Documentation

You can create custom “quality” types and set a price for each quality that you create. This allows you to assign a specific quality to a lead, which will increase the cost of that lead by the price set for the quality.

You can use custom fields on the forms that you create but note that all custom fields will not map with LeadTrail (yet). Currently, the only fields that can be displayed to a lead buyer are:

After installing the LeadTrail plugin and activating the license key, you’ll want to update the general and payment settings. Within the settings, you will control: If leads should be auto-published or not If buyers can purchase multiple leads at once Maximum number of leads that any single user can purchase Live or sandbox payments mode …

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A LeadTrail Group allows you to set specific pricing for that individual Group. This allows you to place leads within specific groups and charge a specific price for that lead based on the group that they are in. You can also select which forms automatically place leads within a group.

A LeadTrail Category allows you to organize and display your leads by individual categories. This provides you more flexibility in how you can display leads on the frontend to potential buyers.

To create a new leads category (which allows you to display leads by individual categories): Within the LeadTrail admin menu, click on Categories Click on Create Category Enter in the Category name, select Category from the Type dropdown Click Create Category

To create a new leads group (which allows you to display leads by groups that have different prices): Within the LeadTrail admin menu, click on Groups Click on Create Group Enter in the Group name, the Group price, and the form(s) that will automatically populate leads to the Group. Click Create Group

If you need to edit the details of a lead or delete a lead altogether: Within the LeadTrail admin menu, click on Leads To edit a lead, click on Edit next to the lead you wish to edit, make your changes, then click Update Data. To delete a lead, click on Delete next to the …

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In order to use the LeadTrail plugin, you must have an active license installed. Navigate to the LeadTrail plugin options on the lefthand menu within your WordPress admin dashboard Select the Licensing tab Enter your license key, which can be found in your account settings Click Activate Key

Installing the LeadTrail plugin is the same process as installing most WordPress plugins. Download the plugin ZIP file from your LeadTrail account page. Log into your WordPress admin dashboard. Inside the WordPress admin dashboard, go to the Plugins menu item and click the Add New link. Click the Upload Plugin button at the top of the …

Installing the LeadTrail Plugin Read More »