Form & Phone Lead Tracker for Local Service Businesses – Lead Ledger
| 开发者 | WPLocallift |
|---|---|
| 更新时间 | 2026年9月1日 08:09 |
| 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:
- Home services — HVAC, plumbing, roofing, electrical, landscaping, cleaning, and general contractors
- Professional services — dental practices, law firms, accounting firms, and other appointment-based local businesses
- Any local business — if your site uses contact forms, click-to-call links, or click-to-email links, Lead Ledger fits
- Install and activate — After activation, Lead Ledger opens a 3-step setup wizard.
- Choose your business type — HVAC, plumbing, roofing, electrical, dental, legal, or other local service categories tailor dashboard defaults.
- Connect your forms — Select which Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, or Elementor Pro forms to track, or use the built-in
[ltll_form]shortcode on any page. - Confirm privacy settings — Acknowledge that lead and click tracking will be disclosed in your site privacy policy. Optional page view counts stay off unless you enable them.
- Set up alerts — Add a notification email for instant alerts. Optionally enable a Monday morning weekly digest.
- Track leads automatically — When a visitor submits a connected form, clicks any
tel:link, or clicks anymailto:link, Lead Ledger saves the lead with page URL, referrer, device type, and timestamp. - Review and act — Use the Dashboard for weekly stats and trends, or open Leads to search, filter, export individual leads as JSON, or delete records.
- Track Contact Form 7, WPForms, Fluent Forms, Ninja Forms, Gravity Forms, Elementor Pro, and a native shortcode form
- Native form shortcode with theme-adaptive styling and built-in spam protection (honeypot, timing check, rate limit)
- Click-to-call (
tel:) and click-to-email (mailto:) tracking on any page — includes page URL and referrer for each click - Dashboard with weekly/monthly stats, 30-day chart (forms, phone clicks, email clicks), top pages and sources
- Leads list with search, date filters, and a themed lead detail view
- Email instant alerts (when an address is configured) and optional weekly digest (opt-in)
- 3-step setup wizard for quick setup
- Dark / light theme toggle on admin screens
- 90-day lead history with per-lead JSON export and delete in the admin
- Optional CF7/WPForms field mapping when auto-detection needs help
[ltll_form][ltll_form theme="dark"][ltll_form theme="light"][ltll_form type="estimate"]
安装:
- Upload the plugin files to
/wp-content/plugins/locallift-leadledger, or install through the WordPress plugins screen. - Activate the plugin through the Plugins screen in WordPress.
- Complete the Lead Ledger Setup wizard (opens automatically on first visit):
- Step 1 — Welcome: Choose your business type.
- Step 2 — Configuration: Connect supported form plugins, acknowledge privacy requirements, and optionally enable page view counts.
- Step 3 — Finish: Set your notification email, send a test alert, and optionally enable the weekly digest.
- Submit a test form on your site, or click a
tel:ormailto:link on the front end, then open Lead Ledger → Dashboard to confirm the lead appears. - (Optional) Place
[ltll_form]on a page if you want the built-in contact form instead of CF7 or WPForms.
屏幕截图:
常见问题:
How do I get started after installing?
Activate the plugin and follow the setup wizard. Connect at least one form (or add [ltll_form] to a page), set a notification email, and submit a test lead. Your first real lead will appear on the Dashboard within seconds. See the setup video in the Installation section above.
What industries is Lead Ledger built for?
Home services (HVAC, plumbing, roofing, electrical), professional services (dental, legal, accounting), and any local business that relies on website forms, phone calls, and email contact links. Select your industry during the setup wizard — or choose Other Local Service if yours is not listed yet.
Does this work with Contact Form 7?
Yes. Connect any CF7 forms you want to track during setup or in Settings → Forms. If field names are non-standard, use Settings → Field mapping to map name, email, phone, and message fields.
Does this work with WPForms?
Yes. Connect any WPForms you want to track. WPForms fields are detected by field type automatically; mapping overrides are optional.
Does this work with Fluent Forms?
Yes. Connect Fluent Forms during setup or in Settings → Connected forms. Name, email, phone, and message fields are auto-detected from the form definition.
Does this work with Ninja Forms?
