1 Get Started with LeadSquared Guide for Marketing Users Complete lead to revenue platform
2 Bookmark LeadSquared Login Page Login to LeadSquared at (Bookmark the URL) LeadSquared provides best experience in: Google Chrome Mozilla Firefox Mac Safari
3 Steps to Get Started
4 1- Basic Settings
5 Update Your Profile Update your own name, phone number, date format and time-zone preferences. Navigate to My Account-> Settings -> My Profile to update your user profile.
6 Create Your Signature You can create your signature that can be used in outgoing s from LeadSquared Navigate to My Account-> Settings -> Account Settings- > Personal Settings ->Signature to update your Signature.
7 Manage Your Report Subscriptions You can select which scheduled daily/weekly/monthly reports you want to receive Navigate to My Account-> Settings -> Account Settings-> Personal Settings ->My Report Subscriptions to subscribe / unsubscribe to report subscriptions.
8 Update your Organization details Review & Update the profile information about your organization Navigate to My Account->Settings->Account Settings->Organization Settings->Company Profile to update basic data about your organization
9 Install Website Tracking Script It will help you track which of your leads are visiting which pages on your website Navigate to My Account-> Settings -> Lead Tracking-> Tracking Script to get your unique tracking script for the website domain registered with your LeadSquared account. Copy the script and paste it on all pages of your website just before </body> tag Put the tracking script on all pages of your website For word-press websites there is a plugin available If you have https website then choose corresponding script If you subscription plan supports multiple domains then put the script on all domains Relevant Help Pages How to deploy Visitor Tracking Script on your website? Configuring multiple domains in LeadSquared
10 Connect your website and landing page domains LeadSquared can be connected to multiple website and landing page sub-domains (depending upon on subscription plan). You can track website visits on multiple domains (and sub-domains in each domain) in LeadSquared. You can also associate multiple sub-domains for your landing pages. Navigate to My Account->Settings->Lead Tracking -> Website and Landing Page Domains. You will find options to Add more domains and sub-domains Relevant Help Pages
11 Relevant Help Pages How to Publish Landing Pages within your Domain Name? DNS Settings for Landing Pages Your landing pages are hosted by LeadSquared. The default hosting domain is You can change it to host landing pages in your own domain. Create a cname record in your DNS and point to cloud.viewpage.co. For example if your domain name is yourdomain.com and cname is pages then the setting will look like: pages. yourdomain.com points to cloud.viewpage.co After creating cname, navigate to My Account->Settings->Lead Tracking->Website and Landing Page Domains and specify the sub-domain there.
12 DNS Settings for s This setting will help in accurate tracking of website visit of leads that open your s sent through LeadSquared. Create a cname record called click in your DNS and point to go.transfersecure.net. For example if your domain name is yourdomain.com then the setting will look like click.yourdomain.com points to go.transfersecure.net After creating cname record, Login to LeadSquared and go to My Account -> Settings -> Lead Tracking-> Link Domain and click the Confirm New Domain button. Relevant Help Pages Domain Settings for Links
13 Customize Lead Stages Lead Stage represents the position of the lead in your marketing funnel. You can map your lead stages with LeadSquared by customizing the Lead Stage property. To customize Lead Stage, navigate to My Account-> Settings -> Customization -> Lead Stages and update the Active and Inactive stages Choose one of the stages as default in Active Stages Last stage of Active Stages should mean a Customer Inactive Stages represent leads that are dormant. The sequence of active lead stages will be shown in Lead Funnel Report Relevant Help Pages Configure Lead Stages
14 Add Custom Lead Sources Lead Source usually means the channel through which Lead had first interaction with your business. It can be online ad, telephone, TV ad, referral tec. The Lead Source setting can be customized at: My Account-> Settings ->Customization -> Lead Sources You can add your custom Lead Sources
15 Setup Lead Scoring Lead Score is a measure of how active is the lead. It is sum of activity scores of a lead. You can assign differentiated scores to activities based on their relative importance. Online activities like Open/Click, Website visit etc., are tracked by LeadSquared automatically. The score for them can be customized at: My Account-> Settings -> Customization -> Core Activities and Scores Relevant Help Pages How does Lead Scoring work? Lead Scoring: Strategies and Benefits
16 Setup Custom Lead Activities You can create your own Lead Activities that sales or inside sales people can associate with the leads. To create/update/delete Custom Activities, navigate to My Account-> Settings ->Customization-> Custom Activities and Scores Relevant Help Pages How to add Custom Lead Activity and associate a Score to it?
