Getting started for marketing users

Getting Started
Marketing Users

Disclaimer
Some of the features listed here may not be available in your current plan
For more information on plans and pricing, visit https://www.leadsquared.com/

Bookmark the LeadSquared Login Page
Bookmark the login page in your browser
• Indian region - https://in21.leadsquared.com
• U.S.A. region - https://us11.leadsquared.com
• Singapore region - https://run.leadsquared.com

Complete basic
settings
Import/Create
Leads
Create Lists
Create Landing
Pages
Create Topbars
Create Email
Campaigns
Create
Automations
Manage
Activities
Reports &
Dashboards
Steps to Get Started

Update your personal details, work details, location info and other custom details you want to store.
Navigate to My Account>Settings>Account Settings>My Profile
Update Your Profile

You can use your email signature on the emails you send out from your LeadSquared account. You can create both HTML and
text signatures.
Navigate to My Account>Settings>Account Settings>My Email Signature
Create Your Email Signature

Select which reports you would like to receive. You can also customize the columns you want to view.
Navigate to My Account>Settings>Account Settings>My Report Subscriptions
Report Subscriptions

This is where you can apply for new leaves and view all the previous leaves you’ve taken.
Navigate to My Account>Settings>Account Settings>My Leaves
Create and View Leaves
Relevant Help Articles
Leave Tracker

Update your company details like preferred country code, default currency, time zone etc.
Navigate to My Account>Settings>Account Settings>Company Profile
Add Your Organization’s Details

Navigate to My Account>Settings>Lead Tracking>Tracking Script
The LeadSquared Tracking script tracks the pages on your website your leads are visiting. Copy the script and
paste it on all pages of your website before the closing </body> tag.
• Paste the tracking script on all
pages of your website.
• We have a plug-in available for
WordPress websites.
• The script differs for HTTP
and HTTPS websites.
• If your subscription plan
supports multiple domains,
put the script on all domains.
Install the Tracking Script
• Deploying the LeadSquared Tracking Script

Navigate to My Account>Settings>Lead Tracking>Website & Landing Page Domains
*You can connect LeadSquared with multiple websites and landing page sub-domains. You can track website
visits on multiple domains (and sub-domains in each domain). You can also associate multiple domains for your
landing pages.
*Differs as per subscription plan.
Connect Website & Landing Page Domains
• Publish Landing Pages on Your Domain
• How to Edit DNS in Web Hosting Services

1. Your landing pages are hosted by LeadSquared. The default hosting domain
http://<youraccountname>.viewpage.co. You can choose to change this and host the landing pages in your
own domain.
2. Create a cName record in your DNS and point it 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
3. After creating the cName, navigate to My Account>Settings>Lead Tracking>Website & Landing
Page Domains and specify the sub-domain there.
DNS Settings for Landing Pages

This setting ensures accurate tracking of website visits of your leads who open emails 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, the setting will look like click.yourdomain.com points to
go.transfersecure.net
After creating a cName record, login to LeadSquared and go to My Account>Settings>Lead
Tracking>Email Link Domain and click the ‘Confirm New Domain’ button.
DNS Settings for Emails
• DNS Settings for
Emails

If you want to disable tracking for certain IP addresses, navigate to My Account>Settings>Lead
Tracking>Ignore IPs
Ignore IPs

You can use your landing pages in multiple marketing campaigns, such as Facebook, Google Pay Per Click ads
and so on. To do this, you’ll first need to create tracking URLs with UTM parameters (source, campaign,
content, etc.). These settings are available at My Account>Settings>Lead Tracking>Tracking URLs
Tracking URLs
• How to Use the Tracking URL Feature

The lead stage represents the progression of your leads down your marketing funnel. You can create new stages as well
as rename or delete existing ones.
Navigate to My Account>Settings>Customization>Lead Stages
• Inactive stages represent
dormant leads
• The sequence of active lead
stages are shown in the Lad
Funnel Report.
Customize Lead Stages
• Understanding Lead Stages
• Managing Lead Stages

Lead sources are the channels through which your leads have made first contact with your business. For example, Online
Ads, Telephone, TV ads, etc. S
Navigate to My Account>Settings>Customization>Lead Sources to add more lead sources.
Add Custom Lead Scores
• Lead Scores
• How Does Lead
Scoring Work

The lead score tells you how active a lead is. You can configure the lead score by assigning different scores to each
activity based on their relative importance.
Online activities (email open/click, website visits, etc.) are automatically tracked by LeadSquared.
Navigate to My Account>Settings>Customization>Core Activities & Scores
Set Up Lead Scoring
• Lead Scores
• How Does Lead
Scoring Work

You can create custom activities and associate scores to it. Custom activities must be posted manually by your users.
Some examples from different industries are site visits, attended webinar, attended demo, walked in to branch, etc.
Navigate to My Account>Settings>Customization>Custom Activities & Scores
You’ll see the lead score on the lead
details page for each lead.
Set Up Custom Activities & Scores
• How to Add Custom Activities

