Leader Integration

外掛說明

Leader Integration is a plugin that seamlessly connects your WordPress site with the Leader Lead Management System and Elementor. With this plugin, you can send Elementor form submissions directly to Leader, along with UTM parameters, referrer, IP address, and user agent details. All submitted data is logged for review, ensuring you have a complete record of your leads.

External Services

This plugin connects to the Leader API to send lead data and retrieve responses. The API is used to integrate WordPress with the Leader Lead Management System.

What data is sent:
– Lead data (e.g., name, email, phone, comments).
– UTM parameters (if available).
– Referrer URL (if UTM parameters are not available).
– IP address and user agent of the user submitting the form.

When data is sent:
– Data is sent when a form submission is processed through the “Send to Leader” action in Elementor.

Service Provider:
– Leader API (https://app.weallleaders.co.il/index_api/leads)
– Terms of Service: https://app.weallleaders.co.il/uploads/Leader_Terms_of_Use.pdf
– Privacy Policy: https://weallleaders.co.il/policy

安裝方式

  1. Upload the leader-integration folder to the /wp-content/plugins/ directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.
  3. On first activation, the setup wizard will launch. Enter your Client ID, Integration Token, Leader ID, and Service ID.
  4. In Elementor, create or edit a form and add the “Send to Leader” action under “Actions After Submit”.

常見問題集

Why doesn’t the “Send to Leader” action appear in my form?

Ensure that your site is running a compatible version of Elementor Pro and that you have added an Elementor form widget on a page. The custom action registers only when the Elementor Forms module is loaded.

Where can I view the leads that are submitted?

All leads are logged in a custom database table. You can view these logs by navigating to the Lead Logs page under the Leader Integration admin menu.

Can I change my Leader ID or Service ID later?

Yes, you can update these settings at any time via the plugin settings page in the WordPress dashboard.

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變更記錄

1.0.0

  • Initial release.
  • Added settings for Client ID, Integration Token, Leader ID, and Service ID.
  • Integrated with Elementor form actions to send submissions to Leader.
  • Implemented lead logging with UTM, referrer, IP, and user agent data.