS documentation: Set up CAA records.

 

6. Create and Verify CNAME record for the Sub-Domain

After successful verification of CNAME Name and Value, you’ll receive a CDN URL in the Connect Subdomain page. Copy this Value and use it to create a CNAME record for the subdomain.
  1. In your DNS provider’s account, click the DNS settings for the selected URL and create a new
    CNAME record entry.
  2. Paste the sub-domain name (e.g. ‘applications’ from applications.mybusiness.com) the Name (or Host) and CDN URL in the Value (or Target) fields, respectively.
  3. Select the minimum TTL value available and save the record.

add cdn on host

Navigate back to your LeadSquared account and on the Landing Page Pro Connect Domain page, click Verify & Complete Setup.

verify and complete setup custom domain step

 

7. FAQs

1. Should I enable auto-renewal for my SSL certificate?

Yes. We strongly recommend enabling auto-renewal for your SSL certificate through your hosting service provider during the CNAME setup process. If auto-renewal is not enabled by your hosting provider, the SSL certificate will expire, and your URL will become inaccessible. You will then need to manually complete the setup process again to restore access.

2. What should I do if I change my DNS provider?
If you switch to a new DNS provider, you must reconfigure the entire setup process. Delete the existing DNS records from your previous service provider and create the required records again with the new provider to ensure proper domain validation and SSL functionality.

 

Any Questions?

Leave us a comment below. We’d love to help you out!