Yes. Connect Ninja Forms during setup or in Settings → Connected forms. Standard field types are auto-detected.
Does this work with Gravity Forms?
Yes. Connect Gravity Forms during setup or in Settings → Connected forms. Standard field types are auto-detected, with optional field ID mapping when needed.
Does this work with Elementor Pro Forms?
Yes. Lead Ledger discovers Elementor form widgets across your site. Match submissions using the custom Form ID in the widget’s Additional Options when possible.
Does this track phone clicks?
Yes. Any tel: link on your site is tracked when clicked. Lead Ledger saves the phone number clicked, the page URL where the click happened, referrer/source, device type, and timestamp. No extra shortcode or configuration is needed beyond activating the plugin.
Does this track email clicks?
Yes. Any mailto: link on your site is tracked when clicked, including links with subject or body query parameters. Lead Ledger saves the email address clicked, the page URL where the click happened, referrer/source, device type, and timestamp. No extra configuration is needed beyond activating the plugin.
Can I see which page a phone or email click came from?
Yes. Every phone and email click lead includes the page URL where the visitor clicked. View it in the Leads list, on the lead detail screen, in instant alert emails, and in the Dashboard Top pages report (aggregated with form leads).
Can I use Lead Ledger without a third-party form plugin?
Yes. Add the [ltll_form] shortcode to any page or post. The form includes consent text, spam protection, and matches your page theme when possible.
Is the weekly digest enabled by default?
No. You opt in during the setup wizard or in Settings. Instant email alerts use the address you configure during setup.
What privacy steps does the setup wizard require?
Step 2 includes an optional privacy policy URL and a required confirmation that you will disclose lead and click tracking in your site privacy policy. Page view collection remains off unless you explicitly enable it.
Is page view tracking enabled by default?
No. You must opt in from Settings or the setup wizard. When enabled, Lead Ledger stores anonymous daily page view counts per URL — no personal data. Disclose tracking in your site privacy policy.
Does this plugin connect to external services?
No. Lead data is stored locally in your WordPress database. Email alerts are sent through your site's normal WordPress mail configuration.
How do I export or delete lead data?
Open a lead in Lead Ledger → Leads and use Export JSON or Delete lead. Data is also auto-purged after 90 days on the free plan.
Is there a setup video?
Yes. See the Video walkthrough in the Installation section above.
更新日志:
- Add managed plans upsell admin notice after 7+ days and 3+ real tracked leads, with dynamic monthly lead count.
- Notice is dismissible (re-shows after 14 days) and suppresses after CTA click-through to WP Local Lift managed plans.
- Respect site/user managed-plan flags so retainer clients do not see the upsell.
- Fix admin notice registration so the upsell appears reliably across wp-admin screens.
- Add click-to-email (
mailto:) tracking site-wide — works on any page with no extra setup, matching existingtel:click tracking. - Save the clicked email address plus page URL, referrer/source, device type, and timestamp for each email click lead.
- Dashboard: new Email clicks this week stat, third chart series on the 30-day leads chart, and email clicks included in Top pages.
- Leads: period summary and lead type badges now distinguish form, phone, and email leads.
- Notifications: instant alerts and weekly digest include email click counts and new email click leads.
- Setup wizard privacy copy updated to mention both
tel:andmailto:click tracking.
- Add Gravity Forms integration with connected-form selection and optional field ID mapping.
- Add Fluent Forms, Ninja Forms, and Elementor Pro Forms integrations.
- Connect supported forms in Settings and the setup wizard.
- Improve tracker attribution injection for Elementor and Ninja Forms.
- Add Pro upgrade teasers on Leads and Settings with upgrade modal.
- Update WordPress.org listing title and short description for search discoverability.
- Shorten wp-admin plugin name to Lead Ledger.
- Fix Settings and Leads admin styling on WordPress 7.x (CSS/JS now load correctly).
- Fix front-end tracker JavaScript error (
getPageUrl is not defined). - Improve setup wizard hook detection across WordPress admin hook naming changes.
- Initial release.
- Track CF7, WPForms, native form shortcode, and click-to-call.
- Dashboard, leads list/detail, settings, and setup wizard with dark/light themes.
- Instant email alerts, optional weekly digest, and 90-day retention with per-lead export/delete.