GB forms DB

FAQ

General

Short description

“One lead collector to rule them all” The  best place to save all your leads from all forms in one place! Easily manage, export or post all your leads.
*RTL supported

Long description

“One lead collector to rule them all”
The GB Forms DB plugin was created to help you collect all your leads from all forms in one place. The Plugin is perfectly compatible with all the big form plugins and also can be used with custom-made forms.
Yes, even if you have multiple form plugins in one website !
Yes, even if you want to use custom-made forms !
Yes, it can work with woocommerce register / checkout forms !
The plugin enables you to search, sort, filter, export and manage all your leads in one place.

Each lead comes with its own information such as the page and type of form which it was sent from, the date and time etc… 

For advanced users:
You can click on each lead and see more details about the lead and the plugin/form it was sent from. This advanced UI will include all the hidden system fields of the form. Also allows you to hook into the lead data via “action hook” which allows you to easily post leads to CRM , mailing systems etc…
*RTL supported

How to

How to install via FTP

Upload the entire gb-forms-db  folder to the /wp-content/plugins/ directory via FTP.

Activate the plugin through the Plugins screen (Plugins > Installed Plugins).

you will find GB Forms DB menu in your WordPress admin screen.

How to install via WP admin panel

Go to Plugins Add > New > Upload.

Click “Choose file” (“Browse”) and select the downloaded gb-forms-db.zip file.

Click the “Install Now” button.

Click the “Activate Plugin” button for activating the plugin.

How to set it up 

Basic settings

  1. Please navigate to GB Forms DB on your WP admin dashboard.
  2. By default at first entrance, the plugin is disabled (All forms are also desabled). 

To  activate the plugin, please click the “Activate GB Forms DB” switcher.

  1. After activating, all form plugins installed on your website will be activated automatically  (you will see the switcher is green).
  • “All forms” – ONE CLICK SETUP – switcher is used when you wish to activate all forms plugins installed on your website. By enabling the “All Forms” option, all of your forms submissions will be saved in the “All Leads” page. 

NOTICE: Custom made forms using Ajax technology will not be saved, please contact your developer to support Ajax based forms

  • “Contact form 7” by switching the switcher to green – you enable all leads received from “Contact form 7” to be stored in your “All Leads” page. If the switcher is gray, GB Forms DB will not save any leads from “Contact form 7”.
  • “Elementor forms” by switching the switcher to green – you enable all leads received from “Elementor forms” to be stored in your “All Leads” page. If the switcher is gray, GB Forms DB will not save any leads from “Elementor forms”.
  • “Pojo Forms” by switching the switcher to green – you enable all leads received from “Pojo Forms” to be stored in your “All Leads” page. If the switcher is gray, GB Forms DB will not save any leads from “Pojo Forms”.
  • “Gravity forms” by switching the switcher to green – you enable all leads received from “Gravity forms” to be stored in your “All Leads” page. If the switcher is gray, GB Forms DB will not save any leads from “Gravity forms”.
  • “Ninja Forms” by switching the switcher to green – you enable all leads received from “Ninja Forms” to be stored in your “All Leads” page. If the switcher is gray, GB Forms DB will not save any leads from “Ninja Forms”
  • “Form ID” is used in case you have other form plugins (plugins that are not listed on upr setup page) installed on your website or custom made forms. To enable such forms you need to switch the switcher to green and provide the selector indicating your form to the text field.
  1. Please click the “Save” button to save your setup.  

Hooks

Actions
gbfdb_after_save:
receiving variable array:
Array
(
    [fields] => Array
        (
            [your-name] => GB
            [your-last-name] => Plugins
            [your-email] => gb@plugins.com
            [your-phone] => 0540000000
        )

    [meta] => Array
        (
            [form_id] => 6
            [type] => cf7
            [remote_ip] => {IP of the sender}
            [user_agent] => Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/103.0.0.0 Safari/537.36
            [url] => https://test.gb-plugins.com/sample-page/
            [timestamp] => 1659345059
            [unit_tag] => wpcf7-f6-p2-o1
        )

)
example
add_action('gbfdb_after_save_6',function($data){

    $curl = curl_init();

    curl_setopt_array($curl, array(
        CURLOPT_URL => '{CRM URL}',
        CURLOPT_RETURNTRANSFER => true,
        CURLOPT_ENCODING => '',
        CURLOPT_MAXREDIRS => 10,
        CURLOPT_TIMEOUT => 0,
        CURLOPT_FOLLOWLOCATION => true,
        CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
        CURLOPT_CUSTOMREQUEST => 'POST',
        CURLOPT_POSTFIELDS =>'{
    "leadsourcecode": "21",
    "firstname": "'.$data['fields']['your-name']. " ".$data['fields']['your-last-name'].'",
    "telephone1": "'.$data['fields']['your-phone'].'",
    "emailaddress1": "'.$data['fields']['your-email'].'"
}',
        CURLOPT_HTTPHEADER => array(
            'Content-Type: text/plain'
        ),
    ));

