Configure LeadSquared SMS Marketing App

1. Feature Overview

The LeadSquared SMS Marketing Connector helps you connect with your leads via simple text messages.

Once installed you can send SMS through automation or directly to single /multiple leads –

• Sending and Autoresponder SMS to leads submitting on Landing Pages
• Sending a message to individual leads and list of leads.

2. Prerequisites

You must be a LeadSquared Administrator user to add and configure the SMS Marketing App.

3. Procedure

1. Add the SMS Marketing App

To set up the SMS Marketing App, follow these steps –

Go to Apps>Apps Marketplace. Click SMS in the left pane and select SMS Marketing App. Click INSTALL.

After installing the app, you can see the SMS app in the Show installed apps tab, where you can configure the app.

2. Configure the SMS Marketing App

After the installation is complete, click on SMS Marketing App. The SMS Marketing App details page appears. Under Settings, click Configure. This will display the Configure SMS Marketing App pop-up box.

1. Select the SMS  Account Type –

• India (Default) – For sending SMS to leads within India.
• International (Default) – For sending SMS to leads around the globe.
• Global (Call Tracking Metrics) – To send messages globally using your Call Tracking Metrics account.
• Global (Twilio) –  To send messages globally using your Twilio account.
• India (Gupshup) – To send messages to your leads in India using your Gupshup account.
• Global (MSG91) – To send messages globally using MSG91.

For SMS provider Integration with LeadSquared refer to the following articles –

• Configure MSG91 SMS provider with LeadSquared.
• Configure Call Tracking Metrics with LeadSquared.

2. SenderID –
Specify a SenderID with 6 characters/letters. Numbers can not be used in the SenderID. SenderID will be seen by the Leads when they receive your SMS sent from LeadSquared.
LEADSQ is an example of a SenderID. You may use some Id that relates to your business name/identity.

Note: The SenderID that you choose may change for mass promotional messages. SenderID is guaranteed to remain what you choose only for transactional messages.

3. Activity Type –
SMS Sent will be selected by default as Activity Type.
You may select the Activity Type from the list of custom activities. This would be used as the activity label that gets posted when an SMS is sent to the lead.

Finally, click Save Settings button to complete the configuration.

100 SMS credits will be added to your account free of cost. You can buy more credits by clicking the Buy More Credits button.

You will now be able to send SMS to your leads from LeadSquared.

4. SMS Templates

You can now create SMS Templates to be used by all in your LeadSquared Account. To know how to create SMS templates, see Creating SMS Templates.

Note: You will be able to send Custom & Promotional Messages directly without any approval needed. If you create Transactional Templates, they would be sent for approval to the concerned team of LeadSquared.

Below are different ways you can send SMS to leads from LeadSquared –

5. SMS to Single Lead

From the Manage Leads page, alongside the lead you want to send an SMS, under Actions, click the icon, and then click Send SMS.

6. SMS to multiple Leads

From the Manage Leads page, select all the leads to whom you want to send an SMS. Then, under Actions, click the icon, and then click Send SMS.

7. SMS to a List of Leads

From the Manage Lists page, alongside the list to which you want to send an SMS, under Actions, click the icon, and then click Send SMS.

Any Questions?

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