This document provides instructions for getting started with marketing in LeadSquared, including basic settings, creating lists, landing pages, email campaigns, and automations. It outlines how to complete settings for profiles, tracking, customization, prioritization, and more. Steps are provided for importing and creating leads, as well as managing leads and activities. Reporting and dashboard functions are also mentioned. The overall summary is on configuring and using the key LeadSquared marketing and lead management tools.
E Commerce Website Design Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E Commerce Website Design Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/3dX8NO0
If your company needs to submit a Ecommerce Website Design Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2H7yVqM
DF13 Salesforce Fundamentals: Strategy for Campaign and Lead ManagementDeepa Patel
Dreamforce 2013 Salesforce Fundamentals: Strategy for Campaign and Lead Management presentation slide deck Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black, LLC, Maria Beli, CASE Partners, Bryan Boroughf, Monday Call
Multicurrency and Implications In SalesforcePrateek Tandon
An introduction about Multicurrency in Salesforce which provides advanced
multi-currency support for Opportunity Management, Forecasting, and Reporting.
E Commerce Website Design Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E Commerce Website Design Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. https://bit.ly/3dX8NO0
If your company needs to submit a Ecommerce Website Design Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2H7yVqM
DF13 Salesforce Fundamentals: Strategy for Campaign and Lead ManagementDeepa Patel
Dreamforce 2013 Salesforce Fundamentals: Strategy for Campaign and Lead Management presentation slide deck Presented by Deepa Patel, Halak Consulting, LLC, Shell Black, Shell Black, LLC, Maria Beli, CASE Partners, Bryan Boroughf, Monday Call
Multicurrency and Implications In SalesforcePrateek Tandon
An introduction about Multicurrency in Salesforce which provides advanced
multi-currency support for Opportunity Management, Forecasting, and Reporting.
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
If your company needs to submit a Shopify Ecommerce Solutions Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2HdfDjS
E commerce Proposal Template PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E commerce Proposal Template PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response.
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
Process Builder is a point and click tool that makes it easy to automate many common Salesforce tasks. Learn how to design and build effective Process Builder workflows. We’ll review best practices around process design and deployment, and how to replace your traditional workflow rules quickly and efficiently. We will take a real-life business process and show how to use Process Builder to automate it completely without any code.
More here: https://admin.salesforce.com/webinar/webinar-getting-started-process-builder
Ecommerce Website Designing Service Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E commerce Website Designing Service Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2vf4ThY
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
Introduction to service cloud
What is service cloud
How to setup email to case,web to case.escalation rules .auto response rules. Learn more at
Salesforce Apex development tutorial: https://bit.ly/33zm1eY
Salesforce admin and app builder tutorial :https://bit.ly/2OUgnRy
Salesforce lightning com
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
One of the most important aspects for a new Salesforce implementation is setting up the correct security structure. Join us as we explain design considerations for setting up Security in a Salesforce instance. We'll explain usage of OWD, Role Hierarchy, Sharing Rules, Permission Sets with scenarios and discuss the impact of security for Community users.
Getting started guide for marketing usersLeadSquared
Getting started guide for marketing users of LeadSquared. This is a quick reference on Basic Settings, Landing Pages, Topbars, Email Campaigns, Autoresoonders, Drip Marketing, Lead Management, List Management, Reports and Analytics in LeadSquared
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
The Salesforce CPQ training is ideal for a new system administrators responsible for the setup, configuration, and maintenance of their Organization’s Salesforce CPQ application.
Salesforce CPQ Online training develops the functional skills required for the successful execution Salesforce CPQ application.
We will also involve you in hands-on projects during training, and this helps you in clearing the Salesforce CPQ certification exams.
If your company needs to submit a Shopify Ecommerce Solutions Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2HdfDjS
E commerce Proposal Template PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E commerce Proposal Template PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response.
As companies and their product/service lists grow, it becomes increasingly difficult to manage product pricing, identify great upsell opportunities, and keep track of deals being offered by your competition. On top of this, sales reps aren’t given up-to-date pricing information on their products, leading to slower quote times and lost opportunities. Configuring a quote can be a time consuming task, especially when critical data is not easily accessible in real time.
Process Builder is a point and click tool that makes it easy to automate many common Salesforce tasks. Learn how to design and build effective Process Builder workflows. We’ll review best practices around process design and deployment, and how to replace your traditional workflow rules quickly and efficiently. We will take a real-life business process and show how to use Process Builder to automate it completely without any code.