17 Setup Engagement Scoring Engagement Score is a subset of Lead Score that tells you how much really lead is engaged in recent times. You can choose your own rules of engagement scoring. To define Lead Engagement, navigate to My Account-> Settings -> Customization -> Engagement Scoring. Choose the Activity Period, Lead Stages and Lead Activities that define lead engagement. Relevant Help Pages Setup Criteria of Lead Engagement Scoring Help Video: How to Setup Lead Engagement Scoring and Tracking
18 Setup Revenue Activities When a lead signs up for your product or service offering, you can capture Revenue associated with it. Examples: Capture Admission when student pays fee, Capture a subscription when a new customer signs up, Capture a new hotel room booking etc. To setup your Revenue Activity, navigate to My Account-> Settings -> Customization -> Sales Activity Settings and update Manage Products, Sales Activity Settings and Sales Activity Fields. Relevant Help Pages Sales Activity Management
19 Install LeadSquared for Mobile LeadSquared Mobile App is available for Android and ios. Install it by clicking the respective app stores icons.
20 2- Landing Pages
21 What is Landing Page? Landing Page is a web page containing a marketing offer and is optimized to trigger call-to-action like form submission or navigation to another page. LeadSquared helps you in quickly creating and publishing conversion optimized landing pages that work well on desktop, laptop, tablet and mobile. LeadSquared sign-up page is an example of landing page. To start working with Landing Pages, navigate to Marketing -> Landing Pages and click Create Landing Page button
22 LeadSquared Landing Page Designer There are many ways you can start creating a landing page. We recommend to start with Use Responsive Templates option.
23 Creating Responsive Pages You can build beautiful conversion optimized landing pages using our Responsive Editor. Use our powerful and intuitive landing page designer. You can add html, image, CTA, media, features and many other types of content. Click here for a quick tour Download PDF Guide Click Next Button after you finish the design
25 Configure SEO Options You can improve visibility of landing page in search engine results by updating SEO options Specify Page Title, Landing Page URL, Meta Keywords and Description to make landing page discoverable on search engines. Click Next Button after configuring SEO Options
26 Review Summary and Publish Check summary of your landing page and actions and publish if no changes needed The published landing page is available to be used using the URL given to it. You can always edit the landing page and republish it. You can unpublish a landing page if you don t need it The landing pages can be linked to your website domain. See this slide for the landing page domain settings.
27 Organize your Landing Page You can organize all your landing pages on home page of Landing Page Feature Navigate to Marketing -> Landing Pages 1. Unpublish the page (take it offline) 2. Embed: Use the option to embed landing page as an iframe in another web page 3. Export Form HTML: Just get the HTML code of the form to capture leads from your website 4. Get HTTPS URL of the landing page
28 View Landing Page Report Once you start using landing pages, you can get analytics on views, submissions, conversion rate, lead sources and keywords from Landing Page Report Navigate to Marketing -> Landing Pages and click on a published landing page (published pages have the report icon in front of them) to see
29 3-Website Widgets: Topbar
30 What is Topbar? Topbar is a website widget that you can use to publish a marketing offer on top border of the website. A Topbar will normally have an offer description and a Call-to-action (CTA button) that will link to a lead capture page (landing page). Note: To publish LeadSquared Topbar on your website, you must have LeadSquared Website Tracking script on your web pages.
31 How to create Topbar in LeadSquared? You can easily create & publish Topbars in LeadSquared and analyze their performance. Navigate to Marketing -> Website Widgets and click Topbar under Create Widget. Give topbar a name and click Edit.
