Tag Archive for: reports

LeadSquared Reports

1. Feature Overview

You can use the LeadSquared Reports feature to analyze your marketing and sales business processes. It helps you track and manage the activities performed by the lead and your users, across all LeadSquared features. The reports available to you will depend on your user role and the permissions enabled by your Administrator.

 

2. Reports

To view all your LeadSquared Reports, follow these steps –

  1. Navigate to Reports>Reports Home.
  2. Click All Reports.
  3. Scroll through the list to find your report, or use the search bar.

Navigate to LeadSquared Reports

2.1 Pinned Reports

You can pin reports by clicking the LeadSqaured Pin report iconicon. Pinned reports will appear in the Pinned Reports section.

Leadsquared pinned reports

2.2 Report Tags

Additionally, you can organize and find your Reports through Tags. Reports can be tagged and re-tagged by Administrators –

  1. Click on the leadsquared reports 3 dot icon icon.
  2. Select Edit Tag(s).
  3. Select your tag(s).
  4. Click Save.

Leadsquared report tags

 

3. Save Reports and Schedule Delivery

You can save or bookmark a report and schedule its delivery at a later time –

  1. Navigate to Reports>Reports Home and select the required report.
  2. On the top right side of your window, click LeadSquared - Bookmark report.
  3. Enter the name of the bookmark and click Save.
  4. To view your saved reports, click .
  5. To schedule your report’s delivery, click .
  6. Enter the relevant details and click Create Schedule.

Save and schedule leadsquared reports

 

4. SIERA Reporting

LeadSquared SIERA is a new-gen reporting module that empowers users to generate custom reports and dashboards. If SIERA is enabled in your account, the listing page will comprise two sections: Reports and Dashboards. Additionally, you will have access to the Create Report and Create Dashboard modules within their respective sections. Reports created using SIERA will have a SIERA tag on the report card.

Siera

Moreover, the Report Builder in SIERA features the Expression Builder module, enabling users to create custom formulas for building reports.

expression builder nav

Note: This is a paid feature, to enable it contact support@leadsquared.com. Read the following articles for more details on SIERA Report Builder –

 

5. Report Management

LeadSquared’s Report Management is aimed to help admins configure appropriate reports for their users. Each team/group/individual has their respective requirements, goals, and KPIs to track.

report management hierarchy

With LeadSquared Report Profiles you can manage report and dashboard access for your users. Using Profiles, you will be able to design the report listing page for all your users. While some reports may be common and may be available to all users, certain reports can be configured to be accessed by a select few. 

Report Management my space 1

 

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!

How to Use Landing Page Reports?

Analyzing your Landing Page Report is one of the most important aspects in the process of Lead Management. You can use the landing page report to study the success/failure of the landing page through various metrics available in the report.

This article helps you understand the various metrics and parameters of a Landing Page Report.

Prerequisites

  • You have logged into LeadSquared.
  • You are an Admin or Marketing User of your LeadSquared account
  • You have created and published the landing page of which you want to study the report.

Procedure

1. Navigate to Marketing > Landing Pages to see the list of all the landing pages you have created in your LeadSquared account.

List

2. Click on the Landing Page Name to view its Report. You will be redirected to its Report page.

Note: You can view the Report of a Landing page only if it is in Published state.

L P report

3. You can view the Status of the Landing Page, the number of Visits, Conversion rate, the number of Submissions and the number of Unique Leads at the top of the report.

Top tab

  • Conversion Rate: This is the number of visitors on your landing page who submitted their details and thereby became leads. Their information will be captured in your LeadSquared account. This gives a fair idea about the success of your landing page. If the conversion rate is too less, then you may consider improving the design, changing the content, or even replacing the landing page.
  • Unique Leads: This is the number of new leads that submitted their information on the landing page. The leads who are already in LeadSquared will not be updated again since they will result in duplication. Hence unique leads gives you an exact picture of the recent leads which have submitted on your landing page.

4. The graphs in the landing page illustrate the number of visits, submissions and unique leads. You can choose to view these trends on a daily, weekly, monthly and yearly basis. You can also view graph in any custom time span. You must click on Custom and select the From and To dates.

