{"id":289837,"date":"2026-03-22T21:33:40","date_gmt":"2026-03-22T21:33:40","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/m-media-medigap-contact-wizard\/"},"modified":"2026-05-22T01:49:22","modified_gmt":"2026-05-22T01:49:22","slug":"mmedia-medigap-contact-wizard","status":"publish","type":"plugin","link":"https:\/\/ru.wordpress.org\/plugins\/mmedia-medigap-contact-wizard\/","author":23450423,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.3","stable_tag":"1.0.3","tested":"7.0","requires":"5.0","requires_php":"7.4","requires_plugins":null,"header_name":"M Media Medigap Contact Wizard","header_author":"M Media","header_description":"Professional multi-step Medicare\/Medigap lead capture form with anti-spam protection, submission management, and M Media branding.","assets_banners_color":"4f466f","last_updated":"2026-05-22 01:49:22","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/www.mmediasoftwarelab.com\/product\/medigap-contact-wizard\/","header_author_uri":"https:\/\/www.mmediasoftwarelab.com","rating":0,"author_block_rating":0,"active_installs":0,"downloads":278,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"1.0.0":{"tag":"1.0.0","author":"mmediasoftwarelab","date":"2026-03-22 21:37:54"},"1.0.1":{"tag":"1.0.1","author":"mmediasoftwarelab","date":"2026-03-23 01:27:49"},"1.0.2":{"tag":"1.0.2","author":"mmediasoftwarelab","date":"2026-04-03 03:13:37"},"1.0.3":{"tag":"1.0.3","author":"mmediasoftwarelab","date":"2026-05-22 01:49:22"}},"upgrade_notice":{"1.0.0":"<p>Initial release.<\/p>"},"ratings":[],"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":3489122,"resolution":"128x128","location":"assets","locale":"","width":128,"height":128},"icon-256x256.png":{"filename":"icon-256x256.png","revision":3489122,"resolution":"256x256","location":"assets","locale":"","width":256,"height":256}},"assets_banners":{"banner-1544x500.png":{"filename":"banner-1544x500.png","revision":3489122,"resolution":"1544x500","location":"assets","locale":"","width":1544,"height":500},"banner-772x250.png":{"filename":"banner-772x250.png","revision":3489122,"resolution":"772x250","location":"assets","locale":"","width":772,"height":250}},"assets_blueprints":{},"all_blocks":[],"tagged_versions":["1.0.0","1.0.1","1.0.2","1.0.3"],"block_files":[],"assets_screenshots":{"screenshot-1.jpg":{"filename":"screenshot-1.jpg","revision":3489122,"resolution":"1","location":"assets","locale":"","width":1427,"height":868},"screenshot-10.jpg":{"filename":"screenshot-10.jpg","revision":3489122,"resolution":"10","location":"assets","locale":"","width":1427,"height":868},"screenshot-11.jpg":{"filename":"screenshot-11.jpg","revision":3489122,"resolution":"11","location":"assets","locale":"","width":1427,"height":868},"screenshot-12.jpg":{"filename":"screenshot-12.jpg","revision":3489122,"resolution":"12","location":"assets","locale":"","width":1427,"height":868},"screenshot-13.jpg":{"filename":"screenshot-13.jpg","revision":3489122,"resolution":"13","location":"assets","locale":"","width":1427,"height":868},"screenshot-14.jpg":{"filename":"screenshot-14.jpg","revision":3489122,"resolution":"14","location":"assets","locale":"","width":1427,"height":868},"screenshot-15.jpg":{"filename":"screenshot-15.jpg","revision":3489122,"resolution":"15","location":"assets","locale":"","width":1427,"height":868},"screenshot-16.jpg":{"filename":"screenshot-16.jpg","revision":3489122,"resolution":"16","location":"assets","locale":"","width":1427,"height":868},"screenshot-17.jpg":{"filename":"screenshot-17.jpg","revision":3489122,"resolution":"17","location":"assets","locale":"","width