32 Topbar Editor Fill in the details in Topbar editor. Specify headline, CTA name and target URL. You can choose from color skins You can customize foreground and background colors Provide an option to visitor to close the topbar. Save when you are done.
33 Update the visibility and duration settings You have variety of options to decide when and on which pages topbar should be shown. You can choose to have topbar on all your website pages OR specific pages You can also choose to have it on all pages except specific ones You can choose a time duration to keep it active You can select certain days of week when topbar should NOT be shown Save and Publish the topbar after making all changes.
34 Organize your Topbars After publishing you can manage your Topbars in Marketing -> Website Widgets page. Select View Report to see Topbar performance.
37 How to send Campaign to Leads? LeadSquared allows sending campaigns to leads and analyze the open/click events To get started, navigate to Marketing -> Campaigns and click Create Campaign button
38 Selecting a template for Campaign You can select an existing template, copy an existing campaign or start with blank html/text editors
39 Create the Message Select Sender, write subject and compose message 1 Create HTML version of message 2 Create text version of message 3 Insert Images 4 Insert Tables 5 Hyperlink 6 Insert Attachments 7 View and edit HTML source 8 Preview the
40 Personalize Message Personalize s using mail merge fields. Subject line and message body can be personalized.
41 Testing Message You must send a test message before you move to next step. Send test message to verify if all elements of the look fine Send test message to accounts configured in outlook and mac client if you are sending campaign to business users Send test message to accounts configured in Gmail, yahoo etc. if you are sending campaign to consumers Check test on mobile devices also
42 Select Recipients Select list of people whom you want to send Campaign. You can also specify an exclusion list in Suppression List section Select one or more Lists of recipients To know about lists check Manage Lists Upto 25 lists can be specified Suppression List: you can maintain a list of leads who should not receive the even if they are part of any recipient list
43 Review the Campaign before Scheduling Verify the message, recipient lists before scheduling the campaign. You can send it for peer or manager review also.
44 Schedule the Campaign The can be sent immediately or scheduled for future. If you send campaign immediately, it cannot be stopped. Scheduled campaigns can be stopped and changed before scheduled date-time
45 Organize all your Campaigns You can organize and review all your Campaigns at the home page of the feature (Marketing -> Campaigns) Edit the campaign Delete an Campaign Clone an campaign See the delivery report Check the summary of campaign Resend: Send to new members of the list Hide the campaign
46 Review Campaign Performance Click any sent campaign to review the delivery and open/click report
47 5- Automation using Autoresponders
48 What is Automation? Automation helps in sending series of automated messages to leads based on their profile and behavior. Examples: Sending series of educational s when a person signs up for your product / service. Send series of nurturing s when a lead looks at your pricing page. Send series of offers to leads who add product to your online shopping cart but do not complete the purchase. Send reminders to inactive leads to use your product again Send reminders to customers about upcoming maintenance schedule Engaging leads with such automated personalized s is also called Drip Marketing. You can conduct Drip Marketing with LeadSquared Autoresponders. Relevant Help Pages How to create and schedule Autoresponders? Sending Autoresponder s to Leads from Landing Pages
49 How to create Autoresponder? You can create new Autoresponder campaigns in few easy steps. Navigate to Marketing ->Autoresponders and select Create Autoresponder Give it a name and description
50 Select a list that receives Autoresponder s [Option 1] You can send Autoresponder to all new members of a selected list or leads matching criteria that you specify. Lets looks at the first option (members of static list) 1. Select the name of List whose members will receive Autoresponder 2. Specify lead stages that should be excluded from Autoresponder. Leads in any of the selected stages will not receive Chose if Autoresponder should be sent to existing members of static list
51 Specify when members of List get When you setup Autoresponder on members of static list, only one trigger is available: Leads Added to List. All leads that get added to list will get the Autoresponder s.
52 Specify criteria to determine Leads that will get [Option 2] You can send Autoresponders to leads matching criteria that you specify on lead profile. 1. Click the Select Criteria option 2. Specify the search criteria and add it. You can combine multiple conditions. 3. Specify lead stages that should be excluded from Autoresponder. Leads in any of the selected stages will not receive .
