Dealroot
| 开发者 | leadwon |
|---|---|
| 更新时间 | 2026年11月3日 17:24 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- Leads to follow up – an overview of what waits for an answer, every lead in a list or on a board, and a timeline from the first visit to the sale.
- 25 form plugins and page builders – see the list below. A form scan finds every form on your site, also those built without a form plugin.
- The source of every enquiry – UTM parameters and click IDs of Google, Microsoft, Meta, TikTok, LinkedIn and more, the referrer and the landing page, for the first and the latest visit, sorted into channels that make sense worldwide.
- Reports with charts – revenue next to ad costs, enquiries and customers by channel, campaign, page, form, device and city, when enquiries arrive and how fast you answer, for any period and as a PDF.
- Phone, WhatsApp and email clicks – counted per channel, so a call can still be credited to its ad.
- Form analytics – how many visitors start and send each form, and at which field the others give up. Only anonymous daily totals are stored.
- Live view and map – who is on your site right now, and where your visitors and leads come from.
- AI assistant, one switch – every enquiry summed up, sorted and checked for spam, drafts of your answers, a confirmation within a minute, and questions about your leads in plain words. Optional, see External services.
- Telegram and webhooks – every new lead on your phone, or in Make, Zapier, n8n or your own system.
- WooCommerce and other shops – paid orders become won deals with their source.
- Offline conversions – won leads exported in the format Google Ads, Microsoft Advertising and Meta import.
- Google Tag Manager – optionally a generate_lead event in the dataLayer for every sent form, with source, campaign and keyword, so your own tags can use it. Works alongside GTM4WP.
- Privacy – first-party cookie only, optional wait for cookie consent (Google Consent Mode v2, Cookiebot, CookieYes, Complianz, the WP Consent API or your own banner), data retention and the WordPress personal data tools.
- Conversions to Google Ads, Microsoft Advertising and Meta – leads you mark as qualified or won are reported with the deal value to the platform that brought the visitor, so the ads learn which clicks become customers.
- Ad spend and return on ad spend – costs are imported from Google Ads, Microsoft Advertising and Meta every hour, for the cost per lead, the cost per customer and the return on ad spend of each channel, source and campaign.
- Profit, not only revenue – margins per product category or the cost of goods in WooCommerce, for the profit on ad spend.
- CRM and email marketing – HubSpot, Pipedrive, monday.com, Zendesk Sell, Insightly, Nutshell, Bitrix24, Brevo and Mailchimp, connected with one click or one key, in both directions. Any other CRM by webhook.
- Spam filter – sales pitches and bot submissions are put aside automatically.
- Team and reminders – owners, follow-up dates, reminders, and new leads in Slack or Microsoft Teams.
- For agencies – all client sites on one screen, white label and a monthly report for each client.
- Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Forminator, JetFormBuilder, Everest Forms, WS Form, SureForms, MetForm, HappyForms and Jetpack Forms
- Elementor Pro, Divi, Bricks, Beaver Builder, Thrive, Kadence Blocks, Spectra and Otter Blocks
- Mailchimp for WordPress, MailPoet, Ultimate Member and the WooCommerce checkout
- Embedded HubSpot and Tally forms with the answers; Typeform and Calendly with their source
- Any other HTML form: tick it after the form scan, or add
data-dealrootto the form tag - Custom code via
do_action( 'dealroot_capture', $form_id, $form_name, $fields )
安装:
- Install and activate the plugin.
- Open Leads → Forms and click Scan site. Untick forms that are not enquiries and save.
- Go to Leads → Settings and choose how to handle cookie consent.
- Optional: connect a Telegram bot to get notified about new leads.
- Submit one of your forms through a link such as
https://example.com/?utm_source=test&utm_medium=cpcand open Leads → All leads.
屏幕截图:
常见问题:
Do I need to change my forms?
No. Dealroot reads the tracking cookie when a supported form plugin processes a submission. No hidden fields are needed.
Do I need Google Ads or another ad account?
No. The reports show which search engines, social networks, AI assistants, newsletters and websites bring you enquiries and customers, with or without ads. Ad accounts only matter if you want to send won deals back to them.
Which forms are saved as leads?
Every form of a supported form plugin, unless you untick it under Leads → Forms. Other forms are saved once you tick them there after a scan. Forms embedded from other services, such as Calendly or Typeform, run on their servers and are listed for your information only.
