Plugin / CRM Lead Tracking

Installation

1. From WordPress

• Visit ‘Plugins > Add New’
• Search for ‘CRM Lead Tracking’ OR upload the .zip archive
• Click Install and then Activate
• Go to Setup section below.

2. Manually

• Upload the .zip archive to /wp-content/plugins/ folder and unzip it OR upload already unzipped folder with all the files (if your hosting doesn\’t allow to unzip archives in the file manager)
• Activate the CRM Lead Tracking plugin through the ‘Plugins’ menu in WordPress
• Go to Setup section below.

Setup

• Go to the Contact > Contact forms
• Click on Edit on the form you want to be tracking leads from
• Add the shortcode on the very top (before all the labels)
  [lead_overview]
• Change your text fields shortcodes from the default your- prefix
  [text* your-name]
  to first- prefix
  [text* first-name]

So in the end it should look like this:

[lead_overview]
 Your Name (required)
    [text* first-name] 
 Last Name (required)
    [text* last-name] 
 Your Email (required)
    [email* your-email] 
 Subject
    [text your-subject] 
 Your Message
    [textarea your-message] 

[submit \"Send\"]

That’s it. You are ready to track your leads.
They will appear in the Lead Overview menu.

(Optional)Google Analytics Campaign tracking

In order to track the leads on GA campaign basis you need to set up the urm parameters:

utm_source=google, facebook, newsletter, etc.
utm_medium=cpc, email, banner, etc.
utm_campaign=spring_sale, etc.
keyword=example_keyword

We recommend to use the url builder from google: https://ga-dev-tools.appspot.com/campaign-url-builder/