Nudges Connector

1. Feature Overview

The LeadSquared Nudge Connector sends nudges (push notifications) to your user’s mobile devices for various events, such as Lead Create, Upcoming Tasks, New Opportunity Creation, Activity Completion, etc. You can also create custom nudge templates and add images to them for custom events.

Through this connector, you can –

  • Close More Leads – Help your users achieve their goals by sending reminders and important updates as nudges.
  • Engage Your Team – Help your team prioritize key tasks with custom messages, program highlights and policy updates.
  • Personalize Notifications – Send custom nudges to your users, unique to your organization.
Note: The Nudge Connector will not work if the Mobile App Notifications Connector is installed. You must uninstall the Mobile App Notifications Connector before you install the Nudge Connector.

LeadSquared's Nudge Connector

 

2. Prerequisites

  • You must be an Administrator to configure this connector.
  • To enable this connector on your account, please reach out to your account manager, or write to support@leadsquared.com.
  • You must be running the following versions of the mobile app  –
  • Users must be signed in to the LeadSquared mobile app.
  • Users must be connected to the internet on their mobile devices.

 

3. How it Works

To send nudge notifications to your users, you must complete the following steps –

  1. Install and configure the Nudge Connector.
  2. Then, configure and manage the Default Templates and/or the Custom Templates.
    • The connector comes with a pre-defined set of Default templates, which can be used without any additional set-up.
    • You can also create Custom Templates,  and set up simple automations using these custom templates, to send nudges to your users.
  3. Once the templates are configured, the nudges are sent to your users based on the pre-defined events (for default templates) and/or automations (for custom templates).
    • You can also send individual, one-off nudges to your users from the User Settings page.

 

4. Install the Connector

To install the Nudge connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Nudge Connector, and click Install.
    • Alternatively, you can find the connector on the left panel, under Custom.
  3. Once the connector is installed, hover your cursor over the settings icon, and click Configure.
  4. On the Configure Nudge Connector pop-up, click the Checkbox checkbox against the user roles for which you want to give connector configuration and actions permission.
    • By default, all the permissions are granted for the Admin User role.
    • If you choose to not give permissions to other user roles, then skip this step, and directly click Save.
  5. Once you’re done, click Save. The connector is successfully installed.

LeadSquared's Nudge Connector

 

5. Manage Default Nudge Templates

Once the connector is installed, you must configure and enable nudge templates. The following pre-defined nudge templates are available on the Manage Default Nudge Templates page –

  • Lead Create
  • Lead Owner Change (Update)
  • Task Create
  • Task Update
  • Task Reminder

To enable and manage the pre-defined nudge templates for leads and tasks –

  1. Navigate to Apps>Manage Nudge Templates.
  2. On the Manage Nudge Templates page, you can –
    • Enable a template, under Status, enable the Slider slider.
    • Edit the template, under Actions, click . On the Edit Predefined Nudges pop-up, you can edit the following fields –

LeadSquared's Nudge Connector

PropertyDescription
Nudges TitleThe title of the nudge notification your user will receive. If required, you can add mail merge lead fields to the title by clicking mail merge code icon. For e.g, you can title the nudge as New Lead Created – @{Lead:FirstName,}, Updated Lead Owner – @{LeadOwner:FirstName,}, etc.
Nudge EventThe event (like Lead Create or Lead Owner change) on which you’re sending a nudge. This property cannot be edited.
Template IDThe template ID of the nudge. This property cannot be edited.
MessageThe nudge notification message you want to show your users. If required, you can add mail merge lead fields to the title by clicking mail merge code icon. You can include up to 500 characters in the message.
Actions The actions that your users can perform through the nudge notification. These actions will redirect your users to the selected screen within the LeadSquared app. You can add up to three actions.

