for Lead Follow-Up Database Script 1.08
Unzipping the downloaded file
Unzip the downloaded file onto your Desktop. Find a folder named web
You will use the folder in later steps.
Setting up email configurations
Configure email settings so the script can send emails.
To set up email configurations, open
in a text editor. Please read explanations for each email configuration
and set them up. You need to configure at least Hostname
Hostname is the address of your mail server.
In most websites, Hostname is localhost.
Set an email address of your domain to From. For example,
if your domain name is www.mydomain.com,
From could be firstname.lastname@example.org.
Setting up database configurations
in a text editor and find the
following code :
define( 'DB_HOSTNAME', 'Your Hostname Here' );
define( 'DB_DATABASE', 'Your Database Name Here' );
define( 'DB_USERNAME', 'Your Username Here' );
define( 'DB_PASSWORD', 'Your Password Here' );
Please replace the highlighted text
, and Password
About Hostname, Database, Username, and Password.
If you have installed any scripts that use MySQL, it may be ultra-easy for you to
figure out what those values are. If this is the first time, however, you may be
scratching your head or pulling your hair out ( or maybe both? )
Don't feel bad. This step is truely a pitfall
that we have all fallen into at least once.
First, slow down, relax, and take your time. All other steps are easy and this is
the only step where you need to think a little longer...
Here is a page
where I explained each of them in more details. The page will
help you figure out what Hostname
are. Check it out!
Uploading script to your website
Upload the web
folder to your web site.
You can rename the web
folder name to any name you want.
In this guide, we assume you keep the folder name intact.
Running the installation script
in your browser and
button. After finishing the installation script,
folder to avoid a security risk.
Setting up Cron/Task scheduler
sends follow-up notification
emails. Run web/staff/notify_follow_up.php
automatically once a day.
To do so, set up a cron job ( if you are using a Linux server )
or a schedule in Task Scheduler ( if you are using Windows server )
Adding staffs to the database
in your browser.
This is the admin panel where you can search, view, edit, and delete staffs.
for the username and password,
from the top menu. To add a new staff,
click Add New
, fill out the form, and click Save
Repeat it until you add all your sales staff to the database.
Do not try to add any leads now because you can't. To add
leads, log off as an administrator and then log in as one
of staffs you registered.
in your browser.
Log in as one of staffs you registered in the previous step.
from the top menu. Click Add New
and fill out the form.
To receive a follow-up notification email, enter a date in Follow-up