Capturing UTM parameters using Portal Widget

Capturing UTM parameters using Portal Widget


** Optimizing Lead Tracking with Portal Widgets **


Optimize your lead tracking process effortlessly with the seamless integration of Portal Widgets. Empowering Lead Tracking through Portal Widgets is now a reality. Here’s how:

** Understanding API Query Parameters in LeadSquared **


API Query parameters, in the form of optional key-value pairs after the URL's question mark, refine content or actions based on incoming data. These parameters, separated by '?', accommodate various data types like arrays, strings, or numbers, and are connected with '&'.

** Pre-Requisites for Solution **

  1. Ensure lead fields are available on the form as hidden fields.
  2. Pass URL/UTM parameters as specified in the help article.
  3. Activate the portal feature to unleash the full potential of portal widgets.

** LeadSquared Specifics: Pre-populating Form Data **


To populate LeadSquared Forms, data is transmitted as key-value pairs in query parameters using the following format:

{Entity Prefix}{Activity/Opportunity Code}{Schema Name}={Value}

- **Entity Prefix**: 
  - Lead Field: L
  - Activity Field: A
  - Opportunity Field: O (if applicable)
  
- **Schema Name**:
  - Lead Fields: L_FirstName
  - Activity Fields: A_200_mx_Custom_1

Ensure precise formatting to pre-fill fields accurately. Hidden fields capturing query parameters can also be utilized.

*Optimize LeadSquared Forms effortlessly with correct Query Parameters.*

LeadSquared - Pre-populating data in Forms


    • Related Articles

    • UNABLE TO PUBLISH PORTAL TO TEST ENVIRONMENT

      Issue Description: Unable to publish the portal to test environment. Reason: Forms are not added in all the pages of the portal. Solution: Deploy Form/Process in all the pages with form block of the Portal then only the portal can be published to ...
    • Field values not getting reflected on the Portal

      Issue Description: The values of a field updated on the form are not reflected in the portal. Reason: This is a caching issue. To fix it, we need to reconfigure the form in the portal and republish the portal. Example: We add a new value to a ...
    • Dynamic form submission captured twice against the lead from portal

      Issue Description: Student submitted the form twice resulting in lead stage going back to the previous stage. Reason: This occurs when the student open up the form in multiple tabs and filling the same form from different tab. To avoid this, we can ...
    • Sorting columns using Quick Search | ESS Tenants

      Issue/Query - When I search for a lead in Manage Leads page, and sort using a column filter for ascending or descending, it does not do anything. Root Cause Analysis - This is because, in ESS Tenants, the Quick Search results are sorted using the ...
    • Getting 'Cannot open duplicate tabs' error message in Portal?

      Issue: There is an issue with the customer portal, where after inserting OTP and selecting the option of 'Apply Now' gets an error as mentioned below for the mentioned case. Solution: This is an expected behavior, if the Portal is already open in one ...