Features

Leads

Every time a visitor completes your lead capture form, ClickIntent creates a lead record with their contact details and stores it in your WordPress database. The Leads page is your central inbox for all captured contacts.

Accessing Leads

Go to ClickIntent → Leads in your WordPress admin sidebar. The page displays a paginated, searchable table of all leads captured across all your Sections.

What's stored in a lead record

Field	Description
Name	The name submitted by the visitor in the lead capture form.
Email	The visitor's email address.
Phone	The visitor's phone number.
Section	The Section CTA that triggered the lead capture form.
Page URL	The URL of the page where the CTA was clicked.
Page Title	The title of the page at the time of submission.
Date & Time	Timestamp of when the form was submitted.

Exporting leads

Lead export is available with ClickIntent Pro. The Leads CSV export (available from the Analytics page) downloads a spreadsheet-ready file containing all lead records — name, email, phone, section, page URL, and timestamp — reflecting any active date filters.

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Leads CSV export requires Pro Upgrade to ClickIntent Pro to export your leads as a CSV file. See all Pro features →

How leads are captured

A lead record is created when a visitor:

Clicks a ClickIntent CTA button on your site.
Sees the lead capture modal (a form asking for name, email, and phone).
Fills in and submits the form.

The form submission is validated server-side before the lead is stored. Submissions that fail spam checks are silently rejected and never appear in your Leads table.

Privacy considerations

Leads contain personal contact information. A few important points:

All data is stored in your own WordPress database — ClickIntent does not transmit lead data to any external server, unless you configure a webhook to do so.
Under GDPR and similar regulations, leads may constitute personal data. You are responsible for disclosing collection in your Privacy Policy and for responding to subject access or deletion requests.
All leads can be wiped at once using the Data Reset feature in ClickIntent Pro or while uninstalling ClickIntent plugin using preferences on Settings page.

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