Leads Reference

This document is a reference for the Leads screen of the ADP Car Market Hub plugin (Car Market Hub → Leads). It covers the lead inbox, contact form configuration, consent and privacy options, notification messages, the Test Drive Booking module, webhooks and email templates.

When to use this document

Use this reference when you want to review contact form submissions, change which fields appear in the form, comply with GDPR consent requirements, configure who receives lead notification emails, integrate with an external CRM via webhooks, or enable the Test Drive Booking feature on single vehicle pages.

Overview

The Leads screen is divided into a Lead Inquiries table and a series of settings cards organized as follows:

1. Lead Inquiries — searchable, paginated list of all submissions with bulk actions and CSV export.
2. Recipient Email Override + Form Fields (side-by-side row).
3. Consent & Privacy + Notification Messages (side-by-side row).
4. Test Drive Booking (full-width card).
5. Webhooks.
6. Email Templates.

All settings cards share the same form, so saving any of them persists the entire page.

Requirements or prerequisites

• Permission to manage the plugin.
• Working WordPress mail. The plugin uses standard WordPress email; if your site cannot send mail, configure SMTP separately.
• For webhooks: an external endpoint that can accept HTTPS POST requests.
• For Test Drive Booking: enable the feature toggle and define at least the time window.

Step by step instructions

Review and manage leads

1. Open Car Market Hub → Leads.
2. Use the Search field to filter by name, email, message text or vehicle.
3. The table lists each submission with Date, Name, Email, Phone, Vehicle, Type, Appointment and Actions columns. The Vehicle value links to the live listing (opens in a new tab); the Type badge shows whether the lead is an Inquiry or a Test Drive.
4. Click the View (eye) icon on a row to open the Lead Details modal (Date, Name, Email, Phone, Vehicle, Type, Appointment, Message).
5. Click the Delete (trash) icon to remove a single lead, or tick rows and use the bulk action Delete selected + Apply to remove several at once.
6. Use Export CSV in the toolbar to download all leads matching the current filter.

Configure the contact form

1. In Recipient Email Override, leave the field empty to use the fallback chain (seller public email → WordPress account email → site admin email), or enter one or more comma-separated addresses.
2. In Form Fields, toggle Phone and/or Message off if you do not need them. Name and Email are always required.
3. In Consent & Privacy, enable the consent checkbox, set the label text, and optionally provide a Privacy page URL — the words "privacy policy" in the label are then linked to that URL.
4. In Notification Messages, customise the success and error messages shown to visitors after submission.
5. Click any Save Leads settings button.

Enable Test Drive Booking

1. Open the Test Drive Booking card.
2. Toggle Enable Test Drive booking on. The live summary bar at the top of the card reflects the active configuration: a status dot (Active / Inactive), the number of selected days, the time range, the slot-duration label (e.g. "30 min slots"), and an "N blocked dates" chip when any dates are blocked.
3. In Available Days, select the days of the week appointments can be booked. Leave all unchecked to allow every day.
4. Add Blocked Dates in YYYY-MM-DD format, one per line.
5. Set Start Time, End Time and Slot Duration (minutes) (5–480, step 5; minimum 5 minutes).
6. Save.

Configure webhooks for external systems

1. Enter the New lead webhook URL to receive an HTTP POST when a visitor submits the contact form.
2. Enter the New import webhook URL to receive an HTTP POST when a vehicle is imported or updated.
3. Optionally set a Webhook secret. The plugin signs each request with HMAC-SHA256 and sends the signature in the X-AS24CI-Signature header for verification. Once a secret is stored, a confirmation note appears and the field's placeholder changes to "Leave empty to keep the current secret" — the stored secret is only overwritten if you type a new value, so leaving the field empty keeps it unchanged.
4. Save. Leave a URL empty to disable that webhook.

Customise email templates

1. Open the Email Templates card.
2. Edit the dealer notification subject, the customer confirmation subject and the corresponding HTML email bodies.
3. Use placeholders to inject lead and vehicle data: {name}, {email}, {phone}, {message}, {vehicle_title}, {vehicle_url}.
4. Leave any field empty to use the built-in default.
5. Save.

Configuration reference

Lead Inquiries table

Recipient Email Override

Form Fields

Consent & Privacy

Notification Messages

Test Drive Booking

Webhooks

Email Templates

Supported placeholders: {name}, {email}, {phone}, {message}, {vehicle_title}, {vehicle_url}.

Operational notes

• All settings cards belong to one form. Any Save Leads settings button submits and persists every field on the page.
• Email delivery uses standard WordPress mail. Bounces, deliverability and spam filtering are outside the plugin's control.
• The webhook signature is recomputed for every payload. To verify on the receiving side, calculate HMAC-SHA256(payload, secret) and compare with the X-AS24CI-Signature header.
• Test Drive Booking only displays the booking form when the master toggle is on. Without selected days, all days are considered available.
• Leads are stored in a custom post type, so backups and exports cover them automatically. CSV export respects the active search filter.
• The Lead Details modal is read-only; to add internal notes or workflow status, use a CRM via the webhook integration.

Troubleshooting

• No emails are received. Confirm the WordPress site can send mail (test with another plugin or a site-wide test). Check the recipient override field for typos.
• Visitors cannot submit the form. Check the consent toggle and label — if consent is required, the checkbox must be ticked. Inspect the page console for JavaScript errors and confirm cookies/local storage are not blocked.
• Webhook receiver does not get a request. Verify the URL is reachable from the server, uses HTTPS, and is not blocked by a firewall. Check the Logs screen for delivery errors.
• Webhook signature does not validate. Make sure both sides use the same secret and that the receiver computes HMAC-SHA256 of the raw POST body, not of any pre-parsed JSON.
• Test Drive slots are missing. Ensure End Time is later than Start Time and that the date is not in Blocked Dates. If no days are checked, all days are open by design.
• Email templates show literal placeholders. Confirm the placeholder text matches exactly (including curly braces) and is one of the supported tokens.

Related documents

• Settings Reference
• Logs Reference
• Analytics Reference
• Search Alerts Reference