1. Feature Overview
FloStack is LeadSquared’s native Scheduling & Lead Engagement Platform. FloStack (www.flostack.io) simplifies engaging your inbound leads with its interactive microsite and instant scheduling capabilities. This ensures you never lose a high-priority lead from your website again.
FloStack can instantly auto-qualify leads, intelligently assign an advisor or sales rep, schedule a meeting, and through personalized microsites on enquiry submission. This helps you keep your inbound leads engaged, even before the first call or meeting.
What’s more, the lead gains instant access to a personalized and interactive microsite, with content curated based on their persona, along with real-time access to the sales rep through appointment scheduling and chat. This results in –
- Increased conversions from enquiry to closure, translating into higher revenue.
- Lead response time in seconds.
- More qualified meetings for your sales reps.
2. Set Up Your Workspace on FloStack
Administrators can configure their workspace settings to optimize their FloStack environment. This includes setting up the company profile, managing team members, creating Routing Forms, and integrating with a CRM.
- Personalization – Customize your logo, brand colors, and customer-facing text.
- Members & Teams – Add team members, assign roles, and create structured teams.
- Routing Forms – Embed forms to enhance lead capture and data enrichment.
- Integrations – Sync FloStack with your CRM for automated lead management.
For detailed setup instructions, refer to this article: Set Up Your Workspace on Flostack.
3. Set Up Your Profile and Calendar on Flostack
Setting up your profile and calendar in FloStack helps establish credibility, enhances your professional presence, and ensures seamless lead assignment.
- My Profile – Upload a profile photo, bio, and welcome video for leads.
- Calendar Integration – Sync your preferred calendar with FloStack.
- Availability Settings – Define your working hours, time zone, buffer times, and advance booking rules.
- Booking Links – Generate custom booking links for leads to schedule meetings effortlessly.
For detailed setup instructions, refer to this article: Set Up Your Profile and Calendar on FloStack.
4. Create Microsites
The FloStack Library lets you create custom Microsites to dramatically improve speed-to-lead and conversion rates. You can showcase your services, host documents and videos, and engage leads through callbacks, appointments, and chat. You can upload content, add interactive components like carousels and CTA buttons, and customize templates to build a tailored experience.
Once your Microsite is ready, use the Rule Board to display it to relevant leads. For a step-by-step guide, check out the full articles linked below.
For detailed setup instructions, refer to this article: Flostack Library.
5. Create Events
In addition to booking appointments with representatives, you can create Event to feature on your Microsite. For example, you could set up a campus tour for a specific duration, allowing leads to register and participate.
When leads click the Register for Event button, a calendar will appear, allowing them to select their preferred date and time for participation.
6. Configure Rule Board
The Rule Board feature in FloStack enables businesses to streamline their sales process by implementing structured automation rules. By leveraging these rules, sales teams can create a tailored journey for every lead entering their system, ensuring the most efficient and personalized engagement. The Rule Board allows you to define:
- Prioritization Rules – Assign priority levels to leads based on specific criteria.
- Lead Routing & Distribution Rules – Automatically route leads to the right reps.
- Microsite Rules – Control which microsites are shown to leads based on their attributes.
For detailed setup instructions, refer to this article: Configure Rule Board on FloStack.
7. Upload Target Companies
Companies can prioritize leads by adding a target company list. If a lead’s domain matches one from this list, it can be fast-tracked or tagged as a high priority. Uploading these domains is easy with a CSV bulk upload.
Navigate to the Target Companies tab and click + Upload. You can download the Sample File and edit it to include your set of target companies. Once done, attach it and click Upload.
8. Manage Your Leads On Flostack
FloStack provides detailed lead insights through the Lead Dashboard and Leads Page. The Lead Dashboard offers key statistics on captured leads, while the Leads Page provides a breakdown of each lead’s details, status, and interactions with the Microsite. You can filter leads, track engagement, and take actions such as responding to chats, reviewing analytics, and managing lead details.
For detailed setup instructions, refer to this article: Manage Your Leads On Flostack.