":1427,"height":868},"screenshot-18.jpg":{"filename":"screenshot-18.jpg","revision":3489122,"resolution":"18","location":"assets","locale":"","width":1427,"height":868},"screenshot-19.jpg":{"filename":"screenshot-19.jpg","revision":3489122,"resolution":"19","location":"assets","locale":"","width":1427,"height":868},"screenshot-2.jpg":{"filename":"screenshot-2.jpg","revision":3489122,"resolution":"2","location":"assets","locale":"","width":1427,"height":868},"screenshot-3.jpg":{"filename":"screenshot-3.jpg","revision":3489122,"resolution":"3","location":"assets","locale":"","width":1427,"height":868},"screenshot-4.jpg":{"filename":"screenshot-4.jpg","revision":3489122,"resolution":"4","location":"assets","locale":"","width":1427,"height":868},"screenshot-5.jpg":{"filename":"screenshot-5.jpg","revision":3489122,"resolution":"5","location":"assets","locale":"","width":1427,"height":868},"screenshot-6.jpg":{"filename":"screenshot-6.jpg","revision":3489122,"resolution":"6","location":"assets","locale":"","width":1427,"height":868},"screenshot-7.jpg":{"filename":"screenshot-7.jpg","revision":3489122,"resolution":"7","location":"assets","locale":"","width":1427,"height":868},"screenshot-8.jpg":{"filename":"screenshot-8.jpg","revision":3489122,"resolution":"8","location":"assets","locale":"","width":1427,"height":868},"screenshot-9.jpg":{"filename":"screenshot-9.jpg","revision":3489122,"resolution":"9","location":"assets","locale":"","width":1427,"height":868}},"screenshots":{"1":"General Settings   branded interface with color picker, intro text, success message, and notification email","2":"Customize Questions   toggle any field on\/off and override labels across all 5 wizard steps, no code required","3":"Shortcode &amp; Submissions Summary   copy the shortcode and preview recent leads right from the settings screen","4":"Email Method 1: WordPress Mail   routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically","5":"Email Method 2: Server Mail   direct PHP mail() delivery for properly configured server environments","6":"Email Method 3: Custom SMTP   manual host, port, username, and encryption config for any mail server or provider","7":"Email Method 4: Provider Presets   auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers","8":"Email Method 5: Gmail OAuth (connected)   verified account displayed with one-click disconnect, no stored passwords","9":"Gmail OAuth Setup (disconnected)   step-by-step built-in guide with copyable redirect URI, nothing to Google","10":"Gmail OAuth Credentials   Client ID and Client Secret entry fields for completing the OAuth handshake","11":"Submissions Dashboard   all leads stored as WordPress posts with sortable columns, date, and search","12":"Submission Detail   complete prospect record: contact info, Medicare status, health details, and file attachment","13":"Test Email   send a test message after any config change; green banner on success, error detail on failure","14":"Step 1: Contact Information   name, email, phone, ZIP, and state with progress bar and clean layout","15":"Step 2: Medicare Status   current enrollment, which parts, and whether the prospect already has a Medigap plan","16":"Step 3: Needs &amp; Concerns   touch-friendly multi-select chip buttons for coverage interests and priorities","17":"Step 4: Health Details   health conditions, preferred pharmacy, and optional prescription file upload","18":"Step 5: Preferences &amp; Final Questions   plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent","19":"Success Message   personalized confirmation screen with customizable text shown immediately