    $response = curl_exec($curl);

    curl_close($curl);
});
gbfdb_admin_page_add_fieldset
add_action('gbfdb_admin_page_add_fieldset',function(){
    echo '<a class="gbfdb-legend" data-for="API" href="#">';
    echo __("API","gbfdb");
    echo '</a>';
});
gbfdb_admin_page_add_fieldset_fields
add_action('gbfdb_admin_page_add_fieldset_fields',function(){
    $my_api_url = get_option('my_api_url');
    echo '<section data-item="API" class="fields-section">';
    echo '<div class="gbfdb-field-wrap">';
    echo '<label for="my_api_url">API URL:</label>';
    echo '<input type="url" name="my_api_url" id="my_api_url" value="'.($my_api_url ? esc_url($my_api_url) : '').'">';
    echo '</div>';
    echo '</section>';
});
after_gbfdb_field_output
add_action('after_gbfdb_field_output',function($field){
    if(isset($field['name']) && $field['name'] == 'your-name'){
        echo '<i>'.__('this is the "name" field').'</i>';
    }
},10,1);
after_save_lead
add_action('after_save_lead',function($lead_id){
    $lead = get_post($lead_id);
    if($lead){
        $meta = get_post_meta($lead_id,'gbfdb_lead_fields_meta');
        if($meta && isset($meta['url'])){
            $url_array = parse_url($meta['url']);
            if(isset($url_array['path']) &&  strpos($url_array['path'], "sample-page") !== false){
                add_post_meta($lead_id,'lead_type','Test');
            }else{
                add_post_meta($lead_id,'lead_type','Real lead');
            }
        }
    }
},10,1);
filters

gbfdb_forms_settings

gbfdb_supported_plugins

gbfdb-before-admin-save

gbfdb-admin-save

gbfdb_field_output_data

gbfdb_lead_order

gbfdb_page_url

How to use

  1. After setting up the plugin (link name to “How to set it up” section), please navigate to the “All leads” page on your WP admin dashboard => GB Forms DB => All leads.
  2. On your first entry to the “All leads” page you will see a blank page with this text “No leads found”. To see leads on this page, submit a “test” lead from each forms plugin enabled on the GB Forms DB “settings” page
    Congrats! you now have new leads. it’s time to manage them. Each lead is showcased in a row that includes information about that lead.
  • check box – is used to select a lead or a group of leads in order to manage them or apply an action (link to action field explanation).
  • Created Date – specifies the date and time the lead was created.
  • Page – name and link to the page of which the lead was sent from. if for some reason GB Forms DB was unable to obtain the correct name/link it will show “Unknown”.
  • Forms inputs– all inputs of the forms. 

on the top end of the row you will find the field name (If you don’t recognize the field name, the reason probably is: the plugin that is used to send those forms is changing the fields technical name automatically).

on the bottom end of the row you will find the field value. This is the information filled out by the user.

*Please notice the scrolling bar, you can move it to see all the forms inputs

  1. Detailed Pop up by clicking on any lead, a detailed pop up will appear. The Pop up contains all the form fields in one place + some more information collected by the plugin that was used to send the form.
  1. Show system fields checkbox: if checked it will show additional information about the lead. you will see this information at the beginning of the lead row. it will be in a light green color.
  • lead ID each lead gets its own ID. 
  • Form ID represents the form from which the lead was sent from. each form gets its own ID (by the plugin/system that created this form) if the form did not get an ID it will be marked as “undefined”)
  • Type the plugin type that was used to create the lead form and was enabled on the GB Forms DB “settings” page .
  1. Action is used to manage selected leads. by clicking on the “Action” you will find the “Delete” function. you can check the lads you want to delete and choose the delete option and click “Apply”. 

*Please note that you also have a “choose all” option right on top of the checkbox.

  1. Save as CSV is used to export the data to a CSV file format. Select the form you wish to export its leads and press the “Save as CSV” button. then you can save the file in your computer. 
  • For rich text language (RTL) please follow these guidelines to receive the data correctly in Microsoft Excel only: 
  • Open  the program and create a new sheet.
  • Go to “Data” -> “From text” -> Locate the CSV file you saved and press “import” 
  • Check the radio box to set the “Comma separated” option
  • Make sure the encoding is set to UTF-8 -> press “Next”
  • In the “Separators” section, check the checkbox “Comma” -> press “Next” -> press “Finish” -> press “Confirm”
  1. Select All  you can use this checkbox when you wish to select all leads shown. This is usually handy when you want to delete or export data.
  2. Filters to sort your leads: In order to sort and filter your leads you can use these filters:
  • Time based filter, choose to see the leads from any time period
  • Form ID, choose a form to see all leads from that form only
  • Text based search, insert any text to search all leads that contain that text
  • Column based text search, insert the column name and the text you wish to search.
  1. Status: New / Viewed: All ll be in light green top border and will have the label “New”. Once you have viewed the lead, next time you return to that screen it will be gray without the label “New”.

Hooks usage examples:

Features

*  ONE CLICK SETUP  to activate all forms plugins installed on your website. 

*  One DB table collects all leads from all forms in your website.

*  Get Data from Woocommerce register/sign in forms and basicley any form.

*  Get Data from custom made forms as well.

*  Manage your leads: Search, sort, delete, filter, export to CSV and more.

*  See any details about your lead: the page it was sent from, the date and time, IP adress and much more.

*  Lead Status: New/Vewed.

*  Easy to use and trigger any web hooks.

*  Action hooks to help you transfer your data to any CRM, Mailing system etc… 

Compability

Requires at least: 5.5

Tested up to: 6.0.1

Stable tag: 6.0.1