Lead Dashboard Overview

Your Central Lead Database

People are spinning your wheel — so where does all that data go? It lands in the Leads Dashboard, a searchable, filterable database built right into your WordPress admin. Every spin (win or loss) that includes a submitted name, email, or phone is saved to a dedicated custom table (wp_wdengage_entries), so you get a lightweight CRM experience without leaving WordPress. This guide walks through where the dashboard lives, what each column means, and how to manage leads.

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, which loads the most recent spins first.

The dashboard is a React-powered interface. It always pulls fresh data from the database (no stale caching), and a Refresh button in the top-right header reloads the current view on demand. It does not auto-refresh in the background, so click Refresh to pull in new spins while you are watching a live event.

Reading the Data Columns

Each row summarizes one saved spin. The columns are:

• Lead Profile: A colored avatar showing the lead’s initials (not a Gravatar) alongside their name. If no name was submitted, it shows “Unknown”. A small “2×”, “3×” badge appears when the same email or phone has spun more than once, flagging repeat visitors.
• Contact Info: The submitted email and — if captured — phone number. Hover over either value to reveal a one-click Copy button. Phone capture itself is a Pro field, but any phone that was collected is displayed here.
• Campaign: The title of the wheel they spun, with its campaign ID (for example #128) underneath.
• Prize Won: For winning spins, the prize/coupon title and the exact coupon code they received. Losing spins show a dash.
• Status: A per-row dropdown for the lead’s pipeline stage (see below). Changing it saves instantly.
• Date: The spin timestamp, formatted to your WordPress date, time, and timezone settings.
• Actions: Expand the row, block the visitor’s IP/device, restore from Trash, or move to Trash / delete.

Lead Pipeline Stages

Every lead carries a pipeline stage you set from the Status dropdown or the tabs above the table. The built-in stages are:

• New: A fresh, untouched lead (the default).
• Follow-up: Someone you are actively working.
• Purchased: A lead who converted to a customer.
• Archived: Kept for records but out of your active list.
• Trash: Soft-deleted; can be restored or permanently erased.

The tab strip lets you filter to a single stage (plus an “All” tab). Stage labels can be renamed from the plugin’s global settings.

Expanding a Row for Detail

Click the chevron in the Actions column to expand any row. The expanded panel shows:

• Spin History: Every previous spin by the same person (matched on email or phone), so you can see repeat entries at a glance.
• Status Timeline: The record of stage changes for the lead.
• Device Info: The visitor’s IP address, device ID, and browser/OS. This detail is a Pro feature — for free installs it is shown blurred with a PRO badge.
• Notes (Pro): Free-text notes attached to the lead. Saving notes requires the Pro plugin.

Searching and Filtering

• Search: Matches name, email, phone, campaign title, and coupon data.
• Date range: Pick a custom start and end date, or use the quick filters (Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month).
• Stage tabs: Narrow the list to New, Follow-up, Purchased, Archived, Trash, or All.
• Campaign filter (Pro): A dropdown to isolate leads from a single campaign appears only when the Pro plugin is active. On free installs, search by campaign name instead.

Bulk Actions and Deleting

1. Select: Tick the checkbox in the header row to select every visible lead, or tick individual rows.
2. Bulk action: A panel appears in the header. Outside the Trash view it moves the selected leads to Trash; inside the Trash view it permanently erases them.
3. Per-row: Each row can be moved to Trash (or, from the Trash view, restored or permanently deleted) using its own action buttons.

Trash is a soft delete — leads stay in the database until you erase them, so an accidental removal can be recovered.

Exporting Your Leads

The download button in the header exports your leads as a CSV file (UTF-8, spreadsheet-friendly). The export respects your active filters — search, date range, campaign, and stage — and includes ID, name, email, phone, campaign, result (win/loss), lead stage, coupon title, coupon code, and date. CSV export is available on the free plugin.

Blocking Abusive Visitors

The shield icon in a row’s Actions blocks that visitor’s IP address and device ID so they can no longer spin any wheel. A “Blocked” badge then appears on their entries. Blocking works on the free plugin; you can also manage the blocked lists from the plugin’s global security settings.

Frequently Asked Questions

Can I edit a lead’s email address?

No. Entries are captured records of what the visitor submitted, so there is no inline email editor. If a typo was submitted, the value stays as recorded — you can still copy the corrected address into your own tools.

Where do I see the visitor’s IP address?

Expand the row and look at the Device Info panel. IP address, device ID, and browser/OS are captured there. This detail is a Pro feature and appears blurred on free installs. (WordPress “Screen Options” does not apply to this React dashboard.)

Does the dashboard update live?

Not automatically. Every load fetches fresh data straight from the database, but new spins appear only after you reload the view — use the Refresh button in the header.

How many leads can it hold?

Leads are stored in an indexed custom database table and the list is paginated (20 per page), so the dashboard stays responsive as your list grows.

Related Documentation

• Exporting Leads: Download your captured leads as a CSV for spreadsheets or email tools.
• Win Probabilities: How the server decides which prize each spin lands on.

Conclusion

The Leads Dashboard is where a “user spinning” becomes a “customer buying”. Check it regularly, move leads through your pipeline stages, export when you need to, and no opportunity slips through the cracks. If you need help, visit the wowDevs support center.