Smart LeadLock

=== Smart LeadLock === Contributors: fortunatus-ufirstdev Tags: lead generation, file download, lead capture, marketing automation, payments Requires at least: 6.2 Requires PHP: 7.4 Tested up to: 6.8 Stable tag: 4.6.3 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html

Gate files behind a lead-capture form or a real payment, then nurture, score, and segment every lead with built-in marketing automation.

== Description ==

Smart LeadLock Pro turns ordinary file downloads into a complete lead generation and nurturing system. Gate any file — PDF, ZIP, video, image, or document — behind a lead capture form (free) or a real payment (Stripe, Paystack, or Flutterwave), then automatically score, tag, segment, and follow up with every person who downloads or buys.

The plugin is organized into five layers that work together:

= Core Download Gating =

• Secure File Upload — files are stored in a protected directory that returns nothing to a direct URL request.
• Signed, Time-Limited Download Links — every download token is single-use and expires after a configurable window.
• Lead Capture Modal — a polished, fully responsive popup form collects visitor details before granting access. Header color, accent color, title, and subtitle are all configurable from Settings.
• Flexible Email Delivery — choose instant download, email-only delivery, or both, per file or globally.
• Branded HTML Email Templates — every email the plugin sends (download receipts, purchase confirmations, payment failure notices, admin sale alerts, and sequence steps) uses one consistent, professionally designed HTML template, fully editable from Settings.

= Custom Form Builder =

• Build multi-step custom lead-capture forms with a visual, drag-and-drop field editor — independent of (and in addition to) the simple default name/email form.
• Field types include text, email, phone, dropdown, checkbox, radio, and more, each with configurable labels, placeholders, help text, and validation.
• Conditional field logic — show or hide a field based on another field's value.
• Per-form custom email templates, overriding the global default when needed.
• Every submission — from the default form or any custom form — is recorded with full attribution back to which form, which file, and which lead it came from.

= Analytics, Lead Scoring & Segmentation =

• Submissions log — every form submission across every form, filterable by form and searchable by name or email, with full custom-field detail per submission.
• Lead Scoring — assign points to leads automatically based on submitted field values (e.g. country, job title) or behavioral events (form submission, download, email open, email click, repeat visit, purchase). Configurable score tiers (Cold / Warm / Qualified / Hot) with a one-click "Rescore All" to re-evaluate every existing lead against the current rules.
• Tags & Segments — leads are tagged and segmented automatically by automation rules; review every tag and segment, with lead counts, from one page.
• Sales Pipeline — a drag-and-drop kanban board for moving leads through custom pipeline stages.
• Analytics dashboard — conversion funnels, top-performing files and forms, lead-intelligence breakdowns (device, browser, OS, geography), and full revenue reporting once Payments is configured.

= Marketing Automation =

A full trigger → conditions → actions automation engine:

• Triggers: form submission (any specific form, or the default form), file download (any specific file), lead score change, email opened, email link clicked, page revisit, product interaction, a scheduled time-based check, and successful or failed payment.
• Conditions: every trigger exposes its own real, structured set of condition fields in the UI — pick the specific form, file, payment gateway, or sequence a rule should match, or compare numeric fields like lead score or hours-since-created with a full set of comparison operators (equals, not equals, contains, doesn't contain, starts with, greater/less than, is empty, and more).
• Actions: add or remove a tag, set a lead's segment, update a lead's custom field, move a lead to a pipeline stage, enroll a lead in an email sequence, send an admin email notification, send a WhatsApp message, call an external webhook, or sync a tag to Mailchimp.
• Run once per lead — optionally ensure a rule only ever fires a single time for any given lead, even if its trigger fires repeatedly.
• Email Sequences — build multi-step automated email drip campaigns with custom delays between steps, using the same branded HTML template design as every other email the plugin sends, triggered by an "Add to Sequence" automation action.

= Payments (Stripe, Paystack, Flutterwave) =

• Gate any file behind a real payment instead of (or in addition to) a free lead-capture form.
• Three built-in payment gateways — Stripe, Paystack, and Flutterwave — each with full checkout, webhook verification, and refund-aware secure download delivery.
• Orders & Transactions — a full admin view of every order and every gateway webhook event, including a diagnostic activity log so payment issues (failed webhook verification, misconfigured credentials, unmatched orders) are visible and traceable instead of silently invisible.
• One unified currency setting — set your currency once, and it's used consistently for gateway charges, default pricing, and every revenue figure shown across the Dashboard, Analytics, and Payments pages.
• Automatic post-payment buyer handling: the buyer is added as a lead (or matched to an existing one by email), tagged with the purchased product, scored, and run through the full automation engine via the payment_success trigger — so a purchase can trigger the exact same tagging, sequencing, and notification actions as any other automation rule.
• A polished post-checkout confirmation screen that polls for payment confirmation in real time and clearly explains next steps (download starting, or check your email), with an admin contact email shown directly if anything looks wrong.

== Shortcode Usage ==

[leadlock_download id="123"]
[leadlock_download id="123" label="Download the Guide"]

Paid files use the same shortcode — the button and modal automatically switch to a checkout flow when a file is configured as paid.

== Installation ==

1. Upload the smart-leadlock-pro folder to /wp-content/plugins/
2. Activate the plugin through Plugins > Installed Plugins
3. Navigate to Smart LeadLock > Upload Files and upload your first file
4. Copy the shortcode and paste it into any post or page
5. Configure delivery, branding, and email settings under Smart LeadLock > Settings
6. To accept payments, configure a gateway under Smart LeadLock > Payments > Settings, then mark a file as Paid from the Upload Files page
7. To automate follow-up, build rules under Smart LeadLock > Automation

== Frequently Asked Questions ==

= Can visitors bypass the gate and download directly? =

No. Files are stored in a protected directory with rules that deny all direct access. Free downloads are served only via temporary signed tokens generated after form submission; paid downloads additionally require a webhook-confirmed successful payment before a token is ever issued, and access is re-checked on every download in case an order is later refunded.

