內容簡介
M Media Medigap Contact Wizard 是一個專為 Medicare 和 Medigap 保險專業人士設計的轉換優化、符合 TCPA 的潛在客戶生成系統。它將複雜的報名問題轉化為引人入勝的多步驟精靈，顯著提高完成率，並確保每個電話潛在客戶都有正確的同意記錄。
【主要功能】
• 符合 TCPA 的潛在客戶捕捉系統
• 5 步驟精靈介面簡化填寫流程
• 先進的防垃圾郵件保護機制
• 提交管理功能，易於瀏覽
• 自訂電子郵件發送選項
外掛標籤
開發者團隊
② 後台搜尋「M Media Medigap Contact Wizard」→ 直接安裝（推薦）
原文外掛簡介
M Media Medigap Contact Wizard is a conversion-optimized, TCPA-compliant lead generation system built specifically for Medicare and Medigap insurance professionals. It turns complex enrollment questions into an engaging multi-step wizard that dramatically improves completion rates compared to traditional contact forms — and every phone lead it produces is backed by a proper consent record you can stand behind.
Key Features
TCPA-Compliant Lead Capture — Built In
Phone leads from this form are TCPA-ready from day one:
Explicit, standalone consent checkbox — separate from the Privacy Policy, never bundled with a purchase condition
FCC-required disclosure language: names your agency, lists covered contact methods (calls, pre-recorded messages, SMS/MMS), and states consent is not required to receive a quote
Phone field note tells prospects what they are consenting to before they reach the final step
Every submission stores a full consent record as WordPress post meta: consent given (yes/no), Unix timestamp, submitter IP address, and the exact consent text presented at submission time
Consent is optional — prospects who prefer email-only contact can leave the box unchecked; the form still submits
5-Step Wizard Interface
Step 1: Contact Information (Name, Email, Phone, ZIP, State)
Step 2: Medicare Status (Current enrollment, parts, existing coverage)
Step 3: Needs & Concerns (Interests, timing, coverage requirements)
Step 4: Health Details (Conditions, prescriptions, pharmacy preferences)
Step 5: Preferences & Final Questions (Priorities, referral source, TCPA consent, privacy consent)
Advanced Anti-Spam Protection
Honeypot field catches bots automatically
Time-based submission validation (minimum 7-second completion)
WordPress nonce security on all submissions
No CAPTCHA needed
Submission Management
All inquiries saved as a custom post type
Easy-to-browse submissions dashboard in WordPress admin
Full submission history with timestamps
5 Email Delivery Options
Gmail OAuth — one-click connection, no passwords needed
Email Provider Presets — auto-configured for Gmail, Outlook, Yahoo
WordPress Mail — works with any existing SMTP plugin
Server Mail — uses the server’s built-in mail() function
Custom SMTP — full manual configuration
File Upload Support
Prospects can optionally upload a prescription list (PDF, JPG, PNG, DOC, DOCX, TXT — 2 MB limit). The file is stored securely and linked in the submission record.
Customization
Configurable primary color for buttons, progress bar, and links
Custom success message with HTML support
Responsive design works on all devices
Shortcode
[mmcw_medigap_wizard]
Add this to any page, post, or widget area.
Perfect For
Medicare agents and brokers, Medigap specialists, insurance agencies, Medicare enrollment centers, and lead generation sites that need audit-ready TCPA documentation on every phone lead.
External Services
This plugin optionally connects to Google’s OAuth 2.0 and Gmail API services when the Gmail OAuth email delivery method is selected. This feature is entirely optional — other email methods (WordPress Mail, SMTP, etc.) do not contact any external service.
Google OAuth 2.0 & Gmail API
What it is: Google’s authentication and email-sending service.
What it is used for: Authenticating the site administrator’s Google account and sending notification emails through that Gmail account on their behalf.
What data is sent and when:
During setup: the administrator is redirected to Google’s consent screen (accounts.google.com) to grant the plugin permission to send email. Google returns an authorization code and access/refresh tokens to the WordPress admin.
When sending a notification email: the email content (recipient address, subject, and body containing form submission data) is transmitted to gmail.googleapis.com to be delivered. This only occurs when a visitor submits the contact form.
Token refresh requests (OAuth access token renewal) are sent to oauth2.googleapis.com.
A one-time request is made to www.googleapis.com/oauth2/v2/userinfo during setup to retrieve and display the connected Gmail address in Settings.
Data stored locally: Access tokens and refresh tokens are stored in the WordPress options table (wp_options) and are never transmitted to any service other than Google.
Google’s Terms of Service: https://policies.google.com/terms
Google’s Privacy Policy: https://policies.google.com/privacy
Google API Services User Data Policy: https://developers.google.com/terms/api-services-user-data-policy
No other external services are contacted by this plugin. All form submissions are stored locally in your WordPress database.
