Advisers Contacts

Advisers Contacts is a multipurpose contact and lead generation form for any business. Choose the ready-made Lead Generation layout for a digital marketing enquiry form, or build your own from 30 built-in fields. Every field can be reordered, relabeled, resized, switched off, deleted and restored, so the form fits your business instead of the other way round.

Professional form design

• Modern card layout, two fields per row on desktop and one on mobile.
• Four color themes: Ocean Blue, Emerald Green, Royal Violet and Slate Dark.
• Editable form name, form description and thank-you message.
• Override the heading, intro and theme per page: [advisers_contact_form theme="emerald" title="Get a free quote"].

Form builder

• Drag-and-drop field ordering, half or full width per field.
• Edit labels, placeholders, help text and dropdown or radio choices without code.
• 30 ready-made fields including Full Name, Email, Mobile Number, Company Name, Job Title, Industry, Company Size, Service Interested In, Monthly Budget, Start Timeline, Preferred Contact Method, Best Time to Contact, How Did You Hear About Us, Referred By, WhatsApp opt-in, Consent checkbox, City, Country, Subject, Website URL, Upload Files and more.
• Field types: text, textarea, email, phone, URL, date, dropdown, radio buttons, checkbox and file upload.
• One-click Lead Generation layout, and add unlimited custom fields.
• Guests can submit the form; no account is needed.

Lead generation tools

• Automatic campaign tracking: UTM source, medium, campaign, term and content, Google and Facebook click IDs, landing page and referring site are saved with every lead.
• Lead score from 0 to 100 with Hot, Warm and Cold ratings, based on contact details, company, budget, timeline and message.
• Lead pipeline stages: New, Contacted, Qualified, Won and Lost.
• Email alert to you for every new lead, plus an optional auto-reply to the visitor.
• Export the filtered list to CSV for Excel, Google Sheets or your CRM.

Submissions dashboard

• Search, filters for stage, lead score, approval status, referrer and date, sortable columns and pagination.
• Detailed view with inline editing.
• Approve, reject, delete, change stage and mark important, one at a time or in bulk.
• Mobile numbers open WhatsApp chat links and email addresses open your mail app, straight from the dashboard.

Referral tracking

• See every referrer, how many referrals each has sent, and the approved / rejected / pending history of each referral.
• Mark each referral as rewarded once you have paid the referrer, and see rewarded and not-yet-rewarded totals.
• Keep payout details (UPI, bank or PayPal) for each referrer, visible to administrators only.

Contact page

• A “Contact Us” page carrying the form is created on first use, unless your site already has one: an existing page with the form is reused and a page already at /contact/ is never touched. Edit the title, slug and text from the plugin, or choose any existing page to carry the form.

Built the WordPress way

• Dedicated database tables, not post meta.
• Uploaded files are stored in the Media Library.
• Full WordPress Multisite support (per-site or Network Activation).
• Privacy tools: suggested privacy policy text, plus support for the WordPress personal data exporter and eraser.
• Developer hooks: see the Developer Hooks section below.

Shortcode

[advisers_contact_form]

Developer Hooks

advc_after_submission( $id, $data ) (action) fires right after a submission is stored. `$id` is the new submission ID and `$data` the stored row values. Use it for email notifications or CRM sync.

advc_capability( $capability ) (filter) changes the capability required to manage the plugin. Default `manage_options`.

advc_max_upload_bytes( $bytes ) (filter) changes the maximum size of each uploaded file. Default 5 MB.

advc_rate_limit( $count ) (filter) changes how many submissions one visitor can send per hour. Default 5.

advc_lead_score( $score, $core, $extra ) (filter) changes the 0-100 lead score calculated for a new submission.

The lead score uses the field keys budget_range and timeline: put the budget choices in ascending order and the timeline choices from most to least urgent.

Data is stored per site in the {prefix}advc_submissions and {prefix}advc_fields tables, removed when the plugin is deleted.

External services

This plugin does not send any data to external services on its own and does not load remote scripts, fonts or tracking code.

The submissions dashboard shows each mobile number as a link in the form https://wa.me/<number>. Nothing is sent unless a site administrator clicks the link, at which point the browser opens WhatsApp (a service provided by WhatsApp LLC / Meta Platforms, Inc.) with that number. Terms of service: https://www.whatsapp.com/legal/terms-of-service. Privacy policy: https://www.whatsapp.com/legal/privacy-policy.

Email addresses are shown as standard mailto: links that open the administrator’s own mail application.

The optional “Share this form” buttons below the form are plain links. Nothing is sent when the page loads. Only when a visitor clicks a button does their browser open that service in a new tab with the page address (and the form title) pre-filled. Services: WhatsApp (WhatsApp LLC / Meta Platforms, Inc.; terms and privacy links above), Facebook (Meta Platforms, Inc.), LinkedIn (LinkedIn Corporation; privacy policy: https://www.linkedin.com/legal/privacy-policy) and X (X Corp.; privacy policy: https://x.com/en/privacy). The buttons can be switched off under Settings.

The “Share this lead” buttons on a single submission screen work the same way for administrators: WhatsApp opens with the lead’s details pre-filled only after the administrator clicks the button, and the email button opens the administrator’s own mail application.

Privacy

When a visitor submits the form, the plugin stores in your site database the values entered in the enabled fields, any uploaded files (in the Media Library), the visitor’s IP address, the browser user agent and marketing source details (UTM campaign parameters, ad click IDs, the landing page address and the referring site). The IP address is also used for a simple per-hour rate limit that helps prevent spam. A short-lived cookie and transient are used only to show the visitor a confirmation or error message after submitting.

If you use the referral reward tools, the payout details you type for each referrer are stored in your database and are never shown on the website. Delete a referrer’s details by clearing the box.

Advisers Contacts is developed by My Advisers (https://myadvisers.in). Privacy policy: https://myadvisers.in/privacy-policy. Terms and conditions: https://myadvisers.in/terms-conditions.

The plugin adds suggested text to Settings -> Privacy -> Policy Guide, and registers with Tools -> Export Personal Data and Tools -> Erase Personal Data so that you can respond to access and erasure requests by email address.