More here: https://admin.salesforce.com/webinar/webinar-getting-started-process-builder
Ecommerce Website Designing Service Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a E commerce Website Designing Service Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2vf4ThY
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
This Edureka Salesforce Service Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with service cloud demo. This training video is ideal for beginners to learn Salesforce service cloud.
Introduction to service cloud
What is service cloud
How to setup email to case,web to case.escalation rules .auto response rules. Learn more at
Salesforce Apex development tutorial: https://bit.ly/33zm1eY
Salesforce admin and app builder tutorial :https://bit.ly/2OUgnRy
Salesforce lightning com
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
One of the most important aspects for a new Salesforce implementation is setting up the correct security structure. Join us as we explain design considerations for setting up Security in a Salesforce instance. We'll explain usage of OWD, Role Hierarchy, Sharing Rules, Permission Sets with scenarios and discuss the impact of security for Community users.
Getting started guide for marketing usersLeadSquared
Getting started guide for marketing users of LeadSquared. This is a quick reference on Basic Settings, Landing Pages, Topbars, Email Campaigns, Autoresoonders, Drip Marketing, Lead Management, List Management, Reports and Analytics in LeadSquared
Google AdWords: Stand out from the crowd in 2014.
Google AdWords explained: what it is, how it works for business and best practice for setting up and managing campaigns.
Webcast: Intro to LinkedIn Campaign ManagerLinkedIn
Are you interested in crafting high performing campaigns that turn prospects into customers? Would you like to uncover the secrets to marketing to LinkedIn’s audience of more than 450 million members? Do you want to discover the keys to unlocking LinkedIn’s first-party data to target professionals with unparalleled accuracy and grow your client's businesses?
Accomplish it all with one powerful platform: LinkedIn Campaign Manager.
In this webcast session, LinkedIn's own, Adam Yinger, Sr. Marketing Strategist will help you learn:
- What is Campaign Manager and what is the benefit of using it?
- How can I get started with Campaign Manager?
- New features and best practices for growing your client's business.
Learn about some useful tools in your Google Analytics accounts including Goals, Advanced Segments, Filters, Intelligence, In-Page Analytics, and more. This presentation was given at MegaComm 2011 in Ramat Gan, Israel.
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...WP Engine
Go beyond the basics of analytics and add more value to your clients. In this session, you’ll get tips from Syed Balkhi, founder of WPBeginner, and Anita Carter from The Creative Diva, on how to configure and launch successful Google Analytics strategies. Anita will walk through basic setup for Google Analytics in WordPress, as well as how to configure eCommerce and form tracking. Syed will then share practical tips for thinking through conversion tracking, so you can offer your clients a well-rounded analytics solution.
• Getting started with Google Analytics
• Principles of website conversion tracking and understanding what’s driving results
• Getting to grips with the interface
• Conversion and Goal tracking. Get useful data on the things that matter the most to your business
• Acquisition – what drives traffic
• Behaviour – what visitors do on your site
http://www.osiaffiliate.com/ecommerce-marketing-guide/ - This guide will show you how you can increase traffic, leads, and sales for your ecommerce business. It walks you through everything that goes into ecommerce marketing -- from inbound marketing to paid advertising to conversions. So whether you're a mom and pop shop or the next Amazon, our actionable guide has you covered.
Masterclass: Advanced Strategies on LinkedIn [New York]LinkedIn
You’ve launched campaigns, A/B tested, and know LinkedIn best practices….
Now it's time to take your LinkedIn campaigns to the next level. Learn how with the help of this deck from our Masterclass series!
Control Survey Chaos with SurveyGizmo's Master Control DashboardSurveyGizmo
Reign in random surveys from across your organization. Control the colors, fonts, and logos that Sub Accounts use in their projects. Keep a bird's eye view on the data all your account holders are collecting.
All this and more with our new Master Control Dashboard!
Fidobe Solutions LLC is a Dubai based certified accounting software dealer in MENA region: Dubai, Abu Dhabi, Sharjah, Ras Al Khaima, Fujairah, Umm Al Quwain, Al Ain, Ajman, UAE, Kuwait, Qatar, Oman, Saudi Arabia, Bahrain, Kenya, Nigeria, Jordan.
