Leads Component

• Users Documents

  WordPress Leads User Documentation

• Developer Documents

  WordPress Leads Developer Documentation

Leads Component Documents

• Creating and Using Inbound Forms

    Create a new form We have the ability to create & manage forms within all of our Inbound Now … 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

  You can dynamically fill form fields with inbound forms. This is useful for automatically filling in known information about the … 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

  Introduction There are two ways to add lead fields to your Leads system, one is to use the UI interface … Read more →

• Debugging Javascript Errors (No coding skills required)

  Debugging Javascript Errors This tutorial will walk you through fixing your javascript errors caused by your theme or other plugins. … 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

  Below are the following coding standards that must be followed for contributing code to the open source project to ensure … Read more →

• Zapier Setup Guide

  Summary This shows how to hook up Zapier to Inbound Now plugins. Also please see Zapier’s Inbound Now Zap Book … 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

  In wp-admin navigate to Leads->Lead Lists:   Use Lead List UI to Manage Lead Lists:

• How to map Inbound Now form fields

  Inbound Forms fields require mapping in order to work correctly with Inbound Now extensions and Leads plugin. Step 1: Edit Form … Read more →

• How to setup Constant Contact Integration

  Installation Please note that these instructions are not for Inbound Pro users. Inbound Pro users will have their documentation inside … Read more →

• Change lead notification email template

  New lead notifications   We’ve provided these filters for altering email body, email subject, and headers: apply_filters( ‘inbound_new_lead_notification/subject’, $subject ); … Read more →

• Tracking conversions on Posts & Pages

  Form Tracking Inbound Forms Inbound Now tools provide sitewide tracking on all forms. In order for fields to be added to … Read more →

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

  Hooks inbound_store_lead_post Function inbound_store_lead doubles as an ajax method and a traditional method for storing and updating lead profiles. This … Read more →

• How to export Leads in CSV format with WordPress Leads

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

• How to get a Full Contact API Key

  1. Head to Full Contact developer signup page. Head to https://www.fullcontact.com/developer/pricing/ and click the signup button that allows for free usage for … 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

  Summary Leads API will provide methods for querying and manipulating the Leads database both internally as well as externally through … 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

  This document illustrates the workflow users should undertake to contribute to the Inbound Now public codebase. Part I – Getting … 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.

  How we store data After a user completes an inbound form submission and is taken to a thank you page … 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

  Inbound Pro Membership holders have access to Marketing Automation and Inbound Mailer, which allows for custom followup emails and followup email … Read more →

• How to disable impression tracking by IP.

  Inbound Pro Users Head into wp-admin->Inbound Now->Settings and find the settings box that lets you disable admin tracking and setup … Read more →

• Mitigating spam sent through Inbound Forms

  In this document we’ll go over some of the ways to reduce/prevent spam making its way through Inbound Forms. You … 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.

  What is Double Optin   Double Opt in requires the user to verify a subscription through confirming their email address. … Read more →

• How to mass import WordPress users into Leads database

  Introduction When you first install the Leads plugin you may wish to import your convert your WordPress userbase into the … Read more →