53 Specify the event that will start Autoresponder s There are 3 trigger points available when you use Select Leads Matching Criteria. First two triggers are captured in this slide. Use Lead Creation as trigger if you want Autoresponder to go to all new leads that match criteria defined in the previous step. Use Lead Stage Change as the trigger if you want to send Autoresponders to leads after their stage is changed to a new one. For example, you can trigger s when stage is changed to Opportunity
54 Specify the event that will start Autoresponder s There are 3 trigger points available when you use Select Leads Matching Criteria. The third trigger is on Lead Activity. Autoresponders can be triggers on 4 types of activities: 1) Webpage visit : When Leads visit your website pages or landing pages 2) Custom Activity: When you add an activity to the leads (like Demo Happened ) 3) Opened: When Leads open s 4) Clicked: When Leads click links in s
55 Selecting Webpage Visit as trigger You can select one or more website pages or landing pages. When Lead visits these, the Autoresponder will start. An example is Lead visiting your pricing page. You can send an 1 hour after the visit. Be sure to verify the Restrict Autoresponder to trigger only once per lead setting. You would not want to send an to lead evert time they see a page.
56 Selecting Custom Activity as trigger You can select a custom activity as the trigger point. When such activity is added, the Autoresponder will start. An example is triggering Autoresponder after a good demo or meeting happens with a lead. Be sure to verify the Restrict Autoresponder to trigger only once per lead setting. You would not want to send an to lead every time you add a custom activity.
57 Selecting Opened as trigger You can setup Autoresponder to people who open one of your future Campaigns. You will be able to select Campaigns that are in draft status. The Autoresponder will work only on future campaigns that are sent after Autoresponder starts. Relevant Help Pages Triggering Autoresponder based on Open/Click in Campaigns
58 Selecting Clicked as trigger You can setup Autoresponder to people who click a particular link in one of your future Campaigns. You will be able to select Campaigns that are in draft. The Autoresponder will work only on future s campaigns that are sent after Autoresponder starts. You can select one link per Autoresponder Relevant Help Pages Triggering Autoresponder based on Open/Click in Campaigns
59 Next Step: Define Sequence of s After specifying trigger, you can move to next step where you can create sequence of Messages 1. Give the action or step a name 2. Write content (sender, subject and message) for the step 3. Choose after how many hours or days from trigger point the message should be sent 4. You can choose the preferred delivery days and time 5. Save the step to add another one
60 Create more steps in Autoresponder You can add upto 20 steps in each Autoresponder
61 Review the Autoresponder and Start it In the next step you can review all elements of Autoresponder and start it.
62 Manage your Autoresponders You can manage all your Autoresponders at Marketing -> Autoresponders Stop the Autoresponder (with an option to stop all future triggered s) Edit: change the content of one or more steps without stopping Autoresponder. Click here for more info. Clone: Copy the Autoresponder View Report: See the delivery & performance of each step of Autoresponder View Summary: Check the summary of Autoresponder criteria, trigger and actions
63 Review Autoresponder Reports Check Autoresponder report to find which steps ate doing well/ not well.
64 6- Manage Leads
65 Understand the Manage Leads page Manage Leads page helps in conducting all Lead Management activities from capture till closure. Navigate to Leads -> Manage Leads and check all options available.
66 Adding Leads using Quick Add Lead form There are multiple ways of Adding Lead manually. Quick Add Lead is the fastest one. Navigate to Leads -> Manage Leads and click Quick Add Lead Button. Fill in the data and press save button.
67 Adding Leads using Add New Lead form Navigate to Leads -> Manage Leads and click Add New Lead or Add New Lead [NEW] button.
68 Importing Leads from Excel Spreadsheet 1. Save Excel as a CSV file. 2. Navigate to Leads -> Manage Leads and click Import Leads and follow instructions Save Excel as CSV Additional Help How can I import leads to LeadSquared? Help Video Importing leads into LeadSquared
69 Customize Lead Grid You can decide which lead fields you want to see on the Manage Leads Page. Click on to select the lead fields.
