CenExel Location Lead Landing Plugin

WordPress plugin for CenExel Clinical Trials that creates location-specific landing pages with study listings and lead capture forms.

Features

• Location-Based Landing Pages: Dynamic pages for each CenExel location
• Study Selection: Multi-step form flow for selecting clinical trials
• Lead Capture: Comprehensive form with validation and Azure integration
• Auto-Updates: Automatic updates via GitHub releases
• Responsive Design: Mobile-friendly interface

Installation

1. Download the latest release from GitHub Releases
2. Upload the zip file via WordPress Admin → Plugins → Add New → Upload Plugin
3. Activate the plugin
4. Add the shortcode [cenexel_location_landing] to any page

Usage

Basic Usage

Add the shortcode to a page:

[cenexel_location_landing]

URL Parameters

The plugin supports two URL parameter formats:

Standard format:

/studies?site=anaheim-ca

Legacy format:

/studies?_location_city_state=cenexel-anaheim--ca

Requirements

• WordPress 5.0 or higher
• PHP 7.4 or higher

Configuration

The plugin automatically detects location data from:

• Location taxonomy terms
• Location custom post types

Required Meta Fields

For locations to display properly, ensure these meta fields exist:

• address or location_address
• city or location_city
• state or location_state
• zip or zipcode
• phone or location_phone
• Location image (multiple field names supported)

See DEBUG-IMAGE-FIELDS.md for troubleshooting image fields.

Debugging

To enable debug logging for this plugin only (without affecting other plugins), add this to your wp-config.php:

define('CENEXEL_LOCATION_LEADS_DEBUG', true);
define('WP_DEBUG_LOG', true);
define('WP_DEBUG_DISPLAY', false); // Don't show errors on frontend

This will log debug information to /wp-content/debug.log when:

• Looking up location images
• Resolving location meta fields
• Finding attachment IDs

The debug logs will help identify which meta keys are being used for location data. Once you've found the correct fields, you can disable debugging by removing or setting the constant to false.

UTM Tracking & Marketing Attribution

The plugin includes comprehensive UTM parameter tracking for marketing attribution. This allows your marketing team to track campaign effectiveness, identify lead sources, and measure ROI.

Supported UTM Parameters

The plugin automatically captures these standard UTM parameters:

• utm_source - The source of traffic (e.g., "google", "facebook", "newsletter")
• utm_medium - The marketing medium (e.g., "cpc", "email", "social")
• utm_campaign - The campaign name (e.g., "summer_2026_diabetes_study")
• utm_content - Content identifier for A/B testing (e.g., "cta_button", "text_link")
• utm_term - Paid search keywords (e.g., "diabetes+clinical+trial")

How UTM Tracking Works

The plugin captures UTM values using a three-tier priority system:

1. URL Query Parameters (Highest Priority)

   • Fresh UTM values from the current URL
   • Example: /studies?site=anaheim-ca&utm_source=google&utm_campaign=diabetes2026

2. WordPress Cookies (Fallback)

   • Values stored by WordPress or analytics plugins
   • Supports common formats: utm_source, _ga_utm_source, wp_utm_source

3. Configured Defaults (Lowest Priority)

   • Set in the JavaScript configuration (see below)

Attribution Models

The plugin implements a dual attribution model:

• Last-Touch Attribution: The most recent UTM values (30-day cookie)

  • Tracks the final touchpoint before conversion
  • Fields: utm_source, utm_medium, utm_campaign, utm_content, utm_term

• First-Touch Attribution: The original acquisition source (365-day cookie)

  • Tracks the initial touchpoint
  • Fields: first_utm_source, first_utm_medium, first_utm_campaign, first_utm_content, first_utm_term

Configuring Default UTM Values

You can set default UTM values by editing assets/cenexel-location-leads.js:

// Configuration: Set default UTM values here
const UTM_DEFAULTS = {
  utm_source: "", // e.g., "direct" or leave empty
  utm_medium: "", // e.g., "none" or leave empty
  utm_campaign: "",
  utm_content: "",
  utm_term: "",
};

Best Practices:

• Leave empty for organic/direct traffic
• Set defaults only if you need to track untagged traffic
• Use lowercase, hyphenated values (e.g., "organic-search")

Example Marketing URLs

Google Ads Campaign:

https://cenexelclinicaltrials.com/studies?site=anaheim-ca&utm_source=google&utm_medium=cpc&utm_campaign=diabetes_2026&utm_content=headline_a&utm_term=diabetes+trial

Email Newsletter:

https://cenexelclinicaltrials.com/studies?site=anaheim-ca&utm_source=newsletter&utm_medium=email&utm_campaign=monthly_jan2026

Facebook Ad:

https://cenexelclinicaltrials.com/studies?site=anaheim-ca&utm_source=facebook&utm_medium=social&utm_campaign=covid_vaccine&utm_content=video_ad

Data Sent to Azure

All UTM parameters are automatically included in the lead submission payload sent to Azure:

{
  "first_name": "John",
  "email": "john@example.com",
  "utm_source": "google",
  "utm_medium": "cpc",
  "utm_campaign": "diabetes_2026",
  "utm_content": "headline_a",
  "utm_term": "diabetes+trial",
  "first_utm_source": "facebook",
  "first_utm_medium": "social",
  "first_utm_campaign": "awareness_2026"
}