Sales activity settings let you add products and sales activities to your LeadSquared account.
• Navigate to My Account>Settings>Customization>Manage Products to add your products.
• Go to My Account>Settings>Customization>Sales Activity Settings to configure currency, display
names, etc.
• Finally, navigate to My Account>Settings>Customization>Sales Activity Fields to create custom fields
for sales activities.
Sales Activity Settings
• Sales Activity
Management

First, configure task types and choose calendar, reminder and location settings. You can also more task types as
per your business requirements. Later, you’ll be able to create these tasks for your sales users.
Navigate to My Account>Settings>Customization>Task Types
Create Task Types
Managing Task Types

You can create different tags for you email campaigns and landing page. For example, if you’re sending out
campaigns related to Christmas discounts, you could create a new ‘Christmas Offer’ tag.
Navigate to My Account>Settings>Customization>Marketing Tag Manager
Manage Marketing Tags
Manage Marketing Tags

Basic Settings:
Lead Prioritization

Navigate to My Account>Settings>Lead Prioritization>Lead Quality Criteria
The lead quality criteria lets you define the attributes and values that constitute an ideal lead for your business.
For example, you may be looking for leads within a demographic or with certain qualifications. You can choose
the weightage you want to assign each attribute and define scores based on the attribute values.
Lead Quality Criteria
• How to Use Lead Quality Score
• Lead Quality Criteria Set Up

Navigate to My Account>Settings>Lead Prioritization>Engagement Scoring
The engagement score is a measure of how active a lead has been in recently. You can define the time period and
activities to consider in the computation of this score. You can also choose which lead stages you want to consider.
Set Up Engagement Scoring
• How to Set Up Engagement Scoring

Basic Settings:
Email Settings

Navigate to My Account>Settings>Email Settings>Email Categories
Create different email categories to group the emails you create (newsletter, product update, promotional, nurturing
etc.) You can also make email categories mandatory while creating emails. Click the ‘Import’ button to import the
mailing preferences of your leads.
Create Email Categories

To create new leads, navigate to Leads>Manage Leads and create new leads using the Quick Add Lead, Add New
Lead forms. If you want to add additional details, contact your administrator to create new lead fields.
Create New Leads
How to Create New Leads

Navigate to Leads>Smart Views and on any lead tab, use the Quick Add Lead or Add New Lead forms to create new
leads.
Create Leads From Smart Views
Smart Views

Import leads by uploading a CSV file and mapping the columns to lead fields in your LeadSquared account.
Import New Leads
Import Leads to LeadSquared
Navigate to Leads>Manage Leads or Leads>Smart Views and click the Import Leads button.

On the main menu, navigate to Leads>Manage Lists
Manage Lists
Here’s where you can create lists. Click the ‘Create New List’ or ‘Create Empty List’ button to get started.
Relevant Help Pages
• How to Create Static Lists
• How to Create Dynamic Lists

You can group leads that match certain criteria into a list. There are 2 types of lists you can create -
Static & Dynamic Lists
Static
Fixed number of
leads
Can only be altered
manually (adding,
deleting, importing
leads)
Dynamic
Variable number
of leads
Is altered
automatically when
leads meet the
criteria defined.
• Leads can be part of multiple lists.
• All leads will still show up on the Manage Leads page
regardless of the lists they’ve been added to.
• Removing a lead from a list does not delete the lead.
• You can convert a dynamic list to a static list but not
vice-versa.
Relevant Help Pages
Static and Dynamic Lists

You can send SMS and emails to all the leads in a list.
List Actions
Relevant Help Pages
List Actions

Click on a list to view the list details and all leads in the list.
List Details
Relevant Help Pages
List Actions

LeadSquared Landing Pages
With the LeadSquared landing page editor, you can build compelling landing pages that are responsive and render well
on all devices (desktops, tablets, mobiles, etc.)

Create a Landing Page
We recommend you create responsive landing page to ensure they render well on all devices. You can select a ready-
made template, or use a blank template to create a landing page from scratch.
Navigate to Marketing>Landing Pages from your main menu can click Create Landing Page.
Relevant Help Pages
How to Create Landing Pages

Landing Page Designer
The landing page designer is loaded with features to help you create beautiful landing pages.
Click the Getting Started link highlighted below for a quick introduction.

Configure Landing Page Actions
Here you can configure the experience you want leads to have after they submit on your landing page.
• Display a Thank You message,
redirect to another URL or allow
leads to download a document.
• Send a personalized auto
responder.
• Trigger notifications to your
team and external parties about
lead submission.
• Assign the new leads to your
users.
• Add the leads to a list to
continue nurturing them.
• Embed your own custom
JavaScript (google analytics).

Configure SEO Options
Configure SEO settings to improve the visibility of your landing pages in search engine results.
Specify Page Title, Landing Page URL, Meta Keywords and Description to make your landing pages discoverable on
search engines

Review and Publish
Finally, review and publish your landing page.
• The landing page will now be accessible on the given URL.
• You can always edit and republish the landing page later.
• You can unpublish landing pages that you’re no longer using.
Relevant Help Pages
• Increase Landing Page Conversions
• Add Email Categories in Landing Pages
• Add Landing Page Hosting Domain
• Tracking Landing Page Submissions
• Get Sitemap of Landing Pages
To link a landing page to your website domain, see How to publish landing pages within your own domain.

