Installation

• Install the AppCursor Chrome extension.

• Visit the Ulgebra Apps Marketplace for Leadsquared.

• Under MessageBird, click on 'Install MessageBird for Leadsquared'.

• You would now be redirected to the installation page.

• Sign in to Ulgebra using your Leadsquared email id.

• Enter the Leadsquared domain.

• Within the Leadsquared account, click on your profile.

• Select settings.

• Select API and Webhooks.

• Select API Access Keys.

• Here you can access the Leadsquared Access Key and Secret Key.

• Enter the Access Key and Secret within the space provided.

• Click on 'Authorize Now'.

• Enter the MessageBird live access key.

• Click on 'Authorize'.

Applications

MessageBird Messages

• Go to any Leadsquared Lead.

• Click on the Ulgebra icon.

• Select 'MessageBird'.

• Select the MessageBird channel from which the message is to be sent.

• Click on 'Add Recipients' in case you wish to add additional contacts.

• Select the country code and enter the contact number.

• Click on Add.

• Enter the default country code.

• Select the condition for the application of the default country code.

• The conditions available are as follows:

1. do not add country code

The default country code can be ignored using this option and can be used if all the contacts in Leadsquared contain a country code.

2. add for all phone numbers

In case the contact numbers in Leadsquared do not contain a country code, you can use this option to add the country code to all the phone numbers.

3. add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

4. add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

• Enter the message or insert a message template.

• Send the message to the Leadsquared Lead.

Message History

• View the details of MessageBird messages under the Activity History section with each Lead.

Lead Chats

• Access the application within the lead.

• Click on the chat icon at the panel on top.

• You can now view the history of MessageBird chats held with the contact.

Send MessageBird Message to your leads

• Select the contacts to send messages on the Leads page.

• Click on the Ulgebra icon.

• Select MessageBird.

• Select the MessageBird sender.

• Click on 'Add Recipients' to add additional contacts if required.

• Enter the contact number.

• Click on Add.

• Enter the message or insert a template.

• Send the MessageBird message.

Real-time Notifications

• Click on the bell icon within the application to access the MessageBird notifications.

• Here you can view the latest incoming MessageBird messages.

• You can also view the read messages which would be differentiated.

Extension Settings

• Click on your Ulgebra profile within the application to access the settings page.

• Here you can view the general features, admin settings and advanced settings.

MessageBird Inbox

• Select MessageBird Inbox on the settings page.

• You would now be redirected to the Inbox containing all MessageBird conversations.

• Select any conversation to view the chat history with the contact.

• Also, send messages to contacts.

• Select any MessageBird sender to view all conversations from a particular sender.

• Search for any contact number to access the conversations held with a specific contact.

• Also, initiate conversations if required.

MessageBird Tab

• Select 'Open in New Tab'.

• You can now access the extension at all times in a separate tab.

User Management

• The Leadsquared admin can enable multiple users to share a single MessageBird account.

• Select 'Manage App Users'.

• You can now view the list of Leadsquared users within the organization.

• Click on 'Add' to allow the user to utilize your MessageBird account.

• Click on 'Remove' to disable the user from this feature.

• Also, Add all or Remove all users if required.

Incoming Messages

• Select 'Incoming events sync'.

• Enable 'Capture incoming messages' to receive MessageBird messages into Leadsquared.

• New Leads would be created in Leadsquared for incoming messages from non-existing contacts.

• Prevent the creation of new Leads, enable 'Ignore messages from NEW customers'.

• You can view the list of all the MessageBird channels.

• Enable the channels you wish to receive incoming from.

• Disable the channels you do not wish to receive incoming messages from.

Application Analytics

• Select 'App Usage Analytics'.

• Here you can view the statistics of the usage of MessageBird for Leadsquared.

Desktop Notifications

• Enable multiple users to receive desktop notifications for your incoming MessageBird messages.

• Select 'Message Notifications'.

• Enter the email of the user for whom you wish to enable incoming messages.

• The user must have an Ulgebra account under the entered email id.

• Click on 'Add User'.

• Share the invite link received with the user.

• The user must access the invite link on their browser.

• Click on 'Start Receiving desktop notifications on this browser'.

• The user can now receive desktop notifications for the incoming MessageBird messages.

Reset Application

• Select 'Reset App Configurations'.

• Enter 'confirm' within the space provided.

• Click on 'Reset'.

• All the data of the integration would now be deleted,

Message Sender

Add MessagBird Sender

• Click on the Choose Sender drop-down.

• Select '+Add New Sender'.

• Enter the type of channel to be added as SMS, WhatsApp or Viber.

• Enter the Sender Id as per MessageBird.

• Enter the display name for the sender.

• Save the message sender.

Default Sender

• Click on the pin icon beside the name of the sender to select a default MessageBird sender.

Hide Sender

• Click on the visibility icon beside the name of the MessageBird sender to hide the sender.

Message Template

Create Template

• Click on the Templates drop-down.

• Select '+Add New Template'.

• Enter the name of the template.

• Enter the content within the message template.

• Save the message template.

Edit Template

• Click on the edit icon beside the name of the template you wish to edit.

• Make the changes required.

• Save the edited template.

Pricing