Azure Function Database Schema

To store UTM data in your Azure database, add these columns to your clinical_trial_leads table:

-- Last-touch attribution (most recent)
ALTER TABLE clinical_trial_leads ADD COLUMN utm_source VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN utm_medium VARCHAR(100);
ALTER TABLE clinical_trial_leads ADD COLUMN utm_campaign VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN utm_content VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN utm_term VARCHAR(255);

-- First-touch attribution (original)
ALTER TABLE clinical_trial_leads ADD COLUMN first_utm_source VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN first_utm_medium VARCHAR(100);
ALTER TABLE clinical_trial_leads ADD COLUMN first_utm_campaign VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN first_utm_content VARCHAR(255);
ALTER TABLE clinical_trial_leads ADD COLUMN first_utm_term VARCHAR(255);

-- Add indexes for reporting
CREATE INDEX idx_utm_source ON clinical_trial_leads(utm_source);
CREATE INDEX idx_utm_campaign ON clinical_trial_leads(utm_campaign);
CREATE INDEX idx_first_utm_source ON clinical_trial_leads(first_utm_source);

Marketing Reporting Queries

Lead volume by source:

SELECT utm_source, utm_medium, COUNT(*) as lead_count
FROM clinical_trial_leads
WHERE submitted_at >= DATE_SUB(NOW(), INTERVAL 30 DAY)
GROUP BY utm_source, utm_medium
ORDER BY lead_count DESC;

Campaign performance:

SELECT utm_campaign,
       COUNT(*) as total_leads,
       COUNT(DISTINCT email) as unique_patients
FROM clinical_trial_leads
WHERE utm_campaign IS NOT NULL
GROUP BY utm_campaign
ORDER BY total_leads DESC;

First-touch vs Last-touch comparison:

SELECT
  first_utm_source as first_source,
  utm_source as last_source,
  COUNT(*) as conversion_count
FROM clinical_trial_leads
WHERE first_utm_source IS NOT NULL
  AND utm_source IS NOT NULL
GROUP BY first_utm_source, utm_source;

Testing UTM Tracking

To test UTM tracking:

1. Visit your studies page with UTM parameters:

   /studies?site=anaheim-ca&utm_source=test&utm_campaign=test123

2. Open browser console and check:

   console.log(window.CENEXEL_UTM);

3. Submit a test lead and verify the UTM data is included in the Azure submission

4. Check browser cookies to confirm persistence:

   document.cookie.split(";").filter((c) => c.includes("utm"));

Auto-Updates

This plugin includes built-in GitHub auto-update functionality. When a new release is published on GitHub, WordPress will automatically detect it and allow one-click updates from the admin dashboard.

How It Works

1. Automatic Checking: WordPress periodically checks for plugin updates. This plugin hooks into that process to check GitHub releases.

2. Version Comparison: The plugin compares the installed version against the latest GitHub release tag (e.g., v0.9.3).

3. Update Notification: If a newer version is available, WordPress displays an update notification in the Plugins page.

4. One-Click Update: Click "Update Now" to download and install the new version directly from GitHub.

Technical Details

The auto-update system uses these WordPress filters:

• pre_set_site_transient_update_plugins - Checks for new versions
• plugins_api - Provides plugin information for the update modal
• upgrader_post_install - Handles post-installation cleanup (renames extracted folder)

GitHub Configuration

The plugin is configured to check releases from:

https://github.com/BrettBurbidge/cenexel_multi_study_lead

Release tags must follow the format v0.0.0 (e.g., v0.9.3).

Publishing Updates

To publish a new update:

./create-release.sh

When prompted, choose to publish to GitHub. This will:

1. Increment the patch version (e.g., 0.9.2 → 0.9.3)
2. Create a zip file
3. Create a GitHub release with the v0.9.3 tag
4. Upload the zip as a release asset

All WordPress installations with this plugin will see the update within a few hours (or immediately if they check for updates manually).

Manual Update Check

To force WordPress to check for updates:

1. Go to Dashboard → Updates
2. Click Check Again

Or visit: wp-admin/update-core.php?force-check=1

Troubleshooting

If updates aren't appearing:

1. Check GitHub Release: Ensure the release exists and has a zip file attached
2. Check Version Format: Release tag must start with v (e.g., v0.9.3)
3. Check Plugin Version: Ensure the installed version is lower than the release
4. Enable Debug Mode: Set WP_DEBUG to true to see error logs
5. Clear Transients: Delete update_plugins transient in the database

See GITHUB-UPDATES.md for detailed setup instructions.

Development

Creating Releases

./create-release.sh

This will:

• Auto-increment the version number
• Create a zip file in the releases/ directory
• Optionally publish to GitHub (if GitHub CLI is configured)

Version Bumping

./bump-version.sh 0.7.0

Manually set a specific version number.

File Structure

cenexel-location-leads/
├── cenexel-location-leads.php  # Main plugin file
├── assets/
│   ├── cenexel-location-leads.css
│   └── cenexel-location-leads.js
├── readme.md                   # WordPress plugin readme
├── release.json                # Release metadata
└── releases/                   # Built releases (gitignored)

Support

For issues, feature requests, or questions, please open an issue on GitHub.

License

Copyright © CenExel. All rights reserved.