after submission"}},"plugin_section":[],"plugin_tags":[40068,337,42618,258346,259327],"plugin_category":[],"plugin_contributors":[258347],"plugin_business_model":[],"class_list":["post-289837","plugin","type-plugin","status-publish","hentry","plugin_tags-insurance","plugin_tags-lead-generation","plugin_tags-medicare","plugin_tags-medigap","plugin_tags-tcpa","plugin_contributors-mmediasoftwarelab","plugin_committers-mmediasoftwarelab"],"banners":{"banner":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/banner-772x250.png?rev=3489122","banner_2x":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/banner-1544x500.png?rev=3489122","banner_rtl":false,"banner_2x_rtl":false},"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/icon-128x128.png?rev=3489122","icon_2x":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/icon-256x256.png?rev=3489122","generated":false},"screenshots":[{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-1.jpg?rev=3489122","caption":"General Settings   branded interface with color picker, intro text, success message, and notification email"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-2.jpg?rev=3489122","caption":"Customize Questions   toggle any field on\/off and override labels across all 5 wizard steps, no code required"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-3.jpg?rev=3489122","caption":"Shortcode &amp; Submissions Summary   copy the shortcode and preview recent leads right from the settings screen"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-4.jpg?rev=3489122","caption":"Email Method 1: WordPress Mail   routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-5.jpg?rev=3489122","caption":"Email Method 2: Server Mail   direct PHP mail() delivery for properly configured server environments"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-6.jpg?rev=3489122","caption":"Email Method 3: Custom SMTP   manual host, port, username, and encryption config for any mail server or provider"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-7.jpg?rev=3489122","caption":"Email Method 4: Provider Presets   auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-8.jpg?rev=3489122","caption":"Email Method 5: Gmail OAuth (connected)   verified account displayed with one-click disconnect, no stored passwords"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-9.jpg?rev=3489122","caption":"Gmail OAuth Setup (disconnected)   step-by-step built-in guide with copyable redirect URI, nothing to Google"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-10.jpg?rev=3489122","caption":"Gmail OAuth Credentials   Client ID and Client Secret entry fields for completing the OAuth handshake"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-11.jpg?rev=3489122","caption":"Submissions Dashboard   all leads stored as WordPress posts with sortable columns, date, and search"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-12.jpg?rev=3489122","caption":"Submission Detail   complete prospect record: contact info, Medicare status, health details, and file attachment"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-13.jpg?rev=3489122","caption":"Test Email   send a test message after any config change; green banner on success, error detail on failure"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-14.jpg?rev=3489122","caption":"Step 1: Contact Information   name, email, phone, ZIP, and state with progress bar and clean layout"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-15.jpg?rev=3489122","caption":"Step 2: Medicare Status   current enrollment, which parts, and whether the prospect