Title: M Media Medigap Contact Wizard Author: mmediasoftwarelab Published: 22 março, 2026 Last modified: 22 maio, 2026 --- Pesquisar plugins ![](https://ps.w.org/mmedia-medigap-contact-wizard/assets/banner-772x250.png?rev =3489122) ![](https://ps.w.org/mmedia-medigap-contact-wizard/assets/icon-256x256.png?rev=3489122) # M Media Medigap Contact Wizard Por [mmediasoftwarelab](https://profiles.wordpress.org/mmediasoftwarelab/) [Baixar](https://downloads.wordpress.org/plugin/mmedia-medigap-contact-wizard.1.0.3.zip) * [Detalhes](https://br.wordpress.org/plugins/mmedia-medigap-contact-wizard/#description) * [Avaliações](https://br.wordpress.org/plugins/mmedia-medigap-contact-wizard/#reviews) * [Instalação](https://br.wordpress.org/plugins/mmedia-medigap-contact-wizard/#installation) * [Desenvolvimento](https://br.wordpress.org/plugins/mmedia-medigap-contact-wizard/#developers) [Suporte](https://wordpress.org/support/plugin/mmedia-medigap-contact-wizard/) ## Descrição **M Media Medigap Contact Wizard** is a conversion-optimized, **TCPA-compliant** 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. #### Key Features **TCPA-Compliant Lead Capture Built In** Phone leads from this form are TCPA-ready from day one: * Explicit, standalone consent checkbox separate from the Privacy Policy, never bundled with a purchase condition * 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 * Phone field note tells prospects what they are consenting to before they reach the final step * 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 * Consent is optional prospects who prefer email-only contact can leave the box unchecked; the form still submits **5-Step Wizard Interface** * Step 1: Contact Information (Name, Email, Phone, ZIP, State) * Step 2: Medicare Status (Current enrollment, parts, existing coverage) * Step 3: Needs & Concerns (Interests, timing, coverage requirements) * Step 4: Health Details (Conditions, prescriptions, pharmacy preferences) * Step 5: Preferences & Final Questions (Priorities, referral source, TCPA consent, privacy consent) **Advanced Anti-Spam Protection** * Honeypot field catches bots automatically * Time-based submission validation (minimum 7-second completion) * WordPress nonce security on all submissions * No CAPTCHA needed **Submission Management** * All inquiries saved as a custom post type * Easy-to-browse submissions dashboard in WordPress admin * Full submission history with timestamps **5 Email Delivery Options** * Gmail OAuth one-click connection, no passwords needed * Email Provider Presets auto-configured for Gmail, Outlook, Yahoo * WordPress Mail works with any existing SMTP plugin * Server Mail uses the server’s built-in mail() function * Custom SMTP full manual configuration **File Upload Support** 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. **Customization** * Configurable primary color for buttons, progress bar, and links * Custom success message with HTML support * Responsive design works on all devices #### Shortcode ``` [mmcw_medigap_wizard] ``` Add this to any page, post, or widget area. #### Perfect For 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. ### External Services This plugin optionally connects to Google’s OAuth 2.0 and Gmail API services when the **Gmail OAuth** email delivery method is selected. This feature is entirely optional other email methods (WordPress Mail, SMTP, etc.) do not contact any external service. **Google OAuth 2.0 & Gmail API** * **What it is:** Google’s authentication and email-sending service. * **What it is used for:** Authenticating the site administrator’s Google account and sending notification emails through that Gmail account on their behalf. * **What data is sent and when:** - During setup: the administrator is redirected to Google’s consent screen (` accounts.google.com`) to grant the plugin permission to send email. Google returns an authorization code and access/refresh tokens to the WordPress admin. - When sending a notification email: the email content (recipient address, subject, and body containing form submission data) is transmitted to `gmail.googleapis. com` to be delivered. This