Developer documentation
This documentation describes how to install, embed, and operate WCKD Forms on your PHP server. It is written for a developer or technical admin deploying the product for the first time, and for operators who handle leads day to day.
Dashboard roles
Permissions depend on role. Use this table before you assign work.
| Role | Inbox & Performance | Settings tabs |
|---|---|---|
| Primary Owner | Read and update leads | Forms, Operations, People & access, Admin (export, updates) |
| Manager (full access) | Read and update leads | Same settings as Primary Owner except licence transfer and some Admin-only tools |
| Manager | Read and update leads | People & access only (self row) |
| Viewer | Read only — cannot change status or delete | People & access (self row — edit name/password) |
Throughout these guides, settings access means Primary Owner or a Manager with Allow manager full access checked on People & access.
Guides
- Installation — six-step browser installer, first login, test submit
- SMTP setup — SMTP vs PHP
mail() - Routing & URLs —
/form-submit, thank-you, not-sent - Embedding forms —
wckd_form_init(),wckd_form(), directory tokens - WCKD Forms Lite — satellite sites posting to one dashboard
- Inbox & leads — search, filters, status, team qualify
- Forms & fields — registry, builder, field library
- People & access — roles and user accounts
- Operations — timezone, abuse limits, statuses, webhooks, Lite intake
- Notifications — staff email, auto-reply, routing
- Webhooks — outbound JSON to Zapier, Make, n8n, or your endpoint
- CRM integrations — HubSpot, Salesforce, Slack via webhooks (shortcut guide)
- Performance — analytics and compare periods
- CSV export — export leads from Admin
- Troubleshooting — submit codes, mail, webhooks, updates
Where to start
- First deploy (full dashboard): Installation → Routing & URLs → Embed forms → SMTP setup.
- Extra sites on one inbox: WCKD Forms Lite + Operations (Lite integration).
- Daily lead handling: Inbox, Performance.
- CRM or Slack: CRM integrations or Webhooks (not email — see Notifications for mail).