內容簡介
總結：Lead Management Hub 是一個針對 WordPress 設計的外掛程式，旨在幫助企業有效地捕捉、組織和管理潛在客戶。這個外掛具有直觀的介面和強大的功能，可在 WordPress 網站上無縫整合，流暢地簡化潛在客戶管理流程。
1. 如何使用 Lead Management Hub 創建表單？
- 前往 WordPress 管理選單中的「Lead Hub」→「Form Generator」
- 點擊「新增表單」
- 為表單命名並添加描述
- 選擇要自定義表單版面的欄位
- 配置驗證規則和欄位要求
- 儲存表單
2. 如何將表單添加到您的網站？
- 複製顯示在表單列表頁面上的短代碼
- 將短代碼粘貼到您希望出現表單的任何頁面或文章中
- 或者在 Gutenberg 編輯器中使用 Lead Hub 區塊
3. 如何管理潛在客戶？
- 前往「Lead Hub」→「潛在客戶管理」
- 在可以排序和搜尋的表格中查看所有潛在客戶
- 點擊任何潛在客戶以查看詳細資訊
- 使用篩選器按來源、日期、狀態等排序潛在客戶
- 將所選擇的潛在客戶匯出為 CSV 以供外部使用
4. 如何配置通知？
- 前往「Lead Hub」→「設置」→「通知」
- 啟用或停用新潛在客戶的電子郵件通知
- 自定義通知電子郵件範本
- 設置多個收件人以接收通知
外掛標籤
開發者團隊
原文外掛簡介
Lead Management Hub is a WordPress plugin designed to help businesses capture, organize, and manage leads effectively. With its intuitive interface and robust features, this plugin streamlines the lead management process and integrates seamlessly with your WordPress website.
Key Features:
User-Friendly Form Generator: Create custom lead capture forms without any coding knowledge
Comprehensive Lead Management: Store, categorize, and track all your leads in one central location
Odoo Integration: Seamlessly sync your leads with Odoo CRM ( Premium )
Lead Analytics: Track conversion rates and performance metrics
Responsive Design: Forms look great on all devices, from desktops to smartphones
Customizable Fields: Tailor your forms to collect exactly the information you need
Export Functionality: Easily export your leads to CSV for external processing
Whether you’re a small business looking to organize customer inquiries or a marketing agency tracking campaign leads, Lead Management Hub provides the tools you need to turn visitors into valuable contacts.
How to Use
Creating a Form:
Go to “Lead Hub” → “Form Generator” in your WordPress admin menu
Click “Add New Form”
Give your form a title and description
Select the fields you want to customize your form layout
Configure validation rules and field requirements
Save your form
Adding a Form to Your Website:
Copy the shortcode displayed on the form list page
Paste the shortcode into any page or post where you want the form to appear
Alternatively, use the Lead Hub block in the Gutenberg editor
Managing Leads:
Go to “Lead Hub” → “Lead Management”
View all your leads in a sortable and searchable table
Click on any lead to view detailed information
Use filters to sort leads by source, date, status, etc.
Export selected leads as CSV for external use
Configuring Notifications:
Go to “Lead Hub” → “Settings” → “Notifications”
Enable or disable email notifications for new leads
Customize the notification email template
Set up multiple recipients for notifications