70 Simple Search for Leads You can search for leads based on their name, address, company name etc. Check with your LeadSquared Admin on what fields simple search is possible.
71 Filter Leads based on Lead Stage, Owner, Source and Date Range You can also look at lead data based on one or more search filters - Lead Stage, Lead Source, Owner, Date Range.
72 Using Advanced Search to find leads You can combine multiple lead fields and activity data to do fine grained segmentation of Leads. Click Advanced Search button. Click here for more help on Advanced Search
73 Create Quick Filters for your most frequent search queries If you use few search queries frequently, then you may save them as Quick Filters. Press Manage Leads page, specify search query and save filter. icon on Quick Filters widget in Click here for more help on Quick Filters
74 Working on Leads A number of actions can be performed on each lead. 1 & Edit Lead Record Post a revenue activity like New Order or Booking; Create a future task on the lead Add an activity (like personal meeting) on the lead Send oneto-one to Lead Assign lead to someone else Change the stage of Lead Add Lead to a static list Delete the lead (your admin can disable this) Send SMS (available if SMS feature is enabled)
75 Working on Multiple Leads You can perform action on multiple leads simultaneously. Select multiple Leads and use Actions menu Update one field of all selected lead records with a new value Send one-toone s to multiple leads in one go Add selected Leads to a static list Add an activity (like personal meeting) on all the selected leads Assign all selected leads to new owner Delete selected leads (may not be available if your admin has disabled it) Reset all current search filters on Lead Grid Send SMS to selected leads (available if SMS feature is enabled)
76 Manage Tasks & Reminder Manage all your tasks (created by you or assigned to you by your manager) in Task & Reminder Page. Click on top menu to access it.
77 Manage Lead Activities On Manage Leads page, click on a Lead Record to see all Lead Activities
78 7-Manage Lists
79 What is a list? Lists are group or collection of Leads. These Leads can be together because they match specified criteria or because a user chose to put them together. You can create two types of lists in LeadSquared Static & Dynamic Static List has fixed number of Leads. The list can only be changed by manually deleting, adding or importing Leads Dynamic List is a set of Leads defined by a specific criteria. The criteria could be attributes or activities of Leads. The number of leads in the list will change based on which leads meet the criteria specified in the list definition Leads can be part of multiple Lists All leads will show up in Manage Leads page irrespective of them being part of one or more lists Lead removed from a list does not delete the lead Dynamic List can be converted to static but static can t be converted to dynamic Static List Dynamic List
80 Understand the Manage Lists page Navigate to Leads -> Manage Lists page to work on all your lists.
81 Create your own Lists Navigate to Leads -> Manage Lists page and click on Create New List button Specify the search criteria to filter leads You can combine multiple criteria Click find leads to see matching leads Save the result as static or dynamic list
82 Send /SMS to all members of List On Manage List Page, you can find option of sending and SMS to entire list under the actions options. Send option is available to all users Send SMS option is available only for the customers who have SMS feature enabled
83 Explore inside Static List Navigate to Leads ->Manage Lists page click on any static list. You will be able to see all members of the list and perform actions on leads or list.
84 Explore inside Dynamic List Navigate to Leads -> Manage Lists page click on any dynamic list. You will be able to see all members of the list and perform actions on leads or list. Note: the action options on dynamic list (only on list, not on leads) are different from static list.
85 8- Reports & Dashboard
86 Check Marketing Reports Check Sales Reports by clicking the Analytics icon on top menu.
87 Review Default Dashboard Click Dashboard on top menu to check your system created default dashboard
88 Customize Your Dashboard You can create your own Dashboard of Reports, Tasks and Activities. Click Dashboard on top menu and select Create New Dashboard
89 Make your custom dashboard as default Check your new dashboard and make it default if you want.
90 You are good to Go. Get Started!
91 Find all the help you need at (bookmark it) Once you go live use following channels for support (these options are subject to your LeadSquared plan) Web Ticket Support: support: Chat support: Use inbuilt chat window in LeadSquared Want to learn more about marketing and sales?
92 Land More Leads, Close More Deals Complete lead to revenue platform
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