Directory / plugin

Underpixel Lead Rotator – Chat Round Robin for Sales Teams

v1.0.1 · by Underpixel Studio

Share WhatsApp enquiries fairly between your sales staff, in turns. Works with your current WhatsApp button.

View on WordPress.org

About this plugin

Lead Rotator gives each new WhatsApp click to the next salesman in your list. Staff 1, then staff 2, then staff 3, then staff 1 again. Nobody gets all the enquiries, and nobody has to pass them on by hand.

You do not need to replace your WhatsApp button. Lead Rotator finds the WhatsApp links already on your pages (wa.me, api.whatsapp.com, web.whatsapp.com and whatsapp://) and, at the moment of the click, swaps the number for the next salesman. The message text the visitor would send stays exactly as it was.

If your site has no WhatsApp button, you can switch on a floating button or put the [leadrotator] shortcode on any page.

Free version (this plugin)

  • Rotates between all your active sales staff, in turns. No limit on the number of staff.
  • Weights: give your best seller more turns (1 to 5).
  • Works with the WhatsApp buttons you already have, including theme buttons and plugin buttons.
  • Optional floating button, left or right, with your own text.
  • [leadrotator] shortcode for a button anywhere.
  • Greeting text for the first line of the message.
  • Click totals for the last 30 days and for all time.
  • Never a dead button: if anything fails, the visitor goes to the original number.

Pro version (paid upgrade, sold separately)

Pro options are shown in the settings screen as a banner and as disabled options. The Pro code is not included in this version, and nothing in this plugin is locked or time-limited. Pro adds:

  • Clicks per staff and per page, with CSV download.
  • Working hours for each staff.
  • Different staff per page or category.
  • Same customer, same salesman.

Tested with

  • Plain WhatsApp links (wa.me and api.whatsapp.com), including links opened in a new tab, icons inside links and links added to the page after it loads.
  • Buttons that open WhatsApp from JavaScript (location change or window.open).
  • Joinchat (floating button).
  • Click to Chat, WP WhatsApp (NinjaTeam), WhatsApp Chat (QuadLayers), Chaty and Elementor buttons.
  • Underpixel Quote Request (product page button).
  • The floating button and shortcode use your theme’s own button style (the button and wp-element-button classes).
  • Saved (cached) copies of a page.

Privacy

Lead Rotator stores no personal data about visitors: no IP address, no user agent, no phone number. It saves your settings in one option (leadrotator_settings), a counter of clicks per day, staff and page, and a ticket counter used to decide whose turn it is. Buttons lead to WhatsApp, under WhatsApp’s own privacy policy. Pro only: the option “Same customer, same salesman” sets one cookie (leadrotator_staff, 30 days) that holds a staff id, nothing about the visitor. Uninstalling the plugin removes its tables, settings and user preferences.

Plugin tags