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Everything you need to install, configure, and get the most out of AcquisitionSuite: setup, forms, email, lead management, payments, licensing, and troubleshooting.

Getting Started

What is AcquisitionSuite? The three jobs it does and how the pieces connect.
Quick start guide From install to a working lead magnet in ten minutes.
Lite vs Pro What is free and what Pro adds.
Plugin tour A map of every admin screen.
Installation Server requirements and first-time setup.
First file setup Gate your first file in two steps.
URL-gated files Gate a Google Drive, Dropbox, or other external link instead of uploading.
Shortcode basics The shortcode that powers every gated file.
Updating the plugin Keep Lite and Pro current safely.

Forms

Placing forms and files Shortcodes, the block and page-builder elements.
Default form The built-in form available on every plan.
Managing forms Create, duplicate, rename and delete forms.
Custom form builder Drag-and-drop forms with your own fields.
Field types Text, email, dropdown, checkbox, and hidden fields.
Conditional logic Show or hide fields based on other answers.
Popup design Title, subtitle and colors of the capture popup.
Standalone forms Use any form on its own, with no file attached.
Form display styles Embedded, Popup Modal, Floating Button and Slide-in Panel.
Multi-step forms Split a long form into steps with a progress bar.
Form email settings Lead notifications and per-form email templates.
Field mapping Tell AcquisitionSuite which fields hold name and email.
Spam protection Honeypot, rate limit and server-side checks.

Lead Funnels

Lead Funnels Set up a form, a delivery email and a shortcode from a template.
Funnel templates Free resource, email list, enquiries, waitlist, webinar, calls and products.
Funnel actions and selling a product Tag, segment, enroll and sell, with a discount price (Pro).

Email

SMTP setup Make sure your emails actually arrive.
Email settings From name, from address, and delivery basics.
Delivery modes Instant download, email only, or both.
Email template The shared wrapper used by every outgoing email.
Email placeholders Lead tags and design tokens for your emails.
Email sequences Drip campaigns with per-step delays.
Email tracking Open and click tracking that feeds automation and scoring.
Email integrations Sync leads to Mailchimp, Brevo, or MailWizz.
Mailchimp setup Add every lead to your Mailchimp audience.
Brevo setup Sync leads to Brevo with double opt-in.
MailWizz setup Sync leads to MailWizz with custom fields.
Email logs See every email sent or failed.
Email queue Monitor and manage sequence sends.

Automation (Pro)

Automation 13 triggers, 11 actions: tags, scores, payments, webhooks, WhatsApp, and more.
Automation recipes Eight ready-made rules to copy.
Time-based rules Act on things that have not happened.
Webhooks Send events to Zapier, Make or your CRM.
WhatsApp setup Connect the Meta Cloud API or Twilio.

Add-ons

Add-ons What they are, what they need and how to install them.
WooCommerce add-on Order triggers, abandoned carts and recovery emails.
Easy Digital Downloads add-on Purchase triggers, abandoned orders and recovery emails.
Form plugin add-ons WPForms, Fluent Forms, Formidable and Contact Form 7.
OnePage Sale add-on Order and review triggers from your sales page.
WhatsApp add-on Templates, the 24-hour window, replies and delivery tracking.
SMS add-on Texts from rules, with quiet hours and STOP handling.

Lead Management

Leads overview Search, filter, and export your leads.
Submissions Every form entry with its full field values.
Lead detail view Everything known about one lead.
Exporting data Download leads and submissions as CSV or Excel.
Lead scoring Automatically rank leads by likelihood to convert.
Lead intelligence Automatic geography and device detection for every lead.
Scoring rules and tiers Add rules and set your tier thresholds.
Tags & segments Organize leads into groups you define.
Sales pipeline A Kanban board for tracking leads to close.
Customizing the pipeline Add, rename, recolor and reorder stages.

Payments (Pro)

Paid downloads Sell a file with Stripe, Paystack or Flutterwave, with an optional discount price.
Paid standalone forms Charge for appointments and registrations.
Stripe setup Connect Stripe for global card payments.
Paystack setup Connect Paystack for West and East Africa.
Flutterwave setup Connect Flutterwave for pan-African payments.
Defaults and currency Currency, expiry, limits and notifications.
Orders & transactions Track every purchase and resend receipts.
Success screens The confirmation buyers see after paying.
Payment emails Control what buyers see and receive after paying.
Payment webhooks Confirmation addresses and the activity log.
Testing payments Run a safe test before going live.

Settings

Settings overview Every settings tab explained.
Data retention Automatic clean-up of old records.
Uninstall and data deletion Keep or wipe your data when removing the plugin.
Roles and permissions Who can manage the plugin.

License

Activating your license Unlock Pro and Agency features with your key.
Transferring to a new domain Move a license from one site to another.
License expiry and renewal What happens at expiry and how to renew.

Developers

Shortcode reference Every shortcode and attribute.
Hooks and filters Actions and filters for extending the plugin.
Database tables Where your data lives.
Cron events Background tasks and making cron reliable.
Custom payment gateways Add a gateway to Pro.

Troubleshooting

System Status Server requirements and what to do if something fails.
Email not sending The most common cause, and how to fix it.
Form not showing Shortcode shows as text or nothing appears.
Popup not opening The button does nothing or the form will not submit.
Leads not reaching your email service Mailchimp, Brevo or MailWizz is missing contacts.
Sequences not sending A lead is enrolled but no email goes out.
Payment not confirmed Buyer paid but the order is pending.
Download not working Why download links are single-use by design.
Common errors License and payment error messages explained.
Caching and CDNs Keep caches and optimizers from breaking forms.

Reference

Glossary Every term, A to Z.
Frequently asked questions Quick answers to common questions.

Analytics & Reports

Analytics Leads, downloads, sources and revenue.
UTM attribution Know which campaign produced each lead.

Files & Downloads

Uploading files Add and gate a file, or an external link.
Managing gated files Replace, delete and track your files.
Allowed file types Supported formats and upload size.
Download links and expiry Signed, single-use links and how long they last.
Download limits Cap how often a lead can download a file.
Protected directory security How files are kept out of reach.

Can't find what you need?

Our team is happy to help with setup, licensing or anything else.

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