FormRank Lead Scoring

FormRank Lead Scoring (FormRank) automatically scores your form submissions using an intelligent scoring engine to help you identify hot leads and prioritize follow-ups.

Features:

• Smart Lead Scoring – Intelligent scoring engine analyzes form submissions and provides lead scores (1-100)
• Multiple Form Support – Works with WPForms, Gravity Forms, Contact Form 7, Fluent Forms, and Formidable Forms
• Smart Lead Classification – Automatically categorizes leads as Hot, Warm, Neutral, Cool, or Cold
• Learning System – Scoring improves over time as you mark leads as converted
• Email Notifications – Get instant alerts for hot leads
• Webhook Integration – Send scored leads to Zapier, Make, or any webhook endpoint
• Privacy First – All data stored locally in your WordPress database
• Dashboard Analytics – Track lead quality trends and conversion metrics
• Data Import – Import historical form entries for immediate scoring
• CSV Export – Export leads with scores for use in external tools

How It Works:

1. Install the plugin and activate it
2. Configure your business context and ideal customer profile in Settings
3. Form submissions are automatically captured and scored
4. View leads sorted by score in the admin dashboard
5. Mark leads as converted to improve scoring accuracy over time

Free vs Pro:

Free version includes: * Unlimited lead capture and storage * All form integrations * Local scoring engine * Basic email notifications * Dashboard analytics * 15 AI rescores per month

Pro version adds: * Unlimited AI rescores * Advanced AI scoring via Claude * Slack notifications * Priority support

External Services

This plugin connects to external third-party services under certain conditions. Below is a comprehensive disclosure of all external services used.

FormRank Analysis Service

• Purpose: AI-powered lead scoring, license validation, and usage tracking
• What data is sent: Form field names, form field values, timestamps, and submission metadata. This may include personally identifiable information (names, email addresses, phone numbers, company names) submitted through your forms.
• When data is sent: Only when a site administrator has enabled AI scoring and a visitor submits a form that is configured for scoring
• Service Provider: FormRank
• Service Terms of Use: https://formrankwp.com/terms
• Service Privacy Policy: https://formrankwp.com/privacy

Anthropic Claude API

• Purpose: AI language model that performs the lead analysis and scoring
• What data is sent: Processed form submission data is forwarded by the FormRank Analysis Service (above) to the Claude API for analysis. The Claude API key is managed server-side and is never exposed to the plugin or site administrators.
• When data is sent: When the FormRank Analysis Service processes a scoring request
• Service Provider: Anthropic, PBC
• Service Terms of Use: https://www.anthropic.com/terms
• Service Privacy Policy: https://www.anthropic.com/privacy

Freemius

• Purpose: Plugin license management, update delivery, and optional usage analytics
• What data is sent: Site URL, plugin version, license key, and optional diagnostic data (only with admin consent via the opt-in prompt shown on activation)
• When data is sent: On plugin activation (opt-in prompt), during license validation, and when checking for plugin updates
• Service Provider: Freemius, Inc.
• Service Terms of Use: https://freemius.com/terms/
• Service Privacy Policy: https://freemius.com/privacy/

Data Processing Notes

• All data transmission uses HTTPS encryption
• AI scoring is opt-in – site administrators must explicitly enable it
• Administrators can configure which forms are analyzed
• No form submission data is stored permanently on external servers beyond processing needs
• Site administrators are responsible for ensuring compliance with applicable data protection regulations (e.g., GDPR)
• A suggested privacy policy snippet is available under WordPress > Settings > Privacy for site administrators to include in their privacy policy