LEAD MANAGEMENT & CONSENT · INCLUDED IN FREE

Keep the lead.
Keep the whole story.

Who signed up. What they shared. What they agreed to.
Keep the details together, right inside WordPress.

Stored on your site Consent at capture CSV exports
INSIDE WCONVERT · LEADSStudio notes · Local demo
Current WConvert Leads screen filtered to Demo Studio notes, with 12 submissions, search, campaign filters and a list of fictional signups.
MORE THAN AN EMAIL ADDRESS

The answers.
The source.
The permission.

Nora’s interest in natural materials, her chosen room, and the wording she accepted—all in the same submission.

Sample lead records
A CLOSER LOOK · NORA’S SUBMISSION
Real submission dialog for fictional Nora Ellis: natural materials, kitchen, campaign and source page, separate email and SMS permission wording and times.
USEFUL AFTER THE FIRST SIGNUP

Find it. Use it.
Keep it on your terms.

A growing list needs more than a counter. Give your team a practical way to work with the submissions you retain.

Find the right submissions.

Search by email, phone or other captured details. Narrow the list by campaign, purpose and date.

Newsletter signups or project enquiries? Keep the context.

Take the details with you.

Export matching retained submissions to CSV. Export question answers when you need to work with the choices visitors made.

Your export covers the matching results, beyond the current page.

Choose how long to keep them.

Set a retention period for local lead records. Until you choose one, WConvert keeps them without automatic pruning.

One retention setting for your WordPress site.

Privacy requests have a place here, too.

Use WordPress personal-data tools for email requests, with a separate route for exact phone-number requests. Your Data & Privacy settings explain the current data flow.

Explore privacy controls
A CLEAR NEXT STEP

Saved here.
Connected from here.

Your WordPress record stays useful alongside your marketing tools. Connect a destination for the follow-up you’ve configured.

  1. Capture in WordPress

    Save the accepted submission and its context locally.

  2. Queue your connection

    Pass relevant details to your configured destination.

  3. Follow up in your service

    Your provider handles confirmation, sending and unsubscribes.

A saved lead is a capture record, not a delivery receipt.

Find your integration
FREE

Good recordkeeping.
Included from day one.

Lead log, consent evidence, CSV exports and retention controls are all part of WConvert Free.

Compare Free & Pro
BEFORE YOU START

A little more
peace of mind.

Is lead management included in Free?

Yes. The local lead log, search and filters, CSV exports, consent records, retention settings and WordPress privacy-tool integration are included in Free. Pro adds more destinations and other advanced campaign features.

Is this a CRM or an email marketing service?

WConvert keeps a history of campaign submissions. It does not offer editable contact profiles, sales pipelines or email sending. Connect a supported service for your follow-up, and use the local log to inspect what was captured.

Are repeat submissions merged into one contact?

Separate visits and journeys create separate submissions, even when the email or phone matches. You can group or search records using the same identifier. Within a supported email-then-optional-SMS journey, the later phone and consent are added to the same lead.

Does every step of a multistep form save a lead?

Ordinary multistep forms save on the final Submit action. Next and Back do not save partial leads. The email-then-optional-SMS journey is different: an accepted email signup is saved first, and a later SMS signup can extend that same record. Anonymous quiz answers alone do not create a lead.

Does captured consent show someone’s current subscription status?

No. It records the wording and time of acceptance at capture. Later unsubscribes, double opt-in confirmation and current subscription status belong to your connected service. Email and SMS acceptance are recorded separately.

Where is the data stored?

Lead records are stored in your WordPress database. If you configure an external destination, the relevant data is also sent to that service. CSV downloads, provider copies and your site backups have their own storage and retention.

How do exports and erasure requests work?

WConvert works with WordPress personal-data export and erasure by email. For phone-only requests, use the exact international phone number to find/export matching records and use the identifier-based erasure tool. Verify the requester before acting. Local erasure does not remove data already held by a connected service, in downloads or in backups.

Does WConvert make my website compliant automatically?

No single plugin can determine that. WConvert gives you consent evidence, retention controls, privacy-tool integration and guidance based on your configured data flow. You choose appropriate wording, purposes and policies for your website.

MAKE EVERY SUBMISSION MORE USEFUL

A new connection.
With the context intact.

Create the campaign. Capture the details. Keep a record you can actually use.

Find your WConvert plan