only occurs when a visitor submits the contact form. - Token refresh requests (OAuth access token renewal) are sent to `oauth2.googleapis. com`. - A one-time request is made to `www.googleapis.com/oauth2/v2/userinfo` during setup to retrieve and display the connected Gmail address in Settings. * **Data stored locally:** Access tokens and refresh tokens are stored in the WordPress options table (`wp_options`) and are never transmitted to any service other than Google. * **Google’s Terms of Service:** https://policies.google.com/terms * **Google’s Privacy Policy:** https://policies.google.com/privacy * **Google API Services User Data Policy:** https://developers.google.com/terms/ api-services-user-data-policy No other external services are contacted by this plugin. All form submissions are stored locally in your WordPress database. ## Capturas de tela [⌊General Settings branded interface with color picker, intro text, success message, and notification email⌉⌊General Settings branded interface with color picker, intro text, success message, and notification email⌉[ General Settings branded interface with color picker, intro text, success message, and notification email [⌊Customize Questions toggle any field on/off and override labels across all 5 wizard steps, no code required⌉⌊Customize Questions toggle any field on/off and override labels across all 5 wizard steps, no code required⌉[ Customize Questions toggle any field on/off and override labels across all 5 wizard steps, no code required [⌊Shortcode & Submissions Summary copy the shortcode and preview recent leads right from the settings screen⌉⌊Shortcode & Submissions Summary copy the shortcode and preview recent leads right from the settings screen⌉[ Shortcode & Submissions Summary copy the shortcode and preview recent leads right from the settings screen [⌊Email Method 1: WordPress Mail routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically⌉⌊Email Method 1: WordPress Mail routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically⌉[ Email Method 1: WordPress Mail routes through any active SMTP plugin (WP Mail SMTP, Postmark, SendGrid) automatically [⌊Email Method 2: Server Mail direct PHP mail() delivery for properly configured server environments⌉⌊Email Method 2: Server Mail direct PHP mail() delivery for properly configured server environments⌉[ Email Method 2: Server Mail direct PHP mail() delivery for properly configured server environments [⌊Email Method 3: Custom SMTP manual host, port, username, and encryption config for any mail server or provider⌉⌊Email Method 3: Custom SMTP manual host, port, username, and encryption config for any mail server or provider⌉[ Email Method 3: Custom SMTP manual host, port, username, and encryption config for any mail server or provider [⌊Email Method 4: Provider Presets auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers⌉⌊Email Method 4: Provider Presets auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers⌉[ Email Method 4: Provider Presets auto-filled SMTP settings for Gmail, Outlook, Yahoo, and other common providers [⌊Email Method 5: Gmail OAuth (connected) verified account displayed with one- click disconnect, no stored passwords⌉⌊Email Method 5: Gmail OAuth (connected) verified account displayed with one-click disconnect, no stored passwords⌉[ Email Method 5: Gmail OAuth (connected) verified account displayed with one-click disconnect, no stored passwords [⌊Gmail OAuth Setup (disconnected) step-by-step built-in guide with copyable redirect URI, nothing to Google⌉⌊Gmail OAuth Setup (disconnected) step-by-step built-in guide with copyable redirect URI, nothing to Google⌉[ Gmail OAuth Setup (disconnected) step-by-step built-in guide with copyable redirect URI, nothing to Google [⌊Gmail OAuth Credentials Client ID and Client Secret entry fields for completing the OAuth handshake⌉⌊Gmail OAuth Credentials Client ID and Client Secret entry fields for completing the OAuth handshake⌉[ Gmail OAuth Credentials Client ID and Client Secret entry fields for completing the OAuth handshake [⌊Submissions Dashboard all leads stored as WordPress posts with sortable