內容簡介
FormRank Lead Scoring 外掛幫助用戶快速識別高品質的表單提交，透過智能評分系統自動篩選潛在客戶，讓用戶能優先聯絡最有價值的潛在客戶，節省時間與精力。
【主要功能】
• 引導式設置精靈
• 智能垃圾郵件與品質過濾
• 智能潛在客戶評分系統
• 支援多種表單插件
• 自動潛在客戶分類
• AI 驅動的潛在客戶豐富化（PRO）
外掛標籤
開發者團隊
原文外掛簡介
FormRank tells you which WordPress form submissions are worth your time. It automatically sorts every lead by quality — so you call the right people first and stop wasting hours on spam and tire-kickers.
Features:
Guided Setup Wizard – Get started in under a minute with industry-matched demo data so you can explore the dashboard instantly
Smart Spam & Quality Filter – Junk submissions, cold outreach, and spam automatically score low and stay out of your way
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 and activate — the setup wizard walks you through choosing your industry
Explore a pre-populated dashboard with realistic demo leads for your business type
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
* 50 AI scores per month
Pro version adds:
* Unlimited AI scoring
* 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.
