loading..
< View all articles in Forms and Processes.

LeadSquared Portals

1. Feature Overview

LeadSquared’s Portal feature allows you to build your own portal to capture leads, through online forms. These forms could be –

  • Student admission application
  • Loan application
  • Medical history record
  • Travel preferences.

The Portal allows you to capture leads and their information online, which makes the process paperless. It also enables you to collect information on lead tasks and activities. This makes the entire lead capture step seamless and hassle-free, along with creating a digital repository of all your leads on the LeadSquared database.

Portal

 

2. Prerequisites

  • You must be the administrator of your LeadSquared account.
  • You must have access to the Portal’s license.
  • Forms and Process, along with portals, must be enabled on your LeadSquared account.

Note: If you want to activate Forms and Processes, or receive access to your Portal’s license, reach out to support@leadsquared.com, or speak to your Customer Success Executive, and they will help you out.

 

3. Process

3.1 Create the Portal

  1. From the LeadSquared dashboard, navigate to Workflow>Manage Portals.
  2. Click the Create Portal button.
  3. Give a relevant name for the portal, and add a description if required. Once you are done, click Create.

Portal

 

3.2 Test the Portal

You can test the portal on the Test Environment to see if they have been deployed correctly. Once it is successfully tested, you can make it live.

  1. On the Portal page, under Test Environment, click on Upload Code, and name the version of the zip file you are uploading.
  2. You can drag and drop the code file, or upload it by clicking Select File. You will have to keep the following points in mind while uploading a zip file –
    1. Portals can be deployed to Test Environments by uploading a Portal Build File, as a compressed zip file.
    2. The Portal Build File can be any build file of a static website which can be hosted and deployed within Leadsquared. While React is recommended, Portals support other web frameworks as well. The max allowed upload size for the zip file is 10 MB. If you have complex use cases which requires a larger zip file size, you can reach out to support@leadsquared.com or your customer success manager.
    3. Leadsquared checks for the index.html file in the root of the uploaded zip file to understand the structure, runtime logic and other information about your website. Besides requiring the index.html file to be in the root of the Portal Build File, Leadsquared puts no other restrictions on the directory structure of your website.
  3. Once you have successfully uploaded the file, mention points that might be important to you or your team, under Notes.
  4. Once you have completed all the above steps, click Deploy to Test. The file will automatically get uploaded to the Test Environment.
  5. For a couple of minutes, the Test Environment status will stay Red red.
  6. The status will automatically turn Green green. If it doesn’t, click on the Refresh refresh icon.
  7. If your portal is enabled in the live environment, you can click Publish to Live.

Portals

 

3.3 Configure the Portal

On the Portal page, navigate to Overview>Finishing Up>Settings, or click the Settings tab.

3.3.1 Domain Settings

Default Domain – You can host your portals on LeadSquared’s default domain.

  1. In the Domain Settings column, enter a subdomain name for the portal you’ve created.
  2. The URL for the default LeadSquared domain is “lsqportal.com”
  3. Once you have added the details, click Create.
  4. You can choose to disable the portal by clicking the Disable Portal button.

Default Subdomain

Custom Domain – You can host your portals on any custom domain of your choice, provided the portal is listed on the Website & Landing Page Domains. To view the list or add a new domain, navigate to Profile>Settings>LeadTracking>Website & Landing Page Domains.

  1. In the Domain Settings column, enter a subdomain name for the portal you’ve created.
  2. Click the Flip icon icon to use a custom domain.
  3. The custom domain can only be picked from the list of domains you have added under Website & Landing Page Domains.
  4. To link the portal to your website’s domain host, map the CDN URL against the corresponding CNAME in your Domain Hosting Service.
  5. Once you have linked the portal to your host domain, click Verify.
  6. You can choose to disable the portal by clicking the Disable Portal button.

Custom Domain

3.3.2 Email Settings

You can edit or disable email notifications a Lead would receive for Signup, Forgot Password and Password Reset. To configure these emails –

  1. Navigate to Settings>Email Settings.
  2. Expand the email tab. You will find the Disable Email and Edit options.
    1. If you want to edit the email, click on the Edit button. This would open a window, where you can edit the email.
    2. Click Save once you have done editing the email.
  3. To disable these emails, click Disable Email and confirm that same.

Email Portal

 

4. Version History

You can view the various versions of the code that was uploaded on this portal.

  • Under Actions, click the Actions icon against any version of the code.
  • To test a previous version of the code, click Publish to Test.
  • To download a previous version of the code, click Download Zip.

Test Upload

 

5. Releases

  • You can check all the versions that have been uploaded to the portal under the Releases tab.
  • The default selection is All Releases, but you can also filter by Test Releases and Live Releases.

Releases

 

6. Mange Portals

Existing and newly created portals will show up under Manage Portals. You can use filters to search for portals on the basis of various parameters, such as when they were created, the current status and so on. You can also edit and delete portals on this page.

Manage Portals

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!