前言介紹
- 這款 WordPress 外掛「FormRank Lead Scoring」是 2026-02-16 上架。
- 目前尚無安裝啟用數，是個很新的外掛。如有要安裝使用，建議多測試確保功能沒問題！
- 上一次更新是 2026-02-24，距離現在已有 1 天。
- 外掛最低要求 WordPress 5.8 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
- 有 1 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
AI | forms | contact form | lead scoring | lead management |
內容簡介
總結:
FormRank Lead Scoring（FormRank）使用智能評分引擎自動對您的表單提交進行評分，幫助您識別熱門潛在客戶並優先處理後續跟進。
問題與答案:
1. FormRank Lead Scoring是如何幫助您識別潛在客戶的？
- 回答: FormRank Lead Scoring使用智能評分引擎自動分析表單提交並提供1-100的潛在客戶得分，幫助您識別熱門潛在客戶。
2. 這個外掛支援哪些表單插件？
- 回答: FormRank支援WPForms, Gravity Forms, Contact Form 7, Fluent Forms, 及Formidable Forms。
3. 如何提高評分的準確度？
- 回答: 標記潛在客戶為已轉換，評分會隨時間進步。
4. Pro版本和Free版本有什麼不同？
- 回答: Free版本包括無限制的潛在客戶捕獲和存儲，所有表單集成，本地評分引擎，基本的電子郵件通知，儀表板分析和每月15次AI重新評分。Pro版本包括無限AI重新評分，通過Claude的高級AI評分，Slack通知和優先支持。
5. 這個外掛連接到哪些外部第三方服務？
- 回答: 這個外掛連接到FormRank Analysis Service, Anthropic Claude API, 及Freemius服務。
原文外掛簡介
FormRank Lead Scoring (FormRank) automatically scores your form submissions using an intelligent scoring engine to help you identify hot leads and prioritize follow-ups.
Features:
Smart Lead Scoring – Intelligent scoring engine analyzes form submissions and provides lead scores (1-100)
Multiple Form Support – Works with WPForms, Gravity Forms, Contact Form 7, Fluent Forms, and Formidable Forms
Smart Lead Classification – Automatically categorizes leads as Hot, Warm, Neutral, Cool, or Cold
AI-Powered Lead Enrichment (PRO) – Instantly enrich leads with job title, company details, seniority level, LinkedIn profile, and more using AI web research
Learning System – Scoring improves over time as you mark leads as converted
Email Notifications – Get instant alerts for hot leads
Webhook Integration – Send scored leads to Zapier, Make, or any webhook endpoint
Privacy First – All data stored locally in your WordPress database
Dashboard Analytics – Track lead quality trends and conversion metrics
Data Import – Import historical form entries for immediate scoring
CSV & JSON Export – Export leads with scores and enrichment data for use in external tools
How It Works:
Install the plugin and activate it
Configure your business context and ideal customer profile in Settings
Form submissions are automatically captured and scored
View leads sorted by score in the admin dashboard
Mark leads as converted to improve scoring accuracy over time
Free vs Pro:
Free version includes:
* Unlimited lead capture and storage
* All form integrations
* Local scoring engine
* Basic email notifications
* Dashboard analytics
* 15 AI rescores per month
Pro version adds:
* Unlimited AI rescores
* Advanced AI scoring via Claude
* AI-powered lead enrichment — job title, company, seniority, LinkedIn, and more
* Enrichment data included in CSV and JSON exports
* Slack notifications
* Priority support
External Services
This plugin connects to external third-party services under certain conditions. Below is a comprehensive disclosure of all external services used.
FormRank Analysis Service
Purpose: AI-powered lead scoring, lead enrichment, license validation, and usage tracking
What data is sent: For scoring: form field names, form field values, timestamps, and submission metadata. For enrichment (PRO): lead name and email address. This may include personally identifiable information (names, email addresses, phone numbers, company names) submitted through your forms.
When data is sent: For scoring: only when a site administrator has enabled AI scoring and a visitor submits a form that is configured for scoring. For enrichment: only when an administrator explicitly clicks the “Enrich” button on a lead.
Service Provider: FormRank
Service Terms of Use: https://formrankwp.com/terms
Service Privacy Policy: https://formrankwp.com/privacy
Anthropic Claude API
Purpose: AI language model that performs lead analysis, scoring, and enrichment research
What data is sent: For scoring: processed form submission data is forwarded by the FormRank Analysis Service to the Claude API for analysis. For enrichment: lead name and email are sent for AI-powered web research to identify professional details. The Claude API key is managed server-side and is never exposed to the plugin or site administrators.
When data is sent: When the FormRank Analysis Service processes a scoring or enrichment request
Service Provider: Anthropic, PBC
Service Terms of Use: https://www.anthropic.com/terms
Service Privacy Policy: https://www.anthropic.com/privacy
Freemius
Purpose: Plugin license management, update delivery, and optional usage analytics
What data is sent: Site URL, plugin version, license key, and optional diagnostic data (only with admin consent via the opt-in prompt shown on activation)
When data is sent: On plugin activation (opt-in prompt), during license validation, and when checking for plugin updates
Service Provider: Freemius, Inc.
Service Terms of Use: https://freemius.com/terms/
Service Privacy Policy: https://freemius.com/privacy/
Data Processing Notes
All data transmission uses HTTPS encryption
AI scoring is opt-in – site administrators must explicitly enable it
Administrators can configure which forms are analyzed
No form submission data is stored permanently on external servers beyond processing needs
Site administrators are responsible for ensuring compliance with applicable data protection regulations (e.g., GDPR)
A suggested privacy policy snippet is available under WordPress > Settings > Privacy for site administrators to include in their privacy policy
Privacy Policy
This plugin collects and processes form submission data as described below. Site administrators are responsible for ensuring their use of this plugin complies with applicable data protection laws (e.g., GDPR, CCPA).
Data collected: Form submitter name, email address, company, phone, and all form field values.
Lead Enrichment (PRO feature): When a PRO user triggers lead enrichment, the lead’s name and email address are sent to Anthropic’s Claude AI API via a secure FormRank Cloudflare Worker proxy. The AI performs web-based research to identify job title, company, LinkedIn URL, and related professional information. No enrichment data is stored by Anthropic beyond the time needed to process the request.
Anthropic Privacy Policy: https://www.anthropic.com/privacy
FormRank Privacy Policy: https://formrankwp.com/privacy
All data is stored locally in your WordPress database. The personal data exporter and eraser (Tools > Export Personal Data / Erase Personal Data) cover all data stored by this plugin including enrichment data.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「FormRank Lead Scoring」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
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