1. Feature Overview The Lead Clone feature allows you to clone specific lead fields. This is useful when you have multiple leads that share common lead details (such as city, organization, etc.). For e.g., if you have multiple leads in the same company, they are likely to have a few of the same details (company […]
1. Feature Overview For lead fields that require a predefined set of options (such as course, product type, or salary range), LeadSquared lets you create dropdown type lead fields. LeadSquared supports three dropdown variants: Type Description Dropdown Displays all available options in a standard list. Searchable Dropdown Filters options as the user types, useful for […]
1. Feature Overview Sales Activity Management in LeadSquared lets you configure, capture, and manage revenue-related transactions against leads. Depending on your business, each sales activity records the information your organization needs to track a sale, such as the product sold, order value, sales owner, or transaction date. Sales activities aggregate into total revenue figures, which […]
1. Feature Overview LeadSquared provides five built-in lead forms to help sales and marketing users capture and manage lead data without navigating across multiple pages. Each form is designed for a specific context, from detailed desktop entry to quick mobile capture and agent call pop-ups. Note: For more advanced form functionality, the Forms and Process […]
Note: All SMS templates must be approved on the DLT platform. Transactional SMS These are SMS messages you send to leads to inform them about details necessary to use your products/services. For example – A message sent by a college to a student about a joining date. A message sent to a lead as […]
You will need API access credentials to invoke LeadSquared APIs. This article will help you in getting your API access keys.
1. Feature Overview The Email Campaign Report provides various metrics (like the percentage of leads who have clicked, opened, or unsubscribed from the email) that help you study the impact of the campaign on your leads. You can also export these leads and create a list with those who have clicked on a link, unsubscribed, […]
1. Feature Overview The Daily LeadSquared Reports summarize details on leads, pending tasks, and activities. You can subscribe/unsubscribe from the daily reports directly from the website. These reports will be delivered to you by email. Note: The reports that you subscribe to will have the company’s timezone (which is set up by the Admin) since these reports will […]
There are steps you can take to prevent your emails from ending up in your recipient’s Spam folders. We’ve listed some of the best practices you should follow – Maintaining the Reputation IP Address Warming Spammers often create new IP addresses and send large volumes of unwanted emails. To safeguard against this, Inbox service providers […]
1. Feature Overview When you send emails to your prospects with links to web pages, we encode them so we can track who clicked on your emails. After they click on the links if they visit your website or landing pages, we further track their visits on your web pages. However, this tracking will work […]
1. Feature Overview The HTML Editor of the Email Campaign feature allows you to build custom email templates from scratch or make changes to pre-existing templates/drafts. To know more about how to use this editor, see Bee Editor. Note: If you’re not familiar with HTML, you can also use existing email templates, blank emails, or […]
1. Feature Overview With LeadSquared’s Email Campaign feature, you can – Design and send powerful Email Campaigns to your prospect base within minutes. Schedule your emails to be sent at a later date and time. Engage with your existing Leads and nurture them by sending updates, offers, greetings, or informational content. Use Automation to send […]
1. Feature Overview Send simple messages using the plain-text editor in your email campaigns for high deliverability – plain text emails get higher click and open rates because they’re spam filter friendly and also work better for non-traditional email inboxes. Plain-text emails do not contain any graphic elements or files in them. You can add […]
1. Feature Overview The first step of creating a landing page is to select a template. You can – Select a pre-existing template. Select a blank template and build your landing page from scratch. Use your own HTML template. Copy the template of other landing pages you’ve created. Note: To know more about landing pages […]
1. Feature Overview LeadSquared provides a set of default lead fields out of the box, but every business captures unique information about its leads. Custom lead fields let you extend the standard lead profile with fields specific to your industry or workflow — such as a credit score for financial services, a property budget for […]
1. Feature Overview With LeadSquared’s Email Campaign feature (navigate to Marketing>Email Campaigns), you can – Design and send powerful Email Campaigns to your leads within minutes. Personalize the content using email personalization mail-merge fields. Schedule your mails to be sent at a later date and time. Engage with your existing Leads and nurture them by […]