Changeset 2007700
- Timestamp:
- 01/07/2019 12:08:19 PM (7 years ago)
- File:
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- 1 edited
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lead-overview/trunk/readme.txt (modified) (2 diffs)
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lead-overview/trunk/readme.txt
r2007698 r2007700 27 27 28 28 == Installation == 29 * 1. From Wordpress*29 **1. From Wordpress** 30 30 --------------------- 31 31 - Visit ‘Plugins > Add New’ 32 32 - Search for ‘CRM Lead Tracking’ OR upload the .zip archive 33 33 - Click Install and then Activate 34 - Go to “Setup”section below.34 - Go to **Setup** section below. 35 35 36 * 2. Manually*36 **2. Manually** 37 37 -------------- 38 - Upload the .zip archive to /wp-content/plugins/folder and unzip it OR upload already unzipped folder with all the files (if your hosting doesn\'t allow to unzip archives in the file manager)38 - Upload the .zip archive to */wp-content/plugins/* folder and unzip it OR upload already unzipped folder with all the files (if your hosting doesn\'t allow to unzip archives in the file manager) 39 39 - Activate the CRM Lead Tracking plugin through the ‘Plugins’ menu in WordPress 40 - Go to “Setup”section below.40 - Go to **Setup** section below. 41 41 42 * Setup*42 **Setup** 43 43 --------- 44 44 - Go to the Contact > Contact forms 45 45 - Click on Edit on the form you want to be tracking leads from 46 46 - Add the shortcode on the very top (before all the labels) 47 `\[lead_overview\]` 47 48 `[lead_overview]` 48 49 - Change your text fields shortcodes from the default your- prefix 49 `\[text* your-name]\` 50 51 `[text* your-name]` 52 50 53 to first- prefix 51 ` \[text* first-name]\`54 `[text* first-name]` 52 55 53 56 So in the end it should look like this: 54 `\[lead_overview\] 57 58 `[lead_overview] 55 59 Your Name (required) 56 \[text* first-name\]60 [text* first-name] 57 61 Last Name (required) 58 \[text* last-name\]62 [text* last-name] 59 63 Your Email (required) 60 \[email* your-email\]64 [email* your-email] 61 65 Subject 62 \[text your-subject\]66 [text your-subject] 63 67 Your Message 64 \[textarea your-message\]68 [textarea your-message] 65 69 66 \[submit \"Send\"\]`70 [submit \"Send\"]` 67 71 68 → That\'s it.You are ready to track your leads.72 **That\'s it.** You are ready to track your leads. 69 73 They will appear in the Lead Overview menu. 70 74 … … 82 86 Make sure you added the top shortcode and updated the shortcode prefixes in the Contact Form 7 form settings. 83 87 84 ` \[lead_overview\]88 `[lead_overview] 85 89 Your Name (required) 86 \[text* first-name\]90 [text* first-name] 87 91 Last Name (required) 88 \[text* last-name\]92 [text* last-name] 89 93 Your Email (required) 90 \[email* your-email\]94 [email* your-email] 91 95 Subject 92 \[text your-subject\]96 [text your-subject] 93 97 Your Message 94 \[textarea your-message\]98 [textarea your-message] 95 99 96 \[submit \"Send\"\]`100 [submit \"Send\"]` 97 101 98 102 For more details see Setup section in Installation.
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