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WhatConverts API Metrics

Display lead metrics from WhatConverts API

by Alloy GP · github.com/briankeane/whatconverts-api-wordpress-plugin

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/briankeane/whatconverts-api-wordpress-plugin/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/briankeane/whatconverts-api-wordpress-plugin ↗

WordPress plugin to display lead metrics from the WhatConverts API.

Installation

  1. Create a zip of the plugin:

    make zip

  2. In WordPress admin: Plugins → Add New → Upload Plugin

  3. Upload the zip and activate

  4. Go to Settings → WhatConverts API and enter your API credentials

Configuration

Get your API credentials from WhatConverts: Tracking → Integrations → API Keys

Use a Master Account API key if you need to query multiple sub-accounts.

Shortcodes

Basic Usage (all accounts)

[wc_qualified_leads]
[wc_closed_leads]
[wc_sales_value]
[wc_quote_value]
[wc_total_leads]
[wc_last_updated]

Per-Account Usage

[wc_qualified_leads account_id="102204"]
[wc_closed_leads account_id="102204"]
[wc_sales_value account_id="102204"]
[wc_quote_value account_id="102204"]

Find the account_id in WhatConverts under Accounts → Account ID column.

Date Range

By default, all shortcodes show the last 12 months of data. Use the months parameter to adjust:

[wc_quote_value]                 → last 12 months (default)
[wc_quote_value months="3"]      → last 3 months
[wc_quote_value months="6"]      → last 6 months
[wc_quote_value months="all"]    → all time (fetched in yearly chunks)

Combine with account_id:

[wc_quote_value account_id="102204" months="3"]

Using with Elementor

  1. Add a Shortcode widget
  2. Enter the shortcode: [wc_qualified_leads account_id="102204"]
  3. Preview/publish the page

Caching

  • Data is cached per account and date range. Default TTL is 60 minutes and can be configured under Settings → WhatConverts API → Cache Length (minutes) (minimum 5 minutes).
  • A cron job prewarms the cache hourly (wcm_prewarm_cache), so front-end/admin requests should not need to fetch live data. It prewarms existing cache keys and any targets returned by the wcm_prewarm_targets filter.
  • Clear cache at Settings → WhatConverts API → Clear Cache. The Settings page preview uses cached data only; click “Refresh Preview (async)” if you want to schedule an immediate prewarm without blocking the page load.

Development

Requires PHP 8.0+

# Install dependencies
composer install

# Run tests
make test

# Create deployment zip
make zip

Metric Definitions

Shortcode What it shows
wc_qualified_leads Count of leads where quotable = "Yes"
wc_closed_leads Count of leads with sales_value > 0
wc_sales_value Sum of all sales_value (closed revenue)
wc_quote_value Sum of all quote_value (potential revenue)
wc_total_leads Total lead count

Debugging

Debug Attribute

Add debug="true" to any shortcode to log debug info to the browser console (admins only):

[wc_sales_value account_id="102204" debug="true"]

Open browser DevTools (F12) → Console to see:

  • Cache hit/miss status
  • Number of API requests made
  • All calculated metrics
  • Account ID and date range used

Debug Shortcode

Use [wc_debug] for a full debug summary:

[wc_debug account_id="102204"]

Shows:

  • API request count
  • All calculated metrics with explanations
  • How to verify the numbers in WhatConverts UI

Server Logging

When WP_DEBUG is enabled, API requests are logged to wp-content/debug.log:

// In wp-config.php
define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);

API Limits

  • Max 25 API requests per page load (failsafe)
  • 2500 leads fetched per request (API maximum)
  • Rate limit retries with exponential backoff

Updating the Plugin

  1. Bump version in whatconverts-metrics.php
  2. Run make test
  3. Run make zip
  4. In WordPress: Deactivate → Delete → Upload new zip → Activate

Settings persist across updates.