Plynto – Leads Dashboard, Database & UTM Tracking for Contact Form 7
| 开发者 | leadlens |
|---|---|
| 更新时间 | 2026年10月15日 18:47 |
| 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:
Contact Form 7 only emails you a submission — if that email lands in spam or never arrives, the lead is gone. Plynto saves every Contact Form 7 submission in your own WordPress database and turns it into a leads dashboard you can actually use: how many leads came in today and this month, which form and which page produced them, and which ad campaign sent the visitor.
It works the moment you activate it. No setup, no account, no external service.
Why Plynto instead of a plain CF7 database plugin?
A database plugin stores entries. Plynto also answers the question every business owner asks: "Is my Google Ads or Facebook money actually bringing enquiries?"
- Contact Form 7 database — every submission, every field and every file upload saved and searchable
- UTM and ad tracking — UTM source, medium, campaign, keyword and content, plus Google (gclid), Facebook (fbclid) and Microsoft (msclkid) click IDs, saved with each lead
- Leads by channel — Google Ads, Facebook / Instagram, organic search, social, email, referral or direct, charted automatically
- Lead pipeline — move each lead from New → Contacted → Qualified → Won or Lost, like a lightweight CRM
- Follow-ups like a sales CRM — log every call, WhatsApp or site visit with its response ("Call not received", "Interested"…) and the next follow-up date; see overdue and today's follow-ups on the dashboard
- Assign leads and mark them Hot, Warm or Cold — one click or in bulk, with "Assigned to me" and follow-up filters
- Repeat enquiries linked automatically — when the same phone or email enquires again, the first lead comes back to the top instead of a duplicate being worked twice
- Source page tracking — see which landing page, property or project page the lead came from, even for forms inside popups and shortcodes
- Total, this month, today and unread lead counters
- Leads by Form donut chart with clickable legend
- Leads by Channel donut chart
- Lead Pipeline breakdown by stage
- Leads by Project / Page donut chart
- 30-day lead trend graph
- Form × Page breakdown matrix — every cell opens that filtered lead list
- Unread lead count badge in the admin menu
- Search by name, email, phone or any submitted field
- Filter by form, page, pipeline stage, channel and date range
- Single lead view with every submitted field, file attachments, page URL, IP address, browser and full traffic source (first visit and the visit that led to the enquiry)
- Bulk mark as read, bulk move to stage and bulk delete
- One-click "Reply by email"
plynto_attr, for 90 days. It can be switched off under Leads → Settings, or connected to a cookie consent plugin through the plynto_attribution_enabled filter.
Privacy and your data
- Leads, notes and traffic-source data are stored only in your own WordPress database
- The free plugin makes no outbound requests at all — nothing is sent to any external service
- Uploaded files are copied into your own uploads folder with unguessable file names, in a folder that blocks directory listing and script execution
- Deleting a lead also deletes its copied attachments and notes
- Works with WordPress's Export Personal Data and Erase Personal Data tools (GDPR), and adds suggested text to your privacy policy guide
安装:
- Go to Plugins → Add New, search for "Plynto" and click Install, or upload the plugin folder to
/wp-content/plugins/. - Activate the plugin.
- Make sure Contact Form 7 is active. Go to Leads → Settings and confirm Contact Form 7 is ticked (it is by default).
- Submit one of your forms — the lead appears under Leads straight away.
屏幕截图:
常见问题:
Does it save Contact Form 7 submissions to the database?
Yes. Every submission is saved to your WordPress database, including all fields and uploaded files, even if the notification email fails.
Does it import my old submissions?
Yes. Go to Leads → Import and choose any CSV file: a Plynto export, or an export from CFDB7, Flamingo, WPForms, Gravity Forms, Fluent Forms, Google Sheets or Excel. Columns such as name, email, phone and date are matched automatically and can be changed before importing. Duplicates are skipped, and the last import can be undone for 24 hours. Already using Flamingo or CFDB7? The same screen shows a "Copy from Flamingo" or "Copy from CFDB7" button that brings every saved entry in with one click, even if that plugin is switched off.
Can I see which Google Ads or Facebook campaign a lead came from?