columns, date, and search⌉⌊Submissions Dashboard all leads stored as WordPress posts with sortable columns, date, and search⌉[ Submissions Dashboard all leads stored as WordPress posts with sortable columns, date, and search [⌊Submission Detail complete prospect record: contact info, Medicare status, health details, and file attachment⌉⌊Submission Detail complete prospect record: contact info, Medicare status, health details, and file attachment⌉[ Submission Detail complete prospect record: contact info, Medicare status, health details, and file attachment [⌊Test Email send a test message after any config change; green banner on success, error detail on failure⌉⌊Test Email send a test message after any config change; green banner on success, error detail on failure⌉[ Test Email send a test message after any config change; green banner on success, error detail on failure [⌊Step 1: Contact Information name, email, phone, ZIP, and state with progress bar and clean layout⌉⌊Step 1: Contact Information name, email, phone, ZIP, and state with progress bar and clean layout⌉[ Step 1: Contact Information name, email, phone, ZIP, and state with progress bar and clean layout [⌊Step 2: Medicare Status current enrollment, which parts, and whether the prospect already has a Medigap plan⌉⌊Step 2: Medicare Status current enrollment, which parts, and whether the prospect already has a Medigap plan⌉[ Step 2: Medicare Status current enrollment, which parts, and whether the prospect already has a Medigap plan [⌊Step 3: Needs & Concerns touch-friendly multi-select chip buttons for coverage interests and priorities⌉⌊Step 3: Needs & Concerns touch-friendly multi-select chip buttons for coverage interests and priorities⌉[ Step 3: Needs & Concerns touch-friendly multi-select chip buttons for coverage interests and priorities [⌊Step 4: Health Details health conditions, preferred pharmacy, and optional prescription file upload⌉⌊Step 4: Health Details health conditions, preferred pharmacy, and optional prescription file upload⌉[ Step 4: Health Details health conditions, preferred pharmacy, and optional prescription file upload [⌊Step 5: Preferences & Final Questions plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent⌉⌊Step 5: Preferences & Final Questions plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent⌉[ Step 5: Preferences & Final Questions plan priorities, how they found you, marketing opt-out, TCPA consent checkbox with FCC disclosure language, and privacy policy consent [⌊Success Message personalized confirmation screen with customizable text shown immediately after submission⌉⌊Success Message personalized confirmation screen with customizable text shown immediately after submission⌉[ Success Message personalized confirmation screen with customizable text shown immediately after submission ## Instalação #### Automatic Installation 1. Log in to your WordPress admin panel. 2. Go to **Plugins > Add New**. 3. Search for “M Media Medigap Contact Wizard”. 4. Click **Install Now**, then **Activate**. #### Manual Installation 1. Download the plugin ZIP file. 2. Go to **Plugins > Add New > Upload Plugin**. 3. Choose the ZIP file and click **Install Now**. 4. Activate the plugin. #### Initial Setup 1. Go to **Medigap Contact Wizard > Settings**. 2. Enter the **notification email address** where form submissions should be sent. 3. Choose your **email delivery method** (see below). 4. Pick a **primary color** to match your brand. 5. Add the shortcode `[mmcw_medigap_wizard]` to any page. 6. Click **Send Test Email** to confirm delivery is working. #### Email Setup: Choose One Method **Method 1 Gmail OAuth (Recommended, Easiest)** Best for anyone with a Gmail account. 1. Select **“Gmail Account (OAuth)”** in Settings. 2. Click the **“Connect with Gmail”** button. 3. Sign in to your Google account and click **Allow**. 4. Done no passwords, no SMTP configuration required. Emails are sent from your actual Gmail account and appear in your Gmail Sent folder. To disconnect at any time, click **“Disconnect Gmail”** in Settings. This requires a one-time Google Cloud project setup see the [Gmail OAuth Setup Guide](https://www.mmediasoftwarelab.com/documentation/medigap-contact-wizard/configuration/). **Method 2 Email Provider Preset (Simple)** Best for Gmail, Outlook, or Yahoo users who can generate an app password. 