Upload the Backend Handler
Download the generated wp-lead-handler.php file. Using FTP or the File Manager in your hosting panel (cPanel, etc.), upload this file into the root folder of your WordPress installation (usually the public_html directory).
Note: If you prefer to place it in another directory, update the PHP Backend File Endpoint URL field in section 4 before copying the HTML.
Add the Snippet to your Website
Open your WordPress website editor (Elementor, Divi, Gutenberg, Beaver, etc.). Drag and drop an HTML Block, Code Block, or Custom HTML Widget onto your page layout.
Copy the generated code from the HTML/CSS Snippet tab, paste it into the HTML Block, and save your changes.
Test and Verify
Visit your live webpage containing the form. Fill out the fields and submit. The form should show a loading spinner, and then display a success checkmark.
Check your configured Email Inbox (including Spam if necessary) and SMS target number to ensure details are routing perfectly and immediately.
API Credentials Setup Guide
How to get a Resend API Key & Verify Domain
Resend is a developer-friendly email sending platform offering 3,000 free emails per month.
- Create an account at Resend.com.
- Navigate to API Keys in the left sidebar and click Create API Key.
- Set the permission scope to Sending Access, copy your generated key (starts with
re_), and paste it in Section 2. - Critical Step: Go to Domains > Add Domain. Add your client's domain (e.g.
myclientdomain.com) and copy the provided DNS records (MX, TXT, CNAME) to their domain provider (GoDaddy, Namecheap, Cloudflare, etc.). - Once verified, configure your From Email inside Resend to match your verified domain (e.g.
noreply@myclientdomain.com).
How to get a SendGrid API Key & Verify Sender
SendGrid is a widely used transactional email engine offering 100 free emails per day.
- Sign up at SendGrid.com.
- Go to Settings > API Keys in the console sidebar.
- Click Create API Key, select Restricted Access, and enable only Mail Send permissions for security.
- Copy the generated key (starts with
SG.) and paste it into Section 2. - Prevent Spam: Navigate to Settings > Sender Authentication. Complete either Domain Authentication (adds SPF/DKIM DNS records) or Single Sender Verification to verify the sender email address. If unverified, emails will likely fail or land in spam.
How to get Twilio SID, Auth Token & SMS Sender
Twilio is the industry standard for SMS messaging (charges per SMS sent).
- Sign up for a free or paid account at Twilio.com.
- On your main dashboard (Console Home), locate Account SID and Auth Token. Copy them into Section 3.
- Navigate to Phone Numbers > Manage > Buy a Number and purchase an SMS-capable phone number.
- Use this purchased phone number as the Sender Phone (From) in the configuration.
- *Note for free trial accounts:* You can only send SMS to "Verified Caller IDs" (your verified personal number) until you upgrade and pay.
How to get Plivo Auth ID & SMS Sender
Plivo is a cost-effective cloud communication platform for bulk SMS.
- Register an account at Plivo.com.
- Copy your Auth ID and Auth Token from the main console dashboard into Section 3.
- Rent a Plivo phone number in the dashboard.
- Use this number as the Sender Phone (From).
How to set up TextBee.dev (Free Android Gateway)
TextBee.dev allows you to route outgoing SMS alerts through your own Android phone for free.
- Register a free account at TextBee.dev.
- Download the TextBee Android app on an Android phone containing an active SIM card.
- Open the app, grant it SMS sending permissions, and log in or scan the dashboard QR code to link the device.
- Go to your TextBee web dashboard, copy the Device ID and paste it as the Account SID.
- Generate an API Key in your dashboard and paste it as the Auth Token.
- You do not need to configure a Sender Phone (From); the phone's SIM card will automatically route the SMS. Ensure the device remains online and powered.