Installation

Published on: March 6, 2026

Last updated: March 6, 2026

The Contact Wizard installs like any WordPress plugin. Once activated, set your notification email, choose a mail delivery method, and add the shortcode to a page — the wizard is live in minutes.

Install from WP.org (free version)

  1. In your WordPress admin, go to Plugins → Add New.
  2. Search for M Media Medigap Contact Wizard.
  3. Click Install Now, then Activate.
  4. Navigate to Medigap Contact Wizard → Settings to configure.

Install by uploading a ZIP

  1. Download mmedia-medigap-contact-wizard.zip from mmediasoftwarelab.com or WP.org.
  2. Go to Plugins → Add New → Upload Plugin.
  3. Choose the ZIP file and click Install Now.
  4. Click Activate Plugin.
  5. Go to Medigap Contact Wizard → Settings to configure.

After activation

1. Set notification email

Go to Medigap Contact Wizard → Settings → Notification Email. This is the address that receives a full copy of every submitted lead. Defaults to the WordPress admin email if left blank.

2. Choose email method

Select Gmail OAuth, Custom SMTP, or WordPress default (wp_mail). For Gmail OAuth, enter your Client ID and Secret and click Connect Gmail. For SMTP, enter host, port, username, and password.

3. Add the shortcode

Create a new page (e.g., /get-a-quote/), add a Shortcode block, and enter [mmedia_medigap_wizard]. Publish the page — the wizard is now live.

4. Submit a test lead

Complete the 5-step form with dummy data and confirm the notification email arrives at your address. Check Medigap Contact Wizard → Submissions to confirm the lead was stored in WordPress.

That’s the full setup. For advanced options — branding, question customization, and Gmail OAuth — see the Configuration page.

Medigap Contact Wizard

A professional 5-step Medigap lead capture form for WordPress. Collects contact details, Medicare status, coverage needs, health info, and consent — then emails the lead and stores it in your dashboard.

Quick Links

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