1. Select **“Email Provider”** in Settings. 2. Choose your provider (Gmail, Outlook, Yahoo, or Custom). 3. Enter your email address. 4. Generate an **App Password** from your provider and paste it in. Host, port, and encryption are filled in automatically. Click **Send Test Email** to verify. How to get an App Password: * **Gmail:** Google Account ? Security ? 2-Step Verification (enable) ? App Passwords? Create for “Mail”. * **Outlook:** Microsoft Account ? Security ? Advanced Security ? App Passwords. * **Yahoo:** Account Security ? Manage App Passwords ? Other app. **Method 3 WordPress Mail** If you already have WP Mail SMTP, Postman, or a similar plugin configured, select**“ WordPress Mail”**. The wizard uses whatever transport your SMTP plugin provides no additional configuration needed. **Method 4 Server Mail** Uses PHP’s built-in `mail()` function. Works on most shared hosting. Select **“Server Mail”** no further configuration needed. Not recommended if you are experiencing email delivery problems. **Method 5 Custom SMTP** Full manual configuration for any SMTP server (SendGrid, Mailgun, Amazon SES, etc.). 1. Select **“Custom SMTP”** in Settings. 2. Enter your **SMTP Host**, **Port**, **Username**, and **Password**. 3. Choose your **encryption** (TLS is recommended). 4. Click **Send Test Email** to verify. Common port and encryption combinations: * Port 587 + TLS (recommended for most providers) * Port 465 + SSL * Port 25 + None (local/internal servers only) ## Perguntas frequentes ### How do I add the form to my website? Add the shortcode `[mmcw_medigap_wizard]` to any page, post, or widget. In the block editor, use a **Shortcode** block. ### Which email method should I use? For most users: **Gmail OAuth** if you have a Gmail account. If you already have an SMTP plugin installed, use **WordPress Mail** zero extra setup. If you need maximum reliability without Gmail, use **Custom SMTP** with a transactional email provider like SendGrid or Mailgun. ### I connected Gmail OAuth but emails are not arriving. What do I check? 1. Go to **Medigap Contact Wizard > Settings** and confirm the connected Gmail address is correct. 2. Click **Disconnect Gmail**, then reconnect. 3. If you set up the Google Cloud project yourself, confirm the OAuth consent screen is published (not in Testing mode). See the full [Gmail OAuth Setup Guide](https://www.mmediasoftwarelab.com/documentation/medigap-contact-wizard/configuration/) for Google Cloud project configuration steps. ### My test email is not arriving. What should I do? 1. Check your spam or junk folder. 2. Confirm the notification address is correct in Settings. 3. Try a different email method if WordPress Mail works but Custom SMTP does not, double-check your host, port, and credentials. 4. Check your server’s mail logs or contact your hosting provider. ### Can I customize the form colors? Yes. Go to **Medigap Contact Wizard > Settings** and use the color picker to set your primary color. This applies to buttons, the progress bar, and interactive elements. ### Where are submissions stored? All submissions are saved as a WordPress custom post type. View them at **Medigap Contact Wizard > Submissions**. They are also emailed to your configured notification address. ### How does the anti-spam protection work? Three layers of invisible protection no CAPTCHA required: 1. **Honeypot field** bots fill it, humans never see it. 2. **Time validation** submissions completed in under 7 seconds are rejected as bot activity. 