Description
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:
- Install the plugin and activate it
- Configure your business context and ideal customer profile in Settings
- Form submissions are automatically captured and scored
- View leads sorted by score in the admin dashboard
- 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
Screenshots
Lead list with scores, status filters, and quick actions 
Dashboard overview with lead statistics and learning system progress 
Conversion analytics with scoring accuracy metrics 
Settings page with scoring configuration and thresholds 
Import historical data from all supported form plugins
Installation
- Upload the plugin files to
/wp-content/plugins/formrank-lead-scoring/ - Activate the plugin through the ‘Plugins’ screen in WordPress
- Go to FormRank > Settings to configure your business context
- Optionally import existing form entries via FormRank > Import Data
FAQ
-
How does the scoring work?
-
FormRank includes a local scoring engine that learns from your data. When AI-powered scoring is enabled (Pro), form submission data is sent securely via HTTPS to the FormRank scoring service, which uses Anthropic’s Claude AI for intelligent lead analysis. AI scoring is opt-in and must be explicitly enabled by a site administrator.
-
Is my data sent to external servers?
-
When AI scoring is enabled, form submission data is sent to the FormRank analysis service (a secure Cloudflare Worker proxy) which forwards it to the Anthropic Claude API for scoring. All transmissions use HTTPS. You control which forms are scored and can disable AI scoring at any time. When AI scoring is disabled, all processing stays local on your WordPress server. The plugin also communicates with Freemius for license management. See the “External Services” section below for full details.
-
Which forms are supported?
-
Currently supports WPForms, Gravity Forms, Contact Form 7, Fluent Forms, and Formidable Forms.
-
How accurate is the scoring?
-
Accuracy depends on how well you configure your business context and ideal customer profile. The scoring engine evaluates leads based on fit and engagement signals, and improves as you mark leads as converted.
-
Can I import existing form entries?
-
Yes! Go to FormRank > Import Data to import historical entries from any supported form plugin. They will be scored automatically.
Reviews
Contributors & Developers
“FormRank Lead Scoring” is open source software. The following people have contributed to this plugin.
Contributors
Translate “FormRank Lead Scoring” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.3
- Added index.php to all directories to prevent directory browsing
- Added Tested up to header for WordPress 6.9
- Enabled Freemius Contact and Support pages
- Fixed missing cron cleanup for data retention on uninstall
- Improved CSV export header handling
- Improved webhook URL validation with developer filter
- Fixed score icon rendering in lead detail view
- Removed .DS_Store files from distribution
1.0.2
- Fixed upgrade links pointing to non-existent pages
- Added direct access protection to all PHP files
- Improved Freemius SDK integration and checkout flow
- Security hardening and code quality improvements
1.0.1
- Added Fluent Forms and Formidable Forms integrations
- Added historical data import feature
- Added conversion tracking and analytics
- Added learning scoring system
- Improved admin UI and lead management
- Added CSV export with filter support
- Added bulk actions (archive, rescore, convert, delete)
1.0.0
- Initial release
- WPForms, Gravity Forms, and Contact Form 7 support
- Intelligent lead scoring engine
- Email notifications for hot leads
- Dashboard analytics
- Webhook integrations