Docs
Everything you need to install, configure, and get the most out of Smart LeadLock: setup, forms, email, lead management, payments, licensing, and troubleshooting.
Getting Started
- Installation Server requirements and first-time setup.
- First file setup Gate your first file in two steps.
- Shortcode basics The shortcode that powers every gated file.
Forms
- Default form The built-in form available on every plan.
- 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.
- Email settings From name, from address, and delivery basics.
- Email template The shared wrapper used by every outgoing email.
- Email sequences Drip campaigns with per-step delays.
- Automation Trigger actions from tags, scores, and pipeline stage changes, not just form submissions.
- Email integrations Sync leads to Mailchimp, Brevo, or MailWizz.
Lead Management
- Leads overview Search, filter, and export your leads.
- Lead scoring Automatically rank leads by likelihood to convert.
- Tags & segments Organize leads into groups you define.
- Sales pipeline A Kanban board for tracking leads to close.
Payments (Pro)
- 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.
- Orders & transactions Track every purchase and resend receipts.
- Payment emails Control what buyers see and receive after paying.
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.
- Resending your license key Lost your key? Look it up by email.
Troubleshooting
- System Status Server requirements and what to do if something fails.
- Email not sending The most common cause, and how to fix it.
- Download not working Why download links are single-use by design.
- Common errors License and payment error messages explained.