  • Action Type – From the dropdown, select the actions you want your user to perform. The following Action Types are available –
    • View Lead
    • View Opportunity
    • View Activity
    • View Task
    • Open URL
    • Call
    • Check-In
    • Check-Out
    • Add Lead
    • Add Activity
    • Add Opportunity
    • Add Task
  • Action Label – The display name of the action.

Note:

    • To add an action, click the Add Action button.
    • To delete an action, against an action, click the icon.
Data PayloadFor each action, we’ve already configured the required parameters to pass in the notification payload. You don’t need to edit the payload, unless your implementation requires you to send certain parameters in place of the default ones.
Click ActionFrom the Actions you’ve selected, only one action can be set as the Click Action. clickable in the nudge notification. The click action will be performed when a user taps anywhere on the nudge notification.

To perform the other actions, the user must directly tap the action link in the nudge notification.

Once you configure a pre-defined template, click Save. The template is now saved and automatically assigned to the relevant users.

 

6. Manage Custom Nudge Templates

Besides the pre-defined templates listed above, you can also create custom templates, and add your own images to them. These templates can be created on events not listed in the previous section, such as Opportunity Creation, User Check-Out, etc.

6.1 Create Custom Template

To create a custom nudge template –

  1. Navigate to Apps>Manage Nudge Templates.
  2. On the Manage Nudge Templates page, under the Custom Nudges tab, click Create New Template.
  3. On the Create Custom Nudge pop-up, enter the following details –

LeadSquared Nudges Connector

PropertyDescription
Select CategoryFrom the Select Category dropdown, select the category (Leads, Opportunity, Activity, Task, and User) under which you want to create a nudge.
Template NameThe display name for the template.
Attach ImageYou can display an image within your custom template. You can either upload and attach an image by clicking the attachment icon icon. Or, you can mail merge an image type field that contains an image, by clicking the mail merge code icon icon.

Once you create a custom template, click Save. The template is now saved. You must then set-up an automation to assign it to your users.

 

6.2 Assign Template through Automations

Once a custom template is created, you must set up an automation in order to assign the template to your users. To do this –

Note: The entity (Lead, Opportunity, Activity, Task, and User) you selected as the category in your custom template should be the same entity you select as an automation trigger. For e.g., if you select Lead as the category while creating the custom template, you must create the automation using a Lead trigger.

  1. Navigate to Workflow>Automation, and click Create Automation.
  2. Set up an automation, and ensure the trigger is the same as the entity used to create the template.
  3. Click the Add Automation button, click Custom, and then click Nudge Users.
  4. On the Nudge Users pop-up, from the Add Recipient dropdown, select the user who should receive the nudge. The following options are available –
    • Lead Owner
    • Activity Owner
    • Opportunity Owner
    • Task Owner
    • Select User – From this dropdown, you can select individual users to whom you want to send the nudge.
    • Object Field – If you have any field of type “User” that you want to send the nudge to, you must select the field here.
  5. From the Select Template dropdown, select the custom template you want to send to your users.
  6. Once you’re done, click Save, and then Publish the automation.

LeadSquared's Nudge Connector

Note: The Nudge Users card will not be available for automations created with User Triggers. To enable the Nudge Users card for these triggers, please reach out to your account manager, or write to support@leadsquared.com.
LeadSquared's Nudge Connector

 

7. Send One-Time Nudge Templates to Users

You can also send a single, one-time nudge to your users. This can be used for important announcements like a policy update, an upcoming event (like a holiday), a critical situation at work, etc. To send a single nudge notification to your users –

Note: From the User Settings page, you can only send user-based nudges, and not lead, opportunity, activity, or task based nudges.

  1. Navigate to User Settings.
  2. Against the users you want to send the nudge to, click the Checkbox checkbox.
  3. Then, hover your cursor over the Leads button, and click Nudge Users.
  4. On the Nudge User pop-up, from the Select Template dropdown, select the user template you want to assign.
  5. Once you’re done, click Send. Your users will receive the nudge on their mobile devices.

LeadSquared's Nudge Connector

 

Any Questions?

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