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Lead Capture

StorePilot can capture lead information from WooCommerce checkout forms — even before the customer completes the purchase. This lets you follow up with visitors who abandoned their cart.

How It Works

The plugin listens for input and change events on WooCommerce checkout fields. As the visitor types, field values are buffered and sent to the Platform.

Capturing happens in two phases:

  1. Client-side (JavaScript) — Captures name, email, phone number as the visitor fills in the form
  2. Server-side enrichment (PHP) — After the JavaScript payload is received by the WordPress proxy, PHP adds:
    • wp_user_id — WordPress user ID if the visitor is logged in
    • Cart contents from WooCommerce (WC()->cart)
    • Cart total value

The enriched lead is then forwarded to the Platform.


Captured Fields

FieldSource
First nameCheckout billing form
Last nameCheckout billing form
EmailCheckout billing form
PhoneCheckout billing form
Cart itemsWooCommerce (server-side)
Cart totalWooCommerce (server-side)
WordPress user IDWordPress session (server-side)
Page URL at capture timeJavaScript

Lead Statuses

StatusMeaning
newJust captured, not yet processed
contactedA team member has reached out
convertedLead became a paying customer
lostNo longer interested

You can update lead statuses in the Dashboard and add internal notes.


Privacy

Lead capture requires your Privacy Policy to clearly disclose that you collect form data before checkout completion. The provided Privacy Policy and Terms of Service templates include the required disclosures.

Consider adding a notice near the checkout form:

"Your information may be saved to allow us to follow up if your order is not completed. See our Privacy Policy."

This is considered best practice and is required in most jurisdictions.


GDPR / Opt-in Consideration

In EU/EEA jurisdictions, capturing personal data before explicit consent may require a cookie consent mechanism or an explicit opt-in checkbox near the checkout form.

See GDPR Compliance for detailed guidance.


WooCommerce Requirement

Lead capture requires WooCommerce 7.0+. If WooCommerce is not active, this feature is silently disabled.