Title: CRM Lead Tracking
Author: https://slash.digital
Published: <strong>07.01.2019</strong>
Last modified: 25.01.2019

---

Шукати плагіни

![](https://ps.w.org/lead-overview/assets/banner-772x250.png?rev=2018920)

Цей плагін **не перевірявся з останніми 3-ма основними випусками WordPress**. Можливо,
він більше не може розроблятися або підтримуватися, і він може мати проблеми сумісності
при використанні з більш новими версіями WordPress.

![](https://ps.w.org/lead-overview/assets/icon-256x256.png?rev=2018920)

# CRM Lead Tracking

 Від автора [https://slash.digital](https://profiles.wordpress.org/slashdigital/)

[Завантажити](https://downloads.wordpress.org/plugin/lead-overview.zip)

 * [Деталі](https://uk.wordpress.org/plugins/lead-overview/#description)
 * [Відгуки](https://uk.wordpress.org/plugins/lead-overview/#reviews)
 *  [Встановлення](https://uk.wordpress.org/plugins/lead-overview/#installation)
 * [Розробка](https://uk.wordpress.org/plugins/lead-overview/#developers)

 [Підтримка](https://wordpress.org/support/plugin/lead-overview/)

## Опис

In the b2b business you create leads instead of purchases on your website. A lead
is a new contact who is generated by (online) marketing activities.

You have to differ between TOFU (top of the funnel) and BOFU (bottom of the funnel)
leads. If you have a TOFU Lead you can also talk about unqualified leads, which 
means you or any other team member has to contact this person in order to find out
if this lead might be business for you. If yes this lead turns into a BOFU Lead 
and may bring you business.
 Of course you only want those qualified leads interesting
for you and your company. The rest might be junk or leads not within your target
group.

Sales is an exclusion process. In order to focus your marketing activities on leads
which are interesting for you and your business, you need to know from which marketing
campaign or keyword (when you are using adwords) those good leads are coming from.

This is where the CRM Lead Tracking plugin comes into play and is going to help 
you to optimize your marketing campaigns.

In combination with simple utm tracking you are able to store your leads within 
wordpress and add the information which lead has been generated by which channel,
ad, newsletter or keyword. This will help you to identify which campaign attracts
which lead.

Combined with a simple export functionality into a .csv file you are able to do 
further processing of your high quality leads.

**Important:** This plugin works only in combination with the **Contact Form 7**
plugin, one of the most famous plugins on wordpress (5+ million installations), 
you can download here: [https://wordpress.org/plugins/contact-form-7/](https://wordpress.org/plugins/contact-form-7/)

## Скріншоти

 * [[
 * How it looks like
 * [[
 * Setting up the correct shortcodes

## Встановлення

**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/](https://ga-dev-tools.appspot.com/campaign-url-builder/)

## Часті питання

  I submit a form but nothing appears in the Lead Overview?

Make sure you added the top shortcode and updated the shortcode prefixes in the 
Contact Form 7 form settings.

    ```
    [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\"]
    ```

*For more details see Installation > Setup section.

## Відгуки

Для цього плагіна немає відгуків.

## Учасники та розробники

“CRM Lead Tracking” — проект з відкритим вихідним кодом. В розвиток плагіну внесли
свій вклад наступні учасники:

Учасники

 *   [ https://slash.digital ](https://profiles.wordpress.org/slashdigital/)

[Перекладіть “CRM Lead Tracking” на вашу мову.](https://translate.wordpress.org/projects/wp-plugins/lead-overview)

### Цікавитесь розробкою?

[Перегляньте код](https://plugins.trac.wordpress.org/browser/lead-overview/), перегляньте
[сховище SVN](https://plugins.svn.wordpress.org/lead-overview/) або підпишіться 
на [журнал розробки](https://plugins.trac.wordpress.org/log/lead-overview/) за допомогою
[RSS](https://plugins.trac.wordpress.org/log/lead-overview/?limit=100&mode=stop_on_copy&format=rss).

## Мета

 *  Версія **1.1**
 *  Останнє оновлення **7 років тому**
 *  Активних встановлень **Менше 10**
 *  Версія WordPress ** 4.0 або вище **
 *  Tested up to **5.0.25**
 *  Версія PHP ** 5.3 або вище **
 *  Мова
 * [English (US)](https://wordpress.org/plugins/lead-overview/)
 * Позначки
 * [b2b](https://uk.wordpress.org/plugins/tags/b2b/)[contact form 7](https://uk.wordpress.org/plugins/tags/contact-form-7/)
   [crm](https://uk.wordpress.org/plugins/tags/crm/)[lead tracking](https://uk.wordpress.org/plugins/tags/lead-tracking/)
 *  [Розширений перегляд](https://uk.wordpress.org/plugins/lead-overview/advanced/)

## Оцінки

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/lead-overview/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/lead-overview/reviews/)

## Учасники

 *   [ https://slash.digital ](https://profiles.wordpress.org/slashdigital/)

## Підтримка

Є що сказати? Потрібна допомога?

 [Перейти в форум підтримки](https://wordpress.org/support/plugin/lead-overview/)