This article explores the conditions you can set in your automations. When a condition is met, the next step in your automation will trigger. You can follow up a condition with an action (e.g., wait 3 days then send an email) or with more conditions (e.g., wait 3 days then check if the lead stage has […]
Lead automation lets you set up workflows that automatically execute based on a lead’s behaviour. It only needs to be set up once and requires no manual intervention thereafter. Once you’ve created and published an automation, be sure to view the Automation Report. It’ll give you insights into the leads entering and transitioning through your […]
This article takes you through the various actions available in the automation feature. Once set up, these actions will execute based on the conditions you define. You can easily automate your entire business use case from the conditions and actions available. Messaging To learn how to send email/SMS to leads, see Automation Actions – Messaging. […]
LeadSquared archives most of the data elements of your LeadSquared CRM in order to keep performance optimized. Here are some measures we take to ensure better performance – Visitors and associated visits are stored only for 100 days. They are deleted from your LeadSquared CRM after 100 days. The records of sent emails which are […]
1. Feature Overview This app captures all your Leads’ sources and clicks from your Google Adwords account. Using this app, all ad submission data such as keywords, campaign details, ad network details and so on are available in your Lead Details window as an Activity. 2. Prerequisites You should have a Google AdWords account […]
This article helps you to understand how to import the CreatedOn field while doing a Lead import using a CSV file in your LeadSquared CRM. The CreatedOn field contains the date and time of when the Lead was created in your CRM. For more information on how to import Leads using a CSV file into your LeadSquared […]
The Email to List Report allows you analyze the performance of the Emails you had sent to a list of Leads. The Report allows you know the success/failure rate of the Emails through various metrics available in the report. Prerequisite You have logged into LeadSquared. You have created and sent the email to the List of […]
This help article allows you to understand how to send SMS to multiple leads at the same time from the LeadSquared Mobile App. Prerequisite You should have installed LeadSquared mobile app android version 5.5 or higher. Procedure From the LeadSquared Mobile App, go to Leads. The Leads list appears: Multi-select the leads and click the […]
1. Overview You can schedule the delivery of your LeadSquared report to your LeadSquared Email address. The scheduled report is delivered and is available only to the user who schedules it. Note: The schedule feature for Reports is not available to all the LeadSquared Reports. If you want the schedule feature enabled for any of […]
This article explains how to find deleted leads from your LeadSquared system using the Deleted Leads History Report. Note: Once deleted, leads can’t be restored in LeadSquared. The Deleted Leads History Report only contains the data of the deleted leads. Before you delete leads, we recommend you export the leads out of LeadSquared. This will […]
LeadSquared’s Lead Stage Distribution allows you to view the number of leads allocated to a particular lead stage over a time period. This allows you to analyze the type of leads arriving in your LeadSquared system over a particular time period. To access this Report: From your default LeadSquared dashboard, go to Reports -> Reports Home. […]
There are three common ways to capture leads from website forms: Embed LeadSquared forms on your website as iFrame or as plain HTML Using LeadSquared REST APIs LeadSquared WordPress Plugins If you want to avoid replacing your form or dealing with REST APIs then you can use our JavaScript API to capture leads. Prerequisites You […]
There are some great email templates in LeadSquared to work with. But, I am sure you would want to customize them more. This video tutorial tells you how to modify the default templates, add structures and change the alignment of the content.
