Calico Lead Intelligence

Lead attribution, campaign reporting, and customer journeys for WordPress and Gravity Forms.

Install

Download calico-lead-intelligence.zip from the latest release. In WordPress, choose Plugins → Add Plugin → Upload Plugin, upload the ZIP, and activate it. Requires WordPress 6.0+, PHP 7.4+, and active Gravity Forms for lead reporting. Do not use GitHub's autogenerated source ZIP as the installation package.

Features

• First/last-touch attribution, campaign identifiers, and source/channel reporting.
• Dashboard, filterable leads, CSV exports, source mappings, and journey/page summaries.
• Date ranges and previous-period/year comparisons.
• Same-site tracking/settings backups; imports require existing matching Gravity Forms entries.
• Access Owner controls with No Restrictions, Client, and Stealth modes.
• Pro testing: scheduled PDFs, client branding, optional paid-lead details, and custom agency name.

Configuration and Pro testing

Review Lead Intelligence → Settings and per-form tracking controls. Use Diagnostics to check attribution. Pro testing is not sold here: the Access Owner obtains the temporary code privately and enters it under Settings → Pro Testing Unlock. Installing a build with Pro gating pauses scheduled delivery until activated. Deactivation retains settings/history; reactivation resumes an enabled schedule. The local unlock is a testing convenience, not tamper-proof licensing.

Updates and recovery

4.5.30 is the first GitHub-updater build. Earlier installations need one manual ZIP upload. Thereafter use Dashboard → Updates → Check again. The updater selects stable releases and an exact version-specific asset; it does not force automatic updates. Back up before upgrading. Keep the installed folder calico-lead-intelligence unchanged.

Only the Access Owner can change the Pro unlock. Existing access modes still apply. Confirm the owner is an active administrator before changing ownership or removing that WordPress user. Keep a site/database backup and hosting access available for recovery; these controls do not protect against a server/database administrator.

Attribution and privacy

Results describe evidence captured by the site, not Meta/Google Ads' attribution models. An ad-assisted later search or untagged return can differ from platform-reported conversions. Missing evidence cannot be reconstructed by recalculating reports. Client mappings affect reporting, not submitted form fields. Tracking stores separate entry metadata; explicit backup restore can write that metadata.

Browser storage, UTM/click identifiers, journeys, and optionally names/emails in PDFs require an appropriate privacy/consent and retention policy. Do not commit exports, backups, or reports to this repository. The updater contacts GitHub for public release metadata/downloads, without transmitting lead data or testing codes. See README.txt for retention details and configuration limits.

License

GPL-2.0-or-later. See LICENSE. Public source can be inspected, copied, and modified under those terms.

Version 4.5.30

Adds the GitHub updater and public release documentation, preserving 4.5.29's temporary Pro gate. No attribution rules changed.