Description
FormTrail Inbox is a zero external cost WordPress plugin for small teams that receive business inquiries through Contact Form 7.
The free MVP stores form submissions inside the site’s own WordPress database and does not call AI models, paid APIs, or an external backend.
Current free features:
- Capture successful Contact Form 7 submissions.
- Normalize common lead fields such as name, email, phone, company, message, source URL, and UTM source.
- Apply local default rules for score, tags, and status.
- Add basic custom local rules.
- Review leads in a WordPress admin inbox.
- Search, filter, sort, paginate, and bulk update lead status.
- View lead details, source metadata, submitted fields, timeline events, and internal notes.
- Manually update lead tags.
- Delete leads and related notes/events.
- Export selected or filtered leads to CSV.
- Configure privacy settings for IP address and User Agent recording.
- Optionally send local WordPress email notifications for captured leads.
- Configure data retention cleanup.
- Preserve stored leads by default when the plugin is deleted, with an opt-in full cleanup setting.
中文说明
FormTrail Inbox 是一个轻量级线索收件箱插件, 用于把 Contact Form 7 的表单提交保存到当前站点的 WordPress 数据库中, 并提供本地跟进看板.
主要功能:
- 捕获成功提交的 Contact Form 7 表单.
- 归一化姓名, 邮箱, 电话, 公司, 留言, 来源 URL, UTM 来源等常见线索字段.
- 使用本地规则计算线索分数, 标签和状态.
- 在 WordPress 后台查看线索收件箱, 支持搜索, 筛选, 排序, 分页和批量更新状态.
- 查看线索详情, 来源信息, 提交字段, 时间线事件和内部备注.
- 手动更新线索标签, 删除线索及其相关备注和事件.
- 将选中线索或筛选后的线索导出为 CSV.
- 配置 IP 地址和 User Agent 的记录策略.
- 可选使用 WordPress 本地邮件发送线索通知.
- 配置数据保留清理策略.
- 默认在删除插件时保留已保存线索, 只有启用完整清理设置后才会删除插件数据.
安装方式:
- 将
formtrail-inbox文件夹上传到/wp-content/plugins/. - 在 WordPress 插件页面启用
FormTrail Inbox. - 确认 Contact Form 7 已安装并启用.
- 在 WordPress 后台打开
Lead Inbox菜单.
常见问题:
这个插件会调用 AI 模型吗?
不会. 当前免费版本只使用本地规则.
这个插件需要外部后端吗?
不需要. 线索数据通过 WordPress 数据库 API 保存在当前站点数据库中.
删除插件时会发生什么?
默认情况下, FormTrail Inbox 会保留线索表和设置, 避免误删尚未导出的线索数据. 如果希望删除插件时同时清理所有数据, 请先在设置页启用卸载清理选项.
当前优先支持哪个表单插件?
当前版本优先支持 Contact Form 7.
Installation
- Upload the
formtrail-inboxfolder to/wp-content/plugins/. - Activate
FormTrail Inboxfrom the WordPress Plugins screen. - Make sure Contact Form 7 is installed and active.
- Open the
Lead Inboxmenu in WordPress admin.
FAQ
-
Does this plugin call an AI model?
-
No. The free MVP uses local rules only.
-
Does this plugin require an external backend?
-
No. Leads are stored in the current WordPress database through WordPress database APIs.
-
What happens when I delete the plugin?
-
By default, FormTrail Inbox preserves its lead tables and settings so you do not lose unexported leads by accident. To remove all lead inbox data during plugin deletion, enable the uninstall cleanup setting before deleting the plugin.
-
Which form plugin is supported first?
-
The first version supports Contact Form 7 only.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“FormTrail Inbox” is open source software. The following people have contributed to this plugin.
Contributors
Translate “FormTrail Inbox” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
0.1.0
- Initial free MVP.
- Contact Form 7 capture.
- Local rule scoring and tags.
- Lead inbox, detail page, source metadata, timeline events, notes, tag updates, status updates, CSV export, settings, email notifications, data retention, and basic custom rules.
- Standard uninstall handler with opt-in data cleanup.