Leads Component

• Users Documents

  WordPress Leads User Documentation

• Developer Documents

  WordPress Leads Developer Documentation

Leads Component Documents

• Creating and Using Inbound Forms

  Table of Contents Create a new form Create Forms area can be accessed by wp-admin side menu Click ‘Add New’ … Read more →

• Using ‘Bulk Actions’ in Leads

  Redirecting to external URL. Hold Tight

• Track Custom Lead Values with WordPress Leads

  Redirecting to external URL. Hold Tight

• Leads Plugin Intro

• Disable Tracking for All Forms on a Given WordPress Page

  This snippet will allow for you to toggle off lead tracking for all forms on a given page. This is … Read more →

• Using Dynamic Form Fields with Inbound Now Forms

  Table of Contents 1. Go into forms and click on advanced settings on the field you want to be dynamic … Read more →

• Trigger Custom Javascript Event on Form Completion

  The below script will enable you to fire custom javascript code after the inbound now form has finished processing. This … Read more →

• Add Additional Lead Profile Fields to Lead Records and Map Form Fields

  Table of Contents Introduction The Easy Way The Programatic Way (The harder way) Introduction There are two ways to add … Read more →

• Debugging Javascript Errors (No coding skills required)

  Table of Contents Debugging Javascript Errors The Debug Tools are located in the Marketing Menu Go to the problem page … Read more →

• Debugging Form Submission Data

  Run the script in the console tab of the browser dev tools. This will disable the final form submission and … Read more →

• Coding Standards

  Table of Contents PHP Coding Standards HTML & CSS Coding Standards Javascript Coding Standards Below are the following coding standards … Read more →

• Zapier Setup Guide

  Table of Contents Summary Setup Guide Create a Zap Set the Trigger App to Inbound Now Retrieve a webhook Connect … Read more →

• Debugging Plugin/Theme Conflicts

  To test for a theme conflict: Activate default Twenty Ten, Eleven, Twelve, or Thirteen theme Check to see if the … Read more →

• How to create a lead list

  Table of Contents In wp-admin navigate to Leads->Lead Lists: Use Lead List UI to Manage Lead Lists: In wp-admin navigate … Read more →

• How to map Inbound Now form fields

  Table of Contents Step 1: Edit Form Fields Step 2:Map field appropriately Inbound Forms fields require mapping in order to work … Read more →

• How to setup Constant Contact Integration

  Table of Contents Installation Step 1. Get your files ready! Step 2. Install files into WordPress Step 3. Access your … Read more →

• Change lead notification email template

  Table of Contents New lead notifications Inbound Forms – After Submission Emails New lead notifications   We’ve provided these filters … Read more →

• Tracking conversions on Posts & Pages

  Table of Contents Form Tracking Inbound Forms Other Forms Link Tracking Calls to Action Landing Pages Post, Pages, other Post Types … Read more →

• Hooking into the Lead save/update process (3rd Party Development)

  Table of Contents Hooks inbound_store_lead_post inboundnow_form_submit_actions Differences Manually invoking inbound_store_lead() Hooks inbound_store_lead_post Function inbound_store_lead doubles as an ajax method and … Read more →

• How to export Leads in CSV format with WordPress Leads

  Table of Contents How to export Leads via CSV Navigate to wp-admin->Leads->Bulk Actions (used to be titled ‘Lead Management’) Select … Read more →

• How to get a Full Contact API Key

  Table of Contents 1. Head to Full Contact developer signup page. 2. Signup & check email for API Key 1. … Read more →

• Changing email notification headers

  In order to manually change email headers we will need to hook into the email send process using our custom … Read more →

• Lead API Documentation – v1

  Table of Contents Summary Generating API access keys Types of Keys Public Secret Token Base API URL API Endpoints Response … Read more →

• How to disable form/field pre-population

  You may notice that Inbound Forms “remember” the data entered into inputs after a form is submitted. Only a visitor … Read more →

• Contributing to Inbound Now Codebase

  Table of Contents Part I – Getting Started Step 1. Installing a local server. Step 2. Installing SourceTree for git … Read more →

• How to add tabs to the Lead Profile

  This code example shows how we are adding tabs and tab content to the Lead profile UI as of 1/22/2015:

• How to add a new activity section to the Leads profile UI

  This code example shows how to add an activity section to the activity tab of the Lead profile UI as … Read more →

• How to automatically detect and set the visitor’s country

  Add this code to your theme’s functions.php file to automatically dectect and set the visitor’s country for an Inbound Now … Read more →

• How to send an email to user after signup.

  As of 1/26/2015 we can send emails to visitors that submit data through an Inbound Form.   Head into wp-admin->Leads->Manage … Read more →

• Using passed data in Thank You page.

  Table of Contents How we store data A shortcode for accessing lead fields A shortcode for accessing cookie data Tricks … Read more →

• Add lead to custom taxonomy on form submission

  This document shows an example plugin that will extend Inbound Forms to be able to add a lead to a … Read more →

• Change delimiter in CSV export

  Add the following to your theme’s functions.php file or to a custom plugin to modify the default delimiter Leads uses … Read more →

• How to remove submitted fields from notification email

  You may want to remove certain parts of the new lead email notification. We’ve provided a WordPress filter to help … Read more →

• [tutorial] Creating a follow up email

  Table of Contents I. Create your follow up email(s) II. Setup your Inbound Form III. Create a follow up email (two ways) … Read more →

• How to disable impression tracking by IP.

  Table of Contents Inbound Pro Users Non Inbound Pro Users Inbound Pro Users Head into wp-admin->Inbound Now->Settings and find the … Read more →

• Mitigating spam sent through Inbound Forms

  Table of Contents Add the Honey Pot field Activate and enable Akismet filtering Google reCaptcha In this document we’ll go … Read more →

• How to change email headers on new lead notification email.

  Email headers are standardized for new lead notification emails. If you are wanting to change the From email address or … Read more →

• Analytics Events – Hooks and Filters – Client Side Javascript

• Turn on Double Optin for lead lists.

  Table of Contents What is Double Optin How to turn on Double Optin. What does the email look like? How … Read more →

• How to mass import WordPress users into Leads database

  Table of Contents Introduction 1. Export a CSV List of WordPress Users 2. Use the Leads CSV Import extension asset … Read more →