already has a Medigap plan"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-16.jpg?rev=3489122","caption":"Step 3: Needs &amp; Concerns   touch-friendly multi-select chip buttons for coverage interests and priorities"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-17.jpg?rev=3489122","caption":"Step 4: Health Details   health conditions, preferred pharmacy, and optional prescription file upload"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-18.jpg?rev=3489122","caption":"Step 5: Preferences &amp; Final Questions   plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent"},{"src":"https:\/\/ps.w.org\/mmedia-medigap-contact-wizard\/assets\/screenshot-19.jpg?rev=3489122","caption":"Success Message   personalized confirmation screen with customizable text shown immediately after submission"}],"raw_content":"<!--section=description-->\n<p><strong>M Media Medigap Contact Wizard<\/strong> is a conversion-optimized, <strong>TCPA-compliant<\/strong> lead generation system built specifically for Medicare and Medigap insurance professionals. It turns complex enrollment questions into an engaging multi-step wizard that dramatically improves completion rates compared to traditional contact forms   and every phone lead it produces is backed by a proper consent record you can stand behind.<\/p>\n\n<h4>Key Features<\/h4>\n\n<p><strong>TCPA-Compliant Lead Capture   Built In<\/strong><\/p>\n\n<p>Phone leads from this form are TCPA-ready from day one:<\/p>\n\n<ul>\n<li>Explicit, standalone consent checkbox   separate from the Privacy Policy, never bundled with a purchase condition<\/li>\n<li>FCC-required disclosure language: names your agency, lists covered contact methods (calls, pre-recorded messages, SMS\/MMS), and states consent is not required to receive a quote<\/li>\n<li>Phone field note tells prospects what they are consenting to before they reach the final step<\/li>\n<li>Every submission stores a full consent record as WordPress post meta: consent given (yes\/no), Unix timestamp, submitter IP address, and the exact consent text presented at submission time<\/li>\n<li>Consent is optional   prospects who prefer email-only contact can leave the box unchecked; the form still submits<\/li>\n<\/ul>\n\n<p><strong>5-Step Wizard Interface<\/strong><\/p>\n\n<ul>\n<li>Step 1: Contact Information (Name, Email, Phone, ZIP, State)<\/li>\n<li>Step 2: Medicare Status (Current enrollment, parts, existing coverage)<\/li>\n<li>Step 3: Needs &amp; Concerns (Interests, timing, coverage requirements)<\/li>\n<li>Step 4: Health Details (Conditions, prescriptions, pharmacy preferences)<\/li>\n<li>Step 5: Preferences &amp; Final Questions (Priorities, referral source, TCPA consent, privacy consent)<\/li>\n<\/ul>\n\n<p><strong>Advanced Anti-Spam Protection<\/strong><\/p>\n\n<ul>\n<li>Honeypot field catches bots automatically<\/li>\n<li>Time-based submission validation (minimum 7-second completion)<\/li>\n<li>WordPress nonce security on all submissions<\/li>\n<li>No CAPTCHA needed<\/li>\n<\/ul>\n\n<p><strong>Submission Management<\/strong><\/p>\n\n<ul>\n<li>All inquiries saved as a custom post type<\/li>\n<li>Easy-to-browse submissions dashboard in WordPress admin<\/li>\n<li>Full submission history with timestamps<\/li>\n<\/ul>\n\n<p><strong>5 Email Delivery Options<\/strong><\/p>\n\n<ul>\n<li>Gmail OAuth   one-click connection, no passwords needed<\/li>\n<li>Email Provider Presets   auto-configured for Gmail, Outlook, Yahoo<\/li>\n<li>WordPress Mail   works with any existing SMTP plugin<\/li>\n<li>Server Mail   uses the server's built-in mail() function<\/li>\n<li>Custom SMTP   full manual configuration<\/li>\n<\/ul>\n\n<p><strong>File Upload Support<\/strong><\/p>\n\n<p>Prospects can optionally upload a prescription list (PDF, JPG, PNG, DOC, DOCX, TXT   2 MB limit). The file is stored securely and linked in the submission record.