Everything you need to start working with Leader
Manual for a quick start
Fast connection in 5 minutes with no need for programming
Do you have a WordPress site? The Leader Plugin for WP systems allows you to build a landing page to the highest specifications – like the big advertisers, without any programming.
Let’s Start
Connection to the Leader system is simple and easy.
Fast connection
Any form on a landing page or website can be attached quickly and easily.
Attached is a code sample (pixel) that can read the data filled out in on the adjacent form. This action does not require additional programming.
The Leader Plugin allows immediate connection and access to the Leader system from your site management system.
Google Analytics, Google Ads – transmission and receipt of data from a Google campaign.
It is possible to transmit data on actions to Google systems – Google Analytics and Google Ads.
You can also get the keyword that was clicked, the ad position and more from Google campaign, along with details of the lead.
It is possible to receive the data along with the lead details as well as the call details.
Setting up a new campaign
New campaign opening
Opening a campaign for lead gathering (web and phone)
- Entry into campaign management
- Clicking the “Add Campaign” button to create a new campaign.
Fill out campaign details and data fields
- Client name – Appears if there are numerous clients under manager – please select the client you want to open the campaign for.
- Campaign name – Campaign ID name (advertisement activity / project)
- Password– Choose a password that is not easy to guess. The password will use to transmit campaign data.
- Encoding the landing page – Most will be utf-8 and there should be no need to change this. For older websites, there may be a need to mark windows-1255 Encoding.
- Landing page fields -This is the form data you want to receive from the landing page or site. On one side, the name appears in Text for display and on the other side fill in the data that the form sends. Default fields must be saved unchanged (if you would like to change them, please contact us).
- Add field button – This allows you to add unlimited custom fields according to the data you would like to receive from the site / landing page.
Continue filling out campaign details.
- Emails for lead acquisition – Whenever a lead is generated from a form or phone call, you can receive a detailed email alert. It is possible to receive alerts about all forms and calls, a specific alert, or no alerts by checking the information you want.
- Price per lead– You can mark a price per lead when each one is purchased at a fixed price (Dynamic CPL calculation according to your budget can be configured in the More Settings tab)
- Sales representatives – The representatives’ names will appear on the leads screen to indicate the relevant point of contact.
- Comments– Free text window for different comments.
- Saving settings – Click Save and the campaign is good to go!
WordPress plugin for forms and conversations
Leader Plugin for WordPress sites
Plug And Play – One-minute installation.
Installation
How do I install a WordPress Plugin?
- Click “New Plugin” in the WordPress Plugins tab.
- Browse your computer and upload the Leader Plugin (leader-for-wp.zip) – click “Install now”
- Click “Turn on Plugin”
Now Will show in a side menu of the WordPress menu Leader
Now you will be able to see it and start work with Leader through the tab Leader Stats
Opening the tab allows you to view the Leader system within your WordPress site management interface.
Settings
Attaching forms – WordPress contact form: CF7 and Elementor type
Campaign Settings Tab
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- Filling in your Leader campaign details.
Here we will define the details of the campaign we want to transmit to. Complete the Campaign ID and the Campaign Pass in the Campaign Settings screen in Leader – click Save Options to receive a shortcode.
In Campaign Leader (in the Leader system) you will find the ID and password for the campaign – enter them in the designated place and click Save to receive a shortcode.
- Form connection
“Contact form 7” forms
Copy and paste the shortcode (marked in green in the picture above), directly into the Contact Us form “Contact form 7” before Send (Submit) button.
Elementor Form type
Enter the shortcode in a new HTML field in the desired form. do not forget to Click on the dynamic icon and select the Shortcode option
- Filling in your Leader campaign details.
the advanced settings of each field, make sure that the ID of the field is identical to the field’s name in Leader, where you want to transmit to.
Note that the form transmits values (input name) according to the values set up in the Leader campaign. (It is possible to see basic fields in Campaign settings in the Leader system). For example: Name: Fname, Phone: Phone, Email: Email.
WordPress system requirements:
The Leader Plugin requires an installation of Contact form 7 or Elementor forms, the most common forms for WordPress systems.
Attaching phone numbers to the site – Phone numbers tab
Here we will set the phone number that appears on the site – Base number to replace
and the measurement numbers that will replace it according to the different traffic sources – The Plugin will find the existing number and replace it in the user’s display so that the measurement number will be displayed without having to edit the site pages.
We will set a traffic source for every number – utm / domain
For organic traffic measurement– We will fill in the domain name, for example google.com
For paid search traffic measurement– For example, a Google Ads campaign will be marked as google_ads and then a link will be added with the UTM that we wrote in Google Ads campaign. For more information on UTM-coded links, click here
It is also possible to set a general measurement number that will be presented for any other scenario – Number for direct or unknown referrer
Example of full details
In this example, you can see the definitions of measurable numbers for Google Sponsored, Google Organic, Facebook Sponsored and Facebook Organic. In addition, a general number for other sources.
