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M Media Medigap Contact Wizard

开发者 mmediasoftwarelab
更新时间 2026年4月6日 01:35
PHP版本: 7.4 及以上
WordPress版本: 6.9
版权: GPL2
版权网址: 版权信息

标签

lead generation insurance medicare medigap TCPA

下载

1.0.2 1.0.3 1.0.0 1.0.1

详情介绍:

M Media Medigap Contact Wizard is a conversion-optimized, TCPA-compliant lead generation system built specifically for Medicare and Medigap insurance professionals. It turns complex enrollment questions into an engaging multi-step wizard that dramatically improves completion rates compared to traditional contact forms — and every phone lead it produces is backed by a proper consent record you can stand behind. Key Features TCPA-Compliant Lead Capture — Built In Phone leads from this form are TCPA-ready from day one: 5-Step Wizard Interface Advanced Anti-Spam Protection Submission Management 5 Email Delivery Options File Upload Support Prospects can optionally upload a prescription list (PDF, JPG, PNG, DOC, DOCX, TXT — 2 MB limit). The file is stored securely and linked in the submission record. Customization Shortcode [mmcw_medigap_wizard] Add this to any page, post, or widget area. Perfect For Medicare agents and brokers, Medigap specialists, insurance agencies, Medicare enrollment centers, and lead generation sites that need audit-ready TCPA documentation on every phone lead.

安装:

Automatic Installation
  1. Log in to your WordPress admin panel.
  2. Go to Plugins > Add New.
  3. Search for "M Media Medigap Contact Wizard".
  4. Click Install Now, then Activate.
Manual Installation
  1. Download the plugin ZIP file.
  2. Go to Plugins > Add New > Upload Plugin.
  3. Choose the ZIP file and click Install Now.
  4. Activate the plugin.
Initial Setup
  1. Go to Medigap Contact Wizard > Settings.
  2. Enter the notification email address where form submissions should be sent.
  3. Choose your email delivery method (see below).
  4. Pick a primary color to match your brand.
  5. Add the shortcode [mmcw_medigap_wizard] to any page.
  6. Click Send Test Email to confirm delivery is working.
Email Setup: Choose One Method Method 1 — Gmail OAuth (Recommended, Easiest) Best for anyone with a Gmail account.
  1. Select "Gmail Account (OAuth)" in Settings.
  2. Click the "Connect with Gmail" button.
  3. Sign in to your Google account and click Allow.
  4. Done — no passwords, no SMTP configuration required.
Emails are sent from your actual Gmail account and appear in your Gmail Sent folder. To disconnect at any time, click "Disconnect Gmail" in Settings. This requires a one-time Google Cloud project setup — see the Gmail OAuth Setup Guide. Method 2 — Email Provider Preset (Simple) Best for Gmail, Outlook, or Yahoo users who can generate an app password.
  1. Select "Email Provider" in Settings.
  2. Choose your provider (Gmail, Outlook, Yahoo, or Custom).
  3. Enter your email address.
  4. Generate an App Password from your provider and paste it in.
Host, port, and encryption are filled in automatically. Click Send Test Email to verify. How to get an App Password: Method 3 — WordPress Mail If you already have WP Mail SMTP, Postman, or a similar plugin configured, select "WordPress Mail". The wizard uses whatever transport your SMTP plugin provides — no additional configuration needed. Method 4 — Server Mail Uses PHP's built-in mail() function. Works on most shared hosting. Select "Server Mail" — no further configuration needed. Not recommended if you are experiencing email delivery problems. Method 5 — Custom SMTP Full manual configuration for any SMTP server (SendGrid, Mailgun, Amazon SES, etc.).
  1. Select "Custom SMTP" in Settings.
  2. Enter your SMTP Host, Port, Username, and Password.
  3. Choose your encryption (TLS is recommended).
  4. Click Send Test Email to verify.
Common port and encryption combinations:

屏幕截图:

  • Customize Questions — toggle any field on/off and override labels across all 5 wizard steps, no code required
  • Shortcode & Submissions Summary — copy the shortcode and preview recent leads right from the settings screen
  • Email Method 1: WordPress Mail — routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically
  • Email Method 2: Server Mail — direct PHP mail() delivery for properly configured server environments
  • Email Method 3: Custom SMTP — manual host, port, username, and encryption config for any mail server or provider
  • Email Method 4: Provider Presets — auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers
  • Email Method 5: Gmail OAuth (connected) — verified account displayed with one-click disconnect, no stored passwords
  • Gmail OAuth Setup (disconnected) — step-by-step built-in guide with copyable redirect URI, nothing to Google
  • Gmail OAuth Credentials — Client ID and Client Secret entry fields for completing the OAuth handshake
  • Submissions Dashboard — all leads stored as WordPress posts with sortable columns, date, and search
  • Submission Detail — complete prospect record: contact info, Medicare status, health details, and file attachment
  • Test Email — send a test message after any config change; green banner on success, error detail on failure
  • Step 1: Contact Information — name, email, phone, ZIP, and state with progress bar and clean layout
  • Step 2: Medicare Status — current enrollment, which parts, and whether the prospect already has a Medigap plan
  • Step 3: Needs & Concerns — touch-friendly multi-select chip buttons for coverage interests and priorities
  • Step 4: Health Details — health conditions, preferred pharmacy, and optional prescription file upload
  • Step 5: Preferences & Final Questions — plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent
  • Success Message — personalized confirmation screen with customizable text shown immediately after submission

升级注意事项:

1.0.0 Initial release.

常见问题:

How do I add the form to my website?

Add the shortcode [mmcw_medigap_wizard] to any page, post, or widget. In the block editor, use a Shortcode block.

Which email method should I use?

For most users: Gmail OAuth if you have a Gmail account. If you already have an SMTP plugin installed, use WordPress Mail — zero extra setup. If you need maximum reliability without Gmail, use Custom SMTP with a transactional email provider like SendGrid or Mailgun.

I connected Gmail OAuth but emails are not arriving. What do I check?

  1. Go to Medigap Contact Wizard > Settings and confirm the connected Gmail address is correct.
  2. Click Disconnect Gmail, then reconnect.
  3. If you set up the Google Cloud project yourself, confirm the OAuth consent screen is published (not in Testing mode).
See the full Gmail OAuth Setup Guide for Google Cloud project configuration steps.

My test email is not arriving. What should I do?

  1. Check your spam or junk folder.
  2. Confirm the notification address is correct in Settings.
  3. Try a different email method — if WordPress Mail works but Custom SMTP does not, double-check your host, port, and credentials.
  4. Check your server's mail logs or contact your hosting provider.

Can I customize the form colors?

Yes. Go to Medigap Contact Wizard > Settings and use the color picker to set your primary color. This applies to buttons, the progress bar, and interactive elements.

Where are submissions stored?

All submissions are saved as a WordPress custom post type. View them at Medigap Contact Wizard > Submissions. They are also emailed to your configured notification address.

How does the anti-spam protection work?

Three layers of invisible protection — no CAPTCHA required:

  1. Honeypot field — bots fill it, humans never see it.
  2. Time validation — submissions completed in under 7 seconds are rejected as bot activity.
  3. WordPress nonce — CSRF protection on every submission.

What file types can prospects upload?

PDF, JPG, JPEG, PNG, DOC, DOCX, and TXT. Maximum file size is 2 MB. Files are stored in /wp-content/uploads/medicare_rx/ with a unique ID prefix for security.

Does the form work with page builders?

Yes — Elementor, Divi, Beaver Builder, WPBakery, and all others that support shortcodes.

Is the form mobile-friendly?

Yes. The wizard is fully responsive and tested on iOS and Android browsers.

Is the form TCPA compliant?

Yes. Version 1.0.2 adds full TCPA compliance out of the box:

  • A standalone consent checkbox with FCC-required disclosure language appears in Step 5, before the Privacy Policy.
  • The phone field includes a note informing prospects they may be contacted by phone or text.
  • Consent is never required as a condition of receiving a quote (FCC rule).
  • Every submission saves a consent record to WordPress post meta: _tcpa_consent_given, _tcpa_consent_timestamp, _tcpa_consent_ip, and _tcpa_consent_text (the exact language shown at submission time).
This gives you the audit trail needed to demonstrate prior express written consent. Always consult a licensed TCPA attorney for advice specific to your business.

Is it GDPR compliant?

The plugin includes a required privacy policy consent checkbox and an optional "no marketing" checkbox. You are responsible for maintaining a privacy policy page on your site.

Can I export submissions?

Submissions are stored as standard WordPress posts, so any export plugin (e.g., WP All Export) will work. You can also copy data directly from individual submission records in the admin.

How do I change the success message?

Go to Medicare Wizard > Settings and edit the "Success Message" field. HTML is supported.

How do I get support?

Visit M Media Software Lab Support.

更新日志:

1.0.3 - April 5, 2026 1.0.2 - April 2, 2026 1.0.1 - March 22, 2026 1.0.0 - January 8, 2026