<\/p>\n\n<p><strong>Customization<\/strong><\/p>\n\n<ul>\n<li>Configurable primary color for buttons, progress bar, and links<\/li>\n<li>Custom success message with HTML support<\/li>\n<li>Responsive design works on all devices<\/li>\n<\/ul>\n\n<h4>Shortcode<\/h4>\n\n<pre><code>[mmcw_medigap_wizard]\n<\/code><\/pre>\n\n<p>Add this to any page, post, or widget area.<\/p>\n\n<h4>Perfect For<\/h4>\n\n<p>Medicare agents and brokers, Medigap specialists, insurance agencies, Medicare enrollment centers, and lead generation sites that need audit-ready TCPA documentation on every phone lead.<\/p>\n\n<h3>External Services<\/h3>\n\n<p>This plugin optionally connects to Google's OAuth 2.0 and Gmail API services when the <strong>Gmail OAuth<\/strong> email delivery method is selected. This feature is entirely optional   other email methods (WordPress Mail, SMTP, etc.) do not contact any external service.<\/p>\n\n<p><strong>Google OAuth 2.0 &amp; Gmail API<\/strong><\/p>\n\n<ul>\n<li><strong>What it is:<\/strong> Google's authentication and email-sending service.<\/li>\n<li><strong>What it is used for:<\/strong> Authenticating the site administrator's Google account and sending notification emails through that Gmail account on their behalf.<\/li>\n<li><strong>What data is sent and when:<\/strong>\n\n<ul>\n<li>During setup: the administrator is redirected to Google's consent screen (<code>accounts.google.com<\/code>) to grant the plugin permission to send email. Google returns an authorization code and access\/refresh tokens to the WordPress admin.<\/li>\n<li>When sending a notification email: the email content (recipient address, subject, and body containing form submission data) is transmitted to <code>gmail.googleapis.com<\/code> to be delivered. This only occurs when a visitor submits the contact form.<\/li>\n<li>Token refresh requests (OAuth access token renewal) are sent to <code>oauth2.googleapis.com<\/code>.<\/li>\n<li>A one-time request is made to <code>www.googleapis.com\/oauth2\/v2\/userinfo<\/code> during setup to retrieve and display the connected Gmail address in Settings.<\/li>\n<\/ul><\/li>\n<li><strong>Data stored locally:<\/strong> Access tokens and refresh tokens are stored in the WordPress options table (<code>wp_options<\/code>) and are never transmitted to any service other than Google.<\/li>\n<li><strong>Google's Terms of Service:<\/strong> https:\/\/policies.google.com\/terms<\/li>\n<li><strong>Google's Privacy Policy:<\/strong> https:\/\/policies.google.com\/privacy<\/li>\n<li><strong>Google API Services User Data Policy:<\/strong> https:\/\/developers.google.com\/terms\/api-services-user-data-policy<\/li>\n<\/ul>\n\n<p>No other external services are contacted by this plugin. All form submissions are stored locally in your WordPress database.<\/p>\n\n<!--section=installation-->\n<h4>Automatic Installation<\/h4>\n\n<ol>\n<li>Log in to your WordPress admin panel.<\/li>\n<li>Go to <strong>Plugins &gt; Add New<\/strong>.<\/li>\n<li>Search for \"M Media Medigap Contact Wizard\".<\/li>\n<li>Click <strong>Install Now<\/strong>, then <strong>Activate<\/strong>.<\/li>\n<\/ol>\n\n<h4>Manual Installation<\/h4>\n\n<ol>\n<li>Download the plugin ZIP file.<\/li>\n<li>Go to <strong>Plugins &gt; Add New &gt; Upload Plugin<\/strong>.<\/li>\n<li>Choose the ZIP file and click <strong>Install Now<\/strong>.