3. **WordPress nonce** CSRF protection on every submission. ### What file types can prospects upload? PDF, JPG, JPEG, PNG, DOC, DOCX, and TXT. Maximum file size is 2 MB. Files are stored in `/wp-content/uploads/medicare_rx/` with a unique ID prefix for security. ### Does the form work with page builders? Yes Elementor, Divi, Beaver Builder, WPBakery, and all others that support shortcodes. ### Is the form mobile-friendly? Yes. The wizard is fully responsive and tested on iOS and Android browsers. ### Is the form TCPA compliant? Yes. Version 1.0.2 adds full TCPA compliance out of the box: * A standalone consent checkbox with FCC-required disclosure language appears in Step 5, before the Privacy Policy. * The phone field includes a note informing prospects they may be contacted by phone or text. * Consent is never required as a condition of receiving a quote (FCC rule). * Every submission saves a consent record to WordPress post meta: `_tcpa_consent_given`,` _tcpa_consent_timestamp`, `_tcpa_consent_ip`, and `_tcpa_consent_text` (the exact language shown at submission time). 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. ### Is it GDPR compliant? 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. ### Can I export submissions? 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. ### How do I change the success message? Go to **Medicare Wizard > Settings** and edit the “Success Message” field. HTML is supported. ### How do I get support? Visit [M Media Software Lab Support](https://www.mmediasoftwarelab.com/support/). ## Avaliações Não há avaliações para este plugin. ## Colaboradores e desenvolvedores “M Media Medigap Contact Wizard” é um programa de código aberto. As seguintes pessoas contribuíram para este plugin. Colaboradores * [ mmediasoftwarelab ](https://profiles.wordpress.org/mmediasoftwarelab/) [Traduzir o “M Media Medigap Contact Wizard” para seu idioma.](https://translate.wordpress.org/projects/wp-plugins/mmedia-medigap-contact-wizard) ### Interessado no desenvolvimento? [Navegue pelo código](https://plugins.trac.wordpress.org/browser/mmedia-medigap-contact-wizard/), consulte o [repositório SVN](https://plugins.svn.wordpress.org/mmedia-medigap-contact-wizard/) ou assine o [registro de desenvolvimento](https://plugins.trac.wordpress.org/log/mmedia-medigap-contact-wizard/) por [RSS](https://plugins.trac.wordpress.org/log/mmedia-medigap-contact-wizard/?limit=100&mode=stop_on_copy&format=rss). ## Registro de alterações #### 1.0.3 – April 5, 2026 * Update: Marketing copy and plugin description refresh #### 1.0.2 – April 2, 2026 * Add: TCPA-compliant consent checkbox on final wizard step * Add: Phone field disclosure note referencing the consent * Add: TCPA consent record-keeping (given flag, timestamp, IP, consent text) stored as post meta on each submission #### 1.0.1 – March 22, 2026 * Fix: Lowercase custom post type slug to resolve “Invalid post type” error in WordPress admin #### 1.0.0 – January 8, 2026 * Initial release * 5-step wizard interface with progress tracking * Anti-spam protection (honeypot + time-based validation) * Custom post type submission management * Email notifications with 5 delivery methods (Gmail OAuth, provider presets, WordPress Mail, Server Mail, Custom SMTP) * File upload support for prescription lists * Configurable primary color and success message * Conditional field visibility * Privacy policy consent and marketing opt-out * Responsive design * WordPress 6.9 compatible ## Meta * Versão **1.0.3** * Última atualização **5 meses atrás** * Instalações ativas **Menos de 10** * Versão do WordPress ** 5.0 ou superior ** * Testado até **7.0.7** * Versão do PHP ** 7.4 ou superior ** * Idioma * [English (US)](https://wordpress.org/plugins/mmedia-medigap-contact-wizard/) * Tags * [Insurance](https://br.wordpress.org/plugins/tags/insurance/)[lead generation](https://br.wordpress.org/plugins/tags/lead-generation/) [medicare](https://br.wordpress.org/plugins/tags/medicare/) * [Visualização avançada](https://br.wordpress.org/plugins/mmedia-medigap-contact-wizard/advanced/) ## Classificações Ainda não foi enviada nenhuma avaliação. [Sua avaliação](https://wordpress.org/support/plugin/mmedia-medigap-contact-wizard/reviews/#new-post) [Ver todas avaliações](https://wordpress.org/support/plugin/mmedia-medigap-contact-wizard/reviews/) ## Colaboradores * [ mmediasoftwarelab ](https://profiles.wordpress.org/mmediasoftwarelab/) ## Suporte Tem algo a dizer? Precisa de ajuda? [Ver fórum de suporte](https://wordpress.org/support/plugin/mmedia-medigap-contact-wizard/)