Important sources will receive an assignment number so that the traffic source can be known with 100% certainty, even if the caller saved the number and got in contact a few days later. For the rest of the sources, only one measurable number can be set.
Sending form data
Sending data
Each landing page / site can be connected by sending the form data using the POST method.
Pixel (code snippet) example:
The following code knows how to read all the data sent from the form, placing it on a thank you page and transmitting it to the Leader system.
The code snippet is written in php and these 2 elements must be changed to your data on the Campaign Setting screen:
Campaign ID (Number) : ***your campaign id***
Campaign Password: ***your campaign password***
Note that the form transmits values (input name) according to the values set up in the Leader campaign
Basic fields for example: name: Fname, Phone: Phone, Email: Email.
Receive data about campaign tools via URL.
Get data about campaign tools, keywords, and more via URL.
You can tag any campaign tool (banner, text ad etc.) to measure campaign performance. We will transfer the data via the link that the user clicks. We recommend using the URL in the Google UTM format (shown here as an example), so that we can enter the data also into Google Analytics system.
Example of a URL structure with data
Here is an example of a link containing all the parameters plus an advanced link for placement in a Google ad with automatically completed data from the Google Ads API.
Link structure example:
https://www.mysite.co.il/?utm_source=google_ads&utm_campaign=campaign_name&AgId=adgroup_name&utm_term=the_keyword&AdPos=1t1&utm_content=add_or_banner_id&device=m&GeoLoc=1008006&content_site=GDN_Site&utm_medium=cpcDynamic UTM+ template for Google Ads. The data in the braces will be automatically entered by the Google Ads system.
utm_source=google_ads&utm_campaign={campaignid}&AgId={adgroupid}&utm_term={keyword}&AdPos={adposition}&utm_content={creative}&device={device}&GeoLoc={loc_physical_ms}&content_site={placement}&utm_medium=cpcTip!
We recommend that you manually enter the campaign name and ad group name instead of the curly brackets. To receive names in Letters and not numeric IDs.
Advanced Link to Facebook Ad – The data in the braces will be automatically entered by the Facebook system
utm_source={{site_source_name}}&utm_campaign={{campaign.name}}&AgId={{adset.name}}&utm_content={{ad.name}}&AdPos={{placement&}}utm_medium=cpcNewsletter – Advanced link for mailing
https://www.mysite.com/?utm_source=newsletter&utm_campaign=campaign_name&utm_content=newsletter_name_or_date&utm_medium=emailTip!
The campaign name (utm_campaign) and newsletter content (utm_content) must be updated in values that will allow you to identify the different campaigns and contents. You can differentiate by activity (utm_campaign) and by the content of the newsletter (utn_content).
Receiving the data from the link (URL)
From the link, we will take the data into a hidden input field so when the data from the form is sent, we will also receive the values transferred via the link.
Receiving data from the link will be performed in a basic manner using GET, if the user can view a number of pages, it is recommended to first enter a session (or cookie) and from there the data will be saved from one page to the other.
Additional information – recommended data to transfer through URL
The best method is to use a format that is readable by Google Analytics – UTM
For URL building tools for Google campaigns click here >>
This is the recommended campaign transmission data (tools, keywords, user details etc.)
Keyword– utm_term
used for Google Sponsored ads. Use utm_term to specify the keyword. From the Google AdWords API, it is possible to obtain the keyword that brought the lead.
Campaign name – utm_campaign
Used to identify a certain activity / promotion / campaign strategy
Campaign content (ad) – utm_content
Used for A/B testing to recognize the different ad or link that leads to the same URL For example: tv_300X250, plasma_970X200, barand_button_200X100 From the Google Ads API, you can identify the ad that brought the lead.
Ad group – AgId
ID of the Ad group in Google / Facebook, for example.
Ad location – AdPos
Recognizing the location of the ad via the Google Ads API is possible. For example: first position in the upper part of the page.
Device – device
Recognizing the user’s device. The Google Ads API can identify the user’s device (m/c/t) mobile / tablet / desktop
Geographic location – GeoLoc
The geographic location of the user is obtained from the Google AdWords API. According to https://developers.google.com/adwords/api/docs/appendix/geotargeting
a site in Google’s media web (GDN) – content_site
is used to recognize Google’s media website – Google Display Network
Means of arrival – utm_medium
Used for recognizing marketing type (banner, newsletter, CPC, SMS,..)
Connect a phone number to a campaign
Receiving call data from the site to the Leader system.
Did you receive a Leader virtual phone number?
Now you can display the number on your site and insert the appropriate pixel sample for you.
WordPress user?
No need for programming! The most advanced functions are in the Plugin.
Advanced connection – the most recommended and advanced connection.
In addition to the basic capabilities, it allows you to transmit an advanced information about the phone call.
For example: the keyword searched by the user, which site they came from, the ad they were exposed to and any other customized data you would like to add.
Standard connection – basic options only.
Allows you to receive data about the duration of the call, the caller’s number and a call recording.
It also enables conversions to be sent to Google Analytics and Google Ads.