Does it work with caching plugins and CDNs?
Yes. The tracking script runs in the visitor's browser, so cached pages are tracked correctly.
Is it GDPR compliant?
Dealroot stores data only in your own WordPress database and sends nothing to third parties. Campaign tracking cookies usually require consent in the EU, so enable one of the consent options under Leads → Settings. Dealroot reads the marketing consent of Cookiebot, CookieYes, Complianz, every banner with the WP Consent API, and Google Consent Mode v2 set by any other banner. It also suggests text for your privacy policy under Settings → Privacy.
Do I need Google Tag Manager?
No. Dealroot works without it. If you use Google Tag Manager, e.g. with GTM4WP, turn on Leads → Settings → Tracking → Tag managers: every sent form then adds a generate_lead event to the dataLayer, with lead_source and a dealroot object holding the form, source, medium, campaign, keyword, click ID and landing page. Dealroot also reads the purchase events of your shop from the dataLayer, so orders become won deals with their source.
How do I add the lead source to my notification email?
Add {dealroot_attribution} to the notification email of your form. It works with every form plugin. {dealroot_channel}, {dealroot_source} and {dealroot_campaign} insert single values. Contact Form 7 also offers [_dealroot_attribution] in its mail tag list.
Does it count calls and WhatsApp messages?
Dealroot counts clicks on phone, WhatsApp, email, Telegram, Viber and map links and attributes them to the channel the visitor came from. It cannot know whether the call was answered, so clicks are reported separately from leads.
How do I send won deals to Google Ads?
Your existing conversions, for example form submissions counted by the Google tag, cannot receive uploaded sales, so you create one more conversion of the type "Import → Track conversions from clicks". Leads → Settings → Sales shows each step and the name to paste, for Google Ads and for Microsoft Advertising. Then use Export conversions on the Leads screen and upload the file in Google Ads under Goals → Conversions → Uploads. Dealroot Pro does all of this automatically.
Can I capture a form from my theme or page builder?
Yes. Scan your site under Leads → Forms and tick the form, or add data-dealroot="Quote request" to the <form> tag. Dealroot then saves the submission in the background without changing how the form works.
Can I get leads on WhatsApp?
Connect a webhook to Make, Zapier or n8n and add a WhatsApp step there. Each lead also has a WhatsApp button that opens a chat with the person.
How do I watch the Clarity recording of a lead?
Add Microsoft Clarity to your site, with its WordPress plugin or the tracking code. Dealroot finds it on its own: open a lead and click "Watch in Microsoft Clarity". Clarity keeps recordings for 30 days unless you mark them as favourites. In Clarity, the smart events dealroot_form_sent and dealroot_contact_click show all visits that ended in an enquiry.
Is it only for one country?
No. Currency and phone country follow your site language (or WooCommerce), dates and amounts are shown in each user's language, the admin works in right-to-left languages, and the channel rules know the main search engines and social networks of Europe, the Americas, Asia and the CIS.
Can I capture a form with custom code?
Yes:
do_action( 'dealroot_capture', 'quote-form', 'Quote request', array( array( 'label' => 'Email', 'type' => 'email', 'value' => $email ) ) );
更新日志:
- Google Tag Manager: a new setting adds a generate_lead event to the dataLayer when a visitor sends a form, with lead_source and the form, source, medium, campaign, keyword, click ID and landing page, so tags in Google Tag Manager can use it. Works alongside GTM4WP. The source is only added once the visitor agreed to the tracking.
- "Wait for my cookie banner" now also reads Google Consent Mode v2 (ad_storage), Cookiebot, CookieYes and Complianz directly, not only the WP Consent API, and starts the moment the visitor accepts.
- The setup recommends waiting for the banner for every cookie banner it finds; the health check only warns when no banner is found.
- A checkout form that an order wins gets the order number and the products, and its summary and topics are the products: the checkout of a shop holds the address but not the cart, so the assistant could not tell what was bought.
- The icons of the sources show again in the reports: newer WordPress versions remove images embedded in style attributes, so the script now paints the icons, and the letter stays where an icon cannot be shown.
- Leads: when a period such as Today hides new leads from before it, the list and the board say so, with a link to all periods. "Needs your attention" on the overview opens the new leads and the won deals without an amount over all periods, as it counts them.