We are Certified and Authorised Dealer and Consultant of VAT Accounting Software’s
1. QuickBooks: Accounting software for SME
2. QuickPrint: VAT Compliance and line-wise TAX invoice printing
3. Sage: Accounting software for SME
4. KeyProfit: Accounting software for SME
Want to monitor every activity of your field sales team? Check out how LeadSquared can help you run your entire field-sales operation. with LeadSquared
LeadSquared - Land More Leads, Close More DealsLeadSquared
LeadSquared helps you streamline your marketing and sales processes and brings you marketing and sales team on a single platform.
It helps you in automating various marketing tasks like sending email and drip campaigns to nurture leads, create custom landing pages and various sales tasks like tracking leads activities on your website, lead management, lead nurturing.
With LeadSquared you can view various reports which help you in understanding how well your marketing and sales strategies are working for you and help you make data-driven business decisions.
B2B and B2C business are different. But, majority of the consumer facing businesses are still using CRMs fit for B2B requirements. Why? What are the fundamental differences between a B2B and a B2C CRM. Let's find out!
5 Landing Page Optimization Tips to Improve Conversion ImmediatelyLeadSquared
Nilesh Patel, founder and CEO of LeadSquared will tell you in this webinar: -
• 5 landing page optimization tips
• Examples of how it helped improve the conversion
• Landing page best practices
4 Pillars of a High Performing Sales Process to Overcome ChallengesLeadSquared
Prashant Kumar, Sales Manager at LeadSquared will tell you what are the 4 pillars of a high performing sales process in his webinar.
In this webinar, you’ll learn: -
• What are the 4 performance indicators?
• Signs of stagnating sales process.
• Leveraging sales automation to overcome challenges.
• Analysing and measuring a high performing sales process.
10 Trends and Tips to Get Better at Digital Marketing in 2017LeadSquared
Prateek Shah, founder at Digital Defynd will tell you in this webinar: -
1. What to focus on in 2017
2. How to change strategies in changing times
3. How to shift focus from buzz to business
Rahul Shrivastava from Cyient Ltd. will tell you: -
• How to know and target the right customer?
• How to put in efforts in the right areas to generate results?
• Knowing which audiences to focus on the most
5 Spying Strategies to Stay Ahead of Your CompetitionLeadSquared
In this presentation, Nilesh Patel will tell you: -
1. Why do you need to increase conversion?
2. What are the factors that affect conversion?
3. What are the strategies and tactics used to improve conversion?
4. What tools are available to measure conversion?
Rahul Mathew from Jifflenow throws light on the essentials of a product marketing strategy. From the deck, you will gain insight on:
Overview of Product Marketing
Introduction to the Product Marketing Framework
Key Elements of Product Marketing
10 Hacks to Improve Traffic, Leads & Revenue for Your WebsiteLeadSquared
Mandar Marathe, Co-Founder of BriefKase Digital Communications tells you how to improve traffic, leads and revenue for your website.
Key takeaways from the webinar
• Learn tricks to improve organic traffic to your website
• Hacks to optimize your conversion funnel
• Techniques to optimize landing pages and improve conversion rates from paid media
• How to improve your mobile game
Rishabh Dev, Managing Director at Mapplinks & Mapplinks Academy tells you how to generate leads from social media.
In this webinar, you’ll learn: -
• Lead generation from social media without advertising.
• Unconventional digital channels for lead generation.
• Growth hacking social media channels to generate leads.
Evolution & AMPlification of Mobile Search Marketing [Driving Traffic & Conve...LeadSquared
In this webinar, Abhishek Mehta from AdLift talks about the evolution and amplification of mobile search marketing! In the webinar, he also talks about:
1) Importance of Mobile SEO for driving traffic and conversions
2) AMP - How it can drive your business conversion rate
3) Why you should go mobile for Local SEO
4) Mobile UI/UX - How to create a mobile landing page that converts
When it comes to online selling, there is a big overlap between Design and Marketing. One fails without the other. In this ebook, I will tell you how to get better at Marketing using simple Design hacks.
LeadSquared can help you drive more enrolments and increase the ROI of your business. Want to know how? Take a look at the document – it’s an Overview of LeadSquared Marketing Automation Software for Education Businesses.
Effective marketing in the real estate industry is tricky business. Staying on top of the prospect’s mind during the decision-making process is vital.
LeadSquared can help you improve engagement and increase the ROI of your business. Want to know how? Take a look at the document – it’s an Overview of LeadSquared Marketing Automation Software for Resl Estate Businesses.