Yes. If the visitor arrived through a link with UTM tags or a Google, Facebook or Microsoft click ID, the campaign details are saved with the lead and the lead is assigned a channel such as Google Ads or Facebook / Instagram.
How is a lead's channel decided?
From the visit that led to the enquiry: a Google click ID or a paid Google UTM means Google Ads; a Facebook click ID, a Facebook / Instagram UTM or referrer means Facebook / Instagram; a search engine referrer means organic search; any other website means referral; and no campaign or referrer means direct. Leads captured before version 0.4.0, or with tracking switched off, show as "Not tracked".
Does it work with forms inside popups or shortcodes?
Yes. A hidden field records the page the form was rendered on, so the source page is still correct when the referring URL is not.
Can I export Contact Form 7 entries to CSV or Excel?
Yes. The Export CSV button on the lead list exports exactly the leads matching your current filters, with a UTF-8 file that opens correctly in Excel and Google Sheets.
Where are uploaded files stored?
In wp-content/uploads/plynto-leads/YYYY/MM/, with a random prefix on each file name. Contact Form 7 deletes its own temporary uploads after sending, so the plugin copies them first. Deleting a lead deletes its copied files too.
Does deactivating the plugin delete my leads?
No. Deactivating changes nothing. Even deleting the plugin keeps your data unless you tick "Delete all stored leads and uploaded files" in Leads → Settings first.
Does the plugin send anything to an external server?
No. The free version makes no outbound requests at all.
Does source tracking set a cookie?
Yes, one first-party cookie called plynto_attr, kept for 90 days, holding only campaign parameters, the referring site and the landing page — no name, email or other form data. Suggested wording for your privacy policy is added to Settings → Privacy → Policy Guide. If your visitors must opt in to marketing cookies, switch tracking off in Leads → Settings or connect it to your consent plugin with the plynto_attribution_enabled filter.
What is the difference between "Unread" and the "New" stage?
Unread only means nobody has opened the lead yet. The stage is your sales progress: a lead stays at New until you mark it Contacted, Qualified, Won or Lost.
Can editors or other roles see the leads?
By default only administrators can. Developers can change this with the plynto_capability filter. Leads → Settings stays administrator-only.
更新日志:
0.7.0
- New: Call, WhatsApp, SMS and Email buttons at the top of "Log a follow-up" on every lead.
- New: after-call wrap-up — tapping Call (or WhatsApp, SMS, Email) picks that activity type, shows when the call started with a running timer, and brings up Response when you come back to the page.
- New: the next follow-up is suggested from the response ("Call not received" → in 2 hours, "Asked to call back" → tomorrow, "Interested" → in 3 days). Only fills an empty date; change it freely. Filter:
plynto_outcome_followup_suggestions. - New: saved message templates (Leads → Settings) with variables such as {first_name}, {page}, {visit_date}, {my_name} and {field:Budget}. Pick one on a lead, edit it if you like, and open it in WhatsApp, the SMS app or your email app — you press send yourself. The message is noted in Remarks so Save keeps a record. Three starter templates included.
- New: default country code setting, so WhatsApp works for leads who type a plain 10-digit number. A number typed with a leading 0 (09825…) is now read correctly.
- New: "SMS" activity type.
- Improved: redesigned lead page — status bar (stage, Hot / Warm / Cold, owner, site visit) across the top, a cleaner "Log a follow-up" box, and the activity shown as a timeline.
- Improved: tap-to-call and WhatsApp links on the lead (WhatsApp when the number has a country code, or set one with the
plynto_whatsapp_country_codefilter). - Fix: chips on the CSV import screen had lost their styling.
- Fix: a lead whose saved fields were in an unexpected format (written by other code) no longer stops the lead page from loading.
- New: one-click copy of your old Contact Form 7 entries from Flamingo or CFDB7 (Leads → Import). Works even if those plugins are switched off, keeps the original dates and forms, skips spam and entries already in Plynto, links CFDB7 uploads, and can be undone. Nothing in Flamingo or CFDB7 is changed.
- New: follow-ups — log calls, WhatsApp messages, emails, meetings and site visits with a response (Call not received, Interested, Busy…), remarks and the next follow-up date, with quick "Tomorrow / In 3 days / Next week" buttons.
- New: "Follow-ups" dashboard panel — overdue, due today, next 7 days and site visits this week, with today's call list.