Graph

5. You can view the graphical representation of the views and submission on the basis of Lead Sources. You can select any of the available lead sources and view the graph. This way you can analyze the lead details according to the source and look to improve the source in which the leads obtained are less.

Lead source

5. You can also view the keywords entered by users through which they were redirected to your landing page. You can view the keywords when you click on Pay Per Click Ads and Organic Search in the lead source tab. Click on the Keyword button in the graph display area. By analyzing the keywords, you could include or exclude terms on your landing page to make it more relevant and searchable.

Keyword

6. You can view the lead list for the respective  lead source below the graph. If you select All Sources in the lead source tab, you can view the list of all leads irrespective of the lead source. You can choose which lead detail you want to view by clicking on the Select Columns button (shown in the screen shot below).

Lead List

You can perform the following actions to the lead details

Actions

  • Edit: This allows you to edit the lead details. You can edit any of details available in the Edit Lead window.
  • Add Task: This allows you to create a task in relation to the particular lead. You can add any task in the Create Task window.
  • Send Email: This allows you to send a quick one to one email to the lead. In the Send Email window you can compose an email and include any variable that you require.
  • Add To List: This allows you to add the lead to an existing list or add it to a new list, by creating one in the Add to List window.
  • Change Owner: This allows you to assign an owner to the lead. By default the logged in user will be the lead owner.
  • Delete: This allows you to delete the lead details from LeadSquared.

What is the difference between “View All Submissions” and “View Submissions by Source” in the Landing Page report?

  • “View All Submissions” includes all form submissions, even from leads that have been deleted.
  • “View Submissions by Source” only displays submissions from leads that currently exist in the account.

This difference in criteria can result in varying submission counts between the two options.

Tag Archive for: reports

LeadSquared Product Update # 24

We finished the 24th production update of LeadSquared on Tuesday, April 14th, 2015. This release was code-named “CHROMIUM”.

Clear your browser cache to access the latest copy of the LeadSquared App. You can do it by using CTRL + Shift + Del on most windows machines and Cmd + Shift + Delete on most Mac machines.

Here are the release notes capturing the changes:

Manage Subscription to Mailing Lists using Email Category

A number of leads do not want to receive all types of emails from an organization. For example, some leads may want to receive only educational emails and some may want to receive only offers.  LeadSquared now offers the features to let email recipients control their mailing preferences.

You can create different category of Emails like “Offers”, “Educational”, “Updates” and let recipient decide what they want to receive. Check Manage Email Subscription Preferences using Email Categories

Mandate Category

Capture any UTM parameters seamlessly

UTM Parameters are standard way of capturing context information about a lead in case of online submissions. We have been supporting automatic capture of utm_source, utm_medium, utm_campaign, utm_content so far. With this release we are supporting any additional UTM parameters like utm_term.  You just need to create corresponding custom field in LeadSquared and leave the rest to landing page.

Check Capturing UTM Parameters for more information.

Revamped Settings Page

 We have given a complete new look to settings page. The settings are now organized in 6 main categories comprising of several sub and sub-sub categories.  Hope you like it!

Settings

 New Responsive Landing Page Templates

We have added 4 new responsive landing page templates to the library. Just click on “Browse More Templates” button while creating landing page, select the category as “All” to see the templates:

New Lp Tampletes

Ignore counting visits from given IP address

While testing your landing page, you may visit it several times after it is published. These visits can influence the landing page conversion statistics. We have added a setting to let you ignore counting of visits from certain IP addresses.

Navigate to My Account -> Settings -> Lead Tracking -> Ignore IPs and add the IP addresses.

Ignore IP

Find Notes related to Last Activity on Lead Grid

You can now click on “Last Activity Date” of “Last Activity” column data in Lead Grid to find the notes associated with the activity:

last activity notes

Reports

Detailed Revenue Analysis

Go to Analytics->Sales and Revenue and click on Detailed Revenue Analysis. You can find revenue distribution based in city, country, Lead Source, Product and Sales Person.

Detailed Revenue Anaysis

Key Lead Metrics

Go to Analytics-> Lead Insights and click on Key Lead Metrics Report. You will find key data on Lead, activity and task here.

