Upi's Replies - page 15 | WordPress.org

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Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Mapping properly, but leads not showing

Plugin Author Upi
(@upi)

8 years, 1 month ago

Glad to hear.
We’ll still look into the Ninja forms issues.

Marking as resolved for now.
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Mapping properly, but leads not showing

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hi
sorry about your problem.
indeed we had this issue with Ninja forms.
please use our contact form at https://www.upicrm.com/contact/
and we’ll gladly assist you further.
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Form Name still showing Form ID instead of Form Name

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello,
currently – this is by design.
WE’ll try and include form name in the next release.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Parameters from URL no longer recorded

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hi
as far as we know – the UTM mechanism works as expected.
one note though:
UPI stores the a user side cookie at the first time visit of a visitor, and then writes the traffic source (http referrer / UTM) when a user submits a lead.

I would suggest to run a test using a different computer, or an incognito browser session.

please test again and let us know
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] How to control email notifications

Plugin Author Upi
(@upi)

8 years, 1 month ago

so, I guess I can mark this as resolved ?
🙂
we’ll include the email sending / not sending feature on our list for the coming future.

Thanks !!
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] How to control email notifications

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello Jaime,
we have released a newer version – with new option:
“Disable form integration with UpiCRM” .
per each form you now have a button at the bottom of the form – by default every form is integrated but you can opt out a single form/s per your choice.

About email notifications – I would just suggest to edit the email address of the default user to a non existing email “noone@no.com

Can you please see if this works for you ?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Auto Lead Management issue – Routing Rules not written to routing table

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello,
we’ve released a new version, can you please check if your issue is solved?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Auto Lead Management issue – Routing Rules not written to routing table

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello, sorry for the delay, we’re looking into it now.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Auto Lead Management issue – Routing Rules not written to routing table

Plugin Author Upi
(@upi)

8 years, 1 month ago

Hello Jeffrey, thanks for your contact.
Are you sure you’re on the last 2.1.9.3 version ?
If not – please upgrade.
If you are – can you please send screen shot of your problem ?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Manually adding in leads rather than the csv Import

Plugin Author Upi
(@upi)

8 years, 2 months ago

Hi
in order to manually add leads – we usually recommend to just build a user form in a hidden / dedicated page .

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Not Importing

Plugin Author Upi
(@upi)

8 years, 2 months ago

hi,
we’ll need more information – which forms plugin are you using?
have you tried importing new leads using the template provided with the plugin ?
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Leads Not Showing

Plugin Author Upi
(@upi)

8 years, 2 months ago

please go over “fields mapping” screen and make sure the forms’ fields are correctly mapped into UPI data / fields.
Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Limiting Role for UpiCRM user

Plugin Author Upi
(@upi)

8 years, 2 months ago

HI,
this indeed might be a good idea, we’ll take it into consideration on the next versions.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] Bulk import of User permissions via CSV

Plugin Author Upi
(@upi)

8 years, 2 months ago

Hi ,
sorry but this is not possible in the current version.
Can you import users into WordPress as subscribers ?
I would guess that if you could – you might be able to manually change their status in the database to a “UpiUser” role.

Thanks
Uri

Forum: Plugins
In reply to: [UpiCRM – Lead Management & Affiliates management: Any contact form DB, all leads, Social Networks leads, Google sheets, in one place and more.] ¡Great Plugin.! but, is still mantained?

Plugin Author Upi
(@upi)

8 years, 2 months ago

hi
we’ve just released a new version… please check it out!
Thanks
Uri

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