- Form analytics show only the days counted the new way, from the day of this update: the days before missed visitors without consent and forms sent by script, so they would have shown too few sent forms. The counters of the day of the update start again.
- Overview: the periods Today and Yesterday, compared with yesterday by the same time and with the day before.
- Overview: "Show the numbers" below the form that people give up lists every form of the week with its starts, sends and every field visitors left it at.
- Form analytics count every visitor, without cookies and without consent: only the form, the label of the field and whether it was sent. The privacy text says so.
- A form sent by script, e.g. the block checkout of WooCommerce, counts as sent when the page sends what was typed or goes to the next page right after its button.
- The board links to the enquiries put into spam.
- A lead shows the keyword of its ad click; add-ons can add more facts at the top of a lead.
- Old links of the overview keep the filters of add-ons, e.g. the person a lead belongs to.
- New screen Reports, with charts of the chosen period: revenue and ad costs over time, enquiries and new customers, rings of the enquiries and of the revenue by channel, which channel brings customers, when enquiries arrive in the week, how fast you answer, phone or computer, and why deals were lost.
- Above the charts: the last 7 days next to the 7 before, and this month day by day next to last month.
- Hover over a chart to see its numbers; "Show the numbers" opens the same numbers as a table.
- Each channel keeps its colour on every chart, chosen so neighbouring colours stay apart, also for colour-blind readers.
- The PDF report shows the same charts.
- Charts and figures use the currency most of your revenue comes in.
- "Ask about your leads" moved from the overview to a screen of its own, Ask, with room for the whole conversation: it grows with the page while the field stays at the bottom, and ideas what to ask or say are below.
- Topics are what people want to buy or have done. How an order is delivered, picked up or paid, e.g. "Pickup" or "Delivery", is no longer a topic, on every site and in every language; topics read before are cleaned on the update.
- "Phone or computer": the device most enquiries came from is the darkest.
- "The last 7 days" and "Revenue and ad costs": the highest column always fits its chart.
- The month card is called "Won this month" and says that it counts every deal won this month, whenever its enquiry came, while the figures at the top count the deals of the enquiries of the period.
- "Last 7 days", "Last 30 days" and "Last 90 days" are whole days: today and the days before it, the same days as on the charts, compared with as many whole days before.
- Overview: a question mark next to the cost per lead, the cost per customer, the gross profit and the profit on ad spend shows how each is counted, with your numbers.
- Security: every screen, chart and email passes its markup through wp_kses() when it is printed; the PDF report and the remembered list or board view need the nonce of the screen; the public routes of the tracker, Telegram and the sign-up check their permission in their own callback.
- For add-ons: the tracker tells at which field a visitor left a form half done, and the form statistics list the fields where visitors stop most.
- Reports speak plainer: the attribution switch now reads "How they first came" and "Just before writing", with one line explaining the difference.
- Each column of the overview carries a short explanation on hover, from Visits to ROAS.
- Campaigns: traffic without a campaign is grouped below the campaigns and shown by its channel, so the list no longer mixes both.
- The PDF report explains each number under its tile, notes how enquiries are counted, and leaves out empty city, country, device and browser lists.
- Board cards show the short summary of the enquiry.
- Answers written in WhatsApp or in your email program go into the conversation only once you confirm they were sent; one noted by mistake can be removed.
- "Ask about your leads" is more compact: each row of an answer fits on one line with its bar, and a title that only repeats the question is left out.
- For Pro: the list and the board can show who takes care of each lead and filter by person.
- Campaigns from an ad platform whose links name no campaign show the clicks the platform counted instead of an empty Visits column, with a tip how to add the campaign to the links.
- The groups of the settings menu stand out in yellow and larger type.
- Faster with many leads: the overview of a site with 20,000 enquiries and a year of visits loads in about half the time. Sums of past days are kept until the next day, and new indexes help the lists and the first answer.
- Fewer database queries on each page of the site: the options read there load together with the others.
- The live view asks open pages less often while nobody watches: once a minute when a page lies idle, at most every 20 seconds while it is read. The first sign of a page comes after eight seconds, so a customer clicking through a shop costs no extra requests.
- WooCommerce: the email and Telegram message about a new order go out in the background, so the customer no longer waits for them when placing the order.