If you hate redoing the same work again and again, this nifty little hack is for you. What happens if you have sent out a great campaign to your lead list and a few days later new lead gets added to that list? Well, you don’t have to set up the whole campaign again – just […]
Want to improve your click-rates? Making your emails more readable would help. You will be surprised to know that small things like changing your email fonts can also have a major impact on the readability of your emails. This video tutorial shows you how you can change fonts easily in LeadSquared:
The Recipient and Suppression lists make sure that your emails reach a very specific group of people. Check out how you can do it easily in LeadSquared. (You need to be on Step 3: Select Recipients and Tags of creating your email campaigns to use this tutorial.) P.S: We increased our email click rates by 48% by using […]
Nothing builds trust with your leads like sending them useful content. Hyperlinks in emails allow you to quickly direct the email recipients to this content – be it on a landing page or a web page. This quick tutorial helps you to understand how to add Hyperlinks to your Emails in LeadSquared. (You need to be on Step 2: Compose […]
Images allows you to improve the look and feel of your email, and capture the recipients’ attention very easily. In LeadSquared, inserting and editing images are simple. Here’s how you can do it. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
Looking to share important documents with your leads through email? It’s very easy to do in LeadSquared. This video tutorial shows you how. (You need to be on Step 2: Compose Message of creating your email campaigns to use this tutorial.)
If your emails are getting opened, but not getting enough clicks, (even with great offers), maybe the look & feel and readability of your email is the problem. This quick video (2 minutes) helps you understand how to fix the look and feel of your emails and enhance their readability in LeadSquared. (You need to be on Step 2: Compose Message of creating […]
1. Feature Overview You can track opens events of emails sent using LeadSquared Email in Google Analytics. 2. Procedure You can do this by specifying a GET request in an HTML image tag in the Email body. This request sends the Email data to Google Analytics when the Email tries to fetch the image […]
Email Categories allows email recipients (Leads) to selectively subscribe/unsubscribe from specific types of emails rather than completely unsubscribing from all emails. For more information on Email Categories, refer to Manage Email Subscription Preferences using Email Categories. You can add Email Categories in the Landing Pages feature of LeadSquared to allow your customer to selectively subscribe from Emails when […]
The dependent Lead Fields feature can also used in the forms of Landing pages in Lead Squared. Prerequisite You should be an administrator user of the LeadSquared application to create dependent lead fields. You should be a administrator/marketing user to use the dependent fields in Landing Pages. Procedure Consider that you are creating dependencies between the […]
A custom tab allows you to fetch and display data from external sources on the lead or account details pages. Here are some examples of what you can achieve with custom tabs – Show all support tickets associated with a lead stored in external systems (e.g., Zendesk, FreshDesk, etc.) Display the list of products added to […]
Administrators can set passwords for any user. This is useful when users want to change their passwords but aren’t receiving the password reset email after resetting their passwords themselves. Changing the Password Navigate to My Account>Settings>Users and Permissions>Users. In the users list, hover over the wheel icon alongside the user whose password you want to change, […]
Great content gets reads. Content that is easy to share, gets shared. So encourage your readers to share the great stuff you send them, on social media. The social sharing buttons in each email makes it easier for your reader to share! Social Sharing buttons allows you to increase the engagement capability of your Email […]
1. Feature Overview This Connector enables you to integrate Exotel with your LeadSquared system, if you are using Exotel for business to capture the leads with their phone number directly in your LeadSquared account. The features of this Connector are – Prevents lead leakage by tracking phone calls as leads and activities. Ability to make […]
This Help Article allows you to understand how to set web browser notifications for task reminders in your LeadSquared CRM. These browser notifications allows you to remind about the upcoming tasks in your LeadSquared CRM. The task reminder notifications pop-up based on the time period you specify to remind while creating a task. Please see […]
Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Marketing User. 1. Log in to LeadSquared Log on to LeadSquared using your username and password at run.leadsquared.com. If you do not have your login credentials, please check […]
You can find the leads who clicked a link in your Email campaign using the Advanced Search feature of LeadSquared. To do this, follow the steps below: From the default LeadSquared dashboard, go to Leads -> Manage Leads. The Managed Leads window appears. Click Advanced Search. The Advanced Search pop-up box appears. Select the following criteria Lead […]
1. Feature Overview This article lists the data limits of the various features, settings and data fields of the LeadSquared application. Note that some features may not be available in your plan. For more information, contact your LeadSquared account manager. 2. Web Application Limits Feature or Setting Description Limit Value Customizable Comments Settings – […]