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Lead Dashboard Overview

Your Central Database

Congratulations! People are spinning your wheel. Now, where does all that valuable data go? It goes into the Leads Dashboard—a dedicated, searchable, and filterable database built right into your WordPress admin area.

Unlike other plugins that force you to export a CSV just to see your winners, Ultimate Spin Wheel gives you a “CRM-lite” experience directly in the dashboard. You can see who won, when they won, and even manage their status.

1. Locating the Dashboard

  1. Log in to your WordPress Admin.
  2. Navigate to Spin Wheel > Leads.
  3. You will be greeted by the main data table.

The “Smart” Interface

This isn’t a static HTML table. It is a React-powered application.

  • Live Updates: If a customer spins the wheel right now while you are watching this screen, their row will appear instantly at the top of the list without you needing to refresh the browser. This is perfect for monitoring live events or busy sales days.

2. Reading the Data Columns

Every row tells a story. Here is a breakdown of the information available at a glance:

A. User Profile

  • Avatar: We pull their Gravatar (if available) to give a human face to the lead.
  • Name: If they filled out the “Name” field, it appears here. If not, it falls back to “Guest”.
  • Email: The most critical asset. Click the “Copy” icon next to it to instantly copy it to your clipboard.

B. Prize Information

  • Outcome: The name of the slice they landed on (e.g., “10% Off”).
  • Coupon Code: The specific, unique code generated for them (e.g., spin-x942).
    • Pro Tip: Hover over the code to see its status (Active / Used / Expired).

C. Campaign Context

  • Source: Tells you which wheel they spun.
    • Example: “Homepage Holiday Wheel”.
  • Date: The exact timestamp of the spin.

D. Status Tags

Each lead is assigned a status color:

  • New (Blue): Fresh lead, untouched.
  • Processed (Green): You have exported them or sent them to Mailchimp.
  • Purchased (Gold): (Pro) They used their coupon at checkout.

3. Bulk Actions

Managing 1,000 leads one by one is impossible. Use the Bulk Actions menu.

  1. Select: Click the checkbox in the header row to select all visible leads (or tick specific rows).
  2. Choose Action:
    • Mark as Processed: Useful for keeping your “New” inbox clean.
    • Resend Email: (Pro) Did a user complain they didn’t get their coupon? Select them and click Resend to fire the email again immediately.
    • Delete: Move them to Trash.

4. The Stats Bar (Quick Look)

In the top right corner of the dashboard, you will see three small counters:

  1. Total Leads: Your lifetime collection count.
  2. This Month: How well you are doing right now.
  3. Sync Status: If you have Mailchimp connected, a small green dot indicates that the background sync is healthy. A red dot means you need to check your API keys.

5. Frequently Asked Questions (FAQ)

Q: Can I edit a lead’s email? 
A: Yes. Sometimes users make typos (e.g., gmil.com). Click the Edit (Pencil) icon on the row to fix their email address. Note: This does not effectively update Mailchimp; you would need to manually fix it there too.

Q: Where is the IP Address? 
A: For privacy reasons, we hide the IP address by default. You can reveal it by clicking the “Screen Options” tab at the top right of the WordPress admin and checking the “IP Address” box.

Q: How many leads can this hold? 
A: The database is optimized for scale. We have clients with over 500,000 leads. The pagination system ensures the dashboard remains fast regardless of list size.

Conclusion

The Leads Dashboard is the heartbeat of your campaign. It bridges the gap between a “User Spinning” and a “Customer Buying.” By regularly checking this dashboard, you ensure that no lead falls through the cracks.

Need Help?

Can’t see your new leads? 👉 Contact Our Support Team

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