<\/li>\n<li>Activate the plugin.<\/li>\n<\/ol>\n\n<h4>Initial Setup<\/h4>\n\n<ol>\n<li>Go to <strong>Medigap Contact Wizard &gt; Settings<\/strong>.<\/li>\n<li>Enter the <strong>notification email address<\/strong> where form submissions should be sent.<\/li>\n<li>Choose your <strong>email delivery method<\/strong> (see below).<\/li>\n<li>Pick a <strong>primary color<\/strong> to match your brand.<\/li>\n<li>Add the shortcode <code>[mmcw_medigap_wizard]<\/code> to any page.<\/li>\n<li>Click <strong>Send Test Email<\/strong> to confirm delivery is working.<\/li>\n<\/ol>\n\n<h4>Email Setup: Choose One Method<\/h4>\n\n<p><strong>Method 1   Gmail OAuth (Recommended, Easiest)<\/strong><\/p>\n\n<p>Best for anyone with a Gmail account.<\/p>\n\n<ol>\n<li>Select <strong>\"Gmail Account (OAuth)\"<\/strong> in Settings.<\/li>\n<li>Click the <strong>\"Connect with Gmail\"<\/strong> button.<\/li>\n<li>Sign in to your Google account and click <strong>Allow<\/strong>.<\/li>\n<li>Done   no passwords, no SMTP configuration required.<\/li>\n<\/ol>\n\n<p>Emails are sent from your actual Gmail account and appear in your Gmail Sent folder. To disconnect at any time, click <strong>\"Disconnect Gmail\"<\/strong> in Settings. This requires a one-time Google Cloud project setup   see the <a href=\"https:\/\/www.mmediasoftwarelab.com\/documentation\/medigap-contact-wizard\/configuration\/\">Gmail OAuth Setup Guide<\/a>.<\/p>\n\n<p><strong>Method 2   Email Provider Preset (Simple)<\/strong><\/p>\n\n<p>Best for Gmail, Outlook, or Yahoo users who can generate an app password.<\/p>\n\n<ol>\n<li>Select <strong>\"Email Provider\"<\/strong> in Settings.<\/li>\n<li>Choose your provider (Gmail, Outlook, Yahoo, or Custom).<\/li>\n<li>Enter your email address.<\/li>\n<li>Generate an <strong>App Password<\/strong> from your provider and paste it in.<\/li>\n<\/ol>\n\n<p>Host, port, and encryption are filled in automatically. Click <strong>Send Test Email<\/strong> to verify.<\/p>\n\n<p>How to get an App Password:<\/p>\n\n<ul>\n<li><strong>Gmail:<\/strong> Google Account ? Security ? 2-Step Verification (enable) ? App Passwords ? Create for \"Mail\".<\/li>\n<li><strong>Outlook:<\/strong> Microsoft Account ? Security ? Advanced Security ? App Passwords.<\/li>\n<li><strong>Yahoo:<\/strong> Account Security ? Manage App Passwords ? Other app.<\/li>\n<\/ul>\n\n<p><strong>Method 3   WordPress Mail<\/strong><\/p>\n\n<p>If you already have WP Mail SMTP, Postman, or a similar plugin configured, select <strong>\"WordPress Mail\"<\/strong>. The wizard uses whatever transport your SMTP plugin provides   no additional configuration needed.<\/p>\n\n<p><strong>Method 4   Server Mail<\/strong><\/p>\n\n<p>Uses PHP's built-in <code>mail()<\/code> function. Works on most shared hosting. Select <strong>\"Server Mail\"<\/strong>   no further configuration needed. Not recommended if you are experiencing email delivery problems.<\/p>\n\n<p><strong>Method 5   Custom SMTP<\/strong><\/p>\n\n<p>Full manual configuration for any SMTP server (SendGrid, Mailgun, Amazon SES, etc.).<\/p>\n\n<ol>\n<li>Select <strong>\"Custom SMTP\"<\/strong> in Settings.<\/li>\n<li>Enter your <strong>SMTP Host<\/strong>, <strong>Port<\/strong>, <strong>Username<\/strong>, and <strong>Password<\/strong>.<\/li>\n<li>Choose your <strong>encryption<\/strong> (TLS is recommended).<\/li>\n<li>Click <strong>Send Test Email<\/strong> to verify.<\/li>\n<\/ol>\n\n<p>Common port and encryption combinations:<\/p>\n\n<ul>\n<li>Port 587 + TLS (recommended for most providers)<\/li>\n<li>Port 465 + SSL<\/li>\n<li>Port 25 + None (local\/internal servers only)<\/li>\n<\/ul>\n\n<!