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Managing Leads

Open UTM Manager → Leads to see every visitor the plugin has captured.

The leads table

Each row is one unique visitor, with these columns:

  • Visitor — their email if known, otherwise their WordPress user name, otherwise the anonymous visitor ID. Identity upgrades automatically when an anonymous visitor logs in — their history stays attached.
  • UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content — the lead’s current (last-touch) attribution values.
  • Visits — how many page views the lead has made.
  • Last Seen — when they most recently visited.

Columns you don’t need can be hidden under Screen Options.

Click a lead to open its detail view.

Filtering

Above the table you can combine:

  • Source / Medium / Campaign dropdowns — populated with the values that actually exist in your data, so you never guess at spellings.
  • Date range — restrict to leads last seen between two dates.
  • Search box — matches against email, visitor ID, and UTM source / medium / campaign values.

Set the dropdowns and dates, then click Filter. Once any filter is active a Reset link appears next to the button to clear them all in one click.

Filters combine with AND logic: filtering source google + campaign black-friday-sale shows only leads whose latest attribution matches both. They also survive searching, sorting, and paging, so you can narrow a filtered set further without starting over.

Sorting and pagination

Three columns are sortable — click their headers to toggle direction:

  • Visitor (sorts by email)
  • Visits
  • Last Seen — the default sort, newest first

Use Screen Options (top-right of the page) to change how many leads are shown per page; the default is 20.

Deleting leads

  • Single lead — hover the row and click Delete.
  • Bulk — tick the checkboxes, choose Delete from the Bulk Actions dropdown, and apply.

Deleting a lead also removes all of its visit history. This is permanent — export first if in doubt.

Notes

  • A lead is created on a visitor’s first tracked page view, whether or not it carried UTM parameters. Attribution fields fill in whenever a UTM-tagged visit happens.
  • Leads are deduplicated by first-party visitor ID, never by IP address — two colleagues on the same office network are two separate leads.
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