Most issues fall into two categories: email delivery and form behavior. Start with the Send Test Email button in Settings — it diagnoses the most common mail problems in one click.
Lead emails not arriving
- Notification email not set — check Settings; the field defaults to the WordPress admin email, but if cleared the notification has nowhere to go.
- Test email fails — click Send Test Email in Settings. A red result indicates a delivery problem with your current mail method. Switch to SMTP or Gmail OAuth.
- Gmail OAuth token expired — click Disconnect on the Settings page, then re-authorize. Tokens can expire if you revoke access from your Google account or change your password.
- SMTP credentials wrong — double-check host, port, username, and password. Port 587 with TLS or port 465 with SSL are standard; contact your provider if unsure.
- Spam folder — check the receiving mailbox’s spam/junk folder; add the sending address to your contacts.
- Host blocking outbound port 25 — most shared hosts block port 25; use 587 (TLS) or 465 (SSL) with a dedicated SMTP service.
Form not advancing past a step
- Required field empty — the form highlights the missing field inline. Required fields on Step 1: name, email, zip, state. Step 2: medicare_enrolled. Step 5: privacy checkbox.
- Stale page from browser back button — hard-reload the page (Ctrl/⌘+Shift+R) and try again.
- JavaScript error — open browser developer tools (F12) and check the Console tab for errors. A theme or another plugin may be interfering with the wizard’s JavaScript.
File upload failing
- File too large — the maximum upload size is 2 MB. Reduce the file size or ask the visitor to compress the file before uploading.
- Unsupported file type — only PDF, JPG, JPEG, PNG, DOC, DOCX, and TXT files are accepted.
- Uploads folder not writable — confirm that
wp-content/uploads/is writable by the web server. Files are stored inwp-content/uploads/medicare_rx/.
Submissions not appearing in WP admin
- Menu location — go to Medigap Contact Wizard → Submissions. Submissions are stored as a custom post type (
mmw_submission) in the WordPress database. - Capability issue — the Submissions menu is visible to users with
manage_optionsoredit_postscapability. Check the user role if the menu entry is missing.
Wizard not visible on page
- Shortcode on a draft page — the shortcode only renders on published pages. Confirm the page status is Published.
- Caching plugin serving stale content — flush your page/object cache after adding the shortcode. Check your caching plugin’s settings for a “purge all” option.
- JavaScript conflict — open browser developer tools (F12) and check the Console for errors. Try switching to a default theme (Twenty Twenty-Four) to isolate a theme conflict.
Submission discarded silently
The wizard uses two passive anti-spam checks:
- Honeypot field — a hidden form field invisible to humans. If it is filled in (typically by a bot), the submission is discarded without any error shown.
- Start-time check — the form records when it was loaded. If the elapsed time between page load and submission is unrealistically short, the submission is discarded.
If a legitimate submission is being discarded, reload the page, wait at least a few seconds before filling in fields, and re-submit. These checks are passive — they never interrupt normal human use.
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.