= How long do download links stay valid? =

Configurable, both globally and per file. Defaults to 30 minutes for free downloads. Paid downloads have their own configurable expiry and download-count limit.

= Are download links reusable? =

Free download links are single-use. Paid download links can be used up to a configurable limit (default: 3 downloads) within their expiry window, since a buyer may reasonably need to re-download a purchase.

= Where are leads stored? =

In a custom database table, viewable under Smart LeadLock > Leads, with full submission history, score, tags, and pipeline stage shown per lead.

= Which payment gateways are supported? =

Stripe, Paystack, and Flutterwave, each independently configurable with test/live mode and their own webhook signing secret.

= Can I use a custom form instead of the default name/email form? =

Yes. Build any number of custom multi-step forms under Smart LeadLock > Form Builder, then reference a specific form when inserting the shortcode. Both default and custom form submissions are fully tracked, scored, and available as automation triggers.

== Screenshots ==

1. Admin Dashboard with revenue, lead, and email stats
2. Visual multi-step form builder
3. Marketing automation rule builder with trigger-aware conditions
4. Sales pipeline kanban board
5. Payments — Orders and Transactions
6. Frontend lead capture / checkout modal

== Changelog ==

= 4.2.1 =

• Automation: comprehensive audit and rewrite of every trigger's condition UI — each trigger now exposes its own real, structured condition fields (which form, which file, which payment gateway, which sequence, numeric comparisons for score/time-based triggers) instead of a generic free-text field key.
• Automation: fixed set_lead_field — this action could not function under any configuration prior to this release due to a missing field on both the client and server side.
• Automation: fixed the email_click condition's URL field, which was reading the wrong request parameter and would always be empty.
• Automation: fixed the score_change trigger, which was selectable in the UI but never actually fired.
• Automation: the Automation Rules operator list now matches the engine's full supported operator set (added "not contains" and "starts with").
• Payments: unified the plugin's currency setting into a single option, applied consistently across Payments, Dashboard, and Analytics.
• Lead Scoring: fixed the country field, documented as available for scoring rules but never actually included in the scoring context — affected both live scoring and "Rescore All".
• Submissions: added a Form column and filter so admins can see which form (default or a specific custom form) each submission came from.
• Submissions: fixed the Submission Detail view, which was not actually filtering to the requested submission.
• Submissions: fixed CSV export, which was not respecting the search filter.
• Added pagination to Tags & Segments, Email Sequences, Automation Rules, and a "Load more" mechanism to the Pipeline kanban board.
• Added Requires at least / Requires PHP plugin header fields, reflecting the plugin's actual confirmed minimum requirements.

= 4.1.x =

• Pre-installed branded HTML email templates across every email type the plugin sends (download receipts, purchase confirmations, failed payment notices, admin sale alerts, sequence steps).
• Fixed the Payment Settings page's gateway tabs and the lead-capture modal's responsive sizing.
• Added diagnostic webhook activity logging to the Transactions page.
• Added a post-checkout confirmation screen with real-time payment status polling.

= 4.0.0 =

• Phase 5: Payments — Stripe, Paystack, and Flutterwave checkout, webhooks, secure paid downloads, Orders/Transactions admin, and full automation/email/lead integration for purchases.

= 3.0.0 =

• Phase 4: Lead scoring, tags & segments, sales pipeline, lead intelligence (device/browser/geo), WhatsApp notifications, email open/click tracking, email sequences, time-based automation triggers.

= 2.0.0 =

• Phase 3: Visual multi-step custom form builder, analytics dashboard, marketing automation engine, CSV export, submissions log.

= 1.0.0 =

• Initial release (Phase 1 & 2)
• Secure file upload and storage, lead capture modal, temporary signed download links
• Email delivery, admin dashboard, file manager, leads table, settings

== Upgrade Notice ==

= 4.2.1 = Significant automation reliability fixes. If you have existing automation rules using "Set Lead Field" actions, please re-save them after upgrading — they were never functional before this release.

== External Services ==

This plugin connects to the following external services:

= Licensing Server =

• URL: https://smartleadlock.ufirstdev.com/wp-json/sll-license/v1
• When: On license activation, daily validation, and deactivation
• Data sent: License key, domain, WordPress version, plugin version, install ID
• Privacy policy: https://smartleadlock.ufirstdev.com/privacy/

= Geo-IP Lookup (Lead Intelligence) =

• URL: http://ip-api.com/json/ (Pro feature, only when geo lookup is enabled)
• When: On form submission, to detect lead country/city/ISP
• Data sent: Visitor IP address
• Privacy policy: https://ip-api.com/docs/legal

= Stripe =

• URL: https://api.stripe.com (Pro feature, only when Stripe is configured)
• When: On paid download checkout
• Data sent: Payment details, customer email
• Privacy policy: https://stripe.com/privacy

= Paystack =

• URL: https://api.paystack.co (Pro feature, only when Paystack is configured)
• When: On paid download checkout
• Data sent: Payment details, customer email
• Privacy policy: https://paystack.com/privacy

= Flutterwave =

• URL: https://api.flutterwave.com (Pro feature, only when Flutterwave is configured)
• When: On paid download checkout
• Data sent: Payment details, customer email
• Privacy policy: https://flutterwave.com/us/privacy

= Email Service Providers =

• Mailchimp, Brevo, MailWizz — connected only when admin explicitly configures them
• Data sent: Lead name and email address on form submission