1. Feature Overview
Lead Templates are a logical group of leads created based on similar properties like geographical proximity. Users can add these templates to plans instead of adding leads individually for each date in a plan. To know more about Plans, refer to Setting up Journeys on the Web App.
2. Prerequisite
- Users must have the latest version of the LeadSquared mobile app installed on their devices.
- Users must have Journeys enabled in their account. To enable this feature, reach out to support@leadsquared.com.
- Users must enable Templates on Journeys settings.
3. Create Lead Templates
- Navigate to Apps>Journeys. On the left-most side of your screen, click
.
- Click Create.
3.1 Set-up Lead Templates
- Under Select User, select the user you want to assign this template to. To display all available leads, uncheck the Show only assigned user’s contacts checkbox.
- Under Details, enter the template name and give it a description.
- You can pick a colour for this template to distinguish it from the rest.
- Click Next.
3.2 Select Contacts
- Under All Contacts, alongside the lead you wish to add, click
.
- You can also add leads by drawing on the map. On the bottom of the map, select how you want to draw the area on the map – Freehand
, Polygon
, or Circle
. Once you draw a territory, the leads within that will be added to the template.
- To filter the leads, click
and choose relevant filters.
- To view the leads you’ve added, click the ‘N’ of 10 Added section.
- To delete a lead from the template, click
.
- Once you’re done, click Save.
- If you want to delete the template you’ve worked on before saving it, click Discard.
4. Manage Lead Templates on Web App
- Navigate to Apps>Journeys. On the left-most side of your screen, click
.
- On the left side of the page, all saved templates will be displayed.
- To filter the templates, click
and choose relevant filters.
- To view a template’s details, click on the relevant card. All the leads added in that template will now be displayed. To view a lead’s details, click on the lead name.
- To reassign this template to a different user, click Reassign. On the Reassign template pop-up, select the user you want to assign it to.
- To edit the template, click
.
- To delete the template, click
.
- You can also edit, delete, or reassign templates directly on the template card by clicking
.
- You can also edit, delete, or reassign templates directly on the template card by clicking
Rename Lead Templates
To rename the Lead Template entity –
- On the Journeys page, click
.
- On the left side of the screen, under Settings, select Advanced.
- Under Rename Modules, alongside Templates, click
.
- Enter the relevant display name and the plural term for it.
- Once you’re done, click
.
Any Questions?
We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.