--section=faq-->\n<dl>\n<dt id=\"how%20do%20i%20add%20the%20form%20to%20my%20website%3F\"><h3>How do I add the form to my website?<\/h3><\/dt>\n<dd><p>Add the shortcode <code>[mmcw_medigap_wizard]<\/code> to any page, post, or widget. In the block editor, use a <strong>Shortcode<\/strong> block.<\/p><\/dd>\n<dt id=\"which%20email%20method%20should%20i%20use%3F\"><h3>Which email method should I use?<\/h3><\/dt>\n<dd><p>For most users: <strong>Gmail OAuth<\/strong> if you have a Gmail account. If you already have an SMTP plugin installed, use <strong>WordPress Mail<\/strong>   zero extra setup. If you need maximum reliability without Gmail, use <strong>Custom SMTP<\/strong> with a transactional email provider like SendGrid or Mailgun.<\/p><\/dd>\n<dt id=\"i%20connected%20gmail%20oauth%20but%20emails%20are%20not%20arriving.%20what%20do%20i%20check%3F\"><h3>I connected Gmail OAuth but emails are not arriving. What do I check?<\/h3><\/dt>\n<dd><ol>\n<li>Go to <strong>Medigap Contact Wizard &gt; Settings<\/strong> and confirm the connected Gmail address is correct.<\/li>\n<li>Click <strong>Disconnect Gmail<\/strong>, then reconnect.<\/li>\n<li>If you set up the Google Cloud project yourself, confirm the OAuth consent screen is published (not in Testing mode).<\/li>\n<\/ol>\n\n<p>See the full <a href=\"https:\/\/www.mmediasoftwarelab.com\/documentation\/medigap-contact-wizard\/configuration\/\">Gmail OAuth Setup Guide<\/a> for Google Cloud project configuration steps.<\/p><\/dd>\n<dt id=\"my%20test%20email%20is%20not%20arriving.%20what%20should%20i%20do%3F\"><h3>My test email is not arriving. What should I do?<\/h3><\/dt>\n<dd><ol>\n<li>Check your spam or junk folder.<\/li>\n<li>Confirm the notification address is correct in Settings.<\/li>\n<li>Try a different email method   if WordPress Mail works but Custom SMTP does not, double-check your host, port, and credentials.<\/li>\n<li>Check your server's mail logs or contact your hosting provider.<\/li>\n<\/ol><\/dd>\n<dt id=\"can%20i%20customize%20the%20form%20colors%3F\"><h3>Can I customize the form colors?<\/h3><\/dt>\n<dd><p>Yes. Go to <strong>Medigap Contact Wizard &gt; Settings<\/strong> and use the color picker to set your primary color. This applies to buttons, the progress bar, and interactive elements.<\/p><\/dd>\n<dt id=\"where%20are%20submissions%20stored%3F\"><h3>Where are submissions stored?<\/h3><\/dt>\n<dd><p>All submissions are saved as a WordPress custom post type. View them at <strong>Medigap Contact Wizard &gt; Submissions<\/strong>. They are also emailed to your configured notification address.<\/p><\/dd>\n<dt id=\"how%20does%20the%20anti-spam%20protection%20work%3F\"><h3>How does the anti-spam protection work?<\/h3><\/dt>\n<dd><p>Three layers of invisible protection   no CAPTCHA required:<\/p>\n\n<ol>\n<li><strong>Honeypot field<\/strong>   bots fill it, humans never see it.<\/li>\n<li><strong>Time validation<\/strong>   submissions completed in under 7 seconds are rejected as bot activity.<\/li>\n<li><strong>WordPress nonce<\/strong>   CSRF protection on every submission.<\/li>\n<\/ol><\/dd>\n<dt id=\"what%20file%20types%20can%20prospects%20upload%3F\"><h3>What file types can prospects upload?<\/h3><\/dt>\n<dd><p>PDF, JPG, JPEG, PNG, DOC, DOCX, and TXT. Maximum file size is 2 MB. Files are stored in <code>\/wp-content\/uploads\/medicare_rx\/<\/code> with a unique ID prefix for security.<\/p><\/dd>\n<dt id=\"does%20the%20form%20work%20with%20page%20builders%3F\"><h3>Does the form work with page builders?