Key Lead Metrics

KLM - Tasks

Lead Dashboard

Go to Analytics-> Lead Insights and click on Lead Dashboard. You can analyze Lead Distribution by Lead Source, Lead Age, Owner and Origin here.

Lead Dashboard

Leads Not Contact Report

Leads Not Contacted Report under Analytics -> Lead Insights has been updated to provide filters on Lead Owner, Lead Stage and Activity List.

LNC Report

LeadSquared Product Update # 23

LeadSquared Product Update #23 – code-named “VANADIUM” was done over few weekly update between Feb and Mar.  Here are the release notes capturing the significant changes:

Merge Leads

You can now merge multiple Lead Records into one. Just select the leads on lead grid and use the “Merge Lead” option under grid Actions.

Merge Leads

Here is KB article on this: How to Merge Leads in your LeadSquared Account

Customize Email Footer

The Email footer is an auto-generated content that contains information about email sender and gives recipient and option to unsubscribe or manage mailing preferences. The footer can now be customized to add a custom message and format the way footer renders:

Here is KB article on this: Customizing Email Footer Message

Apps Marketplace

We have been developing several add-on apps, adapters, connectors and integration components to help you connect LeadSquared with other IT systems in your eco-system.  We have organized them all in Apps Marketplace under APPS menu. Check it out and use the apps that are relevant to you.

App Marketplace

Email Sync App

We have launched an Email Sync App in VANADIUM release. The Email Sync App allows you to capture leads and email activities in LeadSquared. It would connect to your email server and synchronize the received and sent emails.  Leads which are not present in LeadSquared will be created. Received and sent emails will be posted as activities on respective leads.

You can control which emails are synced and which are not based on domains of senders and recipients, and also keywords in subject and body of the email.

Inbox Details

Here is the KB article on it: LeadSquared Email Sync App

Email Parsing App

The Email Parsing App allows you to capture leads from Lead provides like Classified Portals, Property Portal, Local Search Portals. Example are: CarTrade.com, JustDial.com, Monster.com, CommonFloor.com.

The app reads emails notifications from these providers and creates corresponding Leads in LeadSquared. Note that configuring each Lead Provider needs mapping fields and bit of custom work.  You will need to get in touch with our support team to finish the app configuration.

Email Parsing

Here is the KB article on it: How to use the Email Parsing App in LeadSquared?

Skins for Forms in Form Designer

We have given options to apply a pre-defined form stylesheet (skin) to forms in LeadSquared responsive page designer.

Form Skins

Export Form HTML with Style and Validation

While exporting forms now, you can also export the Stylesheet and JavaScript validations. This will help in situations where you don’t want to embed LeadSquared form as an iFrame but still want to retain look, feel and validations.

Choose “With Style” while exporting landing page form HTML to get it:

Export Form with Style

Reports

We have created several new useful reports. Please do check Analytics sections to find all the reports. I am capturing the most significant new ones here.

Lead Conversion Analysis

Helps you find out the number of leads and conversions in a crosstab format with multiple pivots and filters. This is a very useful report to analyze how many leads got added and got converted on the dimensions, filters and time-frame chosen by you. Navigate to Analytics -> Lead Insight and click on Lead Conversion Analysis:

Lead Conversion Analysis

Outbound Activity List

Lists the Activities performed in a given time period grouped by leads.  Navigate to Analytics -> Lead Insight and click on Outbound Activity list by Leads:

OB by Leads

Time taken to win a customer

Summarizes the average time taken to win a customer on a month to month basis.  Navigate to Analytics -> Sales and Revenue and click on Time taken to win a customer

time to win

LeadSquared Product Update # 18

We finished the 18th production update of LeadSquared on Sunday, Aug 31st, 2014. Please clear your browser cache  to access the latest copy of the LeadSquared App. ( On most windows computers you can do it by pressing Control + F5 keys). Here are the release notes capturing significant changes:

NEW Feature:  Capture and Track Revenue activities

We have a new feature that helps in capturing and tracking sales activities that represent revenue transactions. These activities are also known as Customer Sign-up, Order Capture, Purchase Order, Paid Subscription, New Registration, Enrollment, New Deal etc. depending upon the nature of business. We have named it as “Sales Activity” in LeadSquared. Here is how you can get benefit from it:

1) Create a List of product/offerings that you sell

2) Customize the offer attributes to describe your sale (similar to information that you find on invoice line item)

3) Choose what you want to call your Sales Activity. For example, an education business may call it “Admission” or “Enrollment”

4) Choose your selling currency

5) That’s it. For every selling transaction, add the sales activity specifying quality, value, date and owner of sales.