LeadSquared is a Marketing Software company helping small and medium businesses drive revenue by aligning their marketing and sales activities. Here's what you can achieve with LeadSquared:
a) Lead Capture Automation: Using responsive landing pages & forms, website widgets and seamless lead capture from different sources like phone calls, emails, webinars, 3rd party websites and others, using connectors.
b) Marketing Automation: You can trigger time and activity-based autoresponse emails and SMSs, and send beautiful newsletter campaigns to your segmented lists
c) Sales Acceleration: Automated lead & engagement scoring, behavior tracking, tasks & reminders and a better look at your sales funnel will make your sales team more efficient and effective.
d) Marketing, Sales and Revenue Analytics: Get in-depth marketing, sales and revenue insights to continuously track and improve your performance
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
zkStudyClub - Reef: Fast Succinct Non-Interactive Zero-Knowledge Regex ProofsAlex Pruden
This paper presents Reef, a system for generating publicly verifiable succinct non-interactive zero-knowledge proofs that a committed document matches or does not match a regular expression. We describe applications such as proving the strength of passwords, the provenance of email despite redactions, the validity of oblivious DNS queries, and the existence of mutations in DNA. Reef supports the Perl Compatible Regular Expression syntax, including wildcards, alternation, ranges, capture groups, Kleene star, negations, and lookarounds. Reef introduces a new type of automata, Skipping Alternating Finite Automata (SAFA), that skips irrelevant parts of a document when producing proofs without undermining soundness, and instantiates SAFA with a lookup argument. Our experimental evaluation confirms that Reef can generate proofs for documents with 32M characters; the proofs are small and cheap to verify (under a second).
Paper: https://eprint.iacr.org/2023/1886
2. 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/
3. 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
6. 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
7. 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
8. 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
9. 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
10. 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
12. 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
Relevant Help Articles
• Deploying the LeadSquared Tracking Script
13. 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
Relevant Help Articles
• Publish Landing Pages on Your Domain
• How to Edit DNS in Web Hosting Services
14. 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
15. 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
Relevant Help Articles
• DNS Settings for
Emails
16. If you want to disable tracking for certain IP addresses, navigate to My Account>Settings>Lead
Tracking>Ignore IPs
Ignore IPs
17. 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
Relevant Help Articles
• How to Use the Tracking URL Feature
19. 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
Relevant Help Articles
• Understanding Lead Stages
• Managing Lead Stages
20. 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
Relevant Help Articles
• Lead Scores
• How Does Lead
Scoring Work
21. 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
Relevant Help Articles
• Lead Scores
• How Does Lead
Scoring Work
22. 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
Relevant Help Articles
• How to Add Custom Activities
23. 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
Relevant Help Articles
• Sales Activity
Management
24. 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
Relevant Help Articles
Managing Task Types
25. 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
Relevant Help Articles
Manage Marketing Tags
27. 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
Relevant Help Articles
• How to Use Lead Quality Score
• Lead Quality Criteria Set Up
28. 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
Relevant Help Articles
• How to Set Up Engagement Scoring
30. 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
32. 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
Relevant Help Articles
How to Create New Leads
33. 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
Relevant Help Articles
Smart Views
34. Import leads by uploading a CSV file and mapping the columns to lead fields in your LeadSquared account.
Import New Leads
Relevant Help Articles
Import Leads to LeadSquared
Navigate to Leads>Manage Leads or Leads>Smart Views and click the Import Leads button.
36. 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
37. 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
38. You can send SMS and emails to all the leads in a list.
List Actions
Relevant Help Pages
List Actions
39. Click on a list to view the list details and all leads in the list.
List Details
Relevant Help Pages
List Actions
41. 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.)
42. 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
43. 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.
44. 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).
45. 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
46. 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.
47. 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
48. Manage Landing Pages
Landing page reports let you analyze data on views, submissions, conversion rates, lead sources, keywords and more…
50. 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.
51. 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
54. 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
55. 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
56. 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.
57. Test the Email
It’s mandatory to first test the email content before proceeding to select recipients.
58. 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.
59. Review Campaign
Review your campaign on last time before sending it out. You can even send it to your peers for review.
60. 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?
61. 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)
62. Campaign Report
View opens, click, unsubscribes, top performing links and even the list of leads interacting with your campaign.
64. 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.
66. 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.
67. 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.
68. 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.
70. 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.
71. 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.
72. 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
74. 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)
75. 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
76. 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!