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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.
  • You must have developer experience.

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. How It Works

Portals are a collection of web pages used to complete an application or registration process. Most portals have

  • A log-in/log-out functionality where end users can generate credentials (usernames, passwords, etc), and use them to progress along the application process. These functionalities can be built using LeadSquared Portal API.
  • The actual application forms which capture the end-users information, and the process or sequence of forms for more complex applications. These functionalities can be built using LeadSquared Forms and Processes. Also, see Process Designer.

Once the forms and processes are created, you can export them as HTML files and embed them into your portal.
All forms that are part of the process will be embedded into your webpage(s) along with the process logic. You don’t need to embed any forms separately.

  1. In your LeadSquared account, on the main menu, navigate to Workflow>Process Designer.
  2. Click Create Process, then click At Specific Work Area.
  3. On the pop-up, under Available Work Areas, click Customer Portal, then select the checkbox under Web.
  4. Click Save when you’re done.

Note: You can also edit an existing process and perform steps 3 and 4.

embed process in customer portal

Now continue to build your process and publish it (for more information, see How to Create a Process). Edit the process in live edit mode, and click the code snippet code snippet icon icon on the top left side of the page (alongside the process name) –

process code snippet

Copy the process HTML and paste it in your webpage based on your customization requirements.

process HTML

Once completed, you can upload the portal on LeadSquared (in Zip format) where you’ll be able to test it on a staging environment before hosting it on the live environment.

 

4. 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

 

5. 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

 

6. Configure the Portal

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

6.1 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

 

6.2 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

 

7. 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

 

8. 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

 

9. 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

 

10. Portal Registration/Login

Forms can be used to create a login to your portal, by enabling password or OTP functionalities. You can also prevent junk leads and spam submissions by enabling the captcha functionality.

10.1 Enable Password and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. On the Forms Designer page, click the Settings icon.
  4. On the Portals Settings tab, against Portal Registration Form, enable theenable icon slider.
  5. Against Search Key for Portal Registration, select a unique field (such as email or phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  6. Once you’re done, on the left panel, click the icon against the Captcha and Password fields to add them to your form. Once you’re done, click Publish.

Portal

 

10.2 Enable OTP and Captcha

  1. From the main menu, navigate to Workflow>Manage Forms.
  2. You can select an existing form, or create a new form by clicking Create Form. To know more, refer to How to Create a Form.
  3. On the Forms Designer page, click the Settings icon.
  4. On the Portals Settings tab, against Register with OTP, enable theenable icon slider.
  5. Against Search Key for Portal Registration, select a unique field (such as email or phone number). To know more, refer to How to Make a Custom Field Unique.
    Note: The search key can be any unique field in your account, which acts as the identifier for your lead’s login. For example, if your search key is set to email, then their email address would be used as their identifier (similar to a username).
  6. Once you’re done, on the left panel, click the icon against the Captcha and the unique field for which you’ve enabled the OTP (such as Phone Number, Email, etc). This will add the fields to your form.
  7. Click the unique field that you’ve added, and then click Validation Properties on the right side of your screen.
  8. Against Required and OTP Validation, enable the enable icon sliders. Once you’re done, click Publish.

Portals

Note: If required, you can enable password as well as OTP fields.

 

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!