Some further observations from testing:
1) This is a big one for me. It is not possible for admin to edit the lead at all. I understand the logic in that we want to ensure authenticity of the lead but unfortunately this is a deal breaker for me for two reasons i) while the auto redaction is good it is not perfect (see point below). Because admin is unable to edit the lead before passing it on, what are we to do in instances where the auto redaction did not work? We can't sell the lead and we don't want to discard the lead. So human editing of the lead is essential for me, especially for high-value leads. You can offer some other guarantee on your website like "if you don't like the lead we'll refund you" but this will then be done via a support ticket - not through the PPL extension. ii) Again, for high value leads it is essential for site admin to be able to add comments and content to the lead in order to sell it, as the lead on its own may not be enough. The site admin may need to add comments like "This contact has been know to us for two years during which time they successfully concluded 4/5 deals" or "This contact is unknown to us but our initial credit check suggest that they have a funding line of $10,000,000" etc. So site admin free text to support the value and validity of the lead is essential for me.
2) Leading on from the point above, the auto-redaction of the message text is pretty good but it is not fail safe. It catches conventional email addresses like "email@domain.com" but not space separated which can happen like "email @ domain.com" It catches full URLs like "HTTP://www.domain.com" but not shorthand links like "domain.com". It does not catch telephone numbers at all, and it will be difficult to distinguish between prices, telephone numbers, post codes etc. It will be difficult to pick up identifiable text strings like "here at MyCoolCompany Limited" etc. in the message text. So my point is that human redaction of the lead text is a necessity.
3) Just an observation that could simply go into the documentation of the plugin - there should only be one PPL or BlockStrap contact form visible on the page. I think the fields are shared so having multiple forms visible on the page screws up everything - just a warning. You can hide all the other forms but only one form should be visible on the front end.
4) The "Subject" field appears on the form but it is not on the lead. I think it is obsolete as it is not used in any of the outgoing emails.
5) The word "Budget" appears on the lead card, no matter what is being used on the PPL form. If not too much to ask, this should be the same terminology as was used in the PPL form.
6) The "Budget" field becomes a required field when a commission structure is used - which is correct but this option should then be frozen on the form creation widget to avoid confusion. Likewise the "content > email > send to" option should be locked on "site admin" to ensure that the widget function properly.
7) I'm sorry to move the goalposts a bit, but would it be possible to have the commission structure work in combination rather than mutually exclusive? The reason is if we work with wide ranging "budget/amounts" then the commissions will also be very wide ranging making the lower ones not even worth our while. Example, in property the "Budget" field can range from $10'000'000 to $20'000, and at 0.1% commission, that translates to between $10,000 to $20. So big difference and difficult to come up with a fee structure. Could we make it a fixed commission or % of the "Budget" amount, whichever is greater. Therefore a combined use and also two decimal places deep as I stated in my earlier post.
8) Could we have a "Decline" button on the purchase lead card? If the advertiser decides not to pursue the lead at least they could let us know, and the site admin can in turn let the enquirer know not to hold on for a reply from the advertiser. This is in line with my earlier point about the lead expiring after x days/hours, except here the advertiser can evoke that status earlier with a button on the lead card - probably between the "close" and "unlock" buttons.
9) Upon payment, the customer is shown his receipt. I think it would be better to show them their newly purchased lead! They can always go look for their receipts and invoices as an admin thing, but at this point in time, they would be far more interested in making work from their lead than how much it costed them.