<\/h3><\/dt>\n<dd><p>Yes   Elementor, Divi, Beaver Builder, WPBakery, and all others that support shortcodes.<\/p><\/dd>\n<dt id=\"is%20the%20form%20mobile-friendly%3F\"><h3>Is the form mobile-friendly?<\/h3><\/dt>\n<dd><p>Yes. The wizard is fully responsive and tested on iOS and Android browsers.<\/p><\/dd>\n<dt id=\"is%20the%20form%20tcpa%20compliant%3F\"><h3>Is the form TCPA compliant?<\/h3><\/dt>\n<dd><p>Yes. Version 1.0.2 adds full TCPA compliance out of the box:<\/p>\n\n<ul>\n<li>A standalone consent checkbox with FCC-required disclosure language appears in Step 5, before the Privacy Policy.<\/li>\n<li>The phone field includes a note informing prospects they may be contacted by phone or text.<\/li>\n<li>Consent is never required as a condition of receiving a quote (FCC rule).<\/li>\n<li>Every submission saves a consent record to WordPress post meta: <code>_tcpa_consent_given<\/code>, <code>_tcpa_consent_timestamp<\/code>, <code>_tcpa_consent_ip<\/code>, and <code>_tcpa_consent_text<\/code> (the exact language shown at submission time).<\/li>\n<\/ul>\n\n<p>This gives you the audit trail needed to demonstrate prior express written consent. Always consult a licensed TCPA attorney for advice specific to your business.<\/p><\/dd>\n<dt id=\"is%20it%20gdpr%20compliant%3F\"><h3>Is it GDPR compliant?<\/h3><\/dt>\n<dd><p>The plugin includes a required privacy policy consent checkbox and an optional \"no marketing\" checkbox. You are responsible for maintaining a privacy policy page on your site.<\/p><\/dd>\n<dt id=\"can%20i%20export%20submissions%3F\"><h3>Can I export submissions?<\/h3><\/dt>\n<dd><p>Submissions are stored as standard WordPress posts, so any export plugin (e.g., WP All Export) will work. You can also copy data directly from individual submission records in the admin.<\/p><\/dd>\n<dt id=\"how%20do%20i%20change%20the%20success%20message%3F\"><h3>How do I change the success message?<\/h3><\/dt>\n<dd><p>Go to <strong>Medicare Wizard &gt; Settings<\/strong> and edit the \"Success Message\" field. HTML is supported.<\/p><\/dd>\n<dt id=\"how%20do%20i%20get%20support%3F\"><h3>How do I get support?<\/h3><\/dt>\n<dd><p>Visit <a href=\"https:\/\/www.mmediasoftwarelab.com\/support\/\">M Media Software Lab Support<\/a>.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.3 - April 5, 2026<\/h4>\n\n<ul>\n<li>Update: Marketing copy and plugin description refresh<\/li>\n<\/ul>\n\n<h4>1.0.2 - April 2, 2026<\/h4>\n\n<ul>\n<li>Add: TCPA-compliant consent checkbox on final wizard step<\/li>\n<li>Add: Phone field disclosure note referencing the consent<\/li>\n<li>Add: TCPA consent record-keeping (given flag, timestamp, IP, consent text) stored as post meta on each submission<\/li>\n<\/ul>\n\n<h4>1.0.1 - March 22, 2026<\/h4>\n\n<ul>\n<li>Fix: Lowercase custom post type slug to resolve \"Invalid post type\" error in WordPress admin<\/li>\n<\/ul>\n\n<h4>1.0.0 - January 8, 2026<\/h4>\n\n<ul>\n<li>Initial release<\/li>\n<li>5-step wizard interface with progress tracking<\/li>\n<li>Anti-spam protection (honeypot + time-based validation)<\/li>\n<li>Custom post type submission management<\/li>\n<li>Email notifications with 5 delivery methods (Gmail OAuth, provider presets, WordPress Mail, Server Mail, Custom SMTP)<\/li>\n<li>File upload support for prescription lists<\/li>\n<li>Configurable primary color and success message<\/li>\n<li>Conditional field visibility<\/li>\n<li>Privacy policy consent and marketing opt-out<\/li>\n<li>Responsive design<\/li>\n<li>WordPress 6.9 compatible<\/li>\n<\/ul>","raw_excerpt":"TCPA-compliant 5-step Medigap lead capture wizard. 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