1. Feature Overview
2. Prerequisites
To learn more about FloStack (www.flostack.io), and enable it on your account, contact flostack@leadsquared.com.
3. Lead Dashboard
The Lead Dashboard provides insights into your leads and their interactions with the Microsite. You can filter the report by date range, and admins can view statistics for themselves and their team.
4. Leads
All leads captured on FloStack will appear on the Leads page, where you can gain insights and take specific actions.
Filter leads by clicking the 
icon. As shown below: this page displays lead details, status, lead owner, and key actions. You can track whether a lead has booked an appointment, their last visit to the Microsite, and the status of messages they’ve sent via chat.
The source of all leads is indicated using different colors, each representing a distinct flow:
- Form Submission Flow – Triggered when a lead submits a form. FloStack detects these submissions and displays a pop-up.
- Silent Flow – Triggered within your event functions, Flostack enriches, qualifies, and allocates leads in the background without displaying a pop-up.
- CTA Flow – Triggered within your event functions, similar to Silent Flow, but with a pop-up displayed.
- Direct Booking Flow – Triggered when a lead books a meeting via personal calendar links.
Additionally, you can take important actions on a lead by clicking on the relevant icons:
– Navigate to the Microsite shown to the lead.
– Open the chat box to reply to messages left by the lead through the Microsite.
– View Microsite analytics to track engagement and interactions.
– Check form parameters associated with the lead.
– Edit the lead’s Microsite or delete the lead if necessary.
Any Questions?
Did you find this article helpful? If you have any questions or comments, please let us know in the comments section below. We’d love to hear from you and help you out!