This will complete your Lead to Revenue cycle in LeadSquared. Very soon, we will provide a report that will help you analyze thus captured Revenue activities on different dimensions.

To know more, refer to: Sales Activity Management

New Reports: Making sense of marketing and sales data

We have created a Data Analytics framework in LeadSquared that give us the capability to analyze the captured data on different dimensions. This means, you are going to get a lot of interesting reports available in LeadSquared that will help you optimize your marketing and sales activities

Please check the new reports by clicking Analytics Icon (top right corner) to find following reports:

Email Campaign Open Analysis (This report helps you analyze the opens of your email campaigns on different devices, email client, days of week, times of day and in different geographies)

Email Campaign Send-Time Analysis  (This report helps you analyze the impact of sending day and time on the performance of your email campaigns)

Email Summary  (This report gives you an insight on the response by different types of emails you have sent)

Lead Distribution Report (You can analyze how leads are distributed by various fields such as Country, City, Campaigns etc.)

Missed Call Report  (applicable to customers having Telephony Integration with LeadSquared)

Phone Call Report (applicable to customers having Telephony Integration with LeadSquared)

Task Summary Report  (This report summarizes the task status by users)

User Login History (This report gives you the history of LeadSquared login history by users in your account)

We can create custom reports if you are looking for a  particular view of data. Please contact support@leadsquared.com with the request. Note that custom report development may be subject to a fee.

New  – popup lead form on inbound calls

For customers using LeadSquared supported cloud telephony providers like SuperReceptionist, we can now configure a pop-up screen to capture/refer lead data  when call lands:

Agent Popup

Please contact support@leadsquared.com if you want this call notification form to be configured for you.

New Lead Addition Form

You will find a new “Add New Lead” form on Manage Leads page.

Add New Lead - NEW

This form opens as a new page in LeadSquared (unlike the current one that opens as pop-up) and would be able to handle large number of fields and sections without compromising on usability.

Add New Lead Form

 

The names and order of field sections and also order of fields in individual section is controlled by the setting “Manage Forms”.  To customize the sections and fields refer to:  Manage Forms.

Mark lead fields as unique to avoid duplicate data

Email Address acts as the default lead field to establish uniqueness of the lead record  (apart from the system generated unique identifier field). You would not be able to create two lead records having same email address.

We have provided support to add uniqueness constraint on more fields in this release. For example, you can choose a phone number field also to be unique. This would mean that a new lead record cannot be created having a phone number that is already associated with an existing lead record.

Here is the KB article on marking a phone number or a mobile number field as unique: How to Make the Phone Number Field Unique.

Note: The duplicity constraint will apply only while adding leads manually. When leads are imported, or added through landing pages or through APIs — this constraint will not apply.

New Phone Number Control

Capturing accurate phone number data is a big challenge in marketing. To ease some of the pain associated with phone number data, we have introduced Phone Control – which helps in capturing phone numbers for a business in standardized format. With phone control you can choose default country code and phone number format and enforce it on your lead captured forms and landing pages.

To know more check this KB article: Control Phone number format while capturing leads

Other Updates & Improvements

Add Lead Activity as a bulk operation

You can add any notable activity to a bunch of leads from Manage Leads page or List Details Page:

Add Activity

Reset filters on lead grid

While working on lead grid you select several filters using search, advanced search, quick filter and drops down for Lead Stage, Source etc. You can now clear all filters in on click as shown below:

Reset all filters

New Improved Autoresponder Report

We have updated Autoresponder Report to give you insights into what steps of autoresponder are resulting in lead engagement.

Email Campaign Open Rate replaces unsubscribe rate in the Grid

You will notice that on Email Campaign Grid, the delivery report now contains Open rate instead of Unsubscribe rate:

EC

Please let us know if you have any questions or comments. You can write at support@leadsquared.com.