- New: assign leads to users, and mark them Hot, Warm or Cold — on the lead, in bulk, and as list filters ("Assigned to me", "Overdue", "Due today"…).
- New: site visit status and date on every lead.
- New: repeat enquiries — a new submission from the same phone number or email (within 180 days) is linked to the first lead, which is marked unread and moved to today's follow-ups.
- New: activity timeline on each lead, including automatic entries for assignment, temperature and follow-up changes.
- New: Assigned to, Hot / Warm / Cold, Next follow-up, Site visit and Repeat of lead columns in the CSV export.
- New:
plynto_lead_assigned,plynto_followup_loggedandplynto_repeat_enquiryactions;plynto_repeat_window_days,plynto_link_repeat_enquiries,plynto_activity_types,plynto_activity_outcomesandplynto_closed_stagesfilters. - Fix: the hidden source-tracking field uses Contact Form 7's reserved
_wpcf7prefix again, so it no longer appears as a column in other CF7 entry plugins. - Database: adds follow-up columns to the leads table and type / outcome columns to the notes table. Existing leads and notes are kept.
- Fix: restored the 0.4.2 fix — the hidden source-tracking field uses Contact Form 7's reserved
_wpcf7prefix again, so it no longer appears as a column in other CF7 entry plugins.
- New: Import leads from any CSV file (Leads → Import) — Plynto exports, CFDB7, Flamingo, WPForms, Gravity Forms, Fluent Forms, Google Sheets and Excel. Automatic column matching, date format detection, duplicate skipping, progress bar and Undo. Imported leads never trigger alerts or webhooks.
- New: Date range picker on the dashboard trend chart — Last 24 hours, Today, Yesterday, Last 7 / 30 days, This / Last week, This / Last month, Last 3 / 6 months, This / Last year, All time or a custom range, with a comparison to the previous period.
- Improved: the trend chart shows a tooltip anywhere above a point and uses whole-number gridlines.
- Fix: the hidden field Plynto uses to record which page a form was submitted from no longer appears as a column in other Contact Form 7 entry plugins. It now uses Contact Form 7's reserved
_wpcf7prefix, which those plugins skip.
- Security: Leads → Settings now always requires an administrator, even when lead access has been given to another role.
- Security: copied Contact Form 7 attachments get an unguessable file name, every upload sub-folder gets its own index file, and file types a browser could run as a page or script (HTML, SVG, JavaScript, PHP and similar) are never stored.
- Privacy: deleting a lead — one at a time, in bulk, or through a personal data erasure request — now also deletes its copied attachments.
- Fixed: invalid dates in the lead list date filter are ignored instead of filtering everything out.
- New:
plynto_settings_capabilityandplynto_blocked_upload_extensionsfilters.
- New: traffic source tracking — UTM tags, Google / Facebook / Microsoft click IDs, referrer and landing page are saved with every lead, and each lead gets a channel.
- New: "Leads by Channel" donut chart and channel filter.
- New: lead pipeline stages (New, Contacted, Qualified, Won, Lost) with a dashboard breakdown, stage filter and bulk "move to stage".
- New: private notes on every lead.
- New: stage, channel and UTM columns in the CSV export.
- New: stage, channel, campaign data and notes included in personal data exports; notes removed with erasure requests.
- New: suggested privacy policy text.
- Changed: the unread marker in the lead list now reads "Unread" so it is not confused with the "New" stage.
- Improved: the lead list query now uses fixed, fully prepared SQL for every filter.
- Fixed: the Date column in the lead list could shrink to a single character wide.
- Database: adds
stage,channelandattributioncolumns and a notes table. Existing leads are kept and start at the New stage.
- Fixed: "headers already sent" warning when deleting leads.
- Fixed: the correct submenu item is now highlighted on the lead list and single lead screens.
- Renamed to Plynto Form Leads Dashboard. All functions, classes, constants, globals, options, transients, hooks and the custom database table now use the
plynto_/PLYNTO_prefix.
- Added a plan-aware feature gate and the
plynto_lead_savedaction and settings extension hooks for add-ons.
- Initial release: Contact Form 7 capture, dashboard, charts, lead inbox, single lead view, CSV export, settings screen.