Manage Landing Pages
Navigate to Marketing>Landing Pages
Some of the actions you can take
include –
• Embed: Lets you embed the
landing page in another
webpage
• Export Form HTML: Exports
the HTML code of the form to
capture leads from your website
• Get HTTPS URL of the
landing page.
You can take all actions related to your landing pages here. Analyze the
performance of each landing page using the landing page and source reports

Manage Landing Pages
Landing page reports let you analyze data on views, submissions, conversion rates, lead sources, keywords and more…

LeadSquared Topbars
Topbars are simple website widgets you can use to display a marketing offer on the top border of your website.
A topbar will typically have an offer description and a call to action button that re-directs to a lead capture page/landing page.
Note: Before publishing a top-bar, you must ensure the LeadSquared tracking script is installed on your website.

Create a Topbar
Navigate to Marketing>Website Widgets and click Create Widget.
Customize the text, call to action, look and feel, duration and other settings for the topbar.
Relevant Help Pages
LeadSquared Website Widgets

Topbar Reports
Analyze the performance of your topbars by viewing the topbar report.

Create an Email Campaign
You can send attractive email campaigns to your leads, analyze their performance and understand what works best for you. .
Navigate to Marketing>Email Campaigns and click Create Email Campaign.
Relevant Help Pages
How to Create an Email Campaign

Create an Email Campaign
You can find ready-made templates for all industries and purposes. You can also choose the blank template option to create
a campaign from scratch

Compose the Email
The intuitive and easy to use email editor let’s you add text, images, buttons, videos, custom HTML, etc. to make your emails
come alive. You can keep previewing your template to see what the end product will look like.

Test the Email
It’s mandatory to first test the email content before proceeding to select recipients.

Select Recipients
Select the list of recipients for your email campaign.
• Select one or more list of
recipients.
• To learn more about lists, see
Static and Dynamic Lists.
• You can deliver an email
campaign to up to 25 lists
• Create suppression lists to
exclude certain leads from
receiving your campaigns.

Review Campaign
Review your campaign on last time before sending it out. You can even send it to your peers for review.

Schedule the Campaign
Finally, schedule the campaign to be sent immediately or at a later time
Note: If the campaign is sent immediately, you won’t be able to stop it. However, you can stop a campaign that has been scheduled
for a later time.
Relevant Help Pages
• Can I stop an email campaign after it gets sent?
• Can I create and save an email campaign without sending it?

Manage Your Campaigns
You can take a number of actions from the manage email campaigns page. Navigate to Marketing>Email Campaigns.
• Edit the campaign.
• Delete the campaign.
• Clone a campaign
• View the campaign report (next
slide)
• View the summary
• Resend the campaign
• Hide
• Add marketing tags (e.g.
Summer 2018)

Campaign Report
View opens, click, unsubscribes, top performing links and even the list of leads interacting with your campaign.

LeadSquared Automations
The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way
to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort.

Create an Automation
Navigate to Workflow>Automation and click Create Automation.

Create an Automation
Add a trigger, then add conditions and actions to automate your workflows.
Relevant Help Pages
Automation Home
• Send automated campaigns to leads and follow up based on their behaviour.
• Nurture leads with the right messages depending on their engagement.

Automation Report
You can perform actions on your automations (edit, publish/unpublish, rename, clone, etc.) by navigating to Workflow>Automation.
Relevant Help Pages
Automation Home
The automation report shows you the leads that’ve entered your automation and the path they’ve taken through the workflow.

Lead Level Automation Report
Navigate to Leads>Manage Leads and click on any lead.
Under Lead Actions, click Automation Report, then choose an automation the lead is part of to see the report.

Navigate to Leads>Manage Leads.
Manage Leads
Select the columns
you want to see on
the grid.
Click to perform
actions on a single
lead.
Perform bulk actions
on leads
Set multiple
conditions to filter
leads.
Open a lead
details page.

Lead Details
Click on a lead to go to the lead details page.
This is the lead’s
vCard. It shows
you all essential
lead info at a
glance.
These lead tabs
show you
different kinds of
information
about your leads.
Here are all the
activities posted
on your leads.
Scores related to
each activity
appear here.

The activity history tab shows you all activities performed by your leads as well as custom activities you’ve created.
Click an activity to view more details.
Activity History

The first thing you’ll see when you log in to LeadSquared is your dashboard. You can even create multiple
dashboards and set your favourite as default.
Customize Your Dashboard
Relevant Help Pages
• Customize Your Dashboard
• How to Set a Dashboard as Default
• Custom Dashlet Builder (for admins)

On the main menu, navigate to Reports>Reports Home
The reports you’ll have access to will depend on the permissions set up by your LeadSquared administrator.
Reports
Relevant Help Pages
LeadSquared Analytics

Find all the help you need –
https://help.leadsquared.com/
https://apidocs.leadsquared.com/
Contact our support team –
support@leadsquared.com
Visit our blog –
https://blog.leadsquared.com
Visit our website –
https://www.leadsquared.com/
Watch webinars –
https://help.leadsquared.com/webinars
We’re Here to Help!

Getting started for marketing users

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